HubSpot (NYSE:HUBS) Given "Neutral" Rating at Cantor Fitzgerald

HubSpot (NYSE:HUBS - Get Free Report)'s stock had its "neutral" rating reaffirmed by Cantor Fitzgerald in a research report issued on Wednesday, Benzinga reports. They presently have a $200.00 target price on the software maker's stock. Cantor Fitzgerald's price objective would indicate a potential downside of 7.78% from the stock's previous close.

Other equities research analysts have also recently issued research reports about the stock. Barclays lowered their target price on shares of HubSpot from $270.00 to $240.00 and set an "overweight" rating on the stock in a research note on Thursday, August 6th. William Blair restated a "market perform" rating on shares of HubSpot in a research report on Tuesday. TD Cowen lowered their price target on shares of HubSpot from $285.00 to $260.00 and set a "hold" rating on the stock in a research report on Friday, September 18th. Citigroup lowered their price target on shares of HubSpot from $217.00 to $210.00 and set a "buy" rating on the stock in a research report on Friday, August 7th. Finally, Morgan Stanley set a $287.00 price target on shares of HubSpot in a research report on Thursday, August 6th. Fourteen analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, HubSpot presently has a consensus rating of "Hold" and a consensus target price of $270.61.

HubSpot Stock Performance

HubSpot stock opened at $216.87 on Wednesday. The company's fifty day moving average price is $231.16 and its 200 day moving average price is $218.73. HubSpot has a 1 year low of $169.63 and a 1 year high of $497.96. The stock has a market capitalization of $10.82 billion, a P/E ratio of 76.63, a P/E/G ratio of 2.31 and a beta of 1.24.

HubSpot (NYSE:HUBS - Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.02 by $0.24. HubSpot had a net margin of 4.26% and a return on equity of 8.66%. The firm had revenue of $911.74 million for the quarter, compared to analysts' expectations of $898.31 million. During the same quarter last year, the company earned $2.19 EPS. The firm's revenue for the quarter was up 19.8% compared to the same quarter last year. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. Sell-side analysts predict that HubSpot will post 4.56 EPS for the current year.

Insider Activity

In related news, Director Gerald Dischler acquired 925 shares of HubSpot stock in a transaction that occurred on Monday, August 10th. The shares were purchased at an average cost of $215.93 per share, for a total transaction of $199,735.25. Following the acquisition, the director owned 1,940 shares in the company, valued at approximately $418,904.20. This represents a 91.13% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Erika Fisher sold 702 shares of the business's stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $235.22, for a total transaction of $165,124.44. Following the completion of the sale, the insider owned 14,581 shares in the company, valued at approximately $3,429,742.82. This trade represents a 4.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 26,202 shares of company stock valued at $5,998,079. 3.70% of the stock is currently owned by insiders.

Institutional Trading of HubSpot

Several institutional investors and hedge funds have recently bought and sold shares of HUBS. BlackRock Inc. purchased a new stake in HubSpot during the second quarter worth about $631,386,000. Arrowstreet Capital Limited Partnership increased its stake in HubSpot by 352.1% during the first quarter. Arrowstreet Capital Limited Partnership now owns 903,559 shares of the software maker's stock worth $220,559,000 after purchasing an additional 703,706 shares during the period. Connor Clark & Lunn Investment Management Ltd. purchased a new stake in HubSpot during the second quarter worth about $112,671,000. Bank of America Corp DE purchased a new stake in HubSpot during the second quarter worth about $70,174,000. Finally, Edmond DE Rothschild Holding S.A. purchased a new stake in HubSpot during the second quarter worth about $64,616,000. 90.39% of the stock is currently owned by hedge funds and other institutional investors.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot reaffirmed its 2026 outlook and raised the profile of its near-term earnings expectations, guiding for third-quarter EPS of $3.25–$3.27 versus the $2.80 analyst consensus. Needham also maintained its “buy” rating and $300 price target, signaling confidence in the company’s long-term AI strategy. HubSpot reaffirms 2026 guidance as it cuts about 7% of workforce
• Neutral Sentiment: Third-quarter revenue guidance of $924 million–$925 million was broadly in line with estimates, though slightly below the $925.2 million consensus. The company expects $65 million–$75 million in restructuring charges, primarily in the fourth quarter, with workforce reductions completed by the end of the first quarter of 2027. HubSpot reaffirms 2026 guidance as it cuts about 7% of workforce
• Negative Sentiment: HubSpot announced plans to eliminate approximately 660 positions, or 7% of its workforce, as it reorganizes around AI-driven customer outcomes. Although management said the cuts are not primarily intended to achieve AI-related cost efficiencies, the scale of the restructuring raises concerns about execution, employee disruption and underlying growth pressures. HubSpot layoffs: CEO says job cuts are not driven by AI efficiencies
• Negative Sentiment: Raymond James reduced its growth view on HubSpot, adding to recent analyst caution. With the stock trading at a high earnings multiple and well below its 52-week high, investors may be particularly sensitive to slower growth or uncertainty surrounding the AI transition. HubSpot stock fell as Raymond James cut its growth view

HubSpot Company Profile

HubSpot, Inc develops customer relationship management (CRM) software and related tools designed to help businesses attract, engage and retain customers. Its cloud-based platform brings together marketing, sales, customer service, content management, operations and commerce capabilities, allowing organizations to manage customer interactions across the business.

The company's products include tools for marketing automation, email marketing, lead generation, sales pipeline management, customer support, website and content management, analytics, payments and business operations.