HubSpot, Inc. $HUBS Position Boosted by Cinctive Capital Management LP

Cinctive Capital Management LP raised its holdings in shares of HubSpot, Inc. (NYSE:HUBS) by 10.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 43,875 shares of the software maker’s stock after acquiring an additional 4,116 shares during the quarter. HubSpot makes up 1.0% of Cinctive Capital Management LP’s investment portfolio, making the stock its 19th largest holding. Cinctive Capital Management LP owned 0.08% of HubSpot worth $17,607,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of HUBS. Empowered Funds LLC grew its stake in HubSpot by 88.5% during the 1st quarter. Empowered Funds LLC now owns 1,570 shares of the software maker’s stock valued at $897,000 after acquiring an additional 737 shares in the last quarter. NewEdge Advisors LLC lifted its holdings in shares of HubSpot by 12.1% during the 2nd quarter. NewEdge Advisors LLC now owns 4,788 shares of the software maker’s stock valued at $2,665,000 after buying an additional 516 shares during the last quarter. Treasurer of the State of North Carolina lifted its holdings in shares of HubSpot by 4.7% during the 2nd quarter. Treasurer of the State of North Carolina now owns 23,754 shares of the software maker’s stock valued at $13,222,000 after buying an additional 1,077 shares during the last quarter. Osterweis Capital Management Inc. acquired a new stake in shares of HubSpot during the 2nd quarter valued at about $34,000. Finally, Alliancebernstein L.P. lifted its holdings in shares of HubSpot by 35.0% during the 2nd quarter. Alliancebernstein L.P. now owns 376,076 shares of the software maker’s stock valued at $209,335,000 after buying an additional 97,469 shares during the last quarter. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently issued reports on HUBS. Wall Street Zen lowered HubSpot from a “strong-buy” rating to a “buy” rating in a report on Sunday, April 19th. BMO Capital Markets reduced their price target on HubSpot from $285.00 to $230.00 and set an “outperform” rating for the company in a report on Friday, May 8th. Stifel Nicolaus set a $275.00 price target on HubSpot in a report on Friday, May 8th. William Blair lowered HubSpot from an “outperform” rating to a “market perform” rating in a report on Friday, May 8th. Finally, Canaccord Genuity Group set a $335.00 price target on HubSpot in a report on Friday, May 8th. Twenty-one investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, HubSpot presently has an average rating of “Moderate Buy” and an average target price of $311.00.

HubSpot Stock Performance

HUBS opened at $176.67 on Thursday. The business has a 50 day moving average price of $210.34 and a 200 day moving average price of $273.41. HubSpot, Inc. has a twelve month low of $173.25 and a twelve month high of $568.16. The firm has a market cap of $9.05 billion, a P/E ratio of 92.50, a price-to-earnings-growth ratio of 2.00 and a beta of 1.21.

HubSpot (NYSE:HUBS) last posted its earnings results on Thursday, May 7th. The software maker reported $2.72 earnings per share for the quarter, topping the consensus estimate of $2.47 by $0.25. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.The firm had revenue of $881.00 million during the quarter, compared to analyst estimates of $863.32 million. During the same period in the previous year, the company earned $1.84 EPS. The company’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. As a group, analysts anticipate that HubSpot, Inc. will post 4.39 earnings per share for the current fiscal year.

Insider Transactions at HubSpot

In related news, CTO Dharmesh Shah bought 10,000 shares of HubSpot stock in a transaction that occurred on Tuesday, May 12th. The stock was purchased at an average cost of $181.37 per share, for a total transaction of $1,813,700.00. Following the acquisition, the chief technology officer owned 1,295,400 shares in the company, valued at $234,946,698. This trade represents a 0.78% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Erika Ashley Fisher sold 915 shares of the company’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $236.66, for a total value of $216,543.90. Following the transaction, the insider owned 16,270 shares of the company’s stock, valued at approximately $3,850,458.20. This trade represents a 5.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders acquired 14,063 shares of company stock worth $2,585,781 and sold 17,707 shares worth $3,999,674. Company insiders own 3.70% of the company’s stock.

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.