HubSpot (NYSE:HUBS) Given Buy Rating at Needham & Company LLC

HubSpot (NYSE:HUBS)‘s stock had its “buy” rating reiterated by investment analysts at Needham & Company LLC in a note issued to investors on Tuesday, Benzinga reports. They currently have a $300.00 price target on the software maker’s stock. Needham & Company LLC’s target price would indicate a potential upside of 31.03% from the stock’s previous close.

Several other research analysts have also recently issued reports on HUBS. Cantor Fitzgerald reaffirmed a “neutral” rating and issued a $200.00 target price on shares of HubSpot in a report on Friday, September 18th. Citigroup decreased their target price on shares of HubSpot from $217.00 to $210.00 and set a “buy” rating for the company in a report on Friday, August 7th. Stifel Nicolaus lifted their target price on shares of HubSpot from $200.00 to $225.00 and gave the stock a “hold” rating in a report on Friday, September 11th. Raymond James Financial cut shares of HubSpot from an “outperform” rating to a “market perform” rating in a report on Monday. Finally, BMO Capital Markets boosted their price objective on shares of HubSpot from $215.00 to $250.00 and gave the company a “market perform” rating in a report on Monday, September 21st. Thirteen equities research analysts have rated the stock with a Buy rating, nineteen have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $264.65.

HubSpot Price Performance

NYSE HUBS traded down $2.89 during trading hours on Tuesday, reaching $228.95. 378,974 shares of the company’s stock traded hands, compared to its average volume of 1,778,232. HubSpot has a 52-week low of $169.63 and a 52-week high of $497.96. The firm has a market cap of $11.42 billion, a PE ratio of 81.19, a PEG ratio of 2.26 and a beta of 1.24. The firm has a 50-day simple moving average of $230.52 and a 200 day simple moving average of $218.24.

HubSpot (NYSE:HUBS) last issued its earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.02 by $0.24. The business had revenue of $911.74 million during the quarter, compared to analysts’ expectations of $898.31 million. HubSpot had a net margin of 4.26% and a return on equity of 8.66%. The business’s revenue for the quarter was up 19.8% compared to the same quarter last year. During the same period in the previous year, the company earned $2.19 earnings per share. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. Sell-side analysts forecast that HubSpot will post 4.66 EPS for the current fiscal year.

Insider Activity

In other HubSpot news, Director Gerald Dischler bought 925 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The stock was bought at an average cost of $215.93 per share, for a total transaction of $199,735.25. Following the completion of the transaction, the director owned 1,940 shares of the company’s stock, valued at $418,904.20. This represents a 91.13% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Erika Fisher sold 702 shares of the business’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $235.22, for a total transaction of $165,124.44. Following the sale, the insider owned 14,581 shares of the company’s stock, valued at $3,429,742.82. This trade represents a 4.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 26,202 shares of company stock valued at $5,998,079 over the last three months. Insiders own 3.70% of the company’s stock.

Institutional Trading of HubSpot

Large investors have recently added to or reduced their stakes in the business. BlackRock Inc. bought a new stake in HubSpot during the second quarter valued at approximately $631,386,000. Pictet Asset Management Holding SA grew its position in HubSpot by 13.1% during the first quarter. Pictet Asset Management Holding SA now owns 2,188,191 shares of the software maker’s stock valued at $533,993,000 after buying an additional 252,604 shares during the period. Capital World Investors bought a new stake in HubSpot during the fourth quarter valued at approximately $259,930,000. Arrowstreet Capital Limited Partnership grew its position in HubSpot by 352.1% during the first quarter. Arrowstreet Capital Limited Partnership now owns 903,559 shares of the software maker’s stock valued at $220,559,000 after buying an additional 703,706 shares during the period. Finally, Man Group plc grew its position in HubSpot by 29.9% during the fourth quarter. Man Group plc now owns 535,882 shares of the software maker’s stock valued at $215,049,000 after buying an additional 123,249 shares during the period. 90.39% of the stock is currently owned by institutional investors.

HubSpot News Summary

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot’s shift toward AI and the elimination of roughly 600–660 positions, or about 7% of its workforce, could lower costs and redirect resources toward higher-growth AI products. Investors may view the move as a proactive response to changing software demand. Why Is HubSpot Cutting 7% of Staff to Focus on AI?
• Positive Sentiment: Zacks characterized HubSpot as a strong momentum stock, suggesting favorable recent price and trading trends despite the company-specific concerns. This is a quantitative/style assessment rather than a new fundamental forecast. Here’s Why HubSpot Is a Strong Momentum Stock
• Neutral Sentiment: JPMorgan downgraded HubSpot from “overweight” to “neutral” but retained a $240 price target. The lower target from $268 signals reduced conviction, while the target still implies modest upside from the referenced share price.
• Neutral Sentiment: HubSpot Chief Legal Officer and Corporate Secretary Fisher is resigning. The departure may create a temporary leadership gap, although the announcement did not indicate an operational disruption. HubSpot Announces Resignation of Chief Legal Officer Fisher
• Negative Sentiment: The layoffs are weighing on sentiment because they may indicate slower near-term growth, organizational disruption and uncertainty over whether the AI pivot will produce sufficient revenue gains. Criticism of a founder’s message to affected employees adds reputational risk. HubSpot Founder’s LinkedIn Post Sparks Criticism

HubSpot Company Profile

HubSpot, Inc develops customer relationship management (CRM) software and related tools designed to help businesses attract, engage and retain customers. Its cloud-based platform brings together marketing, sales, customer service, content management, operations and commerce capabilities, allowing organizations to manage customer interactions across the business.

The company’s products include tools for marketing automation, email marketing, lead generation, sales pipeline management, customer support, website and content management, analytics, payments and business operations.