HubSpot (NYSE:HUBS) Stock Price Expected to Rise, Stephens Analyst Says

HubSpot (NYSE:HUBS) had its price objective boosted by equities researchers at Stephens from $251.00 to $255.00 in a research report issued to clients and investors on Monday, MarketBeat.com reports. The brokerage presently has an “equal weight” rating on the software maker’s stock. Stephens’ target price suggests a potential upside of 16.98% from the stock’s previous close.

HUBS has been the topic of a number of other research reports. Morgan Stanley set a $287.00 price target on HubSpot in a research note on Thursday, August 6th. BTIG Research reaffirmed a “buy” rating and issued a $250.00 price objective on shares of HubSpot in a research report on Friday, September 18th. Oppenheimer cut shares of HubSpot from an “outperform” rating to a “market perform” rating in a research note on Thursday, August 6th. Wells Fargo & Company downgraded shares of HubSpot from an “overweight” rating to a “neutral” rating in a research report on Thursday, August 6th. Finally, Wolfe Research lowered shares of HubSpot from an “outperform” rating to a “peer perform” rating in a research note on Thursday, August 6th. Sixteen analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $273.97.

HubSpot Price Performance

HubSpot stock opened at $217.98 on Monday. The stock has a market capitalization of $10.87 billion, a price-to-earnings ratio of 77.03, a PEG ratio of 2.24 and a beta of 1.18. HubSpot has a 1-year low of $169.63 and a 1-year high of $525.47. The business has a fifty day moving average price of $231.93 and a 200-day moving average price of $222.80.

HubSpot (NYSE:HUBS) last announced its earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share (EPS) for the quarter, beating the consensus estimate 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 company posted $2.19 EPS. The firm’s quarterly revenue was up 19.8% compared to the same quarter last year. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. On average, equities research analysts anticipate that HubSpot will post 4.56 earnings per share for the current fiscal year.

Insider Transactions at HubSpot

In other HubSpot news, Director Gerald Dischler purchased 925 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The shares were bought at an average price of $215.93 per share, for a total transaction of $199,735.25. Following the acquisition, the director owned 1,940 shares in the company, valued at $418,904.20. This represents a 91.13% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Brian Halligan sold 8,500 shares of the firm’s stock in a transaction that occurred on Tuesday, July 21st. The stock was sold at an average price of $221.09, for a total transaction of $1,879,265.00. Following the transaction, the director directly owned 85,000 shares of the company’s stock, valued at $18,792,650. This represents a 9.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 26,202 shares of company stock worth $5,998,079 over the last three months. 3.70% of the stock is currently owned by insiders.

Institutional Trading of HubSpot

A number of hedge funds and other institutional investors have recently made changes to their positions in HUBS. Tidal Investments LLC raised its holdings in shares of HubSpot by 13.0% during the second quarter. Tidal Investments LLC now owns 6,307 shares of the software maker’s stock worth $1,151,000 after purchasing an additional 726 shares during the last quarter. WINTON GROUP Ltd purchased a new stake in HubSpot in the second quarter valued at $234,000. Engineers Gate Manager LP boosted its holdings in HubSpot by 58.8% in the second quarter. Engineers Gate Manager LP now owns 68,704 shares of the software maker’s stock valued at $12,539,000 after purchasing an additional 25,441 shares during the last quarter. NewEdge Advisors LLC grew its position in HubSpot by 5.1% during the 2nd quarter. NewEdge Advisors LLC now owns 6,532 shares of the software maker’s stock worth $1,192,000 after purchasing an additional 317 shares during the period. Finally, Allworth Financial LP grew its position in HubSpot by 21.6% during the 2nd quarter. Allworth Financial LP now owns 1,594 shares of the software maker’s stock worth $291,000 after purchasing an additional 283 shares during the period. Institutional investors and hedge funds own 90.39% of the company’s stock.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Analysts raised their valuation targets. Truist lifted its target from $230 to $275 and reiterated a “buy” rating, while Stephens increased its target from $251 to $255, maintaining an “equal weight” rating. The revisions suggest analysts see meaningful upside after the recent decline. Truist Financial Forecasts Strong Price Appreciation for HubSpot Stock HubSpot Price Target Raised to $255
• Positive Sentiment: New product announcements could support growth expectations. HubSpot’s Fall 2026 release and upcoming UNBOUND 2026 briefing are drawing attention to new ways for teams to work, including automation and AI-related functionality. Successful adoption could strengthen HubSpot’s competitive position in CRM and marketing software. HubSpot Fall 2026 Release UNBOUND 2026 Announcements
• Positive Sentiment: Index inclusion may improve visibility. HubSpot was added to the S&P 400 Information Technology and Application Software subsectors, which could increase institutional awareness and potentially create incremental index-related demand. HubSpot Added to S&P 400 Information Technology
• Neutral Sentiment: Investors remain focused on growth metrics. Coverage emphasizes HubSpot’s long-term growth profile and integrations connecting Google Workspace, HubSpot, and Slack, but these reports do not provide new financial results or guidance. HubSpot Growth Metrics
• Negative Sentiment: The stock’s recent decline highlights ongoing risk. HUBS recently fell roughly 5.8%, and its elevated valuation leaves the shares sensitive to concerns about competition, execution, and slowing growth.
• Negative Sentiment: AI data-use concerns could weigh on customer sentiment. Guidance about restricting HubSpot from using customer data for AI training reflects privacy concerns that could complicate adoption or increase compliance expectations. HubSpot Customer Data and AI Training

HubSpot Company Profile

HubSpot, Inc develops cloud-based customer relationship management (CRM) and marketing software for businesses. Its platform is designed to help organizations attract prospects, manage customer interactions, close sales and provide ongoing service through an integrated set of tools.

The company’s products include Marketing Hub, Sales Hub, Service Hub, Content Hub, Operations Hub and Commerce Hub. These offerings support marketing automation, sales engagement, customer support, content management, data integration, payments and other commercial activities.