BTIG Research Issues Pessimistic Forecast for HubSpot (NYSE:HUBS) Stock Price

HubSpot (NYSE:HUBS) had its price target reduced by research analysts at BTIG Research from $300.00 to $250.00 in a report issued on Thursday,Benzinga reports. The firm currently has a “buy” rating on the software maker’s stock. BTIG Research’s target price would suggest a potential downside of 0.45% from the stock’s previous close.

Several other brokerages have also weighed in on HUBS. Stifel Nicolaus set a $275.00 price objective on shares of HubSpot in a report on Friday, May 8th. Sanford C. Bernstein set a $381.00 price target on HubSpot in a research note on Friday, May 8th. Truist Financial decreased their price objective on HubSpot from $300.00 to $230.00 and set a “buy” rating for the company in a report on Friday, May 8th. UBS Group cut HubSpot from an “overweight” rating to a “neutral” rating and set a $220.00 target price on the stock. in a report on Thursday. Finally, BNP Paribas Exane lowered shares of HubSpot from an “outperform” rating to a “neutral” rating and set a $210.00 price target for the company. in a research note on Monday, May 11th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $299.93.

HubSpot Trading Up 0.9%

HUBS stock opened at $251.14 on Thursday. HubSpot has a 1-year low of $169.63 and a 1-year high of $525.51. The stock has a 50-day moving average price of $206.87 and a 200-day moving average price of $230.28. The firm has a market cap of $12.86 billion, a PE ratio of 131.49, a price-to-earnings-growth ratio of 2.72 and a beta of 1.19.

HubSpot (NYSE:HUBS) last issued its earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share for the quarter, topping analysts’ consensus estimates of $3.02 by $0.24. The business had revenue of $911.74 million during the quarter, compared to the consensus estimate of $898.31 million. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.The firm’s revenue for the quarter was up 19.8% on a year-over-year basis. During the same period 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. On average, analysts forecast that HubSpot will post 4.39 earnings per share for the current year.

Insider Activity

In other news, CEO Yamini Rangan bought 2,750 shares of the company’s stock in a transaction on Tuesday, May 12th. The shares were purchased at an average price of $189.84 per share, with a total value of $522,060.00. Following the transaction, the chief executive officer directly owned 102,982 shares in the company, valued at $19,550,102.88. This represents a 2.74% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CTO Dharmesh Shah bought 10,000 shares of HubSpot stock in a transaction dated Tuesday, May 12th. The stock was acquired at an average cost of $181.37 per share, with a total value of $1,813,700.00. Following the completion of the acquisition, the chief technology officer owned 1,295,400 shares of the company’s stock, valued at $234,946,698. This represents a 0.78% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last three months, insiders have purchased 14,063 shares of company stock worth $2,585,781 and have sold 25,500 shares worth $5,316,835. Insiders own 3.70% of the company’s stock.

Institutional Trading of HubSpot

A number of hedge funds have recently bought and sold shares of HUBS. Empowered Funds LLC raised its stake in shares of HubSpot by 88.5% during the 1st quarter. Empowered Funds LLC now owns 1,570 shares of the software maker’s stock worth $897,000 after purchasing an additional 737 shares during the period. NewEdge Advisors LLC raised its position in HubSpot by 12.1% in the second quarter. NewEdge Advisors LLC now owns 4,788 shares of the software maker’s stock worth $2,665,000 after acquiring an additional 516 shares during the period. Treasurer of the State of North Carolina boosted its stake in HubSpot by 4.7% in the second quarter. Treasurer of the State of North Carolina now owns 23,754 shares of the software maker’s stock valued at $13,222,000 after acquiring an additional 1,077 shares during the last quarter. Osterweis Capital Management Inc. purchased a new position in HubSpot in the second quarter valued at about $34,000. Finally, Alliancebernstein L.P. grew its position in shares of HubSpot by 35.0% during the 2nd quarter. Alliancebernstein L.P. now owns 376,076 shares of the software maker’s stock valued at $209,335,000 after acquiring an additional 97,469 shares during the period. 90.39% of the stock is currently owned by institutional investors.

Key HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot reported Q2 adjusted earnings of $3.26 per share, above the $3.02 consensus estimate, while revenue of $911.7 million exceeded expectations of $898.3 million. Revenue increased 19.8% year over year, and subscription revenue rose 20%. HubSpot Reports Q2 2026 Results
• Positive Sentiment: Management’s full-year 2026 adjusted EPS outlook of $13.23-$13.31 is well above the $11.37 analyst consensus, suggesting stronger profitability and cost discipline. HubSpot Q2 2026 Earnings Call Transcript
• Positive Sentiment: Jerry Dischler, a former Google advertising executive, joined HubSpot’s board. His experience in digital advertising and artificial intelligence could support the company’s product and go-to-market strategy. HubSpot Announces Jerry Dischler Joins Board of Directors
• Neutral Sentiment: HubSpot’s chief legal officer sold 728 shares to cover tax withholding. Because the transaction was made for tax purposes rather than a discretionary sale, it provides limited information about management’s view of the stock. HubSpot Chief Legal Officer Sells 728 Shares for Tax Withholding
• Negative Sentiment: Q3 revenue guidance of $924.0-$925.0 million fell short of the $941.2 million consensus estimate. That shortfall outweighed the company’s above-consensus Q3 EPS outlook of $3.25-$3.27 and triggered a sharp initial selloff. HubSpot Tumbles After Guidance Falls Short of Expectations

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.