HubSpot (NYSE:HUBS) Sets New 52-Week Low Following Analyst Downgrade

Key Points

• HubSpot shares hit a new 52-week low after JPMorgan cut its price target from $530 to $425, even though the firm kept an overweight rating. The stock briefly fell to $180.50 and last traded well below its prior close.
• Despite the selloff, recent earnings were strong: HubSpot beat Q1 estimates with EPS of $2.72 and revenue of $881 million, while sales rose 23.4% year over year. The company also raised its Q2 and full-year 2026 guidance above Wall Street expectations.
• Wall Street remains broadly positive on the stock, with several firms maintaining buy-equivalent ratings even as many reduced their targets. The consensus analyst view remains “Moderate Buy,” with a consensus price target of $315.85.

HubSpot, Inc. (NYSE:HUBS - Get Free Report)'s stock price reached a new 52-week low on Saturday after JPMorgan Chase & Co. lowered their price target on the stock from $530.00 to $425.00. JPMorgan Chase & Co. currently has an overweight rating on the stock. HubSpot traded as low as $180.50 and last traded at $196.8690, with a volume of 6507823 shares changing hands. The stock had previously closed at $243.72.

A number of other brokerages also recently weighed in on HUBS. Raymond James Financial reaffirmed an "outperform" rating and issued a $250.00 target price on shares of HubSpot in a report on Friday. Oppenheimer lowered their price target on HubSpot from $550.00 to $350.00 and set an "outperform" rating for the company in a report on Wednesday, February 4th. Morgan Stanley dropped their price objective on HubSpot from $405.00 to $350.00 and set an "overweight" rating for the company in a research report on Friday. Wall Street Zen lowered HubSpot from a "strong-buy" rating to a "buy" rating in a research note on Sunday, April 19th. Finally, Barclays decreased their target price on HubSpot from $525.00 to $300.00 and set an "overweight" rating on the stock in a research report on Thursday, February 12th. Twenty-two research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, HubSpot currently has a consensus rating of "Moderate Buy" and a consensus price target of $315.85.

Insider Transactions at HubSpot

In other news, insider Erika Ashley Fisher sold 915 shares of the stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $236.66, for a total value of $216,543.90. Following the completion of the sale, the insider owned 16,270 shares of the company's stock, valued at approximately $3,850,458.20. This represents a 5.32% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Brian Halligan sold 8,292 shares of the stock in a transaction that occurred on Tuesday, April 21st. The shares were sold at an average price of $230.72, for a total transaction of $1,913,130.24. Following the sale, the director directly owned 362,000 shares of the company's stock, valued at $83,520,640. This represents a 2.24% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 25,968 shares of company stock worth $6,453,082 in the last quarter. Corporate insiders own 4.00% of the company's stock.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot beat Q1 estimates, with EPS of $2.72 versus $2.47 expected and revenue of $881 million versus $863.3 million expected, while revenue rose 23.4% year over year. HubSpot Reports Strong Q1 2026 Results
• Positive Sentiment: The company also raised guidance, projecting Q2 EPS of $3.00-$3.02 and FY2026 EPS of $13.04-$13.12, both above analyst expectations, which supports the long-term growth thesis. HubSpot (HUBS) Q1 Earnings and Revenues Beat Estimates
• Positive Sentiment: Several firms still maintain bullish ratings despite cutting price targets, including JPMorgan, RBC, Wells Fargo, Mizuho, Morgan Stanley and Piper Sandler, signaling Wall Street still sees upside from current levels. Analyst price target updates

Institutional Trading of HubSpot

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its holdings in shares of HubSpot by 6.4% during the third quarter. Vanguard Group Inc. now owns 5,736,765 shares of the software maker's stock valued at $2,683,659,000 after acquiring an additional 345,524 shares in the last quarter. Price T Rowe Associates Inc. MD boosted its stake in HubSpot by 36.5% during the 4th 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 purchasing an additional 1,224,424 shares during the last quarter. Pictet Asset Management Holding SA increased its holdings in HubSpot by 13.1% during the 1st quarter. Pictet Asset Management Holding SA now owns 2,188,191 shares of the software maker's stock worth $533,993,000 after purchasing an additional 252,604 shares in the last quarter. State Street Corp increased its holdings in HubSpot by 3.7% during the 4th quarter. State Street Corp now owns 1,191,843 shares of the software maker's stock worth $478,287,000 after purchasing an additional 42,948 shares in the last quarter. Finally, AQR Capital Management LLC raised its stake in shares of HubSpot by 117.6% in the fourth quarter. AQR Capital Management LLC now owns 1,188,981 shares of the software maker's stock worth $477,138,000 after purchasing an additional 642,545 shares during the last quarter. 90.39% of the stock is owned by institutional investors.

HubSpot Price Performance

The stock has a fifty day moving average price of $243.61 and a two-hundred day moving average price of $317.94. The company has a market cap of $10.13 billion, a P/E ratio of 103.07, a price-to-earnings-growth ratio of 3.33 and a beta of 1.23.

HubSpot (NYSE:HUBS - Get Free Report) last announced its quarterly earnings results on Thursday, May 7th. The software maker reported $2.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.47 by $0.25. The business had revenue of $881.00 million during the quarter, compared to the consensus estimate of $863.32 million. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.HubSpot's revenue was up 23.4% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.84 earnings per share. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. Equities analysts predict that HubSpot, Inc. will post 3.66 earnings per share for the current fiscal year.

HubSpot Company Profile

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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