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

Cantor Fitzgerald reissued their neutral rating on shares of HubSpot (NYSE:HUBS) in a research note released on Thursday,Benzinga reports. Cantor Fitzgerald currently has a $200.00 price target on the software maker’s stock.

Other equities analysts have also recently issued research reports about the company. Wells Fargo & Company cut HubSpot from an “overweight” rating to a “neutral” rating in a report on Thursday. Citigroup reissued a “neutral” rating on shares of HubSpot in a report on Friday, July 24th. Capital One Financial set a $206.00 price objective on HubSpot and gave the company an “equal weight” rating in a research report on Thursday. Raymond James Financial reaffirmed an “outperform” rating and set a $250.00 target price on shares of HubSpot in a research note on Friday, May 8th. Finally, BMO Capital Markets decreased their target price on HubSpot from $285.00 to $230.00 and set an “outperform” rating on the stock in a research report on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, fifteen have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $268.90.

HubSpot Stock Performance

HUBS opened at $209.96 on Thursday. HubSpot has a fifty-two week low of $169.63 and a fifty-two week high of $525.51. The company has a fifty day moving average of $206.74 and a two-hundred day moving average of $229.37. The stock has a market capitalization of $10.75 billion, a price-to-earnings ratio of 74.19, a PEG ratio of 2.29 and a beta of 1.19.

HubSpot (NYSE:HUBS) last issued its quarterly earnings data 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. HubSpot had a net margin of 4.26% and a return on equity of 8.66%. The business had revenue of $911.74 million during the quarter, compared to the consensus estimate of $898.31 million. During the same quarter in the prior year, the firm posted $2.19 earnings per share. The company’s revenue was up 19.8% compared to the same quarter last year. 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, equities research analysts forecast that HubSpot will post 4.41 earnings per share for the current year.

Insider Buying and Selling at HubSpot

In other news, CEO Yamini Rangan bought 2,750 shares of the firm’s stock in a transaction dated Tuesday, May 12th. The shares were acquired at an average price of $189.84 per share, for a total transaction of $522,060.00. Following the completion of the transaction, the chief executive officer directly owned 102,982 shares in the company, valued at $19,550,102.88. The trade was a 2.74% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CTO Dharmesh Shah purchased 10,000 shares of the stock in a transaction dated Tuesday, May 12th. The stock was purchased at an average cost of $181.37 per share, for a total transaction of $1,813,700.00. Following the completion of the purchase, the chief technology officer directly owned 1,295,400 shares of the company’s stock, valued at approximately $234,946,698. The trade was a 0.78% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders have acquired 14,063 shares of company stock valued at $2,585,781 and have sold 26,202 shares valued at $5,481,959. 3.70% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in HUBS. Empowered Funds LLC boosted its stake in 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 last quarter. NewEdge Advisors LLC raised its position in shares of HubSpot by 12.1% in the second quarter. NewEdge Advisors LLC now owns 4,788 shares of the software maker’s stock valued at $2,665,000 after buying an additional 516 shares during the last quarter. Treasurer of the State of North Carolina raised its position in shares of 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 buying an additional 1,077 shares during the last quarter. Osterweis Capital Management Inc. purchased a new position in shares of HubSpot in the second quarter worth about $34,000. Finally, Alliancebernstein L.P. boosted its position in HubSpot by 35.0% during the second quarter. Alliancebernstein L.P. now owns 376,076 shares of the software maker’s stock worth $209,335,000 after acquiring an additional 97,469 shares during the last quarter. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Key Headlines Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot’s second-quarter results exceeded expectations: adjusted EPS was $3.26 versus the $3.02 consensus, while revenue reached $911.7 million, up 19.8% year over year and ahead of estimates. Customer additions, subscription growth and demand for AI-powered CRM tools supported the quarter. HubSpot Q2 Earnings Beat Estimates
• Positive Sentiment: KeyCorp retained an “overweight” rating with a $285 target, and BTIG maintained a “buy” rating with a $250 target. These analysts see substantial upside if HubSpot converts its AI investments into sustained growth and margin expansion.
• Neutral Sentiment: Management is expanding AI product trials and lowering entry prices to accelerate adoption. The initiatives could strengthen long-term demand, but longer sales cycles and tighter customer software budgets are creating near-term pressure. HUBS Q2 Earnings Call Highlights
• Neutral Sentiment: Jerry Dischler, an experienced AI and digital advertising executive, joined HubSpot’s board, potentially adding strategic expertise as the company develops its AI platform. A director’s sale of 702 shares was relatively small but adds limited insider-selling noise.
• Negative Sentiment: Third-quarter revenue guidance of approximately $924 million-$925 million was below the $941.2 million analyst consensus. The shortfall overshadowed the earnings beat and fueled fears that HubSpot’s growth is slowing as customers delay or scrutinize technology purchases. HubSpot Guidance Report
• Negative Sentiment: Analysts including Stifel, TD Cowen and Piper Sandler downgraded or lowered price targets, citing slower net additions, execution risks and a transition from a premium growth valuation toward a more value-oriented profile.
• Negative Sentiment: Block & Leviton announced an investigation into possible securities-law violations following the sharp decline. The announcement creates headline and legal risk, although it does not establish wrongdoing by HubSpot. HubSpot Investigation Announcement

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.