HubSpot, Inc. $HUBS Stake Lifted by Neuberger Berman Group LLC

Neuberger Berman Group LLC lifted its stake in shares of HubSpot, Inc. (NYSE:HUBS) by 5.7% during the third quarter, Holdings Channel.com reports. The fund owned 339,941 shares of the software maker’s stock after purchasing an additional 18,262 shares during the period. Neuberger Berman Group LLC’s holdings in HubSpot were worth $159,024,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in HUBS. Fifth Third Bancorp lifted its position in HubSpot by 2.5% in the third quarter. Fifth Third Bancorp now owns 1,076 shares of the software maker’s stock worth $503,000 after purchasing an additional 26 shares during the period. First Horizon Advisors Inc. increased its position in shares of HubSpot by 4.7% during the 2nd quarter. First Horizon Advisors Inc. now owns 597 shares of the software maker’s stock valued at $332,000 after purchasing an additional 27 shares during the period. Insigneo Advisory Services LLC raised its stake in shares of HubSpot by 6.3% in the 2nd quarter. Insigneo Advisory Services LLC now owns 470 shares of the software maker’s stock worth $262,000 after buying an additional 28 shares in the last quarter. GPS Wealth Strategies Group LLC raised its stake in shares of HubSpot by 5.7% in the 3rd quarter. GPS Wealth Strategies Group LLC now owns 522 shares of the software maker’s stock worth $244,000 after buying an additional 28 shares in the last quarter. Finally, Bessemer Group Inc. lifted its holdings in shares of HubSpot by 9.1% in the third quarter. Bessemer Group Inc. now owns 335 shares of the software maker’s stock valued at $156,000 after buying an additional 28 shares during the period. Institutional investors own 90.39% of the company’s stock.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4/earnings momentum: Analysts and sector write-ups highlight HubSpot’s strong Q4 results and positioning in sales software, reinforcing confidence in near‑term revenue and execution. Sales Software Stocks Q4 Earnings: HubSpot (HUBS) Firing on All Cylinders
• Positive Sentiment: Analyst upgrades & bullish notes: Recent analyst upgrades and positive comments (including Cantor Fitzgerald coverage) have driven renewed buying interest and helped lift the stock. HubSpot (NYSE:HUBS) Trading Up 3.7% Following Analyst Upgrade
• Positive Sentiment: Inclusion on buy/idea lists: Multiple outlets and ranking services (Zacks, sector idea pieces) list HubSpot among software names to own as the sector shows signs of recovery—supporting investor sentiment. The Software Recovery Already Started: 5 Stocks to Buy Now
• Positive Sentiment: Partner momentum: A top HubSpot implementation partner (Wendt Partners) earned a Manufacturing Industry Specialist badge — a sign HubSpot’s partner ecosystem is expanding in verticals that can drive new customer adoption. Wendt Partners Recognized as a Top HubSpot Partner for Manufacturing Companies
• Neutral Sentiment: AI product push: HubSpot is accelerating AI capabilities (Clearbit integration, generative tools and cheaper tiers) that could expand addressable market but may take time to materially move revenue. This is constructive long‑term but mixed for near‑term expectations. HubSpot’s AI Shift With Clearbit Puts Growth And Partner Risks In Focus
• Neutral Sentiment: Modest fair‑value tweak amid mixed analyst views: One update nudged fair value slightly higher, but Street research remains mixed with offsets from both raises and deep cuts — keeps price targets dispersed. How The HubSpot (HUBS) Investment Story Is Shifting As Analyst Views Rebalance
• Negative Sentiment: Analyst divergence & valuation risk: While many notes are positive, some analysts are materially cutting targets as they reassess growth and multiples—introducing downside risk if execution slips or macro headwinds persist. How The HubSpot (HUBS) Investment Story Is Shifting As Analyst Views Rebalance

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on HUBS. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of HubSpot in a research note on Friday, January 9th. UBS Group reissued an “overweight” rating on shares of HubSpot in a report on Thursday, February 12th. Barclays reduced their price objective on shares of HubSpot from $525.00 to $300.00 and set an “overweight” rating for the company in a research report on Thursday, February 12th. JPMorgan Chase & Co. lowered their price objective on shares of HubSpot from $650.00 to $530.00 and set an “overweight” rating on the stock in a research note on Thursday, February 12th. Finally, KeyCorp dropped their target price on shares of HubSpot from $400.00 to $340.00 and set an “overweight” rating on the stock in a report on Thursday, February 12th. Two research analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, HubSpot presently has a consensus rating of “Moderate Buy” and a consensus price target of $454.20.

Insider Activity

In related news, insider Erika Ashley Fisher sold 841 shares of the company’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $238.01, for a total value of $200,166.41. Following the completion of the sale, the insider owned 10,119 shares in the company, valued at approximately $2,408,423.19. This represents a 7.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Brian Halligan sold 8,500 shares of the firm’s stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $303.38, for a total transaction of $2,578,730.00. Following the completion of the transaction, the director directly owned 487,344 shares of the company’s stock, valued at $147,850,422.72. This represents a 1.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 26,691 shares of company stock valued at $8,136,702. Corporate insiders own 4.00% of the company’s stock.

HubSpot Stock Up 1.6%

Shares of NYSE HUBS opened at $296.27 on Friday. HubSpot, Inc. has a 12 month low of $207.20 and a 12 month high of $682.57. The company has a market cap of $15.63 billion, a price-to-earnings ratio of 340.54, a P/E/G ratio of 4.35 and a beta of 1.40. The business has a fifty day simple moving average of $298.56 and a 200-day simple moving average of $389.89.

HubSpot (NYSE:HUBS) last issued its quarterly earnings results on Wednesday, February 11th. The software maker reported $3.09 earnings per share for the quarter, topping analysts’ consensus estimates of $2.99 by $0.10. The firm had revenue of $846.75 million for the quarter, compared to analysts’ expectations of $830.65 million. HubSpot had a return on equity of 3.64% and a net margin of 1.47%.HubSpot’s revenue was up 20.4% on a year-over-year basis. During the same quarter last year, the business posted $2.32 EPS. As a group, sell-side analysts expect that HubSpot, Inc. will post 1.01 EPS for the current fiscal year.

HubSpot 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.