TD Cowen Has Lowered Expectations for HubSpot (NYSE:HUBS) Stock Price

HubSpot (NYSE:HUBS) had its price objective decreased by analysts at TD Cowen from $250.00 to $220.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm currently has a “hold” rating on the software maker’s stock. TD Cowen’s target price would indicate a potential upside of 8.78% from the company’s previous close.

A number of other equities analysts have also weighed in on the stock. UBS Group set a $287.00 price target on shares of HubSpot in a research report on Thursday. Wolfe Research lowered shares of HubSpot from an “outperform” rating to a “peer perform” rating in a research note on Thursday. Wells Fargo & Company cut HubSpot from an “overweight” rating to a “neutral” rating in a report on Thursday. Stephens lowered HubSpot from an “overweight” rating to a “positive” rating and set a $251.00 price target for the company. in a research report on Thursday. Finally, JPMorgan Chase & Co. reduced their price objective on HubSpot from $530.00 to $425.00 and set an “overweight” rating on the stock in a research report on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $282.23.

HubSpot Stock Performance

Shares of NYSE:HUBS traded down $47.97 during trading on Thursday, reaching $202.25. The stock had a trading volume of 7,307,489 shares, compared to its average volume of 1,815,124. The business has a fifty day moving average price of $206.87 and a 200-day moving average price of $230.28. The stock has a market cap of $10.36 billion, a PE ratio of 104.39, a PEG ratio of 2.72 and a beta of 1.19. HubSpot has a 1-year low of $169.63 and a 1-year high of $525.51.

HubSpot (NYSE:HUBS) last posted its quarterly earnings data on Wednesday, August 5th. The software maker reported $3.26 EPS for the quarter, beating the consensus estimate of $3.02 by $0.24. The firm had revenue of $911.74 million during the quarter, compared to the consensus estimate of $898.31 million. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.The firm’s revenue was up 19.8% compared to the same quarter last year. During the same period in the prior year, the company earned $2.19 EPS. 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 expect that HubSpot will post 4.39 earnings per share for the current year.

Insider Buying and Selling

In other HubSpot news, Director Brian Halligan sold 8,500 shares of the firm’s stock in a transaction on Tuesday, July 21st. The stock was sold at an average price of $221.09, for a total transaction of $1,879,265.00. Following the completion of the transaction, the director owned 85,000 shares of the company’s stock, valued at approximately $18,792,650. This trade represents a 9.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Yamini Rangan purchased 2,750 shares of the stock in a transaction on Tuesday, May 12th. The shares were purchased at an average cost of $189.84 per share, with a total value of $522,060.00. Following the transaction, the chief executive officer owned 102,982 shares of the company’s stock, valued at $19,550,102.88. This trade represents a 2.74% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last quarter, insiders bought 14,063 shares of company stock worth $2,585,781 and sold 25,500 shares worth $5,316,835. 3.70% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On HubSpot

Several large investors have recently added to or reduced their stakes in the company. Turning Point Benefit Group Inc. acquired a new position in shares of HubSpot in the 3rd quarter valued at $25,000. Rakuten Securities Inc. boosted its position in 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 buying an additional 47 shares during the last quarter. Cary Street Partners Investment Advisory LLC acquired a new stake 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 second quarter valued at $34,000. Finally, Larson Financial Group LLC lifted its stake in shares of HubSpot by 378.9% during the fourth quarter. Larson Financial Group LLC now owns 91 shares of the software maker’s stock valued at $37,000 after acquiring an additional 72 shares during the period. Institutional investors and hedge funds own 90.39% of the company’s stock.

HubSpot News Roundup

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, while adjusted EPS of $3.26 exceeded the $3.02 analyst consensus. Customer gains, subscription growth and demand for AI-powered CRM tools supported the results. HubSpot Reports Q2 2026 Results
• Positive Sentiment: Management raised confidence in profitability, issuing full-year 2026 EPS guidance of $13.23-$13.31, above the $11.37 consensus, and projecting 2% to 3% non-GAAP operating-margin expansion in 2027. HubSpot Margin Expansion Outlook
• Neutral Sentiment: HubSpot is expanding AI product trials and lowering entry prices to accelerate adoption. The strategy could broaden its addressable market, but management acknowledged that customers are taking longer to approve purchases and scrutinizing budgets more closely. Q2 Earnings Call Highlights
• Negative Sentiment: Third-quarter revenue guidance of $924 million-$925 million fell well below the $941.2 million consensus, signaling a slower near-term growth outlook despite EPS guidance above estimates. This cautious outlook was the primary catalyst for the selloff. HubSpot Guidance Reaction
• Negative Sentiment: Analysts cut price targets following the results: Stifel reduced its target to $200 from $275, while BTIG lowered its target to $250 from $300. Although BTIG retained a buy rating and KeyCorp maintained an overweight rating, the reductions reflect greater concern about growth and valuation.
• Negative Sentiment: Block & Leviton announced an investigation into possible securities-law violations after the sharp decline. The announcement is an investor solicitation and does not establish wrongdoing, but it adds reputational and legal uncertainty. HubSpot Investigation

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.