HubSpot (NYSE:HUBS) Rating Lowered to “Hold” at Stifel Nicolaus

HubSpot (NYSE:HUBS) was downgraded by stock analysts at Stifel Nicolaus from a “buy” rating to a “hold” rating in a research note issued to investors on Thursday. They presently have a $200.00 price objective on the software maker’s stock. Stifel Nicolaus’ price target points to a potential downside of 20.36% from the stock’s current price.

HUBS has been the subject of several other research reports. Oppenheimer cut shares of HubSpot from an “outperform” rating to a “market perform” rating in a report on Thursday. Evercore set a $225.00 price objective on shares of HubSpot in a research report on Friday, May 8th. JPMorgan Chase & Co. lowered their target price on shares of HubSpot from $530.00 to $425.00 and set an “overweight” rating for the company in a research note on Friday, May 8th. Zacks Research raised HubSpot from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Finally, Morgan Stanley dropped their target price on HubSpot from $405.00 to $350.00 and set an “overweight” rating on the stock in a report on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $299.93.

HubSpot Price Performance

HUBS opened at $251.14 on Thursday. The business has a fifty day moving average price of $206.87 and a 200 day moving average price of $230.28. HubSpot has a 12 month low of $169.63 and a 12 month high of $525.51. The stock has a market capitalization of $12.86 billion, a price-to-earnings ratio of 131.49, a PEG ratio of 2.72 and a beta of 1.19.

HubSpot (NYSE:HUBS) last announced its quarterly earnings data on Wednesday, August 5th. The software maker reported $3.26 EPS for the quarter, topping analysts’ consensus estimates of $3.02 by $0.24. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.The business had revenue of $911.74 million during the quarter, compared to the consensus estimate of $898.31 million. During the same period in the previous year, the company posted $2.19 earnings per share. The business’s revenue for the quarter was up 19.8% on a year-over-year basis. 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, research analysts anticipate that HubSpot will post 4.39 earnings per share for the current year.

Insider Activity at HubSpot

In other HubSpot news, Director Brian Halligan sold 8,500 shares of the company’s stock in a transaction on Tuesday, July 21st. The shares were sold at an average price of $221.09, for a total value of $1,879,265.00. Following the completion of the transaction, the director owned 85,000 shares in the company, valued at $18,792,650. This represents a 9.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CTO Dharmesh Shah acquired 10,000 shares of the company’s stock in a transaction on Tuesday, May 12th. The shares were purchased at an average cost of $181.37 per share, for a total transaction of $1,813,700.00. Following the acquisition, the chief technology officer owned 1,295,400 shares of the company’s stock, valued at approximately $234,946,698. The trade was a 0.78% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders have purchased 14,063 shares of company stock worth $2,585,781 and have sold 25,500 shares worth $5,316,835. Corporate insiders own 3.70% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the company. Turning Point Benefit Group Inc. purchased a new stake in HubSpot in the third quarter valued at approximately $25,000. Rakuten Securities Inc. grew its position in shares of HubSpot by 783.3% during the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock worth $30,000 after acquiring an additional 47 shares during the last quarter. Cary Street Partners Investment Advisory LLC purchased a new position in shares of HubSpot during the fourth quarter worth approximately $33,000. Osterweis Capital Management Inc. acquired a new position in shares of HubSpot in the 2nd quarter valued at $34,000. Finally, Larson Financial Group LLC lifted its holdings in shares of HubSpot by 378.9% during the fourth quarter. Larson Financial Group LLC now owns 91 shares of the software maker’s stock worth $37,000 after purchasing an additional 72 shares during the period. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Trending Headlines about HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot reported Q2 adjusted earnings of $3.26 per share, above the $3.02 consensus estimate, while revenue of $911.7 million exceeded expectations of $898.3 million. Revenue increased 19.8% year over year, and subscription revenue rose 20%. HubSpot Reports Q2 2026 Results
• Positive Sentiment: Management’s full-year 2026 adjusted EPS outlook of $13.23-$13.31 is well above the $11.37 analyst consensus, suggesting stronger profitability and cost discipline. HubSpot Q2 2026 Earnings Call Transcript
• Positive Sentiment: Jerry Dischler, a former Google advertising executive, joined HubSpot’s board. His experience in digital advertising and artificial intelligence could support the company’s product and go-to-market strategy. HubSpot Announces Jerry Dischler Joins Board of Directors
• Neutral Sentiment: HubSpot’s chief legal officer sold 728 shares to cover tax withholding. Because the transaction was made for tax purposes rather than a discretionary sale, it provides limited information about management’s view of the stock. HubSpot Chief Legal Officer Sells 728 Shares for Tax Withholding
• Negative Sentiment: Q3 revenue guidance of $924.0-$925.0 million fell short of the $941.2 million consensus estimate. That shortfall outweighed the company’s above-consensus Q3 EPS outlook of $3.25-$3.27 and triggered a sharp initial selloff. HubSpot Tumbles After Guidance Falls Short of Expectations

HubSpot Company Profile

HubSpot, Inc is a software company that develops a cloud-based customer relationship management (CRM) platform designed to help organizations attract, engage and delight customers. Its primary business activities center on providing integrated marketing, sales and customer service tools that support inbound marketing strategies, content management, lead nurturing, sales automation and customer support workflows.

The company’s product suite is organized around modular “hubs” built on a central CRM: Marketing Hub, Sales Hub, Service Hub, CMS Hub and Operations Hub.