HubSpot’s (HUBS) Neutral Rating Reaffirmed at Cantor Fitzgerald

HubSpot (NYSE:HUBS)‘s stock had its “neutral” rating restated by investment analysts at Cantor Fitzgerald in a research note issued to investors on Thursday,Benzinga reports. They currently have a $200.00 price objective on the software maker’s stock. Cantor Fitzgerald’s target price would indicate a potential downside of 20.36% from the company’s current price.

Several other equities research analysts also recently issued reports on the company. Wall Street Zen downgraded HubSpot from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 4th. Citigroup restated a “neutral” rating on shares of HubSpot in a research note on Friday, July 24th. BNP Paribas Exane lowered HubSpot from an “outperform” rating to a “neutral” rating and set a $210.00 target price on the stock. in a report on Monday, May 11th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $382.00 price target on shares of HubSpot in a research report on Friday, May 8th. Finally, Morgan Stanley cut their price target on HubSpot from $405.00 to $350.00 and set an “overweight” rating for the company in a report on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, HubSpot presently has a consensus rating of “Moderate Buy” and an average price target of $299.93.

HubSpot Price Performance

Shares of HubSpot stock opened at $251.14 on Thursday. The firm has a market cap of $12.86 billion, a price-to-earnings ratio of 131.49, a P/E/G ratio of 2.72 and a beta of 1.19. The stock has a 50-day simple moving average of $206.87 and a 200-day simple moving average of $230.28. HubSpot has a 52-week low of $169.63 and a 52-week high of $525.51.

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

Insider Buying and Selling

In related news, Director Lorrie M. Norrington acquired 1,313 shares of the company’s stock in a transaction on Monday, May 11th. The stock was purchased at an average cost of $190.42 per share, for a total transaction of $250,021.46. Following the completion of the purchase, the director directly owned 2,838 shares of the company’s stock, valued at $540,411.96. The trade was a 86.10% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CTO Dharmesh Shah bought 10,000 shares of HubSpot stock in a transaction dated Tuesday, May 12th. The stock was purchased at an average price of $181.37 per share, for a total transaction of $1,813,700.00. Following the purchase, the chief technology officer directly owned 1,295,400 shares in the company, valued at $234,946,698. This represents a 0.78% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders have bought 14,063 shares of company stock valued at $2,585,781 and have sold 25,500 shares valued at $5,316,835. Company insiders own 3.70% of the company’s stock.

Hedge Funds Weigh In On HubSpot

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

Key Headlines Impacting 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.