HubSpot (NYSE:HUBS) Stock Rating Lowered by JPMorgan Chase & Co.

HubSpot (NYSE:HUBS) was downgraded by equities research analysts at JPMorgan Chase & Co. from an “overweight” rating to a “neutral” rating in a research report issued on Thursday, Marketbeat reports. They currently have a $240.00 price target on the software maker’s stock. JPMorgan Chase & Co.‘s target price indicates a potential upside of 8.86% from the stock’s previous close.

A number of other equities research analysts also recently weighed in on the stock. Morgan Stanley set a $287.00 price target on shares of HubSpot in a research note on Thursday, August 6th. TD Cowen cut their price objective on HubSpot from $285.00 to $260.00 and set a “hold” rating on the stock in a report on Friday, September 18th. Oppenheimer lowered shares of HubSpot from an “outperform” rating to a “market perform” rating in a research note on Thursday, August 6th. Capital One Financial set a $206.00 price objective on shares of HubSpot and gave the stock an “equal weight” rating in a research report on Thursday, August 6th. Finally, Sanford C. Bernstein lowered HubSpot from an “outperform” rating to a “market perform” rating and dropped their target price for the stock from $381.00 to $220.00 in a report on Thursday, August 6th. Thirteen investment analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $264.65.

HubSpot Stock Up 1.6%

HubSpot stock opened at $220.46 on Thursday. HubSpot has a 12-month low of $169.63 and a 12-month high of $497.96. The stock has a market capitalization of $10.99 billion, a price-to-earnings ratio of 77.90, a P/E/G ratio of 2.26 and a beta of 1.24. The stock has a 50-day simple moving average of $230.54 and a 200 day simple moving average of $218.43.

HubSpot (NYSE:HUBS) last released its quarterly earnings results on Wednesday, August 5th. The software maker reported $3.26 EPS for the quarter, beating the consensus estimate of $3.02 by $0.24. HubSpot had a net margin of 4.26% and a return on equity of 8.66%. The business had revenue of $911.74 million for the quarter, compared to analysts’ expectations of $898.31 million. During the same period in the prior year, the firm earned $2.19 earnings per share. HubSpot’s 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. As a group, sell-side analysts anticipate that HubSpot will post 4.59 EPS for the current year.

Insider Buying and Selling

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

Institutional Trading of HubSpot

Several hedge funds and other institutional investors have recently modified their holdings of HUBS. Reflection Asset Management acquired a new position in HubSpot in the 4th quarter valued at about $37,000. Elevation Wealth Partners LLC boosted its holdings in shares of HubSpot by 66.7% during the third quarter. Elevation Wealth Partners LLC now owns 175 shares of the software maker’s stock worth $36,000 after acquiring an additional 70 shares during the period. Global Retirement Partners LLC bought a new stake in shares of HubSpot during the second quarter worth approximately $38,000. Oslo Pensjonsforsikring AS acquired a new position in shares of HubSpot in the first quarter valued at approximately $74,000. Finally, CX Institutional increased its stake in shares of HubSpot by 4,785.7% during the second quarter. CX Institutional now owns 342 shares of the software maker’s stock worth $62,000 after purchasing an additional 335 shares during the period. Institutional investors own 90.39% of the company’s stock.

Key Stories Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot is eliminating approximately 660 positions, or 7% of its workforce, as part of a restructuring intended to streamline operations and support AI-focused offerings. Management reaffirmed its third-quarter and full-year 2026 outlook, suggesting the cuts are not currently forcing a reduction in expected results. The company expects $65 million to $75 million in restructuring charges, primarily in the fourth quarter, while potential longer-term cost savings could support margins. HubSpot reaffirms 2026 guidance as it cuts about 7% of workforce
• Positive Sentiment: Needham & Company reaffirmed its “buy” rating and assigned a $300 price target, implying substantial upside from the stock’s recent level. Zacks also highlighted HubSpot as a strong growth stock, supported by its recurring-revenue business and continued expansion. Here’s Why HubSpot is a Strong Growth Stock
• Neutral Sentiment: HubSpot raised or maintained third-quarter EPS guidance at $3.25-$3.27, above the $2.80 consensus estimate, but revenue guidance of $924 million-$925 million is slightly below the $925.2 million consensus. The company also reaffirmed full-year 2026 guidance, providing some stability despite the restructuring.
• Negative Sentiment: The layoffs are weighing on sentiment because they underscore pressure to reorganize the business around AI and could create execution, employee-retention, and transition risks. The $65 million-$75 million restructuring expense will also weigh on near-term results. HubSpot layoffs and AI restructuring
• Negative Sentiment: Cantor Fitzgerald maintained a “neutral” rating and set a $200 price target, below the recent share price. The cautious target contrasts with Needham’s bullish view and indicates that analysts remain divided over HubSpot’s valuation and AI transition. HubSpot keeps Neutral rating at Cantor Fitzgerald

HubSpot Company Profile

HubSpot, Inc develops customer relationship management (CRM) software and related tools designed to help businesses attract, engage and retain customers. Its cloud-based platform brings together marketing, sales, customer service, content management, operations and commerce capabilities, allowing organizations to manage customer interactions across the business.

The company’s products include tools for marketing automation, email marketing, lead generation, sales pipeline management, customer support, website and content management, analytics, payments and business operations.