HubSpot (NYSE:HUBS) Given New $350.00 Price Target at Morgan Stanley

HubSpot (NYSE:HUBS) had its target price cut by Morgan Stanley from $405.00 to $350.00 in a report released on Friday morning, Marketbeat.com reports. They currently have an overweight rating on the software maker’s stock.

A number of other research analysts also recently issued reports on HUBS. Wells Fargo & Company reduced their price objective on shares of HubSpot from $600.00 to $350.00 and set an “overweight” rating on the stock in a research report on Thursday, February 12th. Bank of America assumed coverage on shares of HubSpot in a research note on Tuesday, March 31st. They set a “buy” rating and a $300.00 target price on the stock. Jefferies Financial Group reiterated a “buy” rating and set a $250.00 price target on shares of HubSpot in a research report on Friday. Weiss Ratings reissued a “sell (e+)” rating on shares of HubSpot in a research note on Friday, January 9th. Finally, Barclays cut their price objective on HubSpot from $525.00 to $300.00 and set an “overweight” rating on the stock in a research report on Thursday, February 12th. Twenty-two 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’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $315.85.

HubSpot Price Performance

Shares of HubSpot stock opened at $196.87 on Friday. The stock has a market capitalization of $10.13 billion, a P/E ratio of 103.07, a price-to-earnings-growth ratio of 3.33 and a beta of 1.23. HubSpot has a one year low of $180.50 and a one year high of $682.57. The business’s 50 day simple moving average is $243.61 and its two-hundred day simple moving average is $317.94.

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

Insider Activity

In other HubSpot news, Director Brian Halligan sold 8,500 shares of the firm’s stock in a transaction that occurred 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 transaction, 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Erika Ashley Fisher sold 915 shares of the firm’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $236.66, for a total transaction of $216,543.90. Following the transaction, the insider directly owned 16,270 shares of the company’s stock, valued at $3,850,458.20. This represents a 5.32% decrease in their position. 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. Over the last quarter, insiders sold 25,968 shares of company stock valued at $6,453,082. 4.00% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in HUBS. Oslo Pensjonsforsikring AS bought a new position in HubSpot in the 1st quarter worth about $74,000. Earned Wealth Advisors LLC purchased a new stake in HubSpot during the 1st quarter valued at about $215,000. Meeder Advisory Services Inc. increased its stake in HubSpot by 115.5% during the 1st quarter. Meeder Advisory Services Inc. now owns 1,321 shares of the software maker’s stock valued at $322,000 after purchasing an additional 708 shares in the last quarter. Parallel Advisors LLC increased its stake in HubSpot by 5.1% during the 1st quarter. Parallel Advisors LLC now owns 5,559 shares of the software maker’s stock valued at $1,357,000 after purchasing an additional 268 shares in the last quarter. Finally, KBC Group NV raised its holdings in HubSpot by 1.5% in the first quarter. KBC Group NV now owns 10,695 shares of the software maker’s stock worth $2,611,000 after buying an additional 158 shares during the last quarter. Institutional investors own 90.39% of the company’s stock.

Key Headlines Impacting HubSpot

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.