Piper Sandler Issues Pessimistic Forecast for HubSpot (NYSE:HUBS) Stock Price

HubSpot (NYSE:HUBS) had its price objective cut by investment analysts at Piper Sandler from $260.00 to $250.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage currently has an “overweight” rating on the software maker’s stock. Piper Sandler’s price objective indicates a potential upside of 2.57% from the company’s previous close.

Several other equities analysts have also recently weighed in on the company. UBS Group lowered their price target on HubSpot from $325.00 to $260.00 and set a “buy” rating on the stock in a report on Tuesday, April 14th. JPMorgan Chase & Co. reduced their price objective on HubSpot from $650.00 to $530.00 and set an “overweight” rating for the company in a research report on Thursday, February 12th. Stifel Nicolaus lowered their target price on HubSpot from $375.00 to $325.00 and set a “buy” rating on the stock in a report on Thursday, April 2nd. Bank of America reissued an “underperform” rating and issued a $180.00 target price (down from $300.00) on shares of HubSpot in a report on Friday. Finally, Needham & Company LLC lowered their target price on HubSpot from $700.00 to $300.00 and set a “buy” rating on the stock in a report on Thursday, February 12th. Twenty-three research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $365.96.

HubSpot Trading Up 3.6%

Shares of HUBS opened at $243.74 on Friday. The business’s fifty day simple moving average is $243.61 and its two-hundred day simple moving average is $317.94. HubSpot has a 12 month low of $187.45 and a 12 month high of $682.57. The company has a market cap of $12.55 billion, a price-to-earnings ratio of 280.16, a P/E/G ratio of 3.21 and a beta of 1.23.

HubSpot (NYSE:HUBS) last issued its earnings results on Thursday, May 7th. The software maker reported $2.72 EPS for the quarter, beating the consensus estimate of $2.47 by $0.25. HubSpot had a return on equity of 3.64% and a net margin of 1.47%.The business had revenue of $881.00 million for the quarter, compared to the consensus estimate of $863.32 million. During the same period last year, the business posted $1.84 EPS. The company’s revenue was up 23.4% compared to the same quarter last year. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. As a group, research analysts forecast that HubSpot will post 3.66 EPS for the current year.

Insider Buying and Selling at HubSpot

In related news, insider Erika Ashley Fisher sold 915 shares of the company’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $236.66, for a total value of $216,543.90. Following the completion of the transaction, the insider owned 16,270 shares of the company’s stock, valued at approximately $3,850,458.20. This represents a 5.32% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Brian Halligan sold 8,292 shares of the company’s stock in a transaction on Tuesday, April 21st. The stock was sold at an average price of $230.72, for a total transaction of $1,913,130.24. Following the completion of the transaction, the director directly owned 362,000 shares of the company’s stock, valued at $83,520,640. This represents a 2.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 25,968 shares of company stock valued at $6,453,082 over the last 90 days. 4.00% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of the company. Strategic Advocates LLC bought a new position in HubSpot in the 3rd quarter worth approximately $25,000. Turning Point Benefit Group Inc. bought a new position in HubSpot in the 3rd quarter worth approximately $25,000. Exane Asset Management bought a new position in HubSpot in the 3rd quarter worth approximately $30,000. Rakuten Securities Inc. boosted its stake in HubSpot by 783.3% in the 2nd quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock worth $30,000 after purchasing an additional 47 shares during the period. Finally, Westside Investment Management Inc. boosted its stake in HubSpot by 80.5% in the 3rd quarter. Westside Investment Management Inc. now owns 74 shares of the software maker’s stock worth $33,000 after purchasing an additional 33 shares during the period. Institutional investors own 90.39% of the company’s stock.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q1 beat and strong top-line: HubSpot reported $2.72 EPS vs. $2.47 expected and $881M revenue (+23% y/y), showing durable growth and subscription strength. Read More.
• Positive Sentiment: Raised guidance: management lifted Q2 EPS to $3.00–3.02 (vs. ~2.40 consensus) and FY26 EPS to $13.04–13.12 (well above consensus), which, if achieved, materially improves FY earnings outlook. Read More.
• Neutral Sentiment: AI product roadmap remains a key driver of the bull case: HubSpot’s Breeze AI agents and broader “AI-first CRM” messaging underpin longer-term revenue/margin upside, but investors want proof of adoption and retention. Read More.
• Negative Sentiment: Big post-earnings selloff despite the beat: shares fell sharply (reports ~16%) as players reacted to mixed signals — strong EPS but some guidance/revenue details and execution risk sparked profit-taking and short-term volatility. Read More.
• Negative Sentiment: Investor concerns and risk narrative: analysts and commentators flagged mounting risks (AI-driven churn fears, post-earnings volatility and execution/valuation questions) even as some see the pullback as a buying opportunity. Read More.
• Negative Sentiment: Insider sale: an officer sold ~$216.5k of stock, which can be perceived negatively by traders focused on insider activity. Read More.

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.