HubSpot (NYSE:HUBS) Downgraded by Zacks Research to Hold

HubSpot (NYSE:HUBS) was downgraded by analysts at Zacks Research from a “strong-buy” rating to a “hold” rating in a note issued to investors on Tuesday,Zacks.com reports.

Several other research analysts have also issued reports on the company. BTIG Research dropped their target price on HubSpot from $500.00 to $300.00 and set a “buy” rating for the company in a research report on Thursday, February 12th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of HubSpot in a research note on Thursday, February 12th. Stifel Nicolaus decreased their price target on shares of HubSpot from $375.00 to $325.00 and set a “buy” rating for the company in a research note on Thursday, April 2nd. JPMorgan Chase & Co. decreased their price target on shares of HubSpot from $650.00 to $530.00 and set an “overweight” rating for the company in a research note on Thursday, February 12th. Finally, Wall Street Zen raised shares of HubSpot from a “buy” rating to a “strong-buy” rating in a research note on Saturday, April 11th. Twenty-seven analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $426.97.

HubSpot Price Performance

Shares of NYSE:HUBS opened at $218.12 on Tuesday. HubSpot has a 1 year low of $187.45 and a 1 year high of $682.57. The business has a 50 day simple moving average of $244.85 and a two-hundred day simple moving average of $341.01. The firm has a market capitalization of $11.50 billion, a PE ratio of 250.71, a price-to-earnings-growth ratio of 2.86 and a beta of 1.44.

HubSpot (NYSE:HUBS) last announced its earnings results on Wednesday, February 11th. The software maker reported $3.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.99 by $0.10. HubSpot had a return on equity of 3.64% and a net margin of 1.47%.The business had revenue of $846.75 million during the quarter, compared to analyst estimates of $830.65 million. During the same quarter in the previous year, the business earned $2.32 earnings per share. The company’s revenue for the quarter was up 20.4% compared to the same quarter last year. Equities research analysts expect that HubSpot will post 1.01 EPS for the current fiscal year.

Insider Activity at HubSpot

In related news, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $262.75, for a total transaction of $2,233,375.00. Following the transaction, the director directly owned 370,558 shares of the company’s stock, valued at $97,364,114.50. This trade represents a 2.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, insider Erika Ashley Fisher sold 841 shares of HubSpot stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $238.01, for a total transaction of $200,166.41. Following the transaction, the insider directly owned 10,119 shares in the company, valued at approximately $2,408,423.19. The trade was a 7.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 26,691 shares of company stock valued at $7,250,662 in the last ninety days. Insiders own 4.00% of the company’s stock.

Hedge Funds Weigh In On HubSpot

Institutional investors have recently bought and sold shares of the business. Strategic Advocates LLC purchased a new position in HubSpot during the third quarter valued at approximately $25,000. Turning Point Benefit Group Inc. purchased a new position in HubSpot during the third quarter valued at approximately $25,000. Exane Asset Management purchased a new position in HubSpot during the third quarter valued at approximately $30,000. Rakuten Securities Inc. increased its holdings in HubSpot by 783.3% during the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock valued at $30,000 after buying an additional 47 shares during the period. Finally, Westside Investment Management Inc. increased its holdings 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 buying an additional 33 shares during the period. 90.39% of the stock is owned by hedge funds and other institutional investors.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Management outlined its 2026 strategy focused on AI agents, AEO (Answer Engine Optimization) and product integrations intended to drive net-new ARR expansion and higher customer productivity — investors see this as execution clarity on growth and monetization. HubSpot 2026 Strategy Transcript
• Positive Sentiment: HubSpot launched a suite of Spring 2026 updates (HubSpot AEO, AI agents, Smart Deal Progression and 100+ updates) positioning it to capture AI-driven shifts in buyer search and workflows — product releases are being read as revenue/retention catalysts. HubSpot Puts Growth Context to Work
• Positive Sentiment: Independent tech press highlights the new AEO tool and AI agents as differentiators for brands competing in AI search, which supports HubSpot’s TAM expansion narrative. Diginomica on AEO
• Positive Sentiment: SiliconANGLE and TechRepublic coverage reiterate the AI focus and practical use-cases for buyers/sellers, reinforcing the story that product innovation could translate to stronger adoption and upsells. SiliconANGLE AI Tools
• Positive Sentiment: Analyst commentary (Needham via MSN) points to continued international and partner-driven growth in 2026, supporting upside to linear ARR guidance over time. Needham on International Growth
• Positive Sentiment: Research pieces (Zacks, Yahoo analyses) highlight HubSpot’s strong earnings-surprise history and classify it as a growth stock with the setup to beat again — supportive for near-term multiple re-rating if execution continues. Zacks Growth Stock Note
• Neutral Sentiment: A Yahoo feature weighing two reasons to like HUBS and one concern reminds investors that the stock has suffered a sharp multi-month drawdown; the piece is balanced and may temper enthusiasm until results confirm momentum. Yahoo: 2 Reasons to Like HUBS
• Negative Sentiment: New entrants (Clodura.AI’s Atlas) launch AI-native SDR platforms aimed at unifying outbound workflows — a competitive development that could create pressure in parts of HubSpot’s sales enablement and outbound tooling market. Clodura.AI Atlas Launch

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.