HubSpot, Inc. (NYSE:HUBS) Stock Has Consensus Target Price of $270.61

Key Points

• Analyst consensus is “Hold” across 34 analysts, with 17 holds, 15 buys and 2 sells. The average 12-month price target is $270.61.
• Recent broker actions were mixed, including downgrades from Zacks Research and Oppenheimer, while KeyCorp maintained an overweight rating but lowered its target to $285.
• HubSpot exceeded quarterly expectations, reporting $3.26 in EPS and $911.74 million in revenue, up 19.8% year over year. Institutional investors own 90.39% of the stock, while insiders have sold approximately $6.0 million in shares over the past 90 days.

HubSpot, Inc. (NYSE:HUBS - Get Free Report) has received an average recommendation of "Hold" from the thirty-four analysts that are presently covering the stock, Marketbeat.com reports. Two investment analysts have rated the stock with a sell rating, seventeen have assigned a hold rating and fifteen have issued a buy rating on the company. The average twelve-month price target among brokers that have issued ratings on the stock in the last year is $270.61.

A number of brokerages have recently commented on HUBS. Zacks Research lowered shares of HubSpot from a "strong-buy" rating to a "hold" rating in a research report on Wednesday, August 12th. Oppenheimer downgraded HubSpot from an "outperform" rating to a "market perform" rating in a research report on Thursday, August 6th. Capital One Financial set a $206.00 price target on HubSpot and gave the company an "equal weight" rating in a research note on Thursday, August 6th. KeyCorp cut their price target on HubSpot from $290.00 to $285.00 and set an "overweight" rating for the company in a report on Thursday, August 6th. Finally, FBN Securities started coverage on HubSpot in a research report on Wednesday. They issued a "sector perform" rating and a $230.00 price objective for the company.

HubSpot Trading Down 1.9%

HUBS opened at $221.77 on Friday. The business has a 50 day moving average of $232.09 and a 200-day moving average of $221.82. The stock has a market capitalization of $11.06 billion, a price-to-earnings ratio of 78.36, a P/E/G ratio of 2.28 and a beta of 1.18. HubSpot has a 1-year low of $169.63 and a 1-year high of $524.63.

HubSpot (NYSE:HUBS - Get Free Report) last announced its earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share (EPS) for the quarter, topping 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 business had revenue of $911.74 million for the quarter, compared to analyst estimates of $898.31 million. During the same quarter in the previous year, the firm posted $2.19 earnings per share. HubSpot's 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. Equities analysts predict that HubSpot will post 4.56 EPS for the current year.

Insider Activity

In other HubSpot 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 owned 68,000 shares in the company, valued at $16,703,520. The trade was a 11.11% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Gerald Dischler acquired 925 shares of the company's stock in a transaction dated Monday, August 10th. The stock was acquired at an average price of $215.93 per share, with a total value of $199,735.25. Following the purchase, the director owned 1,940 shares in the company, valued at approximately $418,904.20. This represents a 91.13% increase in their position. The SEC filing for this purchase provides additional information. Over the last ninety days, insiders have sold 26,202 shares of company stock worth $5,998,079. Company insiders own 3.70% of the company's stock.

Institutional Trading of HubSpot

Several institutional investors have recently made changes to their positions in the business. BlackRock Inc. bought a new position in HubSpot during the second quarter worth about $631,386,000. Pictet Asset Management Holding SA grew its stake in shares of HubSpot by 13.1% in the 1st quarter. Pictet Asset Management Holding SA now owns 2,188,191 shares of the software maker's stock valued at $533,993,000 after purchasing an additional 252,604 shares during the period. Geode Capital Management LLC raised its holdings in shares of HubSpot by 1.5% in the 4th quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker's stock worth $388,917,000 after buying an additional 14,159 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in shares of HubSpot by 352.1% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 903,559 shares of the software maker's stock worth $220,559,000 after buying an additional 703,706 shares in the last quarter. Finally, Capital World Investors bought a new position in shares of HubSpot during the 4th quarter worth approximately $259,930,000. 90.39% of the stock is currently owned by institutional investors and hedge funds.

HubSpot Company Profile

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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