HubSpot, Inc. (NYSE:HUBS) Given Average Rating of “Moderate Buy” by Analysts

HubSpot, Inc. (NYSE:HUBS) has been assigned an average recommendation of “Moderate Buy” from the thirty-two ratings firms that are currently covering the firm, MarketBeat reports. Two analysts have rated the stock with a sell recommendation, one has issued a hold recommendation, twenty-eight have given a buy recommendation and one has assigned a strong buy recommendation to the company. The average twelve-month price objective among brokerages that have covered the stock in the last year is $572.8667.

A number of research firms have issued reports on HUBS. Wall Street Zen raised shares of HubSpot from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. Oppenheimer decreased their target price on shares of HubSpot from $550.00 to $350.00 and set an “outperform” rating for the company in a research report on Wednesday, February 4th. Argus cut their price target on HubSpot from $650.00 to $525.00 and set a “buy” rating on the stock in a research report on Thursday, November 20th. Sanford C. Bernstein set a $448.00 price objective on HubSpot in a report on Monday. Finally, Jefferies Financial Group lowered their target price on HubSpot from $650.00 to $560.00 and set a “buy” rating on the stock in a research note on Thursday, November 6th.

Insider Buying and Selling

In related news, Director Brian Halligan sold 8,500 shares of the firm’s stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $303.38, for a total transaction of $2,578,730.00. Following the sale, the director owned 487,344 shares in the company, valued at approximately $147,850,422.72. This trade represents a 1.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Erika Ashley Fisher sold 841 shares of the company’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $238.01, for a total transaction of $200,166.41. Following the completion of the transaction, the insider owned 10,119 shares of the company’s stock, valued at approximately $2,408,423.19. This trade represents a 7.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 26,930 shares of company stock worth $9,175,604 in the last ninety days. Corporate insiders own 4.00% of the company’s stock.

Hedge Funds Weigh In On HubSpot

A number of hedge funds have recently bought and sold shares of the business. Picton Mahoney Asset Management raised its stake in shares of HubSpot by 117.9% during the 4th quarter. Picton Mahoney Asset Management now owns 8,961 shares of the software maker’s stock worth $3,596,000 after buying an additional 58,961 shares during the period. Empowered Funds LLC lifted its holdings in HubSpot by 8.5% during the fourth quarter. Empowered Funds LLC now owns 2,134 shares of the software maker’s stock valued at $856,000 after purchasing an additional 167 shares in the last quarter. Inceptionr LLC acquired a new stake in shares of HubSpot in the fourth quarter valued at about $844,000. Motley Fool Asset Management LLC increased its stake in shares of HubSpot by 471.3% during the fourth quarter. Motley Fool Asset Management LLC now owns 9,569 shares of the software maker’s stock worth $3,840,000 after purchasing an additional 7,894 shares in the last quarter. Finally, Focus Partners Advisor Solutions LLC raised its position in shares of HubSpot by 87.9% during the 4th quarter. Focus Partners Advisor Solutions LLC now owns 4,055 shares of the software maker’s stock worth $1,627,000 after purchasing an additional 1,897 shares during the last quarter. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Key HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Beat on headline results and raised outlook — HubSpot reported Q4 EPS $3.09 vs. $2.99 consensus and revenue of $846.7M (up ~20% y/y); management guided for ~18% revenue growth next year, which is constructive for revenue momentum and subscription growth. HubSpot’s (NYSE:HUBS) Q4 CY2025 sales beat estimates, guides for 18% growth next year
• Positive Sentiment: Company statement and official results show solid subscription revenue growth (subscription revenue $829.0M, +21% y/y) and a strong full‑year report, supporting the recurring-revenue business model. HubSpot Reports Strong Q4 and Full Year 2025 Results
• Neutral Sentiment: Analyst/metrics deep dives note the beat but highlight items to watch (margins, ARR composition, guidance cadence) — useful context for how sustainable the beat is. HubSpot (HUBS) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
• Neutral Sentiment: Additional earnings coverage reiterates the beat (EPS and revenue) and provides access to the call and slide deck for deeper review. MarketBeat Q4 coverage & conference materials
• Negative Sentiment: Market punished the stock despite beats — several outlets note shares tumbled after the release, pointing to investor disappointment or profit-taking rather than weak numbers. HubSpot shares tumble despite earnings beat and strong guidance
• Negative Sentiment: Sector weakness — coverage links HubSpot’s move to a broader “software slide” and elevated short-term selling in the group, amplified by AI disruption fears and volatile sentiment in software stocks. HubSpot Stock Takes The Software Slide After Q4 Earnings
• Negative Sentiment: Macro/sector headwinds and AI worries cited by strategists are pressuring software valuations; investors may be de-risking despite company-level beats. AI disruption fears create buying chance in US software stocks

HubSpot Price Performance

NYSE HUBS opened at $208.84 on Thursday. The company has a market cap of $10.94 billion, a price-to-earnings ratio of -2,610.44, a PEG ratio of 5.51 and a beta of 1.44. The stock’s fifty day moving average price is $343.50 and its 200 day moving average price is $415.97. HubSpot has a 1 year low of $207.20 and a 1 year high of $881.13.

HubSpot (NYSE:HUBS) last posted its quarterly earnings results on Wednesday, February 11th. The software maker reported $3.09 earnings per share for the quarter, beating the consensus estimate of $2.99 by $0.10. HubSpot had a positive return on equity of 1.21% and a negative net margin of 0.12%.The business had revenue of $846.75 million for the quarter, compared to the consensus estimate of $830.65 million. During the same quarter in the previous year, the business earned $2.32 EPS. The company’s quarterly revenue was up 20.4% compared to the same quarter last year. Research analysts expect that HubSpot will post 1.01 earnings per share for the current year.

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.