HubSpot (NYSE:HUBS) Shares Up 5.2% – Time to Buy?

HubSpot, Inc. (NYSE:HUBS)’s share price shot up 5.2% on Friday . The company traded as high as $190.00 and last traded at $192.9260. 308,968 shares were traded during mid-day trading, a decline of 82% from the average session volume of 1,726,709 shares. The stock had previously closed at $183.46.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on HUBS. BMO Capital Markets cut their target price on shares of HubSpot from $285.00 to $230.00 and set an “outperform” rating on the stock in a research report on Friday, May 8th. William Blair lowered shares of HubSpot from an “outperform” rating to a “market perform” rating in a report on Friday, May 8th. BTIG Research reiterated a “buy” rating and set a $300.00 price target on shares of HubSpot in a report on Tuesday, April 21st. Truist Financial cut their price target on shares of HubSpot from $300.00 to $230.00 and set a “buy” rating on the stock in a report on Friday, May 8th. Finally, JPMorgan Chase & Co. cut their price target on shares of HubSpot from $530.00 to $425.00 and set an “overweight” rating on the stock in a report on Friday, May 8th. Twenty-two investment analysts have rated the stock with a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $311.00.

HubSpot Price Performance

The company has a market cap of $10.15 billion, a price-to-earnings ratio of 103.74, a price-to-earnings-growth ratio of 2.27 and a beta of 1.23. The business’s fifty day moving average price is $235.86 and its 200 day moving average price is $307.98.

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 analysts’ consensus estimates of $2.47 by $0.25. The business had revenue of $881.00 million during the quarter, compared to the consensus estimate of $863.32 million. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. HubSpot’s quarterly revenue was up 23.4% on a year-over-year basis. During the same quarter last year, the firm 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. As a group, equities research analysts anticipate that HubSpot, Inc. will post 3.79 EPS for the current year.

Insiders Place Their Bets

In related news, insider Erika Ashley Fisher sold 915 shares of the business’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $236.66, for a total value of $216,543.90. Following the transaction, the insider owned 16,270 shares in the company, valued at $3,850,458.20. The trade was a 5.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $262.75, for a total transaction of $2,233,375.00. Following the completion of the transaction, the director owned 370,558 shares in the company, valued at approximately $97,364,114.50. The trade was a 2.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have acquired 14,063 shares of company stock valued at $2,585,781 and have sold 25,968 shares valued at $6,453,082. Corporate insiders own 4.00% of the company’s stock.

Institutional Investors Weigh In On HubSpot

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Rakuten Securities Inc. increased its stake in HubSpot by 783.3% in the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock valued at $30,000 after purchasing an additional 47 shares in the last quarter. Strategic Advocates LLC bought a new stake in HubSpot in the third quarter valued at $25,000. Turning Point Benefit Group Inc. bought a new stake in HubSpot in the third quarter valued at $25,000. Osterweis Capital Management Inc. bought a new stake in HubSpot in the second quarter valued at $34,000. Finally, Exane Asset Management bought a new stake in HubSpot in the third quarter valued at $30,000. 90.39% of the stock is owned by institutional investors.

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.