HubSpot (NYSE:HUBS) Stock Price Target Cut by Barclays

HubSpot (NYSE:HUBS) had its price target lowered by investment analysts at Barclays from $240.00 to $222.00 in a research report issued to clients and investors on Thursday, Benzinga reports. The firm presently has an “equal weight” rating on the software maker’s stock. Barclays‘s price target suggests a potential upside of 10.39% from the stock’s current price.

Other equities research analysts have also issued research reports about the company. Morgan Stanley lowered HubSpot from an “overweight” rating to an “equal weight” rating and set a $229.00 price target on the stock. in a research note on Thursday. Wells Fargo & Company lowered their target price on shares of HubSpot from $250.00 to $200.00 and set an “equal weight” rating for the company in a research note on Thursday. Cantor Fitzgerald lowered shares of HubSpot from a “neutral” rating to an “underweight” rating and cut their price target for the company from $265.00 to $170.00 in a research note on Thursday. BTIG Research cut shares of HubSpot from a “buy” rating to a “neutral” rating in a report on Thursday. Finally, TD Cowen decreased their price target on shares of HubSpot from $285.00 to $260.00 and set a “hold” rating for the company in a report on Friday, September 18th. Eight research analysts have rated the stock with a Buy rating, twenty-three have given a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, HubSpot has an average rating of “Hold” and an average target price of $257.65.

HubSpot Price Performance

Shares of HUBS stock traded down $3.85 during mid-day trading on Thursday, hitting $201.11. 2,127,106 shares of the stock traded hands, compared to its average volume of 1,037,110. HubSpot has a 52-week low of $169.63 and a 52-week high of $406.94. The stock has a market cap of $10.03 billion, a P/E ratio of 48.00, a P/E/G ratio of 2.37 and a beta of 1.14. The stock’s fifty day moving average is $232.10 and its two-hundred day moving average is $229.88.

HubSpot (NYSE:HUBS) last issued its quarterly earnings data on Wednesday, November 4th. The software maker reported $3.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.27 by $0.54. HubSpot had a net margin of 4.26% and a return on equity of 8.66%. The firm had revenue of $947.57 million for the quarter, compared to the consensus estimate of $925.50 million. During the same quarter in the previous year, the firm earned $2.66 EPS. The company’s quarterly revenue was up 17.1% compared to the same quarter last year. As a group, equities analysts forecast that HubSpot will post 5.48 EPS for the current fiscal year.

Insider Activity at HubSpot

In other HubSpot news, insider Erika Fisher sold 702 shares of the company’s stock in a transaction on Tuesday, November 3rd. The shares were sold at an average price of $227.72, for a total value of $159,859.44. Following the sale, the insider directly owned 12,829 shares of the company’s stock, valued at approximately $2,921,419.88. This represents a 5.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Brian Halligan sold 8,500 shares of the stock in a transaction dated Tuesday, October 20th. The stock was sold at an average price of $239.57, for a total value of $2,036,345.00. Following the sale, the director directly owned 59,500 shares in the company, valued at $14,254,415. This represents a 12.50% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 26,202 shares of company stock worth $6,149,894 over the last three months. Company insiders own 3.70% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. BlackRock Inc. acquired a new stake in shares of HubSpot during the 2nd quarter worth approximately $631,386,000. Pictet Asset Management Holding SA increased its holdings in HubSpot by 2.0% in the third quarter. Pictet Asset Management Holding SA now owns 1,689,478 shares of the software maker’s stock valued at $346,208,000 after buying an additional 33,728 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its holdings in HubSpot by 352.1% in the first quarter. Arrowstreet Capital Limited Partnership now owns 903,559 shares of the software maker’s stock valued at $220,559,000 after buying an additional 703,706 shares in the last quarter. Connor Clark & Lunn Investment Management Ltd. purchased a new position in HubSpot in the second quarter valued at $112,671,000. Finally, Amundi raised its position in shares of HubSpot by 33.4% in the first quarter. Amundi now owns 586,037 shares of the software maker’s stock worth $143,052,000 after acquiring an additional 146,871 shares during the period. 90.39% of the stock is owned by institutional investors and hedge funds.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q3 revenue rose 17.1% year over year to $947.6 million, adjusted EPS of $3.81 topped estimates, and HubSpot added 5,300 net customers. The company also raised its full-year 2026 outlook. HubSpot: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: Insider Erika Fisher sold 702 shares for about $160,000, reducing her direct stake by 5.19%; she retained 12,829 shares, making the sale a relatively limited signal. HubSpot insider share sale
• Negative Sentiment: Q4 revenue guidance of $945 million–$947 million fell short of market expectations, overshadowing the Q3 beat. Reports also point to AI-related growth headwinds and customers demanding clearer proof of value before purchasing, which could slow sales. HubSpot Q4 revenue outlook and AI headwinds Customers want proof of value
• Negative Sentiment: Several firms downgraded HubSpot or cut price targets after the results and outlook, including Cantor Fitzgerald, Morgan Stanley, KeyCorp and BTIG. The broadening analyst caution adds pressure despite some firms retaining Buy or Outperform ratings. Analyst downgrades after Q3 results and guidance

HubSpot Company Profile

HubSpot, Inc is a cloud-based customer relationship management (CRM) platform provider serving businesses that want to attract, engage and retain customers. Its platform brings together tools for marketing, sales, customer service, content management, operations and commerce, helping organizations manage customer interactions across the customer lifecycle.

The company’s offerings include marketing automation, email marketing, lead generation, website and content management, sales pipeline and engagement tools, customer support and help-desk capabilities, reporting and analytics, and payment and commerce features.