BTIG Research Cuts HubSpot (NYSE:HUBS) Price Target to $250.00

HubSpot (NYSE:HUBS) had its price objective trimmed by BTIG Research from $300.00 to $250.00 in a report published on Thursday, Marketbeat reports. The brokerage currently has a buy rating on the software maker’s stock.

HUBS has been the subject of a number of other research reports. Wells Fargo & Company lowered shares of HubSpot from an “overweight” rating to a “neutral” rating in a research note on Thursday. KeyCorp dropped their price objective on shares of HubSpot from $340.00 to $290.00 and set an “overweight” rating on the stock in a research note on Friday, May 8th. Truist Financial reduced their price objective on shares of HubSpot from $300.00 to $230.00 and set a “buy” rating for the company in a report on Friday, May 8th. Oppenheimer downgraded shares of HubSpot from an “outperform” rating to a “market perform” rating in a research report on Thursday. Finally, Bank of America restated an “underperform” rating and issued a $200.00 target price on shares of HubSpot in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, fifteen have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $268.90.

HubSpot Stock Performance

Shares of HubSpot stock opened at $209.96 on Thursday. HubSpot has a 52 week low of $169.63 and a 52 week high of $525.51. The stock has a 50 day moving average price of $206.74 and a two-hundred day moving average price of $229.37. The stock has a market capitalization of $10.75 billion, a PE ratio of 74.19, a price-to-earnings-growth ratio of 2.29 and a beta of 1.19.

HubSpot (NYSE:HUBS) last issued its earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share for the quarter, topping analysts’ consensus estimates of $3.02 by $0.24. HubSpot had a return on equity of 8.66% and a net margin of 4.26%.The company had revenue of $911.74 million for the quarter, compared to analyst estimates of $898.31 million. During the same period in the prior year, the firm earned $2.19 earnings per share. HubSpot’s revenue for the quarter was up 19.8% on a year-over-year basis. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. Research analysts forecast that HubSpot will post 4.41 EPS for the current year.

Insider Buying and Selling at HubSpot

In other news, Director Brian Halligan sold 8,500 shares of the stock in a transaction dated Tuesday, July 21st. The shares were sold at an average price of $221.09, for a total value of $1,879,265.00. Following the completion of the sale, the director owned 85,000 shares in the company, valued at $18,792,650. This represents a 9.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Erika Ashley Fisher sold 702 shares of the business’s stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $235.22, for a total transaction of $165,124.44. Following the transaction, the insider owned 14,581 shares in the company, valued at approximately $3,429,742.82. This trade represents a 4.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders purchased 14,063 shares of company stock worth $2,585,781 and sold 26,202 shares worth $5,481,959. Insiders own 3.70% of the company’s stock.

Hedge Funds Weigh In On HubSpot

Several hedge funds have recently modified their holdings of HUBS. Price T Rowe Associates Inc. MD grew its holdings in shares of 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 in the last quarter. BlackRock Inc. purchased a new stake in shares of HubSpot during the second quarter valued at approximately $631,386,000. Pictet Asset Management Holding SA lifted its holdings in HubSpot by 13.1% during the first quarter. Pictet Asset Management Holding SA now owns 2,188,191 shares of the software maker’s stock worth $533,993,000 after acquiring an additional 252,604 shares during the period. State Street Corp lifted its holdings in HubSpot by 3.7% during the fourth quarter. State Street Corp now owns 1,191,843 shares of the software maker’s stock worth $478,287,000 after acquiring an additional 42,948 shares during the period. Finally, AQR Capital Management LLC boosted its position in 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. Institutional investors own 90.39% of the company’s stock.

HubSpot News Summary

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot’s second-quarter results exceeded expectations: adjusted EPS was $3.26 versus the $3.02 consensus, while revenue reached $911.7 million, up 19.8% year over year and ahead of estimates. Customer additions, subscription growth and demand for AI-powered CRM tools supported the quarter. HubSpot Q2 Earnings Beat Estimates
• Positive Sentiment: KeyCorp retained an “overweight” rating with a $285 target, and BTIG maintained a “buy” rating with a $250 target. These analysts see substantial upside if HubSpot converts its AI investments into sustained growth and margin expansion.
• Neutral Sentiment: Management is expanding AI product trials and lowering entry prices to accelerate adoption. The initiatives could strengthen long-term demand, but longer sales cycles and tighter customer software budgets are creating near-term pressure. HUBS Q2 Earnings Call Highlights
• Neutral Sentiment: Jerry Dischler, an experienced AI and digital advertising executive, joined HubSpot’s board, potentially adding strategic expertise as the company develops its AI platform. A director’s sale of 702 shares was relatively small but adds limited insider-selling noise.
• Negative Sentiment: Third-quarter revenue guidance of approximately $924 million-$925 million was below the $941.2 million analyst consensus. The shortfall overshadowed the earnings beat and fueled fears that HubSpot’s growth is slowing as customers delay or scrutinize technology purchases. HubSpot Guidance Report
• Negative Sentiment: Analysts including Stifel, TD Cowen and Piper Sandler downgraded or lowered price targets, citing slower net additions, execution risks and a transition from a premium growth valuation toward a more value-oriented profile.
• Negative Sentiment: Block & Leviton announced an investigation into possible securities-law violations following the sharp decline. The announcement creates headline and legal risk, although it does not establish wrongdoing by HubSpot. HubSpot Investigation Announcement

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.