HubSpot, Inc. $HUBS Shares Acquired by OFI Invest Asset Management

OFI Invest Asset Management grew its position in HubSpot, Inc. (NYSE:HUBS) by 130.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 99,622 shares of the software maker’s stock after purchasing an additional 56,348 shares during the period. OFI Invest Asset Management owned approximately 0.19% of HubSpot worth $39,978,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the company. Strategic Advocates LLC purchased a new stake in shares of HubSpot in the third quarter worth about $25,000. Turning Point Benefit Group Inc. purchased a new stake in shares of HubSpot in the third quarter worth about $25,000. Goodman Advisory Group LLC purchased a new stake in shares of HubSpot in the second quarter worth about $27,000. Exane Asset Management purchased a new stake in shares of HubSpot in the third quarter worth about $30,000. Finally, Rakuten Securities Inc. boosted its stake in shares of 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 buying an additional 47 shares during the last quarter. 90.39% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on HUBS shares. Barclays lowered their target price on HubSpot from $525.00 to $300.00 and set an “overweight” rating on the stock in a research note on Thursday, February 12th. Mizuho lowered their target price on HubSpot from $550.00 to $300.00 and set an “outperform” rating on the stock in a research note on Thursday, February 12th. BMO Capital Markets lowered their target price on HubSpot from $385.00 to $285.00 and set an “outperform” rating on the stock in a research note on Thursday, February 12th. Citigroup upped their target price on HubSpot from $600.00 to $640.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. Finally, Cantor Fitzgerald upped their target price on HubSpot from $280.00 to $325.00 and gave the stock an “overweight” rating in a research note on Tuesday, March 3rd. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, HubSpot has a consensus rating of “Moderate Buy” and an average price target of $429.90.

HubSpot News Summary

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: New TikTok integration expands HubSpot’s marketing reach and simplifies campaign management for customers, which could support new customer acquisition and ARR growth. TikTok Integration With HubSpot Offers Unified Campaign Management
• Positive Sentiment: Coverage framing HubSpot’s strategy as a pivot to monetize around measurable outcomes signals management focus on driving higher-value, outcome-based pricing — a potential path to margin improvement and better monetization of AI features. HubSpot’s Strategic Pivot: Aligning Monetization with Measurable Outcomes
• Positive Sentiment: Analysts have recently raised 2026–2027 earnings estimates, reflecting optimism that AI investments, customer growth and strong cash flow will lift future profits — this supports a constructive medium?term outlook if execution holds. Are Rising Earnings Estimates a Solid Reason to Bet on HUBS Stock?
• Neutral Sentiment: Management scheduled an investor webinar for April 15 to discuss the Spring 2026 Spotlight and outline how HubSpot plans to “make AI work for growth” — the event should provide incremental clarity but is not a guaranteed catalyst. HubSpot to Host Investor Webinar Following Spring 2026 Spotlight
• Neutral Sentiment: HubSpot rebranded its flagship conference from “Inbound” to “Unbound,” a marketing/positioning move meant to signal change — branding alone may not shift investor sentiment without concrete product and revenue results. HubSpot rebrands its flagship conference
• Negative Sentiment: Press coverage points to a severe multi?month share-price decline (reported as a ~70% drawdown in some pieces) and skepticism that a conference rebrand will reverse investor concerns about AI disruption and growth. That narrative is pressuring sentiment. HubSpot’s stock dropped 70 percent because of AI. Can a rebrand spark a recovery?
• Negative Sentiment: AI-driven “answers” changes in search reportedly cost HubSpot ~140 million visits, a material traffic hit that can reduce inbound leads and slow new customer acquisition — a direct growth concern until search/AI dynamics stabilize. AI-driven answers change search, cost HubSpot 140 million visits
• Negative Sentiment: Several valuation and analysis pieces highlight the sharp pullback and ongoing volatility, keeping downward pressure on the stock until HubSpot demonstrates sustained revenue/margin recovery. Reassessing HubSpot (HUBS) Valuation After A Sharp Multi?Month Share Price Pullback

Insider Activity at HubSpot

In other news, insider Erika Ashley Fisher sold 841 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $238.01, for a total value of $200,166.41. Following the transaction, the insider owned 10,119 shares in the company, valued at $2,408,423.19. This trade represents a 7.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Brian Halligan sold 8,500 shares of the firm’s stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $303.38, for a total value of $2,578,730.00. Following the completion of the transaction, the director owned 487,344 shares in the company, valued at approximately $147,850,422.72. This trade represents a 1.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 26,691 shares of company stock worth $7,250,662. Company insiders own 4.00% of the company’s stock.

HubSpot Trading Down 4.6%

Shares of HUBS stock opened at $217.07 on Thursday. The company has a market capitalization of $11.45 billion, a P/E ratio of 249.50, a P/E/G ratio of 3.39 and a beta of 1.44. The business’s 50 day moving average is $250.76 and its two-hundred day moving average is $351.85. HubSpot, Inc. has a 12-month low of $207.20 and a 12-month high of $682.57.

HubSpot (NYSE:HUBS) last issued its quarterly earnings results on Wednesday, February 11th. The software maker reported $3.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.99 by $0.10. The company had revenue of $846.75 million for the quarter, compared to the consensus estimate of $830.65 million. HubSpot had a return on equity of 3.64% and a net margin of 1.47%.HubSpot’s revenue for the quarter was up 20.4% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.32 earnings per share. On average, research analysts predict that HubSpot, Inc. will post 1.01 earnings per share for the current fiscal year.

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.