Key Points
- HubSpot insider Erika Ashley Fisher sold 702 shares at an average price of $235.22, generating $165,124.44. Her remaining stake totals 14,581 shares, representing a 4.59% reduction.
- HubSpot exceeded quarterly expectations with adjusted EPS of $3.26 and revenue of $911.7 million, up nearly 20% year over year. However, third-quarter revenue guidance of $924 million–$925 million was below the $941.2 million consensus estimate.
- Analyst sentiment is mixed, with the stock carrying an overall “Hold” rating and an average price target of $269.13 after several recent target cuts. Institutional investors own approximately 90.39% of HubSpot’s shares.
HubSpot, Inc. (NYSE:HUBS - Get Free Report) insider Erika Ashley Fisher sold 702 shares of the firm's stock in a transaction that occurred 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 sale, the insider directly owned 14,581 shares of the company's stock, valued at approximately $3,429,742.82. This represents a 4.59% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.
HubSpot Price Performance
HUBS stock opened at $202.25 on Friday. The company has a 50 day moving average price of $206.96 and a 200 day moving average price of $229.50. HubSpot, Inc. has a fifty-two week low of $169.63 and a fifty-two week high of $525.51. The stock has a market capitalization of $10.36 billion, a PE ratio of 71.46, a price-to-earnings-growth ratio of 2.73 and a beta of 1.19.
HubSpot (NYSE:HUBS - Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The software maker reported $3.26 EPS for the quarter, beating analysts' consensus estimates of $3.02 by $0.24. The firm had revenue of $911.74 million for the quarter, compared to analyst estimates of $898.31 million. HubSpot had a return on equity of 8.32% and a net margin of 4.26%.The business's quarterly revenue was up 19.8% compared to the same quarter last year. During the same period last year, the company earned $2.19 EPS. 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 analysts expect that HubSpot, Inc. will post 4.39 earnings per share for the current fiscal year.
Wall Street Analysts Forecast Growth
A number of brokerages recently commented on HUBS. Piper Sandler lowered 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 report on Thursday. Raymond James Financial restated an "outperform" rating and set a $250.00 target price on shares of HubSpot in a research report on Friday, May 8th. Sanford C. Bernstein lowered shares of HubSpot from an "outperform" rating to a "market perform" rating and reduced their target price for the company from $381.00 to $220.00 in a research note on Thursday. Truist Financial lowered their price target on shares of HubSpot from $300.00 to $230.00 and set a "buy" rating for the company in a research report on Friday, May 8th. Finally, Stephens lowered shares of HubSpot from an "overweight" rating to a "positive" rating and set a $251.00 price objective on the stock. in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, fourteen have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of "Hold" and an average target price of $269.13.
View Our Latest Report on HubSpot
Trending Headlines about HubSpot
Here are the key news stories impacting HubSpot this week:
- Positive Sentiment: HubSpot reported second-quarter adjusted EPS of $3.26, above the $3.02 consensus estimate, while revenue of $911.7 million exceeded expectations by approximately $13.4 million. Revenue increased nearly 20% year over year, supported by subscription growth, customer additions and demand for AI-powered CRM tools. HubSpot Reports Q2 2026 Results
- Positive Sentiment: Full-year adjusted EPS guidance of $13.23-$13.31 is well above the $11.37 analyst consensus, and third-quarter EPS guidance of $3.25-$3.27 also exceeds expectations. Management additionally outlined potential 2%-3% non-GAAP operating-margin expansion in 2027. HubSpot Margin Outlook
- Positive Sentiment: KeyCorp maintained an “overweight” rating, while BTIG retained a “buy” rating. Although both firms reduced their price targets, they continue to see potential upside if HubSpot’s AI strategy and profitability initiatives gain traction.
- Neutral Sentiment: HubSpot expanded AI trials and lowered entry prices to encourage adoption. The strategy could support longer-term demand, but management acknowledged longer sales cycles and increased scrutiny of software budgets. HUBS Q2 Earnings Call Highlights
- Neutral Sentiment: Director Jerry Dischler joined HubSpot’s board, potentially adding relevant AI and digital advertising experience. An insider also sold a relatively small portion of their holdings, described as a limited transaction.
- Negative Sentiment: Third-quarter revenue guidance of $924 million-$925 million fell well short of the $941.2 million consensus estimate. This outweighed the earnings beat and raised concerns that growth is slowing faster than expected. HubSpot Guidance Report
- Negative Sentiment: Stifel downgraded HUBS from “buy” to “hold” and cut its target to $200, while TD Cowen lowered its target to $220 and also rated the shares “hold.” Analysts cited slower net additions, budget pressure and a transition from growth-oriented valuation toward a more value-focused profile.
- Negative Sentiment: Block & Leviton announced an investigation into possible securities-law violations following the sharp decline. The announcement is a headline risk, although it does not establish wrongdoing by HubSpot. HubSpot Investigation Announcement
Institutional Investors Weigh In On HubSpot
Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Price T Rowe Associates Inc. MD lifted its stake in HubSpot by 36.5% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,581,922 shares of the software maker's stock valued at $1,838,727,000 after buying an additional 1,224,424 shares during the period. Pictet Asset Management Holding SA grew its position in shares of HubSpot by 13.1% during the 1st quarter. Pictet Asset Management Holding SA now owns 2,188,191 shares of the software maker's stock worth $533,993,000 after buying an additional 252,604 shares during the period. State Street Corp grew its position in shares of HubSpot by 3.7% during the 4th quarter. State Street Corp now owns 1,191,843 shares of the software maker's stock worth $478,287,000 after buying an additional 42,948 shares during the period. AQR Capital Management LLC increased its stake in shares of HubSpot by 117.6% in the 4th quarter. AQR Capital Management LLC now owns 1,188,981 shares of the software maker's stock valued at $477,138,000 after acquiring an additional 642,545 shares during the last quarter. Finally, Geode Capital Management LLC increased its stake in shares of HubSpot by 1.5% in the 4th quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker's stock valued at $388,917,000 after acquiring an additional 14,159 shares during the last quarter. Institutional investors own 90.39% of the company's stock.
HubSpot Company Profile
(
Get Free Report)
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.
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