HubSpot (NYSE:HUBS) Insider Erika Ashley Fisher Sells 702 Shares

HubSpot, Inc. (NYSE:HUBS) insider Erika Ashley Fisher sold 702 shares of the stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $235.22, for a total value 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. The trade was a 4.59% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link.

HubSpot Price Performance

Shares of HubSpot stock traded down $47.97 during midday trading on Thursday, reaching $202.25. The company had a trading volume of 8,575,780 shares, compared to its average volume of 1,826,174. The stock has a fifty day moving average price of $206.87 and a 200 day moving average price of $230.28. HubSpot, Inc. has a fifty-two week low of $169.63 and a fifty-two week high of $525.51. The firm has a market cap of $10.36 billion, a PE ratio of 105.89, a P/E/G ratio of 2.72 and a beta of 1.19.

HubSpot (NYSE:HUBS) last released its earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share for the quarter, beating analysts’ consensus estimates 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 net margin of 3.04% and a return on equity of 5.66%. During the same quarter in the prior year, the firm posted $2.19 EPS. The company’s revenue for the quarter was up 19.8% compared to the same quarter last year. 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, sell-side analysts forecast that HubSpot, Inc. will post 4.39 EPS for the current year.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in HUBS. Rakuten Securities Inc. boosted its holdings in HubSpot by 783.3% in the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock worth $30,000 after acquiring an additional 47 shares in the last quarter. Turning Point Benefit Group Inc. acquired a new position in shares of HubSpot during the third quarter worth approximately $25,000. Osterweis Capital Management Inc. acquired a new position in shares of HubSpot during the second quarter worth approximately $34,000. Cary Street Partners Investment Advisory LLC bought a new position in shares of HubSpot in the 4th quarter worth $33,000. Finally, Larson Financial Group LLC lifted its holdings in shares of HubSpot by 378.9% in the 4th quarter. Larson Financial Group LLC now owns 91 shares of the software maker’s stock worth $37,000 after purchasing an additional 72 shares in the last quarter. 90.39% of the stock is owned by institutional investors and hedge funds.

HubSpot News Summary

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 rose approximately 20% year over year to $911.7 million, also exceeding expectations. HubSpot Reports Q2 2026 Results
• Positive Sentiment: Full-year 2026 EPS guidance of $13.23-$13.31 was well above the $11.37 analyst consensus, supported by continued demand for HubSpot’s AI-powered customer platform and customer additions. HubSpot Q2 Earnings Beat Estimates
• Positive Sentiment: Some analysts remain constructive: KeyCorp maintained an “overweight” rating with a $285 target, while BTIG retained a “buy” rating with a $250 target, despite reducing its estimate. Analyst rating updates
• Neutral Sentiment: Management is expanding AI trials and lowering entry prices to accelerate adoption, but executives acknowledged longer sales cycles and tighter customer budgets. HubSpot also outlined potential 2%-3% non-GAAP operating-margin expansion in 2027, indicating a shift toward profitability as growth moderates. HUBS Q2 Earnings Call Highlights
• Negative Sentiment: The principal concern was third-quarter revenue guidance of $924-$925 million, below the $941.2 million consensus. The outlook raised concerns that HubSpot’s growth trajectory is slowing, despite stronger-than-expected EPS guidance. HubSpot tumbles after guidance falls short
• Negative Sentiment: Analysts responded with multiple target cuts: TD Cowen lowered its target to $220 and shifted to “hold,” while Stifel cut its target to $200 and reaffirmed “hold.” Cantor Fitzgerald maintained “neutral” with a $200 target. HubSpot analyst downgrades and target cuts

Analysts Set New Price Targets

A number of equities analysts recently weighed in on HUBS shares. Bank of America reissued an “underperform” rating and set a $200.00 target price on shares of HubSpot in a research note on Thursday. KeyCorp decreased their price target on HubSpot from $290.00 to $285.00 and set an “overweight” rating for the company in a report on Thursday. UBS Group set a $287.00 price objective on HubSpot in a research report on Thursday. The Goldman Sachs Group set a $276.00 price objective on HubSpot in a research note on Thursday. Finally, BMO Capital Markets cut HubSpot from an “outperform” rating to a “market perform” rating in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, fourteen have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $282.23.

About HubSpot

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.