HubSpot (NYSE:HUBS) Upgraded at FBN Securities

HubSpot (NYSE:HUBS) was upgraded by equities research analysts at FBN Securities to a “hold” rating in a report released on Wednesday, Zacks reports.

A number of other equities research analysts also recently issued reports on HUBS. Needham & Company LLC restated a “buy” rating and set a $300.00 price target on shares of HubSpot in a research note on Friday, September 18th. Piper Sandler cut shares of HubSpot from an “overweight” rating to a “neutral” rating and lowered their price objective for the stock from $250.00 to $220.00 in a research note on Thursday, August 6th. Wall Street Zen downgraded shares of HubSpot from a “strong-buy” rating to a “buy” rating in a report on Saturday, July 4th. Truist Financial boosted their target price on shares of HubSpot from $230.00 to $275.00 and gave the company a “buy” rating in a research report on Monday. Finally, Wells Fargo & Company cut shares of HubSpot from an “overweight” rating to a “neutral” rating in a report on Thursday, August 6th. Fifteen equities research analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $270.61.

HubSpot Stock Up 4.0%

Shares of NYSE HUBS opened at $226.60 on Wednesday. The firm’s 50-day moving average price is $232.15 and its 200-day moving average price is $222.34. HubSpot has a 52-week low of $169.63 and a 52-week high of $525.47. The company has a market cap of $11.30 billion, a PE ratio of 80.07, a PEG ratio of 2.28 and a beta of 1.18.

HubSpot (NYSE:HUBS) last issued its quarterly earnings data on Wednesday, August 5th. The software maker reported $3.26 EPS for the quarter, topping the consensus estimate of $3.02 by $0.24. The company had revenue of $911.74 million during the quarter, compared to analyst estimates of $898.31 million. HubSpot had a return on equity of 8.66% and a net margin of 4.26%.HubSpot’s revenue was up 19.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $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. As a group, equities research analysts anticipate that HubSpot will post 4.56 EPS for the current fiscal year.

Insider Buying and Selling at HubSpot

In other news, Director Gerald Dischler bought 925 shares of the stock in a transaction dated Monday, August 10th. The stock was purchased at an average cost of $215.93 per share, for a total transaction of $199,735.25. Following the transaction, the director owned 1,940 shares of the company’s stock, valued at $418,904.20. The trade was a 91.13% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Erika Fisher sold 702 shares of the firm’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 completion of the transaction, the insider directly owned 14,581 shares of the company’s stock, valued at approximately $3,429,742.82. This trade represents a 4.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 26,202 shares of company stock worth $5,998,079 in the last quarter. 3.70% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On HubSpot

A number of hedge funds have recently bought and sold shares of the business. Tidal Investments LLC lifted its position in HubSpot by 13.0% during the second quarter. Tidal Investments LLC now owns 6,307 shares of the software maker’s stock valued at $1,151,000 after purchasing an additional 726 shares during the last quarter. WINTON GROUP Ltd purchased a new position in shares of HubSpot in the 2nd quarter worth $234,000. Engineers Gate Manager LP grew its stake in shares of HubSpot by 58.8% in the 2nd quarter. Engineers Gate Manager LP now owns 68,704 shares of the software maker’s stock worth $12,539,000 after buying an additional 25,441 shares in the last quarter. NewEdge Advisors LLC increased its holdings in shares of HubSpot by 5.1% in the 2nd quarter. NewEdge Advisors LLC now owns 6,532 shares of the software maker’s stock worth $1,192,000 after buying an additional 317 shares during the last quarter. Finally, Allworth Financial LP increased its holdings in shares of HubSpot by 21.6% in the 2nd quarter. Allworth Financial LP now owns 1,594 shares of the software maker’s stock worth $291,000 after buying an additional 283 shares during the last quarter. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Key Stories Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Analysts reportedly lifted their price targets for HubSpot, suggesting improved confidence in the company’s growth outlook following its strong quarterly performance. HubSpot stock steadies as analysts lift targets
• Positive Sentiment: Coverage of HubSpot’s strong quarterly figures indicates that the stock has held near recent levels, with results that beat analyst expectations helping support investor sentiment. HubSpot stock holds near USD 218 after strong quarterly figures
• Positive Sentiment: HubSpot will co-present new research with Mole Street at Money20/20 USA, increasing industry visibility and highlighting efforts to address stalled growth in financial-services firms. The event is more strategically positive than an immediate financial catalyst. Mole Street to Co-Present with HubSpot at Money20/20 USA
• Neutral Sentiment: FBN initiated coverage with a “sector perform” rating, signaling a balanced view rather than a strong bullish call. FBN starts coverage on HubSpot with sector perform rating
• Neutral Sentiment: Several articles discuss HubSpot integrations, automation, CRM comparisons and upcoming UNBOUND 2026 announcements. These may reinforce product engagement but provide limited evidence of near-term revenue or earnings impact. Automating HubSpot Company Association Orange Marketing UNBOUND 2026 briefing CRM service comparison
• Negative Sentiment: Recent coverage of a prior 5.81% decline underscores volatility and the risk that HubSpot’s elevated valuation—its P/E is about 80—could amplify reactions to weaker guidance, analyst caution or profit-taking. HubSpot stock heads into the open after a 5.81 percent drop

HubSpot Company Profile

HubSpot, Inc develops cloud-based customer relationship management (CRM) and marketing software for businesses. Its platform is designed to help organizations attract prospects, manage customer interactions, close sales and provide ongoing service through an integrated set of tools.

The company’s products include Marketing Hub, Sales Hub, Service Hub, Content Hub, Operations Hub and Commerce Hub. These offerings support marketing automation, sales engagement, customer support, content management, data integration, payments and other commercial activities.