HubSpot (NYSE:HUBS) Stock Rating Cut to "Underweight" at Cantor Fitzgerald

Key Points

• Cantor Fitzgerald downgraded HubSpot to “underweight” from “neutral” and set a $170 price target, implying 21.72% downside from the stock’s current price.
• Analyst views are mixed: MarketBeat reports a consensus “Hold” rating and an average price target of $264.77, with 9 Buy, 21 Hold, and 4 Sell ratings.
• HubSpot beat Q3 earnings and revenue estimates, but Q4 revenue guidance fell short of market expectations, raising concerns about growth and the outlook.

HubSpot (NYSE:HUBS - Get Free Report) was downgraded by research analysts at Cantor Fitzgerald from a "neutral" rating to an "underweight" rating in a report issued on Thursday, Briefing.com reports. They presently have a $170.00 target price on the software maker's stock. Cantor Fitzgerald's price target suggests a potential downside of 21.72% from the stock's current price.

A number of other equities research analysts have also issued reports on HUBS. Piper Sandler lowered HubSpot from an "overweight" rating to a "neutral" rating and dropped their target price for the company from $250.00 to $220.00 in a research report on Thursday, August 6th. Raymond James Financial downgraded HubSpot from an "outperform" rating to a "market perform" rating in a research report on Monday, October 5th. BTIG Research raised their price target on shares of HubSpot from $250.00 to $300.00 and gave the stock a "buy" rating in a research note on Friday, October 23rd. Canaccord Genuity Group lowered their price objective on shares of HubSpot from $335.00 to $300.00 and set a "buy" rating on the stock in a report on Thursday, August 6th. Finally, KeyCorp lowered their price objective on shares of HubSpot from $290.00 to $285.00 and set an "overweight" rating on the stock in a report on Thursday, August 6th. Nine investment analysts have rated the stock with a Buy rating, twenty-one have issued a Hold rating and four have given a Sell rating to the company's stock. According to MarketBeat, the stock has an average rating of "Hold" and a consensus target price of $264.77.

HubSpot Trading Down 4.0%

Shares of NYSE HUBS opened at $217.16 on Thursday. The company has a fifty day moving average price of $233.82 and a 200 day moving average price of $230.93. The firm has a market cap of $10.83 billion, a PE ratio of 76.74, a PEG ratio of 2.30 and a beta of 1.14. HubSpot has a 1-year low of $169.63 and a 1-year high of $476.64.

HubSpot (NYSE:HUBS - Get Free Report) last released its quarterly earnings results 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 firm had revenue of $947.57 million for the quarter, compared to the consensus estimate of $925.50 million. HubSpot had a return on equity of 8.66% and a net margin of 4.26%. The company's revenue for the quarter was up 17.1% on a year-over-year basis. During the same quarter last year, the business posted $2.66 EPS. Equities research analysts forecast that HubSpot will post 4.63 EPS for the current year.

Insider Activity at HubSpot

In related news, Director Gerald Dischler purchased 925 shares of the stock in a transaction on Monday, August 10th. The shares were purchased at an average price 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 trade represents a 91.13% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 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 sale, the director owned 59,500 shares in the company, valued at approximately $14,254,415. This represents a 12.50% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 25,500 shares of company stock valued at $5,990,035 over the last three months. Insiders own 3.70% of the company's stock.

Institutional Investors Weigh In On HubSpot

Large investors have recently made changes to their positions in the stock. Miller Financial Services LLC boosted its position in HubSpot by 2.9% during the third quarter. Miller Financial Services LLC now owns 1,405 shares of the software maker's stock worth $288,000 after purchasing an additional 40 shares during the period. Versant Capital Management Inc increased its holdings in shares of HubSpot by 20.5% in the third quarter. Versant Capital Management Inc now owns 370 shares of the software maker's stock valued at $76,000 after purchasing an additional 63 shares during the last quarter. Basecamp Wealth Advisors LLC raised its position in shares of HubSpot by 18.5% in the first quarter. Basecamp Wealth Advisors LLC now owns 435 shares of the software maker's stock valued at $106,000 after purchasing an additional 68 shares during the period. Elevation Wealth Partners LLC raised its position in shares of HubSpot by 66.7% in the third quarter. Elevation Wealth Partners LLC now owns 175 shares of the software maker's stock valued at $36,000 after purchasing an additional 70 shares during the period. Finally, Interchange Capital Partners LLC lifted its stake in shares of HubSpot by 8.9% during the 3rd quarter. Interchange Capital Partners LLC now owns 1,424 shares of the software maker's stock worth $292,000 after buying an additional 116 shares during the last quarter. Institutional investors and hedge funds own 90.39% of the company's stock.

Trending Headlines about HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q3 adjusted earnings were $3.81 per share, above analyst estimates of about $3.27, and up from $2.66 a year earlier. Revenue of $947.57 million also topped estimates of $925.50 million. HubSpot Surpasses Q3 Earnings and Revenue Estimates
• Positive Sentiment: HubSpot raised its 2026 outlook, providing some support alongside the quarterly beat. HubSpot Q3 Earnings, Revenue Rise; Q4 Guidance Issued, 2026 Outlook Lifted
• Negative Sentiment: Q4 revenue guidance missed market expectations, weighing on the results’ otherwise positive headline numbers. Coverage also characterized the quarter as showing a growth slowdown, making the forward outlook a likely focus for investors. HubSpot Dips After Q4 Guidance Comes Up Short

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.

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