BMO Capital Markets Has Lowered Expectations for HubSpot (NYSE:HUBS) Stock Price

HubSpot (NYSE:HUBS) had its price target reduced by BMO Capital Markets from $285.00 to $230.00 in a research note issued on Friday, Marketbeat reports. The firm presently has an “outperform” rating on the software maker’s stock. BMO Capital Markets’ target price points to a potential upside of 16.83% from the stock’s previous close.

Several other research firms also recently commented on HUBS. UBS Group lowered their price objective on shares of HubSpot from $325.00 to $260.00 and set a “buy” rating for the company in a research note on Tuesday, April 14th. Piper Sandler reduced their target price on HubSpot from $260.00 to $250.00 and set an “overweight” rating for the company in a research note on Friday. Wall Street Zen cut HubSpot from a “strong-buy” rating to a “buy” rating in a research report on Sunday, April 19th. Cantor Fitzgerald downgraded HubSpot from an “overweight” rating to a “neutral” rating and dropped their price target for the company from $325.00 to $200.00 in a research note on Friday. Finally, William Blair lowered HubSpot from an “outperform” rating to a “market perform” rating in a report on Friday. Twenty-two research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, HubSpot currently has a consensus rating of “Moderate Buy” and a consensus price target of $315.85.

HubSpot Stock Down 19.2%

HUBS opened at $196.87 on Friday. The company has a market cap of $10.13 billion, a P/E ratio of 103.07, a price-to-earnings-growth ratio of 2.69 and a beta of 1.23. The firm’s 50-day moving average price is $243.61 and its 200-day moving average price is $317.94. HubSpot has a 52-week low of $180.50 and a 52-week high of $682.57.

HubSpot (NYSE:HUBS) last released its earnings results on Thursday, May 7th. The software maker reported $2.72 EPS for the quarter, topping analysts’ consensus estimates of $2.47 by $0.25. The company had revenue of $881.00 million during the quarter, compared to analysts’ expectations of $863.32 million. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. HubSpot’s revenue for the quarter was up 23.4% on a year-over-year basis. During the same period last year, the business earned $1.84 EPS. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. On average, research analysts anticipate that HubSpot will post 3.66 EPS for the current fiscal year.

Insiders Place Their Bets

In other HubSpot news, 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 value of $2,233,375.00. Following the sale, the director directly owned 370,558 shares of the company’s stock, valued at approximately $97,364,114.50. This represents a 2.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Erika Ashley Fisher sold 915 shares of the stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $236.66, for a total value of $216,543.90. Following the sale, the insider directly owned 16,270 shares in the company, valued at $3,850,458.20. This represents a 5.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 25,968 shares of company stock valued at $6,453,082 over the last 90 days. 4.00% of the stock is currently owned by insiders.

Institutional Trading of HubSpot

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Strategic Advocates LLC acquired a new position in HubSpot in the third quarter valued at approximately $25,000. Turning Point Benefit Group Inc. purchased a new stake in HubSpot in the 3rd quarter worth approximately $25,000. Exane Asset Management acquired a new stake in shares of HubSpot during the 3rd quarter worth approximately $30,000. Rakuten Securities Inc. increased its holdings in shares of HubSpot by 783.3% during 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 in the last quarter. Finally, Westside Investment Management Inc. increased its holdings in shares of HubSpot by 80.5% during the 3rd quarter. Westside Investment Management Inc. now owns 74 shares of the software maker’s stock valued at $33,000 after purchasing an additional 33 shares in the last quarter. 90.39% of the stock is owned by institutional investors and hedge funds.

HubSpot News Summary

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot beat Q1 estimates, with EPS of $2.72 versus $2.47 expected and revenue of $881 million versus $863.3 million expected, while revenue rose 23.4% year over year. HubSpot Reports Strong Q1 2026 Results
• Positive Sentiment: The company also raised guidance, projecting Q2 EPS of $3.00-$3.02 and FY2026 EPS of $13.04-$13.12, both above analyst expectations, which supports the long-term growth thesis. HubSpot (HUBS) Q1 Earnings and Revenues Beat Estimates
• Positive Sentiment: Several firms still maintain bullish ratings despite cutting price targets, including JPMorgan, RBC, Wells Fargo, Mizuho, Morgan Stanley and Piper Sandler, signaling Wall Street still sees upside from current levels. Analyst price target updates

HubSpot Company Profile

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.