Legacy Capital Group California Inc. Invests $913,000 in HubSpot, Inc. $HUBS

Legacy Capital Group California Inc. acquired a new position in HubSpot, Inc. (NYSE:HUBS) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 1,951 shares of the software maker’s stock, valued at approximately $913,000.

A number of other hedge funds also recently bought and sold shares of the company. Empowered Funds LLC lifted its holdings in HubSpot by 88.5% in the first quarter. Empowered Funds LLC now owns 1,570 shares of the software maker’s stock valued at $897,000 after acquiring an additional 737 shares during the period. First Horizon Advisors Inc. grew its stake 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. Atlantic Union Bankshares Corp bought a new stake in shares of HubSpot during the 2nd quarter valued at about $39,000. Resona Asset Management Co. Ltd. increased its position in shares of HubSpot by 7.1% during the 2nd quarter. Resona Asset Management Co. Ltd. now owns 16,713 shares of the software maker’s stock valued at $9,287,000 after purchasing an additional 1,102 shares during the last quarter. Finally, Andra AP fonden increased its position in shares of HubSpot by 71.6% during the 2nd quarter. Andra AP fonden now owns 32,585 shares of the software maker’s stock valued at $18,138,000 after purchasing an additional 13,600 shares during the last quarter. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on HUBS. Mizuho reduced their target price on shares of HubSpot from $550.00 to $300.00 and set an “outperform” rating for the company in a report on Thursday, February 12th. Canaccord Genuity Group set a $485.00 price objective on shares of HubSpot in a research report on Thursday, February 12th. BTIG Research reduced their price objective on HubSpot from $500.00 to $300.00 and set a “buy” rating for the company in a research note on Thursday, February 12th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of HubSpot in a report on Thursday, February 12th. Finally, Jefferies Financial Group lowered their target price on HubSpot from $560.00 to $325.00 and set a “buy” rating on the stock in a research report on Thursday, February 12th. Two research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $454.20.

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

HubSpot Price Performance

Shares of NYSE HUBS opened at $296.27 on Friday. The stock has a market cap of $15.63 billion, a PE ratio of 340.54, a price-to-earnings-growth ratio of 4.35 and a beta of 1.40. HubSpot, Inc. has a 1 year low of $207.20 and a 1 year high of $682.57. The firm has a fifty day moving average price of $298.56 and a 200-day moving average price of $389.89.

HubSpot (NYSE:HUBS) last released its earnings results on Wednesday, February 11th. The software maker reported $3.09 earnings per share for the quarter, beating analysts’ consensus estimates of $2.99 by $0.10. The company had revenue of $846.75 million for the quarter, compared to analysts’ expectations of $830.65 million. HubSpot had a net margin of 1.47% and a return on equity of 3.64%. HubSpot’s revenue for the quarter was up 20.4% on a year-over-year basis. During the same quarter in the previous year, the company earned $2.32 EPS. On average, research analysts expect that HubSpot, Inc. will post 1.01 EPS for the current year.

Insider Activity

In other news, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $303.38, for a total value of $2,578,730.00. Following the transaction, the director directly owned 487,344 shares in the company, valued at $147,850,422.72. The trade was a 1.71% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Erika Ashley Fisher sold 841 shares of the company’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $238.01, for a total value of $200,166.41. Following the completion of the transaction, the insider directly owned 10,119 shares of the company’s stock, valued at approximately $2,408,423.19. This trade represents a 7.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 26,691 shares of company stock worth $8,136,702 over the last 90 days. Company insiders own 4.00% of the company’s stock.

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.