Erika Ashley Fisher Sells 702 Shares of HubSpot (NYSE:HUBS) Stock

HubSpot, Inc. (NYSE:HUBS) insider Erika Ashley Fisher sold 702 shares of the company’s stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $235.22, for a total value of $165,124.44. Following the completion of the sale, the insider owned 14,581 shares in the company, valued at $3,429,742.82. This represents a 4.59% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

HubSpot Trading Up 3.7%

HubSpot stock opened at $209.96 on Friday. The stock has a market cap of $10.75 billion, a PE ratio of 74.19, a P/E/G ratio of 2.20 and a beta of 1.19. The stock has a 50-day moving average price of $206.74 and a 200 day moving average price of $229.37. HubSpot, Inc. has a 52 week low of $169.63 and a 52 week high of $525.51.

HubSpot (NYSE:HUBS) last announced its earnings results 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 firm had revenue of $911.74 million during the quarter, compared to the consensus estimate of $898.31 million. HubSpot had a net margin of 4.26% and a return on equity of 8.66%. The firm’s revenue for the quarter was up 19.8% on a year-over-year basis. During the same quarter in the previous year, the company posted $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. On average, equities analysts predict that HubSpot, Inc. will post 4.41 EPS for the current year.

More HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot’s second-quarter results exceeded expectations: adjusted EPS was $3.26 versus the $3.02 consensus, while revenue reached $911.7 million, up 19.8% year over year and ahead of estimates. Customer additions, subscription growth and demand for AI-powered CRM tools supported the quarter. HubSpot Q2 Earnings Beat Estimates
• Positive Sentiment: KeyCorp retained an “overweight” rating with a $285 target, and BTIG maintained a “buy” rating with a $250 target. These analysts see substantial upside if HubSpot converts its AI investments into sustained growth and margin expansion.
• Neutral Sentiment: Management is expanding AI product trials and lowering entry prices to accelerate adoption. The initiatives could strengthen long-term demand, but longer sales cycles and tighter customer software budgets are creating near-term pressure. HUBS Q2 Earnings Call Highlights
• Neutral Sentiment: Jerry Dischler, an experienced AI and digital advertising executive, joined HubSpot’s board, potentially adding strategic expertise as the company develops its AI platform. A director’s sale of 702 shares was relatively small but adds limited insider-selling noise.
• Negative Sentiment: Third-quarter revenue guidance of approximately $924 million-$925 million was below the $941.2 million analyst consensus. The shortfall overshadowed the earnings beat and fueled fears that HubSpot’s growth is slowing as customers delay or scrutinize technology purchases. HubSpot Guidance Report
• Negative Sentiment: Analysts including Stifel, TD Cowen and Piper Sandler downgraded or lowered price targets, citing slower net additions, execution risks and a transition from a premium growth valuation toward a more value-oriented profile.
• Negative Sentiment: Block & Leviton announced an investigation into possible securities-law violations following the sharp decline. The announcement creates headline and legal risk, although it does not establish wrongdoing by HubSpot. HubSpot Investigation Announcement

Institutional Investors Weigh In On HubSpot

Institutional investors have recently added to or reduced their stakes in the company. Empowered Funds LLC grew its stake in HubSpot by 88.5% during the first quarter. Empowered Funds LLC now owns 1,570 shares of the software maker’s stock worth $897,000 after buying an additional 737 shares during the period. NewEdge Advisors LLC lifted its stake in shares of HubSpot by 12.1% during the second quarter. NewEdge Advisors LLC now owns 4,788 shares of the software maker’s stock worth $2,665,000 after purchasing an additional 516 shares in the last quarter. Treasurer of the State of North Carolina lifted its stake in shares of HubSpot by 4.7% during the second quarter. Treasurer of the State of North Carolina now owns 23,754 shares of the software maker’s stock worth $13,222,000 after purchasing an additional 1,077 shares in the last quarter. Osterweis Capital Management Inc. purchased a new stake in shares of HubSpot in the second quarter worth about $34,000. Finally, Alliancebernstein L.P. boosted its position in shares of HubSpot by 35.0% in the second quarter. Alliancebernstein L.P. now owns 376,076 shares of the software maker’s stock worth $209,335,000 after buying an additional 97,469 shares during the period. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Analyst Upgrades and Downgrades

HUBS has been the topic of a number of analyst reports. Raymond James Financial restated an “outperform” rating and set a $250.00 target price on shares of HubSpot in a research report on Friday, May 8th. BMO Capital Markets downgraded HubSpot from an “outperform” rating to a “market perform” rating and cut their price target for the company from $230.00 to $215.00 in a report on Thursday. Piper Sandler cut HubSpot from an “overweight” rating to a “neutral” rating and decreased their price objective for the stock from $250.00 to $220.00 in a report on Thursday. Stifel Nicolaus downgraded HubSpot from a “buy” rating to a “hold” rating and lowered their price objective for the company from $275.00 to $200.00 in a research report on Thursday. Finally, Jefferies Financial Group reiterated a “buy” rating and issued a $250.00 target price on shares of HubSpot in a research note on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, fifteen have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $268.90.

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.