HubSpot (NYSE:HUBS) Price Target Lowered to $350.00 at Royal Bank Of Canada

HubSpot (NYSE:HUBS) had its price target lowered by equities researchers at Royal Bank Of Canada from $400.00 to $350.00 in a report issued on Friday,Benzinga reports. The brokerage currently has an “outperform” rating on the software maker’s stock. Royal Bank Of Canada’s price objective points to a potential upside of 79.30% from the company’s current price.

A number of other research firms have also recently commented on HUBS. Truist Financial set a $230.00 price objective on HubSpot and gave the company a “buy” rating in a research report on Friday. Zacks Research cut HubSpot from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 14th. KeyCorp cut their price objective on HubSpot from $340.00 to $290.00 and set an “overweight” rating for the company in a research report on Friday. BTIG Research restated a “buy” rating and issued a $300.00 price objective on shares of HubSpot in a research report on Tuesday, April 21st. Finally, Cantor Fitzgerald cut HubSpot from an “overweight” rating to a “neutral” rating and cut their price objective for the company from $325.00 to $200.00 in a research report on Friday. Twenty-two equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, HubSpot has a consensus rating of “Moderate Buy” and an average price target of $319.74.

HubSpot Price Performance

HUBS stock traded down $48.52 during trading on Friday, hitting $195.21. 4,489,879 shares of the company traded hands, compared to its average volume of 1,682,925. The stock’s 50-day simple moving average is $243.61 and its 200 day simple moving average is $317.94. The company has a market cap of $10.05 billion, a PE ratio of 224.29, a P/E/G ratio of 3.21 and a beta of 1.23. HubSpot has a 1 year low of $180.50 and a 1 year high of $682.57.

HubSpot (NYSE:HUBS) last announced its quarterly earnings results on Thursday, May 7th. The software maker reported $2.72 earnings per share for the quarter, beating the consensus estimate of $2.47 by $0.25. The company had revenue of $881.00 million during the quarter, compared to analysts’ expectations of $863.32 million. HubSpot had a return on equity of 3.64% and a net margin of 1.47%.HubSpot’s quarterly revenue was up 23.4% on a year-over-year basis. During the same period last year, the business earned $1.84 earnings per share. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. Research analysts expect that HubSpot will post 3.66 earnings per share for the current year.

Insider Buying and Selling

In other news, insider Erika Ashley Fisher sold 915 shares of HubSpot stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $236.66, for a total value of $216,543.90. Following the sale, the insider directly owned 16,270 shares of the company’s stock, valued at $3,850,458.20. The trade was a 5.32% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Brian Halligan sold 8,292 shares of HubSpot stock in a transaction that occurred on Tuesday, April 21st. The stock was sold at an average price of $230.72, for a total value of $1,913,130.24. Following the completion of the sale, the director directly owned 362,000 shares in the company, valued at $83,520,640. This represents a 2.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 25,968 shares of company stock worth $6,453,082 over the last ninety days. Corporate insiders own 4.00% of the company’s stock.

Institutional Trading of HubSpot

A number of institutional investors have recently made changes to their positions in HUBS. Price T Rowe Associates Inc. MD boosted its stake in shares of 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 worth $1,838,727,000 after acquiring an additional 1,224,424 shares during the last quarter. Capital World Investors acquired a new stake in shares of HubSpot in the fourth quarter worth approximately $259,930,000. AQR Capital Management LLC boosted its stake in shares of HubSpot by 117.6% in the fourth quarter. AQR Capital Management LLC now owns 1,188,981 shares of the software maker’s stock worth $477,138,000 after acquiring an additional 642,545 shares during the last quarter. Pictet Asset Management Holding SA boosted its stake in shares of HubSpot by 32.7% in the fourth quarter. Pictet Asset Management Holding SA now owns 1,935,587 shares of the software maker’s stock worth $776,714,000 after acquiring an additional 476,740 shares during the last quarter. Finally, Alyeska Investment Group L.P. boosted its stake in shares of HubSpot by 408.1% in the fourth quarter. Alyeska Investment Group L.P. now owns 560,088 shares of the software maker’s stock worth $224,763,000 after acquiring an additional 449,864 shares during the last quarter. 90.39% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q1 results beat and management raised guidance — HubSpot reported $2.72 EPS on $881M revenue (both above estimates) and raised Q2 and FY‑2026 EPS guidance, giving a fundamentally positive outlook that would normally support the stock. Q1 Results
• Positive Sentiment: AI product momentum remains a bull thesis — coverage highlights Breeze AI agents and HubSpot’s AI‑first CRM roadmap as potential long‑term growth drivers and a reason some investors still view pullbacks as buying opportunities. Breeze AI Article
• Neutral Sentiment: Several firms trimmed price targets but kept positive ratings — Morgan Stanley, Wells Fargo, Mizuho, Piper Sandler and BMO lowered targets (e.g., MS 405→350, WF 350→300, Mizuho 300→260) while mostly retaining Overweight/Outperform views, signalling analysts still see upside despite nearer‑term caution. Analyst PT Cuts
• Neutral Sentiment: Some bullish commentary argues valuation looks attractive post‑selloff — analysts and contributors note a lower entry multiple versus prior levels, framing the drop as a de‑risked buying opportunity for long‑term investors. Valuation Take
• Negative Sentiment: Citi downgraded HUBS from Buy to Neutral and BofA reaffirmed an Underperform with a steep cut to $180 PT — these downgrades/reduced targets (and BofA’s 180 PT below current levels) add selling pressure and signal increased cautiousness among institutional analysts. Citi / BofA Notes
• Negative Sentiment: Insider selling and market reaction amplify the selloff — an insider sale of ~$216K was reported and multiple headlines note the stock plunged despite the beat, suggesting profit‑taking, algorithmic selling and AI‑churn worries outweighed the quarter’s positives. Insider Sale

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.