HubSpot (NYSE:HUBS) Stock Price Up 6% - Should You Buy?

Key Points

• HubSpot shares rose about 6% to roughly $260, although trading volume was significantly below average. The company has a $12.85 billion market capitalization and trades at a high P/E ratio of approximately 91.
• HubSpot exceeded quarterly expectations, reporting $3.26 in EPS versus $3.02 expected and $911.74 million in revenue, up 19.8% year over year. Management provided fiscal 2026 EPS guidance of $13.23–$13.31.
• Analyst sentiment is mixed: 15 analysts rate the stock a Buy, 16 a Hold and two a Sell, producing an overall “Hold” rating and a consensus price target of $271.07. Insiders have been net sellers recently, while institutional investors own 90.39% of the shares.

HubSpot, Inc. (NYSE:HUBS - Get Free Report) shares were up 6% on Thursday . The stock traded as high as $262.95 and last traded at $260.3130. Approximately 83,951 shares changed hands during trading, a decline of 95% from the average daily volume of 1,788,045 shares. The stock had previously closed at $245.51.

Analysts Set New Price Targets

Several brokerages have recently weighed in on HUBS. BTIG Research lowered their price target on shares of HubSpot from $300.00 to $250.00 and set a "buy" rating on the stock in a research report on Thursday, August 6th. Stephens downgraded shares of HubSpot from an "overweight" rating to a "hold" rating and set a $251.00 target price on the stock. in a research note on Thursday, August 6th. BNP Paribas Exane lowered shares of HubSpot from an "outperform" rating to a "neutral" rating and set a $210.00 target price on the stock. in a report on Monday, May 11th. William Blair cut shares of HubSpot from an "outperform" rating to a "market perform" rating in a research note on Friday, May 8th. Finally, Oppenheimer lowered shares of HubSpot from an "outperform" rating to a "market perform" rating in a research report on Thursday, August 6th. Fifteen equities research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, HubSpot presently has an average rating of "Hold" and a consensus price target of $271.07.

HubSpot Trading Up 4.9%

The stock has a market cap of $12.85 billion, a price-to-earnings ratio of 91.07, a P/E/G ratio of 2.72 and a beta of 1.18. The company's fifty day moving average is $221.02 and its two-hundred day moving average is $224.38.

HubSpot (NYSE:HUBS - Get Free Report) last issued its quarterly earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.02 by $0.24. The business had revenue of $911.74 million for the quarter, compared to analysts' expectations of $898.31 million. HubSpot had a net margin of 4.26% and a return on equity of 8.66%. The business's quarterly revenue was up 19.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.19 earnings per share. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. Analysts predict that HubSpot, Inc. will post 4.54 EPS for the current year.

Insider Buying and Selling

In other HubSpot news, Director Gerald Dischler acquired 925 shares of the business's stock in a transaction on Monday, August 10th. The stock was purchased at an average price of $215.93 per share, for a total transaction of $199,735.25. Following the completion of the transaction, the director owned 1,940 shares of the company's stock, valued at $418,904.20. The trade was a 91.13% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Erika Ashley Fisher sold 702 shares of the stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $235.22, for a total transaction of $165,124.44. Following the completion of the transaction, the insider owned 14,581 shares of the company's stock, valued at $3,429,742.82. This represents a 4.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 26,202 shares of company stock worth $5,477,709 in the last quarter. 3.70% of the stock is owned by insiders.

Institutional Investors Weigh In On HubSpot

A number of institutional investors have recently added to or reduced their stakes in HUBS. Empowered Funds LLC lifted its position in HubSpot by 88.5% during the 1st quarter. Empowered Funds LLC now owns 1,570 shares of the software maker's stock worth $897,000 after acquiring an additional 737 shares in the last quarter. NewEdge Advisors LLC raised its stake in shares of HubSpot by 12.1% during the second quarter. NewEdge Advisors LLC now owns 4,788 shares of the software maker's stock valued at $2,665,000 after purchasing an additional 516 shares during the period. Treasurer of the State of North Carolina raised its stake in shares of HubSpot by 4.7% during the second quarter. Treasurer of the State of North Carolina now owns 23,754 shares of the software maker's stock valued at $13,222,000 after purchasing an additional 1,077 shares during the period. Osterweis Capital Management Inc. acquired a new position in shares of HubSpot during the second quarter worth $34,000. Finally, Alliancebernstein L.P. lifted its position in shares of HubSpot by 35.0% during the second quarter. Alliancebernstein L.P. now owns 376,076 shares of the software maker's stock worth $209,335,000 after purchasing an additional 97,469 shares in the last quarter. Hedge funds and other institutional investors own 90.39% of the company's stock.

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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