Morgan Stanley Has Lowered Expectations for HubSpot (NYSE:HUBS) Stock Price

HubSpot (NYSE:HUBS) had its target price decreased by research analysts at Morgan Stanley from $405.00 to $350.00 in a research report issued on Friday,Benzinga reports. The firm currently has an “overweight” rating on the software maker’s stock. Morgan Stanley’s target price indicates a potential upside of 43.60% from the company’s previous close.

Other equities analysts also recently issued research reports about the company. Barclays decreased their target price on HubSpot from $525.00 to $300.00 and set an “overweight” rating on the stock in a research report on Thursday, February 12th. Needham & Company LLC decreased their target price on HubSpot from $700.00 to $300.00 and set a “buy” rating on the stock in a research report on Thursday, February 12th. KeyCorp reaffirmed an “overweight” rating on shares of HubSpot in a research report on Friday. Bank of America began coverage on HubSpot in a research report on Tuesday, March 31st. They issued a “buy” rating and a $300.00 target price on the stock. Finally, JPMorgan Chase & Co. decreased their target price on HubSpot from $650.00 to $530.00 and set an “overweight” rating on the stock in a research report on Thursday, February 12th. Twenty-three analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $365.96.

HubSpot Trading Up 3.6%

HubSpot stock opened at $243.74 on Friday. HubSpot has a 12 month low of $187.45 and a 12 month high of $682.57. The stock’s 50 day moving average is $243.61 and its 200-day moving average is $317.94. The company has a market capitalization of $12.55 billion, a price-to-earnings ratio of 280.16, a PEG ratio of 3.21 and a beta of 1.23.

HubSpot (NYSE:HUBS) last posted its earnings results on Thursday, May 7th. The software maker reported $2.72 EPS for the quarter, beating the consensus estimate of $2.47 by $0.25. HubSpot had a return on equity of 3.64% and a net margin of 1.47%.The company had revenue of $881.00 million for the quarter, compared to the consensus estimate of $863.32 million. During the same quarter in the prior year, the business earned $1.84 earnings per share. The firm’s revenue for the quarter was up 23.4% on a year-over-year basis. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. As a group, equities research analysts predict that HubSpot will post 3.66 earnings per share for the current fiscal year.

Insider Activity

In related news, Director Brian Halligan sold 8,292 shares of the company’s stock in a transaction dated Tuesday, April 21st. The shares were sold at an average price of $230.72, for a total transaction of $1,913,130.24. Following the completion of the sale, the director owned 362,000 shares of the company’s stock, valued at $83,520,640. This represents a 2.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Erika Ashley Fisher sold 915 shares of the company’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $236.66, for a total transaction of $216,543.90. Following the sale, the insider directly owned 16,270 shares of the company’s stock, valued at $3,850,458.20. This represents a 5.32% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 25,968 shares of company stock valued at $6,453,082 in the last ninety days. 4.00% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On HubSpot

Several institutional investors and hedge funds have recently bought and sold shares of the company. Fifth Third Bancorp raised its position in HubSpot by 2.5% during the third quarter. Fifth Third Bancorp now owns 1,076 shares of the software maker’s stock valued at $503,000 after purchasing an additional 26 shares in the last quarter. GPS Wealth Strategies Group LLC raised its position in HubSpot by 5.7% during the third quarter. GPS Wealth Strategies Group LLC now owns 522 shares of the software maker’s stock valued at $244,000 after purchasing an additional 28 shares in the last quarter. Bessemer Group Inc. raised its position in HubSpot by 9.1% during the third quarter. Bessemer Group Inc. now owns 335 shares of the software maker’s stock valued at $156,000 after purchasing an additional 28 shares in the last quarter. National Bank of Canada FI raised its position in HubSpot by 8.6% during the third quarter. National Bank of Canada FI now owns 379 shares of the software maker’s stock valued at $177,000 after purchasing an additional 30 shares in the last quarter. Finally, Westside Investment Management Inc. raised its position in HubSpot by 80.5% during the third quarter. Westside Investment Management Inc. now owns 74 shares of the software maker’s stock valued at $33,000 after purchasing an additional 33 shares in the last quarter. Institutional investors own 90.39% of the company’s stock.

Trending Headlines about HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q1 beat and strong top-line: HubSpot reported $2.72 EPS vs. $2.47 expected and $881M revenue (+23% y/y), showing durable growth and subscription strength. Read More.
• Positive Sentiment: Raised guidance: management lifted Q2 EPS to $3.00–3.02 (vs. ~2.40 consensus) and FY26 EPS to $13.04–13.12 (well above consensus), which, if achieved, materially improves FY earnings outlook. Read More.
• Neutral Sentiment: AI product roadmap remains a key driver of the bull case: HubSpot’s Breeze AI agents and broader “AI-first CRM” messaging underpin longer-term revenue/margin upside, but investors want proof of adoption and retention. Read More.
• Negative Sentiment: Big post-earnings selloff despite the beat: shares fell sharply (reports ~16%) as players reacted to mixed signals — strong EPS but some guidance/revenue details and execution risk sparked profit-taking and short-term volatility. Read More.
• Negative Sentiment: Investor concerns and risk narrative: analysts and commentators flagged mounting risks (AI-driven churn fears, post-earnings volatility and execution/valuation questions) even as some see the pullback as a buying opportunity. Read More.
• Negative Sentiment: Insider sale: an officer sold ~$216.5k of stock, which can be perceived negatively by traders focused on insider activity. Read More.

HubSpot Company Profile

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.