HubSpot (NYSE:HUBS) Shares Up 8.2% – What’s Next?

HubSpot, Inc. (NYSE:HUBS) was up 8.2% during trading on Friday . The company traded as high as $212.76 and last traded at $215.09. Approximately 444,199 shares changed hands during mid-day trading, a decline of 74% from the average daily volume of 1,731,993 shares. The stock had previously closed at $198.80.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on HUBS shares. Bank of America reiterated an “underperform” rating and issued a $180.00 target price (down from $300.00) on shares of HubSpot in a research report on Friday, May 8th. Oppenheimer reduced their target price on shares of HubSpot from $550.00 to $350.00 and set an “outperform” rating for the company in a research report on Wednesday, February 4th. Cantor Fitzgerald lowered shares of HubSpot from an “overweight” rating to a “neutral” rating and dropped their price objective for the company from $325.00 to $200.00 in a report on Friday, May 8th. Truist Financial dropped their price objective on shares of HubSpot from $300.00 to $230.00 and set a “buy” rating for the company in a report on Friday, May 8th. Finally, BNP Paribas Exane lowered shares of HubSpot from an “outperform” rating to a “neutral” rating and set a $210.00 price objective for the company. in a report on Monday, May 11th. Twenty-two research analysts have rated the stock with a Buy rating, six have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $311.00.

HubSpot Price Performance

The stock has a market cap of $11.15 billion, a PE ratio of 113.86, a price-to-earnings-growth ratio of 2.20 and a beta of 1.23. The stock’s fifty day moving average is $221.58 and its 200-day moving average is $289.82.

HubSpot (NYSE:HUBS) last announced its earnings results on Thursday, May 7th. The software maker reported $2.72 earnings per share for the quarter, topping the consensus estimate of $2.47 by $0.25. The company had revenue of $881.00 million during the quarter, compared to analyst estimates of $863.32 million. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. HubSpot’s revenue was up 23.4% compared to the same quarter last year. During the same quarter last year, the firm posted $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. On average, sell-side analysts expect that HubSpot, Inc. will post 4.39 EPS for the current fiscal year.

Insider Activity at HubSpot

In related news, Director Lorrie M. Norrington bought 1,313 shares of the stock in a transaction on Monday, May 11th. The stock was bought at an average price of $190.42 per share, with a total value of $250,021.46. Following the completion of the purchase, the director directly owned 2,838 shares in the company, valued at $540,411.96. This represents a 86.10% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, Director Brian Halligan sold 8,500 shares of the stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $220.00, for a total transaction of $1,870,000.00. Following the transaction, the director directly owned 353,500 shares of the company’s stock, valued at approximately $77,770,000. This trade represents a 2.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have bought 14,063 shares of company stock valued at $2,585,781 and have sold 26,207 shares valued at $6,233,049. 4.00% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Lavelle Capital LP purchased a new position in shares of HubSpot in the first quarter valued at approximately $1,559,000. Groupe la Francaise boosted its stake in shares of HubSpot by 52.3% in the first quarter. Groupe la Francaise now owns 29,004 shares of the software maker’s stock valued at $7,058,000 after purchasing an additional 9,959 shares during the period. Arete Wealth Advisors LLC purchased a new position in shares of HubSpot in the first quarter valued at approximately $3,109,000. Bull Harbor Capital LLC purchased a new position in shares of HubSpot in the first quarter valued at approximately $444,000. Finally, Atreides Management LP purchased a new position in shares of HubSpot in the first quarter valued at approximately $56,659,000. Hedge funds and other institutional investors own 90.39% of the company’s stock.

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.