HubSpot (NYSE:HUBS) Stock Rating Reaffirmed as Neutral by Cantor Fitzgerald

HubSpot (NYSE:HUBS)‘s stock had its “neutral” rating reissued by equities researchers at Cantor Fitzgerald in a research report issued on Wednesday, Benzinga reports. They presently have a $200.00 target price on the software maker’s stock. Cantor Fitzgerald’s price target would indicate a potential downside of 13.85% from the stock’s current price.

HUBS has been the subject of a number of other reports. Weiss Ratings raised HubSpot from a “sell (d)” rating to a “sell (d+)” rating in a report on Friday, October 2nd. William Blair reiterated a “market perform” rating on shares of HubSpot in a report on Tuesday. UBS Group downgraded HubSpot from a “sector perform” rating to a “market perform” rating in a report on Monday. Stifel Nicolaus raised their target price on HubSpot from $200.00 to $225.00 and gave the stock a “hold” rating in a research report on Friday, September 11th. Finally, Truist Financial boosted their target price on HubSpot from $230.00 to $275.00 and gave the stock a “buy” rating in a research note on Monday, September 21st. Thirteen analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $264.65.

HubSpot Stock Up 5.4%

NYSE HUBS opened at $232.15 on Wednesday. HubSpot has a 52 week low of $169.63 and a 52 week high of $497.96. The firm has a 50 day moving average of $230.52 and a two-hundred day moving average of $218.24. The stock has a market capitalization of $11.58 billion, a PE ratio of 82.03, a price-to-earnings-growth ratio of 2.26 and a beta of 1.24.

HubSpot (NYSE:HUBS) last announced its quarterly earnings data on Wednesday, August 5th. The software maker reported $3.26 earnings per share for the quarter, beating analysts’ consensus estimates of $3.02 by $0.24. The business had revenue of $911.74 million for the quarter, compared to analyst estimates of $898.31 million. HubSpot had a net margin of 4.26% and a return on equity of 8.66%. The company’s revenue was up 19.8% on a year-over-year basis. During the same period last year, the business 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. On average, equities research analysts expect that HubSpot will post 4.66 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other HubSpot news, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction that occurred 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 transaction, the director owned 85,000 shares of the company’s stock, valued at $18,792,650. The trade was a 9.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Erika Fisher sold 702 shares of HubSpot stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $235.22, for a total value of $165,124.44. Following the transaction, the insider directly owned 14,581 shares in the company, valued at approximately $3,429,742.82. This trade represents a 4.59% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 26,202 shares of company stock valued at $5,998,079. 3.70% of the stock is currently owned by insiders.

Institutional Investors Weigh In On HubSpot

Several large investors have recently modified their holdings of HUBS. BlackRock Inc. purchased a new stake in HubSpot in the 2nd quarter valued at $631,386,000. Arrowstreet Capital Limited Partnership boosted its stake in HubSpot by 352.1% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 903,559 shares of the software maker’s stock worth $220,559,000 after purchasing an additional 703,706 shares during the period. Connor Clark & Lunn Investment Management Ltd. purchased a new position in HubSpot during the 2nd quarter worth $112,671,000. Bank of America Corp DE purchased a new position in HubSpot during the 2nd quarter worth $70,174,000. Finally, Edmond DE Rothschild Holding S.A. acquired a new position in HubSpot in the second quarter valued at $64,616,000. 90.39% of the stock is owned by institutional investors and hedge funds.

Key HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Growth and AI opportunity: Zacks highlighted HubSpot as a strong growth stock, reflecting the company’s expanding software business and potential to benefit from AI-powered customer-management products. The AI pivot could improve product competitiveness and eventually support operating efficiency. Why HubSpot Is a Strong Growth Stock
• Neutral Sentiment: Mixed analyst view: Cantor Fitzgerald reaffirmed its “neutral” rating but kept a $200 price target, implying meaningful downside relative to recent trading levels. The stance suggests analysts see solid fundamentals but believe valuation and execution risks are already reflected in the stock.
• Neutral Sentiment: Restructuring aims to sharpen focus: HubSpot is reorganizing around AI-driven customer outcomes. Management said the changes are not solely about replacing workers with AI, indicating the cuts are also intended to realign resources and strategy. The long-term benefit depends on whether the reorganization accelerates innovation without disrupting sales or customer service. HubSpot Layoffs and AI Reorganization
• Negative Sentiment: JPMorgan downgrade: JPMorgan lowered HubSpot from “overweight” to “neutral” and cut its price target to $240 from $268. The reduced target leaves only modest potential upside, signaling concern that the stock’s valuation—already elevated relative to earnings—may limit near-term gains.
• Negative Sentiment: 660 jobs to be eliminated: HubSpot plans to cut roughly 7% of its workforce, or about 660 positions, as it shifts toward AI. While the move could reduce costs over time, the immediate effect raises concerns about restructuring expenses, employee disruption and the company’s growth outlook. HubSpot to Cut 660 Jobs

HubSpot Company Profile

HubSpot, Inc develops customer relationship management (CRM) software and related tools designed to help businesses attract, engage and retain customers. Its cloud-based platform brings together marketing, sales, customer service, content management, operations and commerce capabilities, allowing organizations to manage customer interactions across the business.

The company’s products include tools for marketing automation, email marketing, lead generation, sales pipeline management, customer support, website and content management, analytics, payments and business operations.