HubSpot (NYSE:HUBS) Price Target Raised to $290.00

HubSpot (NYSE:HUBS) had its price target upped by UBS Group from $250.00 to $290.00 in a research note published on Friday, Marketbeat.com reports. They currently have a buy rating on the software maker’s stock.

A number of other equities analysts have also recently commented on the stock. Citigroup reduced their price objective on shares of HubSpot from $217.00 to $210.00 and set a “buy” rating for the company in a research report on Friday, August 7th. Capital One Financial set a $206.00 price objective on shares of HubSpot and gave the company an “equal weight” rating in a research report on Thursday, August 6th. Stephens cut shares of HubSpot from an “overweight” rating to a “hold” rating and set a $251.00 target price for the company. in a research note on Thursday, August 6th. KeyCorp reduced their target price on shares of HubSpot from $290.00 to $285.00 and set an “overweight” rating for the company in a report on Thursday, August 6th. Finally, Bank of America reiterated an “underperform” rating and issued a $200.00 price target on shares of HubSpot in a research note on Thursday, August 6th. Sixteen equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $271.17.

HubSpot Stock Up 0.1%

Shares of NYSE HUBS opened at $216.24 on Friday. The business’s 50 day moving average price is $231.83 and its two-hundred day moving average price is $223.66. The company has a market cap of $10.78 billion, a PE ratio of 76.41, a price-to-earnings-growth ratio of 2.33 and a beta of 1.18. HubSpot has a twelve month low of $169.63 and a twelve month high of $525.51.

HubSpot (NYSE:HUBS) last released its quarterly earnings data on Wednesday, August 5th. The software maker reported $3.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.02 by $0.24. The company had revenue of $911.74 million during the quarter, compared to analysts’ expectations of $898.31 million. HubSpot had a return on equity of 8.66% and a net margin of 4.26%.The business’s revenue was up 19.8% on a year-over-year basis. During the same period last year, the firm posted $2.19 earnings per share. 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, research analysts anticipate that HubSpot will post 4.56 EPS for the current fiscal year.

Insider Buying and Selling

In other HubSpot news, insider Erika Fisher sold 702 shares of the business’s stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $235.22, for a total value of $165,124.44. Following the completion of the sale, the insider owned 14,581 shares of the company’s stock, valued at $3,429,742.82. The trade was a 4.59% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Brian Halligan sold 8,500 shares of the stock in a transaction that occurred on Tuesday, July 21st. The stock was sold at an average price of $221.09, for a total transaction of $1,879,265.00. Following the transaction, the director owned 85,000 shares in the company, valued at approximately $18,792,650. The trade was a 9.09% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 26,202 shares of company stock valued at $5,998,079. 3.70% of the stock is owned by company insiders.

Institutional Investors Weigh In On HubSpot

Several institutional investors have recently made changes to their positions in HUBS. Tidal Investments LLC grew its holdings in shares of HubSpot by 13.0% during the 2nd quarter. Tidal Investments LLC now owns 6,307 shares of the software maker’s stock worth $1,151,000 after purchasing an additional 726 shares in the last quarter. WINTON GROUP Ltd bought a new position in shares of HubSpot in the second quarter worth $234,000. Engineers Gate Manager LP raised its stake in HubSpot by 58.8% in the second quarter. Engineers Gate Manager LP now owns 68,704 shares of the software maker’s stock valued at $12,539,000 after purchasing an additional 25,441 shares in the last quarter. NewEdge Advisors LLC raised its stake in HubSpot by 5.1% in the second quarter. NewEdge Advisors LLC now owns 6,532 shares of the software maker’s stock valued at $1,192,000 after purchasing an additional 317 shares in the last quarter. Finally, Allworth Financial LP lifted its position in HubSpot by 21.6% during the second quarter. Allworth Financial LP now owns 1,594 shares of the software maker’s stock worth $291,000 after purchasing an additional 283 shares during the period. 90.39% of the stock is currently owned by institutional investors.

Key Stories Impacting HubSpot

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.

HubSpot Company Profile

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.