Erika Ashley Fisher Sells 702 Shares of HubSpot (NYSE:HUBS) Stock

Key Points

• HubSpot insider Erika Ashley Fisher sold 702 shares for approximately $165,124 at an average price of $235.22, reducing her direct ownership by 4.59% to 14,581 shares.
• HubSpot exceeded quarterly expectations with adjusted EPS of $3.26 and revenue of $911.7 million, up 19.8% year over year. Full-year 2026 EPS guidance of $13.23–$13.31 also topped analyst estimates.
• Shares fell sharply to $202.25 after third-quarter revenue guidance of $924–$925 million came in below consensus, prompting several analysts to cut price targets despite a “Moderate Buy” consensus rating.

HubSpot, Inc. (NYSE:HUBS - Get Free Report) insider Erika Ashley Fisher sold 702 shares of the firm's stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $235.22, for a total transaction of $165,124.44. Following the transaction, the insider directly owned 14,581 shares in the company, valued at approximately $3,429,742.82. This represents a 4.59% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website.

HubSpot Price Performance

HubSpot stock traded down $47.97 during midday trading on Thursday, hitting $202.25. The company's stock had a trading volume of 8,575,780 shares, compared to its average volume of 1,826,174. The company has a market cap of $10.36 billion, a price-to-earnings ratio of 105.89, a PEG ratio of 2.72 and a beta of 1.19. HubSpot, Inc. has a 1-year low of $169.63 and a 1-year high of $525.51. The company has a 50-day moving average price of $206.87 and a two-hundred day moving average price of $230.28.

HubSpot (NYSE:HUBS - Get Free Report) last announced its earnings results on Wednesday, August 5th. The software maker reported $3.26 EPS for the quarter, topping the consensus estimate of $3.02 by $0.24. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. The company had revenue of $911.74 million for the quarter, compared to analysts' expectations of $898.31 million. During the same period last year, the firm earned $2.19 earnings per share. The business's revenue for the quarter was up 19.8% on a year-over-year basis. 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 forecast that HubSpot, Inc. will post 4.39 EPS for the current year.

HubSpot News Summary

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot reported second-quarter adjusted EPS of $3.26, above the $3.02 consensus estimate, while revenue rose approximately 20% year over year to $911.7 million, also exceeding expectations. HubSpot Reports Q2 2026 Results
• Positive Sentiment: Full-year 2026 EPS guidance of $13.23-$13.31 was well above the $11.37 analyst consensus, supported by continued demand for HubSpot’s AI-powered customer platform and customer additions. HubSpot Q2 Earnings Beat Estimates
• Positive Sentiment: Some analysts remain constructive: KeyCorp maintained an “overweight” rating with a $285 target, while BTIG retained a “buy” rating with a $250 target, despite reducing its estimate. Analyst rating updates
• Neutral Sentiment: Management is expanding AI trials and lowering entry prices to accelerate adoption, but executives acknowledged longer sales cycles and tighter customer budgets. HubSpot also outlined potential 2%-3% non-GAAP operating-margin expansion in 2027, indicating a shift toward profitability as growth moderates. HUBS Q2 Earnings Call Highlights
• Negative Sentiment: The principal concern was third-quarter revenue guidance of $924-$925 million, below the $941.2 million consensus. The outlook raised concerns that HubSpot’s growth trajectory is slowing, despite stronger-than-expected EPS guidance. HubSpot tumbles after guidance falls short
• Negative Sentiment: Analysts responded with multiple target cuts: TD Cowen lowered its target to $220 and shifted to “hold,” while Stifel cut its target to $200 and reaffirmed “hold.” Cantor Fitzgerald maintained “neutral” with a $200 target. HubSpot analyst downgrades and target cuts

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. Turning Point Benefit Group Inc. bought a new stake in HubSpot during the 3rd quarter worth approximately $25,000. Rakuten Securities Inc. raised its stake in shares of HubSpot by 783.3% during the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker's stock valued at $30,000 after acquiring an additional 47 shares during the last quarter. Cary Street Partners Investment Advisory LLC acquired a new position in shares of HubSpot during the fourth quarter worth $33,000. Osterweis Capital Management Inc. acquired a new position in shares of HubSpot during the second quarter worth $34,000. Finally, Larson Financial Group LLC grew its stake in shares of HubSpot by 378.9% in the fourth quarter. Larson Financial Group LLC now owns 91 shares of the software maker's stock worth $37,000 after purchasing an additional 72 shares during the last quarter. Institutional investors own 90.39% of the company's stock.

Wall Street Analyst Weigh In

Several research firms recently issued reports on HUBS. Capital One Financial set a $206.00 price target on shares of HubSpot and gave the stock an "equal weight" rating in a research report on Thursday. Zacks Research raised shares of HubSpot from a "hold" rating to a "strong-buy" rating in a report on Monday, July 13th. BTIG Research reduced their price target on shares of HubSpot from $300.00 to $250.00 and set a "buy" rating on the stock in a research note on Thursday. TD Cowen lowered their price objective on shares of HubSpot from $250.00 to $220.00 and set a "hold" rating for the company in a research report on Thursday. Finally, Barclays lowered their price objective on shares of HubSpot from $270.00 to $240.00 and set an "overweight" rating for the company in a research report on Thursday. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, fourteen have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $282.23.

About HubSpot

HubSpot, Inc is a software company that develops a cloud-based customer relationship management (CRM) platform designed to help organizations attract, engage and delight customers. Its primary business activities center on providing integrated marketing, sales and customer service tools that support inbound marketing strategies, content management, lead nurturing, sales automation and customer support workflows.

The company's product suite is organized around modular “hubs” built on a central CRM: Marketing Hub, Sales Hub, Service Hub, CMS Hub and Operations Hub.

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