HubSpot (NYSE:HUBS) Price Target Cut to $250.00 by Analysts at BTIG Research

HubSpot (NYSE:HUBS) had its price objective cut by investment analysts at BTIG Research from $300.00 to $250.00 in a report issued on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the software maker’s stock. BTIG Research’s price objective would suggest a potential downside of 0.45% from the stock’s current price.

A number of other research firms have also commented on HUBS. Truist Financial cut their price target on HubSpot from $300.00 to $230.00 and set a “buy” rating for the company in a report on Friday, May 8th. Canaccord Genuity Group set a $335.00 target price on HubSpot in a research note on Friday, May 8th. Raymond James Financial reaffirmed an “outperform” rating and set a $250.00 target price on shares of HubSpot in a report on Friday, May 8th. William Blair downgraded shares of HubSpot from an “outperform” rating to a “market perform” rating in a report on Friday, May 8th. Finally, UBS Group lowered shares of HubSpot from an “overweight” rating to a “neutral” rating and set a $220.00 price objective for the company. in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $299.93.

HubSpot Stock Up 0.9%

NYSE HUBS opened at $251.14 on Thursday. The company’s 50 day moving average is $206.87 and its 200-day moving average is $230.28. HubSpot has a 12-month low of $169.63 and a 12-month high of $525.51. The firm has a market cap of $12.86 billion, a P/E ratio of 131.49, a price-to-earnings-growth ratio of 2.72 and a beta of 1.19.

HubSpot (NYSE:HUBS) last announced its quarterly earnings results on Wednesday, August 5th. The software maker reported $3.26 EPS for the quarter, beating analysts’ consensus estimates of $3.02 by $0.24. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. The company had revenue of $911.74 million for the quarter, compared to analysts’ expectations of $898.31 million. During the same period in the prior year, the company posted $2.19 EPS. HubSpot’s revenue was up 19.8% compared to the same quarter last year. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. Equities analysts expect that HubSpot will post 4.39 EPS for the current year.

Insider Activity

In other news, CEO Yamini Rangan acquired 2,750 shares of the firm’s stock in a transaction on Tuesday, May 12th. The shares were purchased at an average price of $189.84 per share, for a total transaction of $522,060.00. Following the completion of the transaction, the chief executive officer owned 102,982 shares of the company’s stock, valued at $19,550,102.88. The trade was a 2.74% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CTO Dharmesh Shah acquired 10,000 shares of the stock in a transaction dated Tuesday, May 12th. The shares were purchased at an average cost of $181.37 per share, with a total value of $1,813,700.00. Following the completion of the purchase, the chief technology officer owned 1,295,400 shares of the company’s stock, valued at approximately $234,946,698. The trade was a 0.78% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders have bought 14,063 shares of company stock worth $2,585,781 and have sold 25,500 shares worth $5,316,835. 3.70% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On HubSpot

A number of large investors have recently made changes to their positions in the business. 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 worth $1,838,727,000 after acquiring an additional 1,224,424 shares during the period. Pictet Asset Management Holding SA lifted its position in shares of HubSpot by 13.1% in the 1st quarter. Pictet Asset Management Holding SA now owns 2,188,191 shares of the software maker’s stock worth $533,993,000 after purchasing an additional 252,604 shares during the period. State Street Corp boosted its stake in shares of HubSpot by 3.7% during the 4th quarter. State Street Corp now owns 1,191,843 shares of the software maker’s stock valued at $478,287,000 after purchasing an additional 42,948 shares in the last quarter. AQR Capital Management LLC increased its position in shares of HubSpot by 117.6% during 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. Finally, Geode Capital Management LLC raised its stake in HubSpot by 1.5% in the fourth quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker’s stock worth $388,917,000 after buying an additional 14,159 shares in the last quarter. 90.39% of the stock is currently owned by institutional investors.

Key Stories 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.