Stephens Issues Positive Forecast for HubSpot (NYSE:HUBS) Stock Price

Key Points

• Stephens raised HubSpot’s price target from $251 to $255 while maintaining an “equal weight” rating, implying approximately 17.9% upside from the current price.
• Analyst sentiment remains mixed: MarketBeat reports a consensus “Hold” rating and an average target price of $271.30, with 16 Buy, 15 Hold, and 2 Sell ratings.
• HubSpot exceeded quarterly expectations, reporting $3.26 in earnings per share versus $3.02 expected and $911.74 million in revenue, up 19.8% year over year.

HubSpot (NYSE:HUBS - Get Free Report) had its price objective upped by investment analysts at Stephens from $251.00 to $255.00 in a report issued on Monday, Benzinga reports. The brokerage currently has an "equal weight" rating on the software maker's stock. Stephens' target price would indicate a potential upside of 17.92% from the stock's current price.

HUBS has been the topic of a number of other research reports. Bank of America reaffirmed an "underperform" rating and set a $200.00 price objective on shares of HubSpot in a research report on Thursday, August 6th. Needham & Company LLC restated a "buy" rating and set a $300.00 price target on shares of HubSpot in a report on Friday. BTIG Research reiterated a "buy" rating and issued a $250.00 price objective on shares of HubSpot in a research note on Friday. Morgan Stanley set a $287.00 target price on shares of HubSpot in a report on Thursday, August 6th. Finally, Capital One Financial set a $206.00 price target on shares of HubSpot and gave the stock an "equal weight" rating in a report on Thursday, August 6th. Sixteen analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, HubSpot currently has a consensus rating of "Hold" and an average target price of $271.30.

HubSpot Price Performance

Shares of NYSE:HUBS opened at $216.24 on Monday. The firm has a market capitalization of $10.78 billion, a PE ratio of 76.41, a price-to-earnings-growth ratio of 2.33 and a beta of 1.18. The firm's 50-day moving average is $231.83 and its two-hundred day moving average is $223.66. HubSpot has a 1 year low of $169.63 and a 1 year high of $525.51.

HubSpot (NYSE:HUBS - Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The software maker reported $3.26 earnings per share 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 during the quarter, compared to analysts' expectations of $898.31 million. During the same quarter in the previous year, the business posted $2.19 earnings per share. The business's quarterly revenue 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. Analysts expect that HubSpot will post 4.56 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction on Tuesday, September 15th. The shares were sold at an average price of $245.64, for a total transaction of $2,087,940.00. Following the sale, the director directly owned 68,000 shares in the company, valued at $16,703,520. This trade represents a 11.11% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Gerald Dischler acquired 925 shares of the firm's stock in a transaction on Monday, August 10th. The stock was bought at an average price of $215.93 per share, with a total value of $199,735.25. Following the purchase, 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 ownership of the stock. The SEC filing for this purchase provides additional information. Over the last quarter, insiders have sold 26,202 shares of company stock valued at $5,998,079. 3.70% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On HubSpot

Large investors have recently modified their holdings of the company. Tidal Investments LLC increased its position in HubSpot by 13.0% in the 2nd quarter. Tidal Investments LLC now owns 6,307 shares of the software maker's stock valued at $1,151,000 after acquiring an additional 726 shares during the period. WINTON GROUP Ltd acquired a new position in shares of HubSpot during the second quarter worth about $234,000. Engineers Gate Manager LP raised its stake in shares of HubSpot by 58.8% during the 2nd quarter. Engineers Gate Manager LP now owns 68,704 shares of the software maker's stock worth $12,539,000 after buying an additional 25,441 shares in the last quarter. NewEdge Advisors LLC grew its holdings in HubSpot by 5.1% during the second quarter. NewEdge Advisors LLC now owns 6,532 shares of the software maker's stock worth $1,192,000 after acquiring an additional 317 shares during the period. Finally, Allworth Financial LP lifted its holdings in HubSpot by 21.6% in the second quarter. Allworth Financial LP now owns 1,594 shares of the software maker's stock valued at $291,000 after acquiring an additional 283 shares during the period. 90.39% of the stock is owned by institutional investors and hedge funds.

HubSpot News Summary

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot was added to the S&P 400 Information Technology index and its Application Software sub-industry classification. The additions could improve institutional visibility and potentially support demand from index-tracking funds. HubSpot added to S&P 400 Information Technology HubSpot added to S&P 400 Application Software
• Positive Sentiment: UBS reportedly raised its price target to $290, while RBC assigned an Outperform rating. BTIG and Needham also reiterated Buy ratings, reinforcing the bullish case for HubSpot’s growth prospects. UBS raises HubSpot price target
• Neutral Sentiment: OpenAI is testing sponsored agents and expanding ChatGPT integrations with HubSpot and Shopify. The relationship may broaden HubSpot’s ecosystem and customer reach, although the advertising and AI-agent strategy is still developing. OpenAI expands ChatGPT ads and HubSpot integrations
• Negative Sentiment: TD Cowen lowered its expectations for HubSpot’s stock price, while Cantor Fitzgerald reaffirmed a Neutral rating. The conflicting targets suggest valuation and execution concerns remain, particularly with HUBS trading at a high earnings multiple. TD Cowen lowers HubSpot expectations

About HubSpot

HubSpot, Inc develops cloud-based customer relationship management (CRM) and marketing software for businesses. Its platform is designed to help organizations attract prospects, manage customer interactions, close sales and provide ongoing service through an integrated set of tools.

The company's products include Marketing Hub, Sales Hub, Service Hub, Content Hub, Operations Hub and Commerce Hub. These offerings support marketing automation, sales engagement, customer support, content management, data integration, payments and other commercial activities.

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