Barclays Has Lowered Expectations for HubSpot (NYSE:HUBS) Stock Price

Key Points

• Barclays lowered its HubSpot price target from $240 to $222 and maintained an “equal weight” rating; the new target implies 7.58% upside from the share price cited in the report.
• HubSpot shares fell 4.8% to $206.35 in Thursday trading, despite quarterly earnings and revenue topping analyst estimates; revenue grew 17.1% year over year.
• Analyst views remain mixed: MarketBeat reported a consensus “Hold” rating and $260.48 average price target, while other firms issued downgrades or cuts amid concerns over Q4 guidance.

HubSpot (NYSE:HUBS - Get Free Report) had its price target reduced by stock analysts at Barclays from $240.00 to $222.00 in a research report issued on Thursday, Benzinga reports. The brokerage currently has an "equal weight" rating on the software maker's stock. Barclays's price target indicates a potential upside of 7.58% from the company's current price.

HUBS has been the topic of several other research reports. Citigroup lifted their price objective on HubSpot from $210.00 to $287.00 and gave the company a "neutral" rating in a report on Tuesday, October 27th. Sanford C. Bernstein cut HubSpot from an "outperform" rating to a "market perform" rating and lowered their target price for the stock from $381.00 to $220.00 in a research note on Thursday, August 6th. Morgan Stanley downgraded shares of HubSpot from an "overweight" rating to an "equal weight" rating and set a $229.00 target price on the stock. in a report on Thursday. Cantor Fitzgerald lowered shares of HubSpot from a "neutral" rating to an "underweight" rating and cut their price target for the company from $265.00 to $170.00 in a research note on Thursday. Finally, Needham & Company LLC reiterated a "buy" rating and issued a $300.00 price target on shares of HubSpot in a report on Tuesday, October 6th. Eight equities research analysts have rated the stock with a Buy rating, twenty-three have given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, HubSpot currently has a consensus rating of "Hold" and a consensus price target of $260.48.

HubSpot Trading Down 4.8%

Shares of NYSE:HUBS traded down $10.29 during midday trading on Thursday, hitting $206.35. The company had a trading volume of 2,225,457 shares, compared to its average volume of 1,732,914. HubSpot has a 12 month low of $169.63 and a 12 month high of $409.31. The firm has a fifty day simple moving average of $233.82 and a 200 day simple moving average of $230.93. The stock has a market cap of $10.29 billion, a price-to-earnings ratio of 72.87, a PEG ratio of 2.30 and a beta of 1.14.

HubSpot (NYSE:HUBS - Get Free Report) last released its earnings results on Wednesday, November 4th. The software maker reported $3.81 earnings per share for the quarter, beating the consensus estimate of $3.27 by $0.54. HubSpot had a return on equity of 8.66% and a net margin of 4.26%. The firm had revenue of $947.57 million for the quarter, compared to analyst estimates of $925.50 million. During the same quarter in the prior year, the firm posted $2.66 earnings per share. The company's quarterly revenue was up 17.1% on a year-over-year basis. Equities analysts forecast that HubSpot will post 4.63 EPS for the current fiscal year.

Insider Buying and Selling at HubSpot

In other HubSpot news, Director Gerald Dischler purchased 925 shares of the business's stock in a transaction on Monday, August 10th. The shares were purchased 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 of the company's stock, valued at $418,904.20. This represents a 91.13% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Brian Halligan sold 8,500 shares of the stock in a transaction dated Tuesday, October 20th. The stock was sold at an average price of $239.57, for a total transaction 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 represents a 12.50% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 25,500 shares of company stock worth $5,990,035 over the last quarter. Company insiders own 3.70% of the company's stock.

Institutional Investors Weigh In On HubSpot

Several hedge funds have recently bought and sold shares of the company. Assenagon Asset Management S.A. grew its position in shares of HubSpot by 135.3% in the second quarter. Assenagon Asset Management S.A. now owns 226,818 shares of the software maker's stock valued at $41,397,000 after purchasing an additional 130,433 shares in the last quarter. Oppenheimer Asset Management Inc. bought a new position in HubSpot in the second quarter valued at $1,366,000. Meeder Asset Management Inc. bought a new stake in HubSpot in the 2nd quarter worth approximately $5,860,000. The Manufacturers Life Insurance Company raised its stake in shares of HubSpot by 175.3% during the first quarter. The Manufacturers Life Insurance Company now owns 11,063 shares of the software maker's stock worth $2,700,000 after acquiring an additional 7,044 shares in the last quarter. Finally, Renaissance Technologies LLC purchased a new position in HubSpot in the 1st quarter worth $41,434,000. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q3 adjusted earnings of $3.81 per share and revenue of $947.57 million topped analyst estimates; revenue grew 17.1% year over year. HubSpot also lifted its 2026 outlook. Q3 earnings and outlook
• Neutral Sentiment: Truist lowered its price target from $275 to $230 but maintained a Buy rating, indicating it still sees potential upside from the current level. Truist recommendations
• Negative Sentiment: Q4 revenue guidance fell short of market expectations, overshadowing the quarterly beat and contributing to concerns about a bumpy transition to outcome-based AI and slower growth. Q4 guidance report
• Negative Sentiment: Several firms turned more cautious: Cantor Fitzgerald cut its rating to Underweight and slashed its target to $170; BTIG, Morgan Stanley, KeyCorp, and Piper Sandler also downgraded or reduced their ratings. These moves add to investor concern despite the earnings beat. Cantor Fitzgerald recommendations

HubSpot Company Profile

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.

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