Fluent Financial LLC Buys New Shares in HubSpot, Inc. $HUBS

Fluent Financial LLC purchased a new position in shares of HubSpot, Inc. (NYSE:HUBS) during the second quarter, HoldingsChannel.com reports. The fund purchased 4,179 shares of the software maker’s stock, valued at approximately $763,000.

A number of other hedge funds also recently made changes to their positions in the stock. Turning Point Benefit Group Inc. purchased a new stake in HubSpot during the third quarter valued at about $25,000. Rakuten Securities Inc. increased its stake in HubSpot by 783.3% during the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock worth $30,000 after acquiring an additional 47 shares during the last quarter. Cary Street Partners Investment Advisory LLC purchased a new position in shares of HubSpot in the 4th quarter worth about $33,000. Osterweis Capital Management Inc. purchased a new position in shares of HubSpot in the 2nd quarter worth about $34,000. Finally, Larson Financial Group LLC lifted its stake in shares of HubSpot by 378.9% in the 4th quarter. Larson Financial Group LLC now owns 91 shares of the software maker’s stock valued at $37,000 after purchasing an additional 72 shares in the last quarter. Institutional investors and hedge funds own 90.39% of the company’s stock.

HubSpot News Summary

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot’s second-quarter results exceeded expectations: adjusted EPS was $3.26 versus the $3.02 consensus, while revenue reached $911.7 million, up 19.8% year over year and ahead of estimates. Customer additions, subscription growth and demand for AI-powered CRM tools supported the quarter. HubSpot Q2 Earnings Beat Estimates
• Positive Sentiment: KeyCorp retained an “overweight” rating with a $285 target, and BTIG maintained a “buy” rating with a $250 target. These analysts see substantial upside if HubSpot converts its AI investments into sustained growth and margin expansion.
• Neutral Sentiment: Management is expanding AI product trials and lowering entry prices to accelerate adoption. The initiatives could strengthen long-term demand, but longer sales cycles and tighter customer software budgets are creating near-term pressure. HUBS Q2 Earnings Call Highlights
• Neutral Sentiment: Jerry Dischler, an experienced AI and digital advertising executive, joined HubSpot’s board, potentially adding strategic expertise as the company develops its AI platform. A director’s sale of 702 shares was relatively small but adds limited insider-selling noise.
• Negative Sentiment: Third-quarter revenue guidance of approximately $924 million-$925 million was below the $941.2 million analyst consensus. The shortfall overshadowed the earnings beat and fueled fears that HubSpot’s growth is slowing as customers delay or scrutinize technology purchases. HubSpot Guidance Report
• Negative Sentiment: Analysts including Stifel, TD Cowen and Piper Sandler downgraded or lowered price targets, citing slower net additions, execution risks and a transition from a premium growth valuation toward a more value-oriented profile.
• Negative Sentiment: Block & Leviton announced an investigation into possible securities-law violations following the sharp decline. The announcement creates headline and legal risk, although it does not establish wrongdoing by HubSpot. HubSpot Investigation Announcement

Insiders Place Their Bets

In other news, Director Brian Halligan sold 8,500 shares of the company’s stock in a transaction dated Tuesday, July 21st. The shares were sold at an average price of $221.09, for a total value of $1,879,265.00. Following the sale, the director owned 85,000 shares in the company, valued at approximately $18,792,650. This represents a 9.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Erika Ashley Fisher sold 702 shares of the stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $235.22, for a total transaction of $165,124.44. Following the transaction, the insider directly owned 14,581 shares in the company, valued at $3,429,742.82. The trade was a 4.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 26,202 shares of company stock valued at $5,481,959. Corporate insiders own 3.70% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently issued reports on HUBS. JPMorgan Chase & Co. decreased their target price on HubSpot from $530.00 to $425.00 and set an “overweight” rating for the company in a report on Friday, May 8th. Barclays reduced their price target on shares of HubSpot from $270.00 to $240.00 and set an “overweight” rating on the stock in a research report on Thursday. The Goldman Sachs Group set a $276.00 price objective on shares of HubSpot in a research note on Thursday. Oppenheimer lowered shares of HubSpot from an “outperform” rating to a “market perform” rating in a research report on Thursday. Finally, Citigroup cut their target price on shares of HubSpot from $217.00 to $210.00 and set a “buy” rating on the stock in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, fifteen have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, HubSpot presently has a consensus rating of “Hold” and an average price target of $268.90.

HubSpot Stock Performance

Shares of NYSE HUBS opened at $209.96 on Monday. HubSpot, Inc. has a 1 year low of $169.63 and a 1 year high of $525.51. The stock’s 50-day simple moving average is $206.74 and its 200-day simple moving average is $228.78. The firm has a market cap of $10.47 billion, a price-to-earnings ratio of 74.19, a PEG ratio of 2.22 and a beta of 1.19.

HubSpot (NYSE:HUBS) last issued its quarterly 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. HubSpot had a return on equity of 8.66% and a net margin of 4.26%.The firm had revenue of $911.74 million during the quarter, compared to the consensus estimate of $898.31 million. During the same quarter in the prior year, the business posted $2.19 earnings per share. HubSpot’s revenue for the quarter was up 19.8% on a year-over-year basis. 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 predict that HubSpot, Inc. will post 4.41 EPS for the current year.

HubSpot 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.