45,418 Shares in HubSpot, Inc. $HUBS Purchased by Counterpoint Mutual Funds LLC

Key Points

• Counterpoint Mutual Funds LLC purchased 45,418 HubSpot shares worth approximately $9.31 million, representing about 0.09% of the company. Institutional investors collectively own 90.39% of HubSpot.
• Analyst sentiment is mixed, with 12 Buy, 20 Hold and 2 Sell ratings; the consensus rating is Hold with a $264.97 price target. Recent actions included downgrades from Wolfe Research and Bernstein, alongside a higher target from BMO Capital Markets.
• HubSpot exceeded quarterly expectations, reporting $3.26 in EPS and $911.74 million in revenue, with revenue up 19.8% year over year. The stock opened at $231.10, while its elevated valuation—an approximately 81.7 P/E ratio—remains a key investor risk.

Counterpoint Mutual Funds LLC purchased a new stake in HubSpot, Inc. (NYSE:HUBS - Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 45,418 shares of the software maker's stock, valued at approximately $9,310,000. Counterpoint Mutual Funds LLC owned about 0.09% of HubSpot as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently added to or reduced their stakes in the company. Banque Cantonale Vaudoise boosted its position in shares of HubSpot by 3.7% during the 1st quarter. Banque Cantonale Vaudoise now owns 1,735 shares of the software maker's stock valued at $424,000 after acquiring an additional 62 shares during the last quarter. Versant Capital Management Inc increased its position in HubSpot by 20.5% during the third quarter. Versant Capital Management Inc now owns 370 shares of the software maker's stock worth $76,000 after purchasing an additional 63 shares during the last quarter. Basecamp Wealth Advisors LLC increased its position in HubSpot by 18.5% during the first quarter. Basecamp Wealth Advisors LLC now owns 435 shares of the software maker's stock worth $106,000 after purchasing an additional 68 shares during the last quarter. Elevation Wealth Partners LLC raised its stake in HubSpot by 66.7% during the third quarter. Elevation Wealth Partners LLC now owns 175 shares of the software maker's stock worth $36,000 after purchasing an additional 70 shares during the period. Finally, Reflection Asset Management purchased a new position in HubSpot during the fourth quarter worth about $37,000. Hedge funds and other institutional investors own 90.39% of the company's stock.

Insiders Place Their Bets

In other HubSpot news, Director Brian Halligan sold 8,500 shares of the firm's stock in a transaction that occurred on Tuesday, September 15th. The shares were sold at an average price of $245.64, for a total value of $2,087,940.00. Following the completion of the transaction, the director owned 68,000 shares of the company's stock, valued at $16,703,520. This trade represents a 11.11% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director Gerald Dischler purchased 925 shares of the company's stock in a transaction on 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 of the company's stock, valued at approximately $418,904.20. This represents a 91.13% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have sold a total of 26,202 shares of company stock worth $5,998,079 in the last ninety days. 3.70% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on HUBS shares. Wolfe Research cut shares of HubSpot from an "outperform" rating to a "peer perform" rating in a research note on Thursday, August 6th. BMO Capital Markets lifted their price target on shares of HubSpot from $215.00 to $250.00 and gave the company a "market perform" rating in a research report on Monday, September 21st. Capital One Financial set a $206.00 price objective on HubSpot and gave the company an "equal weight" rating in a report on Thursday, August 6th. Morgan Stanley set a $287.00 price objective on HubSpot in a research report on Thursday, August 6th. Finally, Sanford C. Bernstein cut HubSpot from an "outperform" rating to a "market perform" rating and cut their target price for the stock from $381.00 to $220.00 in a research note on Thursday, August 6th. Twelve investment analysts have rated the stock with a Buy rating, twenty have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Hold" and a consensus price target of $264.97.

HubSpot Stock Performance

HubSpot stock opened at $231.10 on Friday. HubSpot, Inc. has a fifty-two week low of $169.63 and a fifty-two week high of $497.96. The firm has a 50 day moving average price of $230.09 and a 200 day moving average price of $217.80. The company has a market capitalization of $11.52 billion, a PE ratio of 81.66, a price-to-earnings-growth ratio of 2.38 and a beta of 1.24.

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, beating analysts' consensus estimates of $3.02 by $0.24. HubSpot had a return on equity of 8.66% and a net margin of 4.26%. The company had revenue of $911.74 million during the quarter, compared to analysts' expectations of $898.31 million. During the same period last year, the business posted $2.19 EPS. HubSpot'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. As a group, equities research analysts forecast that HubSpot, Inc. will post 4.63 earnings per share for the current year.

Key Headlines Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: A survey indicates that 70% of HubSpot customers plan to increase AI spending over the next year. This supports the company’s AI growth narrative and could encourage greater adoption of higher-value products. 70% of HubSpot customers plan to increase AI spend
• Positive Sentiment: HubSpot introduced AI spending caps and flexible billing, which may reduce customer concerns about unpredictable usage-based costs and make it easier for businesses to expand AI deployment. HubSpot rolls out AI spend caps and flexible billing
• Positive Sentiment: Coverage of HubSpot’s CRM context strategy and Shopify integration points to continued ecosystem expansion and efforts to make the platform more useful for commerce and AI-driven marketing workflows. Shopify HubSpot integration setup guide
• Neutral Sentiment: Copley hired a former Toast and HubSpot executive to lead its AI demand-engineering business. The move is not a direct HubSpot development but highlights competition for experienced AI and software talent. Copley hires former Toast and HubSpot executive
• Neutral Sentiment: ETF activity showed net selling of HUBS on October 14, indicating some fund-level distribution, although the report does not establish a long-term change in institutional sentiment. ETFs are net sellers of HubSpot
• Negative Sentiment: JPMorgan downgraded HubSpot from Overweight to Neutral, likely weighing on the stock by reducing expectations for near-term outperformance. JPMorgan downgrades HubSpot to Neutral
• Negative Sentiment: Articles questioning HubSpot’s legal outlook and emphasizing its valuation premium add risk to the AI growth story. With a P/E ratio above 80, investors may be particularly sensitive to any slowdown, legal issue or evidence that AI monetization will take longer than expected. HubSpot faces legal exit as AI growth narrative remains in focus

HubSpot 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.

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