HubSpot’s (HUBS) “Buy” Rating Reiterated at BTIG Research

BTIG Research reissued their buy rating on shares of HubSpot (NYSE:HUBS) in a research report sent to investors on Friday,Benzinga reports. BTIG Research currently has a $250.00 price target on the software maker’s stock.

A number of other equities analysts have also issued reports on the stock. Bank of America reiterated an “underperform” rating and set a $200.00 target price on shares of HubSpot in a research report on Thursday, August 6th. Cantor Fitzgerald reissued a “neutral” rating and issued a $200.00 price target on shares of HubSpot in a report on Friday. Piper Sandler cut shares of HubSpot from an “overweight” rating to a “neutral” rating and dropped their price objective for the stock from $250.00 to $220.00 in a research report on Thursday, August 6th. BMO Capital Markets downgraded HubSpot from an “outperform” rating to a “market perform” rating and reduced their price objective for the stock from $230.00 to $215.00 in a report on Thursday, August 6th. Finally, Wolfe Research lowered HubSpot from an “outperform” rating to a “peer perform” rating in a research report on Thursday, August 6th. Sixteen research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, HubSpot presently has a consensus rating of “Hold” and a consensus price target of $271.17.

HubSpot Stock Up 0.1%

HubSpot stock opened at $216.24 on Friday. The stock has a 50-day simple moving average of $231.83 and a 200 day simple moving average of $223.66. The stock has a market capitalization of $10.78 billion, a price-to-earnings ratio of 76.41, a P/E/G ratio of 2.33 and a beta of 1.18. HubSpot has a 12-month low of $169.63 and a 12-month high of $525.51.

HubSpot (NYSE:HUBS) last issued its quarterly earnings data on Wednesday, August 5th. The software maker reported $3.26 EPS for the quarter, topping analysts’ consensus estimates of $3.02 by $0.24. The firm had revenue of $911.74 million for the quarter, compared to analyst estimates of $898.31 million. HubSpot had a net margin of 4.26% and a return on equity of 8.66%. The company’s revenue was up 19.8% on a year-over-year basis. During the same quarter in the prior 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, sell-side analysts anticipate that HubSpot will post 4.56 EPS for the current year.

Insider Activity

In related news, Director Brian Halligan sold 8,500 shares of the stock in a transaction that occurred on Tuesday, July 21st. The shares were sold at an average price of $221.09, for a total value of $1,879,265.00. Following the transaction, the director directly owned 85,000 shares in the company, valued at $18,792,650. This represents a 9.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Gerald Dischler acquired 925 shares of the business’s stock in a transaction that occurred 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 acquisition, the director directly owned 1,940 shares of the company’s stock, valued at $418,904.20. This trade represents a 91.13% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last quarter, insiders have sold 26,202 shares of company stock valued at $5,998,079. 3.70% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the stock. BlackRock Inc. bought a new position in shares of HubSpot in the 2nd quarter worth $631,386,000. Arrowstreet Capital Limited Partnership grew its stake in shares of HubSpot by 352.1% during the first 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 period. Capital World Investors bought a new stake in HubSpot in the fourth quarter valued at about $259,930,000. Connor Clark & Lunn Investment Management Ltd. acquired a new position in HubSpot in the second quarter valued at about $112,671,000. Finally, Norges Bank acquired a new position in HubSpot in the fourth quarter valued at about $156,743,000. Institutional investors and hedge funds own 90.39% of the company’s stock.

More HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: UBS raised its price target to $290 and maintained a Buy rating. RBC, BTIG Research and Needham also reaffirmed positive ratings, with targets ranging from $250 to $300, indicating that several analysts see substantial upside if HubSpot’s growth initiatives gain traction.
• Positive Sentiment: HubSpot expanded its partnership with OpenAI, deepening the integration of ChatGPT with its CRM platform. The initiative could improve customer engagement, increase adoption among small and midsize businesses, and strengthen HubSpot’s position in AI-powered customer management. HubSpot and OpenAI deepen CRM and ChatGPT integration
• Positive Sentiment: The company unveiled Breeze Assistant, a self-updating Smart CRM and other AI-driven marketing tools at its investor and customer events. These products may support longer-term retention, automation and revenue growth, though their financial impact has not yet been demonstrated. HubSpot Analyst and Investor Day Transcript
• Neutral Sentiment: HubSpot also announced an integration with ChatGPT Ads, potentially enabling advertisers to connect CRM data with AI-powered campaigns. The opportunity is strategically significant, but investors are likely looking for evidence of customer adoption, bookings and margin benefits.
• Negative Sentiment: TD Cowen lowered its price target from $285 to $260 and shifted to Hold, while Stifel reiterated Hold amid top-line uncertainty. Cantor Fitzgerald maintained Neutral with a $200 target below the recent trading level. The mixed recommendations suggest concern that AI investments may take time to offset slowing or uncertain growth. Stifel reiterates Hold on HubSpot
• Negative Sentiment: Director Brian Halligan sold 8,500 shares for approximately $2.1 million, reducing his direct holdings by 11.11%. Although the sale may be unrelated to business prospects, it adds a negative insider-trading signal while HubSpot continues to command a relatively high earnings valuation.

About HubSpot

HubSpot, Inc develops cloud-based customer relationship management (CRM) and marketing software for businesses. Its platform is designed to help organizations attract prospects, manage customer interactions, close sales and provide ongoing service through an integrated set of tools.

The company’s products include Marketing Hub, Sales Hub, Service Hub, Content Hub, Operations Hub and Commerce Hub. These offerings support marketing automation, sales engagement, customer support, content management, data integration, payments and other commercial activities.