HubSpot (NYSE:HUBS) Given “Buy” Rating at Needham & Company LLC

HubSpot (NYSE:HUBS)‘s stock had its “buy” rating reiterated by Needham & Company LLC in a note issued to investors on Tuesday, Benzinga reports. They presently have a $300.00 target price on the software maker’s stock. Needham & Company LLC’s price objective suggests a potential upside of 39.25% from the company’s current price.

A number of other brokerages have also issued reports on HUBS. Stephens raised their target price on HubSpot from $251.00 to $255.00 and gave the stock an “equal weight” rating in a research note on Monday, September 21st. Barclays reduced their price objective on HubSpot from $270.00 to $240.00 and set an “overweight” rating for the company in a research note on Thursday, August 6th. Zacks Research lowered HubSpot from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, August 12th. Weiss Ratings reissued a “sell (d)” rating on shares of HubSpot in a research report on Monday, September 21st. Finally, Stifel Nicolaus upped their price objective on shares of HubSpot from $200.00 to $225.00 and gave the company a “hold” rating in a report on Friday, September 11th. Fourteen equities research analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $270.61.

HubSpot Stock Down 2.3%

Shares of HubSpot stock traded down $5.17 during midday trading on Tuesday, hitting $215.44. The company had a trading volume of 639,419 shares, compared to its average volume of 1,785,801. The company has a fifty day simple moving average of $231.59 and a 200 day simple moving average of $219.04. The stock has a market cap of $10.74 billion, a price-to-earnings ratio of 76.33, a PEG ratio of 2.25 and a beta of 1.24. HubSpot has a 12-month low of $169.63 and a 12-month high of $497.96.

HubSpot (NYSE:HUBS) last released its earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share for the quarter, topping the consensus estimate of $3.02 by $0.24. The company had revenue of $911.74 million for the quarter, compared to the consensus estimate of $898.31 million. HubSpot had a net margin of 4.26% and a return on equity of 8.66%. HubSpot’s revenue was up 19.8% compared to the same quarter last year. During the same quarter in the previous year, the firm 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, analysts expect that HubSpot will post 4.56 EPS for the current year.

Insider Activity at HubSpot

In other news, Director Gerald Dischler acquired 925 shares of the firm’s stock in a transaction on Monday, August 10th. The stock was acquired at an average price of $215.93 per share, for a total transaction of $199,735.25. Following the completion of the transaction, the director owned 1,940 shares in the company, valued at approximately $418,904.20. The trade was a 91.13% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Erika Fisher sold 702 shares of the firm’s 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 sale, the insider owned 14,581 shares in the company, valued at $3,429,742.82. This trade represents a 4.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 26,202 shares of company stock worth $5,998,079. 3.70% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in HUBS. BlackRock Inc. acquired a new stake in HubSpot in the 2nd quarter valued at about $631,386,000. Arrowstreet Capital Limited Partnership boosted 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 purchasing an additional 703,706 shares during the last quarter. Capital World Investors purchased a new stake in shares of HubSpot in the fourth quarter valued at approximately $259,930,000. Connor Clark & Lunn Investment Management Ltd. purchased a new stake in shares of HubSpot in the second quarter valued at approximately $112,671,000. Finally, Bank of America Corp DE acquired a new stake in shares of HubSpot in the second quarter valued at approximately $70,174,000. 90.39% of the stock is owned by institutional investors and hedge funds.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Needham reaffirmed its “buy” rating and set a $300 price target, implying substantial upside from recent trading levels. The endorsement suggests the firm remains confident in HubSpot’s long-term growth and AI strategy.
• Positive Sentiment: HubSpot issued third-quarter 2026 adjusted EPS guidance of $3.25-$3.27, well above the $2.80 analyst consensus. The company forecast revenue of $924 million-$925 million, roughly in line with expectations. HubSpot Announces Q3 2026 Earnings Guidance
• Neutral Sentiment: HubSpot Chief Legal Officer Erika Fisher was appointed global co-chair of The L Suite, a professional organization for senior legal executives. The recognition is unlikely to materially affect near-term financial results.
• Negative Sentiment: HubSpot plans to eliminate approximately 660 positions, or 7% of its workforce, as part of a restructuring focused on streamlining operations and shifting resources toward AI-driven offerings. While the cuts could reduce costs, the scale of the layoffs raises concerns about execution, employee morale and demand conditions. HubSpot to Cut 7% of Workforce Amid Focus on AI-Driven Offerings
• Negative Sentiment: Raymond James reduced its growth outlook for HubSpot, contributing to investor caution around the company’s future expansion rate and valuation. Raymond James Cuts HubSpot Growth View

HubSpot Company Profile

HubSpot, Inc develops customer relationship management (CRM) software and related tools designed to help businesses attract, engage and retain customers. Its cloud-based platform brings together marketing, sales, customer service, content management, operations and commerce capabilities, allowing organizations to manage customer interactions across the business.

The company’s products include tools for marketing automation, email marketing, lead generation, sales pipeline management, customer support, website and content management, analytics, payments and business operations.