HubSpot, Inc. (NYSE:HUBS) Given Average Rating of "Moderate Buy" by Analysts

Key Points

• Analysts maintain a “Moderate Buy” consensus on HubSpot, with 19 buy, one strong-buy, eight hold and two sell ratings. The average 12-month price target is approximately $306.79.
• HubSpot’s second-quarter results beat expectations, with adjusted EPS of $3.26 versus $3.02 expected and revenue of $911.7 million versus $898.3 million. Full-year 2026 EPS guidance of $13.23–$13.31 was also well above consensus.
• Near-term revenue guidance disappointed investors: third-quarter revenue of $924.0–$925.0 million is below the $941.2 million analyst estimate, prompting several firms to cut price targets or downgrade the stock despite its earnings beat.

HubSpot, Inc. (NYSE:HUBS - Get Free Report) has been given a consensus rating of "Moderate Buy" by the thirty ratings firms that are covering the firm, Marketbeat Ratings reports. Two investment analysts have rated the stock with a sell recommendation, eight have issued a hold recommendation, nineteen have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 12-month price target among brokerages that have issued a report on the stock in the last year is $306.7857.

HUBS has been the subject of several recent research reports. Jefferies Financial Group reaffirmed a "buy" rating and set a $250.00 target price on shares of HubSpot in a report on Friday, May 8th. KeyCorp cut their price target on HubSpot from $340.00 to $290.00 and set an "overweight" rating on the stock in a report on Friday, May 8th. BNP Paribas Exane lowered HubSpot from an "outperform" rating to a "neutral" rating and set a $210.00 price objective for the company. in a research report on Monday, May 11th. Mizuho dropped their target price on HubSpot from $300.00 to $260.00 and set an "outperform" rating on the stock in a research report on Friday, May 8th. Finally, William Blair cut HubSpot from an "outperform" rating to a "market perform" rating in a research note on Friday, May 8th.

Key Headlines Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q2 results exceeded expectations. HubSpot reported adjusted earnings of $3.26 per share, above the $3.02 consensus estimate, while revenue reached $911.7 million versus expectations of $898.3 million. Revenue increased approximately 20% year over year, and EPS rose from $2.19 in the prior-year quarter. HubSpot Reports Q2 2026 Results
• Positive Sentiment: Full-year profit guidance was raised relative to analyst expectations. HubSpot forecast fiscal 2026 EPS of $13.23-$13.31, well above the consensus estimate of $11.37. Full-year revenue guidance of approximately $3.7 billion was broadly in line with expectations. HubSpot Q2 Earnings and Revenues Beat Estimates
• Neutral Sentiment: An insider transaction appeared administrative. HubSpot’s chief legal officer sold 728 shares to cover tax withholding obligations. The transaction was not described as a discretionary reduction in ownership and is therefore unlikely to materially change the investment outlook. HubSpot Chief Legal Officer Sells Shares for Tax Withholding
• Negative Sentiment: Near-term revenue guidance disappointed. HubSpot projected third-quarter revenue of $924.0 million-$925.0 million, below the $941.2 million analyst consensus. Although projected EPS of $3.25-$3.27 exceeded estimates, investors appear more concerned about the pace of sales growth and the possibility of slowing demand. HubSpot Tumbles After Guidance Falls Short of Expectations

Insider Activity

In related news, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction dated Tuesday, July 21st. The shares were sold at an average price of $221.09, for a total value of $1,879,265.00. Following the sale, the director directly owned 85,000 shares in the company, valued at $18,792,650. This trade represents a 9.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Yamini Rangan bought 2,750 shares of HubSpot stock in a transaction on Tuesday, May 12th. The shares were purchased at an average cost of $189.84 per share, with a total value of $522,060.00. Following the completion of the purchase, the chief executive officer directly owned 102,982 shares in the company, valued at $19,550,102.88. This trade represents a 2.74% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders have acquired 14,063 shares of company stock worth $2,585,781 and have sold 25,500 shares worth $5,316,835. Insiders own 3.70% of the company's stock.

Institutional Investors Weigh In On HubSpot

Several large investors have recently made changes to their positions in the company. Bridgewater Advisors Inc. acquired a new position in shares of HubSpot during the second quarter worth approximately $216,000. Oppenheimer Asset Management Inc. bought a new position in HubSpot in the 2nd quarter worth approximately $1,366,000. Fluent Financial LLC acquired a new stake in HubSpot in the 2nd quarter valued at approximately $763,000. Assenagon Asset Management S.A. increased its position in HubSpot by 135.3% in the 2nd quarter. Assenagon Asset Management S.A. now owns 226,818 shares of the software maker's stock valued at $41,397,000 after acquiring an additional 130,433 shares during the period. Finally, CX Institutional raised its stake in HubSpot by 4,785.7% during the 2nd quarter. CX Institutional now owns 342 shares of the software maker's stock valued at $62,000 after acquiring an additional 335 shares in the last quarter. Institutional investors and hedge funds own 90.39% of the company's stock.

HubSpot Stock Performance

NYSE HUBS opened at $251.14 on Thursday. HubSpot has a one year low of $169.63 and a one year high of $525.51. The company has a 50-day simple moving average of $206.87 and a 200-day simple moving average of $230.28. The firm has a market capitalization of $12.86 billion, a PE ratio of 131.49, a price-to-earnings-growth ratio of 2.72 and a beta of 1.19.

HubSpot (NYSE:HUBS - Get Free Report) last released its quarterly earnings data on Wednesday, August 5th. The software maker reported $3.26 earnings per share 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 firm had revenue of $911.74 million for the quarter, compared to analyst estimates of $898.31 million. During the same quarter in the prior year, the business earned $2.19 earnings per share. HubSpot's quarterly revenue 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. Equities analysts forecast that HubSpot will post 4.39 earnings per share for the current year.

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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