HubSpot (NYSE:HUBS) Lowered to “Hold” Rating by Stifel Nicolaus

HubSpot (NYSE:HUBS) was downgraded by analysts at Stifel Nicolaus from a “buy” rating to a “hold” rating in a research report issued on Thursday. They currently have a $200.00 price objective on the software maker’s stock. Stifel Nicolaus’ target price would suggest a potential downside of 20.36% from the stock’s previous close.

Several other research firms also recently weighed in on HUBS. BNP Paribas Exane downgraded shares of HubSpot from an “outperform” rating to a “neutral” rating and set a $210.00 price target on the stock. in a research note on Monday, May 11th. Cantor Fitzgerald cut HubSpot from an “overweight” rating to a “neutral” rating and lowered their target price for the stock from $325.00 to $200.00 in a report on Friday, May 8th. Weiss Ratings reiterated a “sell (d)” rating on shares of HubSpot in a research report on Wednesday, June 24th. Capital One Financial set a $206.00 target price on HubSpot in a report on Thursday. Finally, Evercore set a $225.00 price target on HubSpot in a report on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, HubSpot currently has a consensus rating of “Moderate Buy” and an average target price of $299.93.

HubSpot Stock Performance

HUBS opened at $251.14 on Thursday. The company has a fifty day moving average of $206.87 and a two-hundred day moving average of $230.28. The stock has a market capitalization of $12.86 billion, a price-to-earnings ratio of 131.49, a PEG ratio of 2.72 and a beta of 1.19. HubSpot has a fifty-two week low of $169.63 and a fifty-two week high of $525.51.

HubSpot (NYSE:HUBS) last posted its earnings results on Wednesday, August 5th. The software maker reported $3.26 EPS for the quarter, beating analysts’ consensus estimates of $3.02 by $0.24. The firm had revenue of $911.74 million for the quarter, compared to analysts’ expectations of $898.31 million. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.The company’s quarterly revenue was up 19.8% on a year-over-year basis. During the same period last year, the firm earned $2.19 EPS. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. On average, equities research analysts forecast that HubSpot will post 4.39 earnings per share for the current year.

Insider Transactions at HubSpot

In other news, CEO Yamini Rangan purchased 2,750 shares of the stock in a transaction dated Tuesday, May 12th. The stock was acquired at an average cost of $189.84 per share, for a total transaction of $522,060.00. Following the completion of the transaction, the chief executive officer directly owned 102,982 shares in the company, valued at approximately $19,550,102.88. This represents a 2.74% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Lorrie M. Norrington acquired 1,313 shares of the company’s stock in a transaction dated Monday, May 11th. The stock was purchased at an average cost of $190.42 per share, with a total value of $250,021.46. Following the completion of the purchase, the director directly owned 2,838 shares of the company’s stock, valued at approximately $540,411.96. This represents a 86.10% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders purchased 14,063 shares of company stock worth $2,585,781 and sold 25,500 shares worth $5,316,835. 3.70% of the stock is owned by company insiders.

Hedge Funds Weigh In On HubSpot

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Empowered Funds LLC grew its position in HubSpot by 88.5% in 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 position in shares of HubSpot by 12.1% during the second quarter. NewEdge Advisors LLC now owns 4,788 shares of the software maker’s stock worth $2,665,000 after purchasing an additional 516 shares in the last quarter. Treasurer of the State of North Carolina lifted its position in shares of HubSpot by 4.7% during the second quarter. Treasurer of the State of North Carolina now owns 23,754 shares of the software maker’s stock worth $13,222,000 after purchasing an additional 1,077 shares in the last quarter. Osterweis Capital Management Inc. purchased a new position in shares of HubSpot in the second quarter valued at approximately $34,000. Finally, Alliancebernstein L.P. boosted its stake in shares of HubSpot by 35.0% in the second quarter. Alliancebernstein L.P. now owns 376,076 shares of the software maker’s stock valued at $209,335,000 after purchasing an additional 97,469 shares during the period. 90.39% of the stock is currently owned by hedge funds and other institutional investors.

Key HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot reported Q2 adjusted earnings of $3.26 per share, above the $3.02 consensus estimate, while revenue of $911.7 million exceeded expectations of $898.3 million. Revenue increased 19.8% year over year, and subscription revenue rose 20%. HubSpot Reports Q2 2026 Results
• Positive Sentiment: Management’s full-year 2026 adjusted EPS outlook of $13.23-$13.31 is well above the $11.37 analyst consensus, suggesting stronger profitability and cost discipline. HubSpot Q2 2026 Earnings Call Transcript
• Positive Sentiment: Jerry Dischler, a former Google advertising executive, joined HubSpot’s board. His experience in digital advertising and artificial intelligence could support the company’s product and go-to-market strategy. HubSpot Announces Jerry Dischler Joins Board of Directors
• Neutral Sentiment: HubSpot’s chief legal officer sold 728 shares to cover tax withholding. Because the transaction was made for tax purposes rather than a discretionary sale, it provides limited information about management’s view of the stock. HubSpot Chief Legal Officer Sells 728 Shares for Tax Withholding
• Negative Sentiment: Q3 revenue guidance of $924.0-$925.0 million fell short of the $941.2 million consensus estimate. That shortfall outweighed the company’s above-consensus Q3 EPS outlook of $3.25-$3.27 and triggered a sharp initial selloff. HubSpot Tumbles After Guidance Falls Short of Expectations

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.