HubSpot’s (HUBS) “Neutral” Rating Reiterated at Cantor Fitzgerald

HubSpot (NYSE:HUBS)‘s stock had its “neutral” rating reiterated by research analysts at Cantor Fitzgerald in a research note issued to investors on Wednesday, Benzinga reports. They presently have a $200.00 target price on the software maker’s stock. Cantor Fitzgerald’s target price indicates a potential downside of 12.33% from the stock’s previous close.

A number of other research firms have also commented on HUBS. Needham & Company LLC reaffirmed a “buy” rating and set a $300.00 price target on shares of HubSpot in a research report on Tuesday. Wall Street Zen downgraded HubSpot from a “strong-buy” rating to a “buy” rating in a report on Saturday, July 4th. UBS Group lowered HubSpot from a “sector perform” rating to a “market perform” rating in a research report on Monday. Raymond James Financial downgraded shares of HubSpot from an “outperform” rating to a “market perform” rating in a research report on Monday. Finally, BMO Capital Markets lifted their price target on shares of HubSpot from $215.00 to $250.00 and gave the company a “market perform” rating in a research report on Monday, September 21st. Thirteen investment analysts have rated the stock with a Buy rating, nineteen have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, HubSpot presently has a consensus rating of “Hold” and a consensus price target of $264.65.

HubSpot Stock Down 1.6%

Shares of HubSpot stock traded down $3.72 during trading on Wednesday, hitting $228.12. 1,198,211 shares of the stock traded hands, compared to its average volume of 1,781,197. The firm’s fifty day moving average is $230.52 and its 200-day moving average is $218.24. The stock has a market cap of $11.38 billion, a price-to-earnings ratio of 80.61, a PEG ratio of 2.26 and a beta of 1.24. HubSpot has a 52 week low of $169.63 and a 52 week high of $497.96.

HubSpot (NYSE:HUBS) last issued 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. The business had revenue of $911.74 million for the quarter, compared to analysts’ expectations of $898.31 million. HubSpot had a net margin of 4.26% and a return on equity of 8.66%. The business’s quarterly revenue was up 19.8% on a year-over-year basis. During the same period last year, the business earned $2.19 earnings per share. 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, analysts forecast that HubSpot will post 4.66 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction that occurred on Tuesday, July 21st. The shares were sold at an average price of $221.09, for a total value of $1,879,265.00. Following the completion of the sale, the director directly owned 85,000 shares in the company, valued at $18,792,650. The trade was a 9.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Erika Fisher sold 702 shares of the business’s stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $235.22, for a total transaction of $165,124.44. Following the sale, the insider owned 14,581 shares of the company’s stock, valued at approximately $3,429,742.82. This represents a 4.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 26,202 shares of company stock valued at $5,998,079. 3.70% of the stock is owned by insiders.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. BlackRock Inc. purchased a new stake in shares of HubSpot in the 2nd quarter worth $631,386,000. Pictet Asset Management Holding SA increased its position in HubSpot by 13.1% in the first quarter. Pictet Asset Management Holding SA now owns 2,188,191 shares of the software maker’s stock worth $533,993,000 after buying an additional 252,604 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its stake in shares of HubSpot by 352.1% in the first quarter. Arrowstreet Capital Limited Partnership now owns 903,559 shares of the software maker’s stock worth $220,559,000 after buying an additional 703,706 shares during the period. Man Group plc lifted its position in shares of HubSpot by 29.9% during the 4th quarter. Man Group plc now owns 535,882 shares of the software maker’s stock valued at $215,049,000 after buying an additional 123,249 shares in the last quarter. Finally, Amundi grew its stake in shares of HubSpot by 33.4% during the 1st quarter. Amundi now owns 586,037 shares of the software maker’s stock valued at $143,052,000 after acquiring an additional 146,871 shares during the period. 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’s decision to eliminate approximately 600–660 positions could reduce costs and redirect resources toward AI-powered products. Management’s pivot may improve operating efficiency and strengthen the company’s competitive position over time. Why Is HubSpot Cutting 7% of Staff to Focus on AI?
• Positive Sentiment: Zacks characterized HUBS as a strong momentum stock, supporting the view that recent price and business trends remain favorable for growth-oriented investors. HubSpot’s latest reported quarter also included revenue growth of 19.8% year over year and an earnings beat. Here’s Why HubSpot Is a Strong Momentum Stock
• Neutral Sentiment: Chief Legal Officer and Corporate Secretary Fisher is resigning. The leadership change introduces some uncertainty, although the announcement did not indicate an operational or financial setback. HubSpot Announces Resignation of Chief Legal Officer Fisher
• Negative Sentiment: JPMorgan downgraded HubSpot from “overweight” to “neutral” and lowered its price target from $268 to $240. The revised target implies limited upside from recent trading levels, reinforcing concerns about valuation and the near-term execution risks of the AI transition.
• Negative Sentiment: The layoffs have generated reputational criticism, including backlash over a founder’s public comments about affected employees. The cuts may signal stronger cost discipline, but they also highlight restructuring risk and possible disruption to HubSpot’s workforce and operations. HubSpot Founder’s LinkedIn Post Sparks Criticism

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.