HubSpot (NYSE:HUBS) Stock Gets Price Target Cut from Piper Sandler

HubSpot (NYSE:HUBS) had its target price reduced by analysts at Piper Sandler from $220.00 to $200.00 in a report released on Thursday, Benzinga reports. The firm currently has a “neutral” rating on the software maker’s stock. Piper Sandler‘s price objective would indicate a potential downside of 7.90% from the stock’s current price.

Several other research firms also recently issued reports on HUBS. Citigroup upped their price target on HubSpot from $210.00 to $287.00 and gave the stock a “neutral” rating in a research note on Tuesday, October 27th. The Goldman Sachs Group set a $276.00 target price on HubSpot in a report on Thursday, August 6th. William Blair reaffirmed a “market perform” rating on shares of HubSpot in a research report on Tuesday, October 6th. UBS Group reiterated a “hold” rating on shares of HubSpot in a report on Thursday. Finally, Stifel Nicolaus lifted their price target on shares of HubSpot from $200.00 to $225.00 and gave the company a “hold” rating in a research report on Friday, September 11th. Eight equities research analysts have rated the stock with a Buy rating, twenty-three have issued a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, HubSpot has an average rating of “Hold” and an average price target of $262.52.

HubSpot Stock Down 4.0%

HUBS stock opened at $217.16 on Thursday. The company has a market capitalization of $10.83 billion, a price-to-earnings ratio of 76.74, a P/E/G ratio of 2.30 and a beta of 1.14. The firm has a 50 day moving average of $233.82 and a two-hundred day moving average of $230.93. HubSpot has a 12 month low of $169.63 and a 12 month high of $476.64.

HubSpot (NYSE:HUBS) last released its quarterly earnings data on Wednesday, November 4th. The software maker reported $3.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.27 by $0.54. The business had revenue of $947.57 million during the quarter, compared to analyst estimates of $925.50 million. HubSpot had a net margin of 4.26% and a return on equity of 8.66%. HubSpot’s quarterly revenue was up 17.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.66 EPS. On average, research analysts expect that HubSpot will post 4.63 EPS for the current fiscal year.

Insider Buying and Selling

In other HubSpot news, Director Gerald Dischler purchased 925 shares of the company’s stock in a transaction on Monday, August 10th. The shares were bought at an average cost of $215.93 per share, with a total value of $199,735.25. Following the transaction, the director directly owned 1,940 shares in the company, valued at approximately $418,904.20. This represents a 91.13% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, Director Brian Halligan sold 8,500 shares of the company’s stock in a transaction that occurred on Tuesday, October 20th. The stock was sold at an average price of $239.57, for a total value of $2,036,345.00. Following the transaction, the director owned 59,500 shares of the company’s stock, valued at approximately $14,254,415. This trade represents a 12.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 25,500 shares of company stock worth $5,990,035 in the last ninety days. Insiders own 3.70% of the company’s stock.

Hedge Funds Weigh In On HubSpot

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Lido Advisors LLC bought a new position in HubSpot in the third quarter worth $445,000. New York Life Investment Management LLC raised its stake in shares of HubSpot by 21.6% in the 3rd quarter. New York Life Investment Management LLC now owns 8,051 shares of the software maker’s stock valued at $1,650,000 after buying an additional 1,428 shares in the last quarter. Kestra Investment Management LLC acquired a new position in shares of HubSpot in the 3rd quarter valued at $1,539,000. AlphaCore Capital LLC lifted its holdings in shares of HubSpot by 24.7% during the 3rd quarter. AlphaCore Capital LLC now owns 9,618 shares of the software maker’s stock worth $1,971,000 after acquiring an additional 1,903 shares during the period. Finally, Retirement Systems of Alabama acquired a new stake in shares of HubSpot during the 3rd quarter valued at about $15,660,000. Institutional investors own 90.39% of the company’s stock.

Key HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q3 adjusted earnings were $3.81 per share, ahead of estimates, while revenue of $947.6 million also exceeded expectations and rose 17.1% year over year. HubSpot also raised its full-year 2026 outlook. HubSpot Q3 Adjusted Earnings, Revenue Rise; Q4 Guidance Issued, 2026 Outlook Lifted
• Negative Sentiment: Investors are focused on Q4 revenue guidance that fell short of market expectations, raising concern about near-term growth despite the quarterly beat. Coverage also points to pressure on growth amid HubSpot’s AI transition. HubSpot dips after Q4 guidance comes up short of market expectations HubSpot Q3 2026 Earnings Call Highlights
• Negative Sentiment: Three firms cut their ratings: Morgan Stanley moved to equal weight, KeyCorp to sector weight, and Cantor Fitzgerald to underweight. Cantor set a $170 price target, while Morgan Stanley’s $229 target is above the current share price; the overall wave of downgrades may nevertheless pressure the stock. Morgan Stanley rating KeyCorp rating Cantor Fitzgerald rating

About HubSpot

HubSpot, Inc is a cloud-based customer relationship management (CRM) platform provider serving businesses that want to attract, engage and retain customers. Its platform brings together tools for marketing, sales, customer service, content management, operations and commerce, helping organizations manage customer interactions across the customer lifecycle.

The company’s offerings include marketing automation, email marketing, lead generation, website and content management, sales pipeline and engagement tools, customer support and help-desk capabilities, reporting and analytics, and payment and commerce features.