HubSpot (NYSE:HUBS) Rating Lowered to “Neutral” at BTIG Research

HubSpot (NYSE:HUBS) was downgraded by research analysts at BTIG Research from a “buy” rating to a “neutral” rating in a research note issued to investors on Thursday, Marketbeat Ratings reports.

Other analysts have also issued research reports about the stock. Truist Financial boosted their price target on shares of HubSpot from $230.00 to $275.00 and gave the company a “buy” rating in a research note on Monday, September 21st. Royal Bank Of Canada reissued an “outperform” rating on shares of HubSpot in a research note on Tuesday, October 6th. William Blair reiterated a “market perform” rating on shares of HubSpot in a report on Tuesday, October 6th. Stephens increased their price target on HubSpot from $251.00 to $255.00 and gave the company an “equal weight” rating in a research report on Monday, September 21st. Finally, Needham & Company LLC restated a “buy” rating and set a $300.00 price objective on shares of HubSpot in a research note on Tuesday, October 6th. Eight research analysts have rated the stock with a Buy rating, twenty-three have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $257.65.

HubSpot Stock Performance

Shares of HUBS stock traded down $3.85 during trading hours on Thursday, hitting $201.11. 2,127,106 shares of the company were exchanged, compared to its average volume of 1,037,110. HubSpot has a fifty-two week low of $169.63 and a fifty-two week high of $406.94. The firm has a market cap of $10.03 billion, a P/E ratio of 48.00, a P/E/G ratio of 2.37 and a beta of 1.14. The company has a 50 day simple moving average of $232.10 and a two-hundred day simple moving average of $229.88.

HubSpot (NYSE:HUBS) last announced its quarterly earnings data on Wednesday, November 4th. The software maker reported $3.81 earnings per share for the quarter, beating the consensus estimate of $3.27 by $0.54. HubSpot had a net margin of 4.26% and a return on equity of 8.66%. The firm had revenue of $947.57 million for the quarter, compared to analyst estimates of $925.50 million. During the same quarter in the prior year, the business earned $2.66 earnings per share. The business’s quarterly revenue was up 17.1% compared to the same quarter last year. As a group, sell-side analysts expect that HubSpot will post 5.48 EPS for the current fiscal year.

Insider Activity

In other news, insider Erika Fisher sold 702 shares of HubSpot stock in a transaction on Tuesday, November 3rd. The stock was sold at an average price of $227.72, for a total transaction of $159,859.44. Following the sale, the insider directly owned 12,829 shares in the company, valued at $2,921,419.88. The trade was a 5.19% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Gerald Dischler purchased 925 shares of HubSpot stock in a transaction that occurred on Monday, August 10th. The shares were bought at an average price of $215.93 per share, with a total value of $199,735.25. Following the transaction, the director owned 1,940 shares of the company’s stock, valued at $418,904.20. This trade represents a 91.13% increase in their position. The SEC filing for this purchase provides additional information. Insiders sold a total of 26,202 shares of company stock valued at $6,149,894 in the last ninety days. 3.70% of the stock is currently owned by insiders.

Institutional Investors Weigh In On HubSpot

Several large investors have recently modified their holdings of HUBS. BlackRock Inc. bought a new stake in shares of HubSpot in the 2nd quarter worth approximately $631,386,000. Pictet Asset Management Holding SA lifted its stake in HubSpot by 2.0% in the third quarter. Pictet Asset Management Holding SA now owns 1,689,478 shares of the software maker’s stock valued at $346,208,000 after purchasing an additional 33,728 shares during the last quarter. Arrowstreet Capital Limited Partnership grew its holdings 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 purchasing an additional 703,706 shares during the period. Connor Clark & Lunn Investment Management Ltd. bought a new position in HubSpot during the second quarter valued at $112,671,000. Finally, Amundi grew its holdings in HubSpot by 33.4% during the first quarter. Amundi now owns 586,037 shares of the software maker’s stock valued at $143,052,000 after purchasing an additional 146,871 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: Q3 revenue rose 17.1% year over year to $947.6 million, adjusted EPS of $3.81 topped estimates, and HubSpot added 5,300 net customers. The company also raised its full-year 2026 outlook. HubSpot: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: Insider Erika Fisher sold 702 shares for about $160,000, reducing her direct stake by 5.19%; she retained 12,829 shares, making the sale a relatively limited signal. HubSpot insider share sale
• Negative Sentiment: Q4 revenue guidance of $945 million–$947 million fell short of market expectations, overshadowing the Q3 beat. Reports also point to AI-related growth headwinds and customers demanding clearer proof of value before purchasing, which could slow sales. HubSpot Q4 revenue outlook and AI headwinds Customers want proof of value
• Negative Sentiment: Several firms downgraded HubSpot or cut price targets after the results and outlook, including Cantor Fitzgerald, Morgan Stanley, KeyCorp and BTIG. The broadening analyst caution adds pressure despite some firms retaining Buy or Outperform ratings. Analyst downgrades after Q3 results and guidance

About HubSpot

HubSpot, Inc is a cloud-based customer relationship management (CRM) platform provider serving businesses that want to attract, engage and retain customers. Its platform brings together tools for marketing, sales, customer service, content management, operations and commerce, helping organizations manage customer interactions across the customer lifecycle.

The company’s offerings include marketing automation, email marketing, lead generation, website and content management, sales pipeline and engagement tools, customer support and help-desk capabilities, reporting and analytics, and payment and commerce features.