Piper Sandler Has Lowered Expectations for HubSpot (NYSE:HUBS) Stock Price

HubSpot (NYSE:HUBS) had its price target decreased by research analysts at Piper Sandler from $220.00 to $200.00 in a research report issued on Thursday, Benzinga reports. The firm presently has a “neutral” rating on the software maker’s stock. Piper Sandler‘s price objective points to a potential downside of 7.90% from the stock’s current price.

A number of other research analysts have also commented on HUBS. FBN Securities initiated coverage on HubSpot in a research report on Wednesday, September 23rd. They issued a “sector perform” rating and a $230.00 price objective on the stock. William Blair reiterated a “market perform” rating on shares of HubSpot in a report on Tuesday, October 6th. The Goldman Sachs Group set a $276.00 price objective on HubSpot in a research report on Thursday, August 6th. Zacks Research cut HubSpot from a “strong-buy” rating to a “hold” rating in a report on Wednesday, August 12th. Finally, Sanford C. Bernstein downgraded shares of HubSpot from an “outperform” rating to a “market perform” rating and cut their target price for the company from $381.00 to $220.00 in a research report on Thursday, August 6th. Eight equities research analysts have rated the stock with a Buy rating, twenty-three have issued a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $262.52.

HubSpot Stock Performance

Shares of HUBS stock opened at $217.16 on Thursday. HubSpot has a 52 week low of $169.63 and a 52 week high of $476.64. The stock has a market capitalization of $10.83 billion, a PE ratio of 76.74, a PEG ratio of 2.30 and a beta of 1.14. The stock’s fifty day moving average is $233.82 and its 200-day moving average is $230.93.

HubSpot (NYSE:HUBS) last issued its quarterly earnings results on Wednesday, November 4th. The software maker reported $3.81 earnings per share (EPS) for the quarter, topping 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 business had revenue of $947.57 million for the quarter, compared to the consensus estimate of $925.50 million. During the same quarter in the prior year, the company earned $2.66 EPS. The firm’s quarterly revenue was up 17.1% on a year-over-year basis. As a group, analysts forecast that HubSpot will post 4.63 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, Director Gerald Dischler purchased 925 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The shares were acquired at an average cost of $215.93 per share, for a total transaction of $199,735.25. Following the transaction, the director directly owned 1,940 shares of the company’s stock, valued at approximately $418,904.20. The trade was a 91.13% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this link. Also, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction that occurred on Tuesday, October 20th. The stock was sold at an average price of $239.57, for a total transaction of $2,036,345.00. Following the transaction, the director directly owned 59,500 shares in the company, valued at $14,254,415. The trade was a 12.50% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 25,500 shares of company stock worth $5,990,035 over the last quarter. 3.70% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On HubSpot

Hedge funds and other institutional investors have recently made changes to their positions in the company. BlackRock Inc. bought a new stake in shares of HubSpot in the 2nd quarter valued at $631,386,000. Pictet Asset Management Holding SA raised its stake in HubSpot by 2.0% during the 3rd quarter. Pictet Asset Management Holding SA now owns 1,689,478 shares of the software maker’s stock worth $346,208,000 after buying an additional 33,728 shares during the period. Arrowstreet Capital Limited Partnership lifted 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 worth $220,559,000 after acquiring an additional 703,706 shares in the last quarter. Amundi lifted its holdings in HubSpot by 33.4% during the first quarter. Amundi now owns 586,037 shares of the software maker’s stock worth $143,052,000 after acquiring an additional 146,871 shares in the last quarter. Finally, Connor Clark & Lunn Investment Management Ltd. acquired a new position in HubSpot in the second quarter valued at about $112,671,000. 90.39% of the stock is owned by institutional investors.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q3 adjusted earnings were $3.81 per share, ahead of estimates, while revenue of $947.6 million also exceeded expectations and rose 17.1% year over year. HubSpot also raised its full-year 2026 outlook. HubSpot Q3 Adjusted Earnings, Revenue Rise; Q4 Guidance Issued, 2026 Outlook Lifted
• Negative Sentiment: Investors are focused on Q4 revenue guidance that fell short of market expectations, raising concern about near-term growth despite the quarterly beat. Coverage also points to pressure on growth amid HubSpot’s AI transition. HubSpot dips after Q4 guidance comes up short of market expectations HubSpot Q3 2026 Earnings Call Highlights
• Negative Sentiment: Three firms cut their ratings: Morgan Stanley moved to equal weight, KeyCorp to sector weight, and Cantor Fitzgerald to underweight. Cantor set a $170 price target, while Morgan Stanley’s $229 target is above the current share price; the overall wave of downgrades may nevertheless pressure the stock. Morgan Stanley rating KeyCorp rating Cantor Fitzgerald rating

HubSpot Company Profile

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.