HubSpot (NYSE:HUBS) Given "Neutral" Rating at Cantor Fitzgerald

Key Points

• Cantor Fitzgerald reaffirmed a “Neutral” rating on HubSpot with a $200 price target, implying roughly 20% downside from the stock’s previous close. The broader analyst consensus remains “Moderate Buy,” with an average target of $299.93.
• HubSpot’s latest quarterly results exceeded expectations, with adjusted EPS of $3.26 versus $3.02 expected and revenue of $911.7 million versus $898.3 million forecast; revenue increased 19.8% year over year.
• Despite stronger-than-expected EPS guidance, projected third-quarter revenue of $924.0 million–$925.0 million fell below the $941.2 million consensus estimate, contributing to selling pressure in the stock.

HubSpot (NYSE:HUBS - Get Free Report)'s stock had its "neutral" rating reaffirmed by analysts at Cantor Fitzgerald in a research report issued on Thursday,Benzinga reports. They currently have a $200.00 price target on the software maker's stock. Cantor Fitzgerald's price target points to a potential downside of 20.36% from the company's previous close.

Several other research firms have also weighed in on HUBS. Bank of America reaffirmed an "underperform" rating and issued a $200.00 price objective on shares of HubSpot in a research note on Thursday. JPMorgan Chase & Co. cut their price target on shares of HubSpot from $530.00 to $425.00 and set an "overweight" rating on the stock in a report on Friday, May 8th. Evercore set a $225.00 price target on shares of HubSpot in a research report on Friday, May 8th. Raymond James Financial reiterated an "outperform" rating and set a $250.00 price objective on shares of HubSpot in a research note on Friday, May 8th. Finally, Jefferies Financial Group reissued a "buy" rating and issued a $250.00 price objective on shares of HubSpot in a research report on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, HubSpot has an average rating of "Moderate Buy" and a consensus target price of $299.93.

HubSpot Trading Up 0.9%

Shares of HUBS opened at $251.14 on Thursday. The firm has a market capitalization of $12.86 billion, a P/E ratio of 131.49, a price-to-earnings-growth ratio of 2.72 and a beta of 1.19. The stock's fifty day simple moving average is $206.87 and its 200 day simple moving average is $230.28. HubSpot has a twelve month low of $169.63 and a twelve month high of $525.51.

HubSpot (NYSE:HUBS - Get Free Report) last issued its earnings results 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 return on equity of 5.66% and a net margin of 3.04%.The firm had revenue of $911.74 million for the quarter, compared to analysts' expectations of $898.31 million. During the same quarter last year, the firm earned $2.19 earnings per share. The firm's revenue for the quarter 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. Sell-side analysts predict that HubSpot will post 4.39 earnings per share for the current year.

Insiders Place Their Bets

In other HubSpot news, Director Lorrie M. Norrington bought 1,313 shares of the company's stock in a transaction dated Monday, May 11th. The shares were acquired at an average cost of $190.42 per share, with a total value of $250,021.46. Following the completion of the transaction, the director owned 2,838 shares in the company, valued at $540,411.96. The trade was a 86.10% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CTO Dharmesh Shah acquired 10,000 shares of the stock in a transaction on Tuesday, May 12th. The shares were acquired at an average price of $181.37 per share, with a total value of $1,813,700.00. Following the purchase, the chief technology officer owned 1,295,400 shares in the company, valued at $234,946,698. This represents a 0.78% 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 purchased 14,063 shares of company stock valued at $2,585,781 and have sold 25,500 shares valued at $5,316,835. Corporate insiders own 3.70% of the company's stock.

Institutional Trading of HubSpot

Several institutional investors have recently added to or reduced their stakes in the business. Price T Rowe Associates Inc. MD boosted its stake in HubSpot by 36.5% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,581,922 shares of the software maker's stock valued at $1,838,727,000 after acquiring an additional 1,224,424 shares during the period. Pictet Asset Management Holding SA increased its stake in shares of HubSpot by 13.1% in the first 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. State Street Corp grew its holdings in HubSpot by 3.7% in the 4th quarter. State Street Corp now owns 1,191,843 shares of the software maker's stock worth $478,287,000 after buying an additional 42,948 shares in the last quarter. AQR Capital Management LLC raised its stake in HubSpot by 117.6% during the 4th quarter. AQR Capital Management LLC now owns 1,188,981 shares of the software maker's stock valued at $477,138,000 after acquiring an additional 642,545 shares in the last quarter. Finally, Geode Capital Management LLC grew its position in HubSpot by 1.5% in the 4th quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker's stock valued at $388,917,000 after buying an additional 14,159 shares in the last quarter. Institutional investors own 90.39% of the company's stock.

More HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot reported Q2 adjusted earnings of $3.26 per share, above the $3.02 consensus estimate, while revenue of $911.7 million exceeded expectations of $898.3 million. Revenue increased 19.8% year over year, and subscription revenue rose 20%. HubSpot Reports Q2 2026 Results
• Positive Sentiment: Management’s full-year 2026 adjusted EPS outlook of $13.23-$13.31 is well above the $11.37 analyst consensus, suggesting stronger profitability and cost discipline. HubSpot Q2 2026 Earnings Call Transcript
• Positive Sentiment: Jerry Dischler, a former Google advertising executive, joined HubSpot’s board. His experience in digital advertising and artificial intelligence could support the company’s product and go-to-market strategy. HubSpot Announces Jerry Dischler Joins Board of Directors
• Neutral Sentiment: HubSpot’s chief legal officer sold 728 shares to cover tax withholding. Because the transaction was made for tax purposes rather than a discretionary sale, it provides limited information about management’s view of the stock. HubSpot Chief Legal Officer Sells 728 Shares for Tax Withholding
• Negative Sentiment: Q3 revenue guidance of $924.0-$925.0 million fell short of the $941.2 million consensus estimate. That shortfall outweighed the company’s above-consensus Q3 EPS outlook of $3.25-$3.27 and triggered a sharp initial selloff. HubSpot Tumbles After Guidance Falls Short of Expectations

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source