Cantor Fitzgerald reissued their neutral rating on shares of HubSpot (NYSE:HUBS – Free Report) in a report released on Friday morning,Benzinga reports. Cantor Fitzgerald currently has a $200.00 target price on the software maker’s stock.
HUBS has been the topic of a number of other reports. Stephens lowered shares of HubSpot from an “overweight” rating to a “hold” rating and set a $251.00 price objective on the stock. in a research note on Thursday, August 6th. TD Cowen boosted their target price on shares of HubSpot from $220.00 to $285.00 and gave the stock a “hold” rating in a research report on Tuesday, September 1st. Needham & Company LLC restated a “buy” rating and issued a $300.00 target price on shares of HubSpot in a report on Friday. Barclays dropped their price target on shares of HubSpot from $270.00 to $240.00 and set an “overweight” rating on the stock in a research report on Thursday, August 6th. Finally, Wall Street Zen downgraded HubSpot from a “strong-buy” rating to a “buy” rating in a research note on Saturday, July 4th. Sixteen analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, HubSpot presently has an average rating of “Hold” and a consensus price target of $271.17.
Check Out Our Latest Stock Analysis on HubSpot
HubSpot Stock Up 0.1%
HubSpot (NYSE:HUBS – Get Free Report) last issued its earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.02 by $0.24. HubSpot had a return on equity of 8.66% and a net margin of 4.26%.The company had revenue of $911.74 million for the quarter, compared to analysts’ expectations of $898.31 million. During the same period last year, the business earned $2.19 EPS. HubSpot’s quarterly revenue was up 19.8% compared to the same quarter last year. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. On average, equities research analysts anticipate that HubSpot will post 4.56 earnings per share for the current year.
Insider Transactions at HubSpot
In other news, Director Gerald Dischler acquired 925 shares of the firm’s stock in a transaction on Monday, August 10th. The stock was purchased at an average price of $215.93 per share, for a total transaction of $199,735.25. Following the purchase, the director owned 1,940 shares in the company, valued at approximately $418,904.20. This represents a 91.13% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction that occurred on Tuesday, September 15th. The stock was sold at an average price of $245.64, for a total value of $2,087,940.00. Following the completion of the transaction, the director owned 68,000 shares in the company, valued at $16,703,520. The trade was a 11.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 26,202 shares of company stock worth $5,998,079 in the last quarter. 3.70% of the stock is currently owned by corporate insiders.
Institutional Investors Weigh In On HubSpot
Several large investors have recently made changes to their positions in the business. Banque Cantonale Vaudoise increased its position in HubSpot by 3.7% during the 1st quarter. Banque Cantonale Vaudoise now owns 1,735 shares of the software maker’s stock valued at $424,000 after buying an additional 62 shares in the last quarter. Basecamp Wealth Advisors LLC raised its holdings in HubSpot by 18.5% in the 1st quarter. Basecamp Wealth Advisors LLC now owns 435 shares of the software maker’s stock worth $106,000 after acquiring an additional 68 shares during the last quarter. Larson Financial Group LLC lifted its position in HubSpot by 378.9% in the 4th quarter. Larson Financial Group LLC now owns 91 shares of the software maker’s stock valued at $37,000 after acquiring an additional 72 shares in the last quarter. Cary Street Partners Investment Advisory LLC bought a new position in HubSpot in the 4th quarter valued at approximately $33,000. Finally, Waddell & Associates LLC boosted its stake in HubSpot by 11.5% during the 4th quarter. Waddell & Associates LLC now owns 870 shares of the software maker’s stock valued at $349,000 after purchasing an additional 90 shares during the last quarter. 90.39% of the stock is owned by hedge funds and other institutional investors.
Key Stories Impacting HubSpot
Here are the key news stories impacting HubSpot this week:
- Positive Sentiment: UBS raised its price target to $290 and maintained a Buy rating. RBC, BTIG Research and Needham also reaffirmed positive ratings, with targets ranging from $250 to $300, indicating that several analysts see substantial upside if HubSpot’s growth initiatives gain traction.
- Positive Sentiment: HubSpot expanded its partnership with OpenAI, deepening the integration of ChatGPT with its CRM platform. The initiative could improve customer engagement, increase adoption among small and midsize businesses, and strengthen HubSpot’s position in AI-powered customer management. HubSpot and OpenAI deepen CRM and ChatGPT integration
- Positive Sentiment: The company unveiled Breeze Assistant, a self-updating Smart CRM and other AI-driven marketing tools at its investor and customer events. These products may support longer-term retention, automation and revenue growth, though their financial impact has not yet been demonstrated. HubSpot Analyst and Investor Day Transcript
- Neutral Sentiment: HubSpot also announced an integration with ChatGPT Ads, potentially enabling advertisers to connect CRM data with AI-powered campaigns. The opportunity is strategically significant, but investors are likely looking for evidence of customer adoption, bookings and margin benefits.
- Negative Sentiment: TD Cowen lowered its price target from $285 to $260 and shifted to Hold, while Stifel reiterated Hold amid top-line uncertainty. Cantor Fitzgerald maintained Neutral with a $200 target below the recent trading level. The mixed recommendations suggest concern that AI investments may take time to offset slowing or uncertain growth. Stifel reiterates Hold on HubSpot
- Negative Sentiment: Director Brian Halligan sold 8,500 shares for approximately $2.1 million, reducing his direct holdings by 11.11%. Although the sale may be unrelated to business prospects, it adds a negative insider-trading signal while HubSpot continues to command a relatively high earnings valuation.
About HubSpot
HubSpot, Inc develops cloud-based customer relationship management (CRM) and marketing software for businesses. Its platform is designed to help organizations attract prospects, manage customer interactions, close sales and provide ongoing service through an integrated set of tools.
The company’s products include Marketing Hub, Sales Hub, Service Hub, Content Hub, Operations Hub and Commerce Hub. These offerings support marketing automation, sales engagement, customer support, content management, data integration, payments and other commercial activities.
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