HubSpot (NYSE:HUBS) Downgraded by Zacks Research to Hold

Zacks Research cut shares of HubSpot (NYSE:HUBS) from a strong-buy rating to a hold rating in a report released on Tuesday morning,Zacks.com reports.

HUBS has been the subject of several other research reports. Citigroup reiterated a “buy” rating on shares of HubSpot in a report on Friday, April 10th. Truist Financial lowered their price target on shares of HubSpot from $650.00 to $300.00 and set a “buy” rating for the company in a report on Thursday, February 12th. KeyCorp lowered their price target on shares of HubSpot from $400.00 to $340.00 and set an “overweight” rating for the company in a report on Thursday, February 12th. Morgan Stanley restated an “overweight” rating on shares of HubSpot in a research report on Thursday, February 12th. Finally, Stifel Nicolaus reduced their price objective on shares of HubSpot from $375.00 to $325.00 and set a “buy” rating for the company in a research report on Thursday, April 2nd. Twenty-seven investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $426.97.

HubSpot Stock Performance

Shares of HUBS stock opened at $218.12 on Tuesday. The stock has a market capitalization of $11.50 billion, a P/E ratio of 250.71, a price-to-earnings-growth ratio of 2.86 and a beta of 1.44. The company has a 50 day moving average price of $244.85 and a 200 day moving average price of $341.01. HubSpot has a fifty-two week low of $187.45 and a fifty-two week high of $682.57.

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

Insider Activity at HubSpot

In other news, insider Erika Ashley Fisher sold 841 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $238.01, for a total transaction of $200,166.41. Following the completion of the sale, the insider owned 10,119 shares in the company, valued at approximately $2,408,423.19. The trade was a 7.67% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Brian Halligan sold 8,500 shares of the company’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 sale, the director owned 370,558 shares of the company’s stock, valued at approximately $97,364,114.50. This trade represents a 2.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 26,691 shares of company stock valued at $7,250,662 in the last 90 days. Insiders own 4.00% of the company’s stock.

Institutional Trading of HubSpot

Institutional investors and hedge funds have recently bought and sold shares of the business. Rakuten Securities Inc. raised its position in HubSpot by 783.3% in the 2nd quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock valued at $30,000 after purchasing an additional 47 shares during the last quarter. Strategic Advocates LLC purchased a new stake in HubSpot in the 3rd quarter valued at $25,000. Turning Point Benefit Group Inc. purchased a new stake in HubSpot in the 3rd quarter valued at $25,000. Osterweis Capital Management Inc. purchased a new stake in HubSpot in the 2nd quarter valued at $34,000. Finally, Exane Asset Management purchased a new stake in HubSpot in the 3rd quarter valued at $30,000. Hedge funds and other institutional investors own 90.39% of the company’s stock.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Management outlined its 2026 strategy focused on AI agents, AEO (Answer Engine Optimization) and product integrations intended to drive net-new ARR expansion and higher customer productivity — investors see this as execution clarity on growth and monetization. HubSpot 2026 Strategy Transcript
• Positive Sentiment: HubSpot launched a suite of Spring 2026 updates (HubSpot AEO, AI agents, Smart Deal Progression and 100+ updates) positioning it to capture AI-driven shifts in buyer search and workflows — product releases are being read as revenue/retention catalysts. HubSpot Puts Growth Context to Work
• Positive Sentiment: Independent tech press highlights the new AEO tool and AI agents as differentiators for brands competing in AI search, which supports HubSpot’s TAM expansion narrative. Diginomica on AEO
• Positive Sentiment: SiliconANGLE and TechRepublic coverage reiterate the AI focus and practical use-cases for buyers/sellers, reinforcing the story that product innovation could translate to stronger adoption and upsells. SiliconANGLE AI Tools
• Positive Sentiment: Analyst commentary (Needham via MSN) points to continued international and partner-driven growth in 2026, supporting upside to linear ARR guidance over time. Needham on International Growth
• Positive Sentiment: Research pieces (Zacks, Yahoo analyses) highlight HubSpot’s strong earnings-surprise history and classify it as a growth stock with the setup to beat again — supportive for near-term multiple re-rating if execution continues. Zacks Growth Stock Note
• Neutral Sentiment: A Yahoo feature weighing two reasons to like HUBS and one concern reminds investors that the stock has suffered a sharp multi-month drawdown; the piece is balanced and may temper enthusiasm until results confirm momentum. Yahoo: 2 Reasons to Like HUBS
• Negative Sentiment: New entrants (Clodura.AI’s Atlas) launch AI-native SDR platforms aimed at unifying outbound workflows — a competitive development that could create pressure in parts of HubSpot’s sales enablement and outbound tooling market. Clodura.AI Atlas Launch

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.