HubSpot’s (HUBS) “Outperform” Rating Reiterated at Royal Bank Of Canada

Royal Bank Of Canada reissued their outperform rating on shares of HubSpot (NYSE:HUBS) in a research note issued to investors on Thursday,Benzinga reports. They currently have a $400.00 price target on the software maker’s stock.

A number of other research firms have also commented on HUBS. KeyCorp reduced their price objective on HubSpot from $400.00 to $340.00 and set an “overweight” rating on the stock in a research note on Thursday, February 12th. Sanford C. Bernstein reissued an “outperform” rating on shares of HubSpot in a research note on Thursday, February 12th. Weiss Ratings reissued a “sell (e+)” rating on shares of HubSpot in a research note on Friday, January 9th. Jefferies Financial Group reduced their price objective on HubSpot from $560.00 to $325.00 and set a “buy” rating on the stock in a research note on Thursday, February 12th. Finally, Morgan Stanley reissued an “overweight” rating on shares of HubSpot in a research note on Thursday, February 12th. Twenty-seven investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, HubSpot has a consensus rating of “Moderate Buy” and an average price target of $422.31.

HubSpot Stock Performance

Shares of NYSE:HUBS opened at $222.78 on Thursday. HubSpot has a 52 week low of $187.45 and a 52 week high of $682.57. The company’s fifty day moving average is $244.64 and its 200-day moving average is $337.21. The company has a market capitalization of $11.75 billion, a PE ratio of 256.07, a P/E/G ratio of 3.08 and a beta of 1.44.

HubSpot (NYSE:HUBS) last issued its earnings results on Wednesday, February 11th. The software maker reported $3.09 EPS for the quarter, beating the consensus estimate of $2.99 by $0.10. The company had revenue of $846.75 million for the quarter, compared to the consensus estimate of $830.65 million. HubSpot had a net margin of 1.47% and a return on equity of 3.64%. The firm’s revenue for the quarter was up 20.4% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.32 EPS. On average, analysts forecast that HubSpot will post 1.01 EPS for the current year.

Insider Buying and Selling at HubSpot

In other news, Director Brian Halligan sold 8,500 shares of the company’s stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $303.38, for a total transaction of $2,578,730.00. Following the transaction, the director owned 487,344 shares of the company’s stock, valued at $147,850,422.72. This represents a 1.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Erika Ashley Fisher sold 841 shares of the company’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $238.01, for a total value of $200,166.41. Following the transaction, the insider directly owned 10,119 shares in the company, valued at $2,408,423.19. This trade represents a 7.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 26,691 shares of company stock worth $7,250,662 in the last ninety days. 4.00% of the stock is currently owned by insiders.

Hedge Funds Weigh In On HubSpot

Several large investors have recently made changes to their positions in HUBS. Price T Rowe Associates Inc. MD lifted its stake in HubSpot by 36.5% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,581,922 shares of the software maker’s stock valued at $1,838,727,000 after buying an additional 1,224,424 shares during the period. Capital World Investors acquired a new position in HubSpot in the fourth quarter valued at about $259,930,000. AQR Capital Management LLC lifted its stake in HubSpot by 117.6% in the fourth quarter. AQR Capital Management LLC now owns 1,188,981 shares of the software maker’s stock valued at $477,138,000 after buying an additional 642,545 shares during the period. Pictet Asset Management Holding SA lifted its stake in HubSpot by 32.7% in the fourth quarter. Pictet Asset Management Holding SA now owns 1,935,587 shares of the software maker’s stock valued at $776,714,000 after buying an additional 476,740 shares during the period. Finally, Alyeska Investment Group L.P. lifted its stake in HubSpot by 408.1% in the fourth quarter. Alyeska Investment Group L.P. now owns 560,088 shares of the software maker’s stock valued at $224,763,000 after buying an additional 449,864 shares during the period. Institutional investors and hedge funds own 90.39% of the company’s stock.

Key Headlines Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Stifel Nicolaus put a buy on HUBS — another institutional endorsement that can support investor confidence and buying interest. HubSpot (HUBS) Gets a Buy from Stifel Nicolaus
• Positive Sentiment: Truist Securities raised its price target to $900 and maintained a buy — a very aggressive target that signals strong bullish expectations and could draw momentum buyers. Truist Securities lifts HubSpot stock target to $900
• Positive Sentiment: RBC reaffirmed an “outperform” rating and $400 target — another buy-side vote that supports upside vs. current levels. Royal Bank Of Canada reaffirms outperform on HubSpot
• Positive Sentiment: New integrations and partner wins — Reddit beta integration and a customer reaching Diamond partner status strengthen HubSpot’s ecosystem, which helps retention and platform adoption. Reddit Launches HubSpot Beta Integration
• Neutral Sentiment: HubSpot expanded its AI suite (AEO, Prospecting/Customer Agents, Smart Deal Progression) at Spotlight 2026 — product innovation that could drive long‑term growth but also raises near‑term questions on monetization and valuation. HubSpot Expands AI Suite Raising Questions On Growth And Valuation
• Neutral Sentiment: Technical/analytics coverage highlights data-integration capabilities (ODBC drivers) that support enterprise analytics use cases—positive for product stickiness but not an immediate revenue catalyst. HubSpot Data Integration: Top ODBC Drivers
• Neutral Sentiment: Analyst commentaries gathered in a roundup offer mixed views — useful for context but not a single catalytic call. Analysts Offer Insights on HubSpot
• Negative Sentiment: Zacks downgraded HubSpot from “strong-buy” to “hold,” which could pressure near‑term sentiment and selling from investors who follow that outlet. Zacks downgrades HubSpot

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.