Key Points
- HubSpot director Brian Halligan sold 8,500 shares at an average price of $245.64, generating approximately $2.09 million and reducing his position by 11.11% to 68,000 shares. This follows two similar 8,500-share sales in July and August.
- HubSpot reported quarterly EPS of $3.26, exceeding estimates of $3.02, while revenue rose 19.8% year over year to $911.74 million. The company provided FY 2026 EPS guidance of $13.23–$13.31.
- The stock has a consensus “Hold” rating and an average analyst price target of $271.90, while its elevated valuation and competition remain concerns despite expanded AI initiatives and strong institutional ownership of 90.39%.
HubSpot, Inc. (NYSE:HUBS - Get Free Report) Director Brian Halligan sold 8,500 shares of the stock in a transaction on Tuesday, September 15th. The stock was sold at an average price of $245.64, for a total value of $2,087,940.00. Following the sale, the director owned 68,000 shares in the company, valued at approximately $16,703,520. This represents a 11.11% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.
Brian Halligan also recently made the following trade(s):
- On Tuesday, August 18th, Brian Halligan sold 8,500 shares of HubSpot stock. The shares were sold at an average price of $219.50, for a total value of $1,865,750.00.
- On Tuesday, July 21st, Brian Halligan sold 8,500 shares of HubSpot stock. The shares were sold at an average price of $221.09, for a total value of $1,879,265.00.
HubSpot Stock Performance
NYSE:HUBS opened at $229.76 on Friday. The business's fifty day moving average is $231.66 and its 200 day moving average is $224.00. The firm has a market cap of $11.46 billion, a price-to-earnings ratio of 81.19, a PEG ratio of 2.55 and a beta of 1.18. HubSpot, Inc. has a 52-week low of $169.63 and a 52-week high of $525.51.
HubSpot (NYSE:HUBS - Get Free Report) last issued its earnings results 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 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 8.66% and a net margin of 4.26%.The firm's revenue was up 19.8% compared to the same quarter last year. During the same quarter 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. Equities analysts predict that HubSpot, Inc. will post 4.56 EPS for the current fiscal year.
Institutional Investors Weigh In On HubSpot
A number of institutional investors and hedge funds have recently bought and sold shares of the stock. BlackRock Inc. purchased a new position in HubSpot in the 2nd quarter worth approximately $631,386,000. Pictet Asset Management Holding SA increased its holdings in shares of HubSpot by 13.1% in 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 last quarter. Geode Capital Management LLC raised its position in shares of HubSpot by 1.5% during the 4th quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker's stock valued at $388,917,000 after buying an additional 14,159 shares in the last quarter. Capital World Investors purchased a new stake in shares of HubSpot during the 4th quarter valued at $259,930,000. Finally, Arrowstreet Capital Limited Partnership lifted its holdings in shares of HubSpot by 352.1% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 903,559 shares of the software maker's stock worth $220,559,000 after acquiring an additional 703,706 shares during the last quarter. 90.39% of the stock is owned by hedge funds and other institutional investors.
Key HubSpot News
Here are the key news stories impacting HubSpot this week:
- Positive Sentiment: HubSpot expanded its partnership with OpenAI, deepening the integration between its CRM platform and ChatGPT. The companies said the tools are designed to help small and midsize businesses use customer data and AI more effectively, potentially increasing product adoption and customer engagement. HubSpot and OpenAI Deepen Partnership to Bring AI Transformation to Every SMB
- Positive Sentiment: The company unveiled Breeze Assistant, a self-updating Smart CRM, and new marketing capabilities built around AI agents and “Growth Context.” These products are intended to automate workflows, improve data quality, and deliver more personalized marketing outcomes, creating potential for higher customer retention and revenue per user. HubSpot Fall 2026 Product Release
- Positive Sentiment: HubSpot also became the first CRM platform reported to integrate with ChatGPT Ads, allowing businesses to connect CRM data with advertising activity. If successful, the offering could improve campaign targeting and give HubSpot another avenue for monetizing its customer data and AI capabilities. HubSpot Integrates CRM Data With ChatGPT Ads
- Neutral Sentiment: HubSpot’s investor day and Boston customer event highlighted the company’s AI strategy and product roadmap. The announcements support its growth narrative, but investors will likely look for measurable bookings, adoption, margin benefits, and updated financial targets before assigning a higher valuation. HubSpot Analyst and Investor Day Transcript
- Negative Sentiment: Director Brian Halligan sold 8,500 shares worth approximately $2.1 million, reducing his holdings by 11.11%. Although insider sales can be scheduled or personal, the transaction adds selling pressure and may weigh on sentiment.
- Negative Sentiment: Valuation remains a concern. HubSpot trades at a high earnings multiple, while analysts continue to flag competition and uncertainty over whether rapid AI adoption will translate into sustained growth and cash-flow momentum. These concerns likely helped offset the favorable product news.
Analyst Upgrades and Downgrades
A number of analysts recently weighed in on the stock. TD Cowen upped their target price on shares of HubSpot from $220.00 to $285.00 and gave the stock a "hold" rating in a report on Tuesday, September 1st. Barclays cut their price target on shares of HubSpot from $270.00 to $240.00 and set an "overweight" rating for the company in a report on Thursday, August 6th. Oppenheimer lowered shares of HubSpot from an "outperform" rating to a "market perform" rating in a research report on Thursday, August 6th. Capital One Financial set a $206.00 price target on shares of HubSpot and gave the stock an "equal weight" rating in a report on Thursday, August 6th. Finally, The Goldman Sachs Group set a $276.00 price objective on HubSpot in a research report on Thursday, August 6th. Fifteen research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average target price of $271.90.
View Our Latest Report on HubSpot
About HubSpot
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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.
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