KeyCorp Cuts HubSpot (NYSE:HUBS) Price Target to $285.00

HubSpot (NYSE:HUBS) had its price objective decreased by stock analysts at KeyCorp from $290.00 to $285.00 in a research note issued on Thursday,Benzinga reports. The brokerage currently has an “overweight” rating on the software maker’s stock. KeyCorp’s target price indicates a potential upside of 42.94% from the company’s current price.

Other equities research analysts also recently issued reports about the stock. Morgan Stanley cut their price objective on shares of HubSpot from $405.00 to $350.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Raymond James Financial reaffirmed an “outperform” rating and issued a $250.00 target price on shares of HubSpot in a research report on Friday, May 8th. Stephens lowered HubSpot from an “overweight” rating to a “positive” rating and set a $251.00 target price on the stock. in a research note on Thursday. Barclays dropped their price target on HubSpot from $270.00 to $240.00 and set an “overweight” rating for the company in a report on Thursday. Finally, Stifel Nicolaus restated a “hold” rating and issued a $200.00 price target (down from $275.00) on shares of HubSpot in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $289.93.

HubSpot Trading Down 20.3%

Shares of NYSE:HUBS traded down $50.83 on Thursday, hitting $199.38. The company had a trading volume of 3,090,923 shares, compared to its average volume of 1,785,078. HubSpot has a 1-year low of $169.63 and a 1-year high of $525.51. The stock has a market cap of $10.21 billion, a price-to-earnings ratio of 104.27, a P/E/G ratio of 2.72 and a beta of 1.19. The stock has a 50 day moving average price of $206.87 and a 200 day moving average price of $230.28.

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

Insider Buying and Selling

In other HubSpot news, Director Brian Halligan sold 8,500 shares of the firm’s stock in a transaction dated 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 transaction, the director directly owned 85,000 shares of the company’s stock, valued at $18,792,650. This trade represents a 9.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Lorrie M. Norrington bought 1,313 shares of the company’s stock in a transaction dated Monday, May 11th. The stock was purchased at an average price of $190.42 per share, with a total value of $250,021.46. Following the completion of the transaction, the director directly owned 2,838 shares in the company, valued at approximately $540,411.96. This represents a 86.10% 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. Company insiders own 3.70% of the company’s stock.

Institutional Trading of HubSpot

Several large investors have recently made changes to their positions in the company. Turning Point Benefit Group Inc. acquired a new position in HubSpot during the third quarter valued at approximately $25,000. Rakuten Securities Inc. increased its stake in shares of HubSpot by 783.3% in 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 during the last quarter. Cary Street Partners Investment Advisory LLC bought a new position in shares of HubSpot in the 4th quarter valued at $33,000. Osterweis Capital Management Inc. acquired a new position in shares of HubSpot during the 2nd quarter worth $34,000. Finally, Larson Financial Group LLC raised its holdings in shares of HubSpot by 378.9% during the 4th quarter. Larson Financial Group LLC now owns 91 shares of the software maker’s stock worth $37,000 after buying an additional 72 shares in the last quarter. 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: HubSpot reported second-quarter revenue of $911.7 million, up approximately 20% year over year and ahead of the $898.3 million consensus estimate. Adjusted earnings of $3.26 per share also exceeded expectations of $3.02 and rose from $2.19 a year earlier. HubSpot Reports Q2 2026 Results
• Positive Sentiment: Management’s third-quarter EPS outlook of $3.25–$3.27 and full-year EPS guidance of $13.23–$13.31 are above Wall Street expectations, indicating continued margin and earnings-per-share strength. HubSpot Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: HubSpot outlined an expected 2%–3% expansion in non-GAAP operating margins in 2027, which could support profitability even as customer additions moderate. HubSpot Margin Expansion Outlook

About HubSpot

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.