Cantor Fitzgerald Reaffirms “Neutral” Rating for HubSpot (NYSE:HUBS)

HubSpot (NYSE:HUBS)‘s stock had its “neutral” rating restated by Cantor Fitzgerald in a research report issued on Wednesday, Benzinga reports. They presently have a $200.00 price target on the software maker’s stock. Cantor Fitzgerald’s price objective would suggest a potential downside of 9.28% from the stock’s previous close.

A number of other research analysts have also recently issued reports on HUBS. Royal Bank Of Canada reiterated an “outperform” rating on shares of HubSpot in a report on Tuesday. TD Cowen reduced their price objective 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. Weiss Ratings upgraded shares of HubSpot from a “sell (d)” rating to a “sell (d+)” rating in a report on Friday. Canaccord Genuity Group reduced their price objective on shares of HubSpot from $335.00 to $300.00 and set a “buy” rating for the company in a report on Thursday, August 6th. Finally, Wolfe Research cut shares of HubSpot from an “outperform” rating to a “peer perform” rating in a report on Thursday, August 6th. Fourteen investment analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $270.61.

HubSpot Stock Up 1.6%

HUBS traded up $3.37 during midday trading on Wednesday, hitting $220.46. The company had a trading volume of 1,070,002 shares, compared to its average volume of 1,785,022. HubSpot has a 52 week low of $169.63 and a 52 week high of $497.96. The company has a market capitalization of $10.99 billion, a price-to-earnings ratio of 77.90, a PEG ratio of 2.31 and a beta of 1.24. The stock’s 50 day moving average price is $231.16 and its 200 day moving average price is $218.73.

HubSpot (NYSE:HUBS) last posted its quarterly earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share 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 firm had revenue of $911.74 million during the quarter, compared to the consensus estimate of $898.31 million. During the same period in the previous year, the firm posted $2.19 earnings per share. The business’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. Research analysts predict that HubSpot will post 4.56 EPS for the current year.

Insider Buying and Selling

In related news, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction dated 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 transaction, the director directly owned 85,000 shares in the company, valued at approximately $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 Securities & Exchange Commission, which can be accessed through this link. Also, insider Erika 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. Over the last ninety days, insiders have sold 26,202 shares of company stock worth $5,998,079. 3.70% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in HUBS. BlackRock Inc. purchased a new position in HubSpot in the second quarter valued at about $631,386,000. Arrowstreet Capital Limited Partnership raised its position in shares of 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 purchasing an additional 703,706 shares during the period. Connor Clark & Lunn Investment Management Ltd. bought a new stake in shares of HubSpot in the second quarter valued at approximately $112,671,000. Bank of America Corp DE bought a new stake in shares of HubSpot in the second quarter valued at approximately $70,174,000. Finally, Edmond DE Rothschild Holding S.A. bought a new stake in shares of HubSpot in the second quarter valued at approximately $64,616,000. 90.39% of the stock is currently owned by hedge funds and other institutional investors.

Key HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: AI restructuring and cost savings: HubSpot plans to eliminate approximately 660 positions, or 7% of its workforce, as it reorganizes around AI-driven customer outcomes. While management said the cuts are not directly driven by AI “efficiencies,” the restructuring could improve operating efficiency and concentrate resources on higher-growth AI offerings. HubSpot reaffirms 2026 guidance as it cuts about 7% of workforce
• Positive Sentiment: Financial guidance reaffirmed: HubSpot maintained its third-quarter 2026 EPS outlook of $3.25 to $3.27 and full-year 2026 guidance. The quarterly EPS range is well above the $2.80 analyst consensus, supporting the case for continued earnings growth. HubSpot Announces Q3 2026 Earnings Guidance
• Positive Sentiment: Optimistic analyst coverage: Needham reaffirmed its “buy” rating and assigned a $300 price target, implying substantial upside from the referenced trading level. Zacks also characterized HubSpot as a strong growth stock, which may support investor interest. Why HubSpot Is a Strong Growth Stock
• Neutral Sentiment: Mixed guidance details: Revenue guidance of $924 million to $925 million is broadly in line with, but slightly below, the $925.2 million consensus estimate. This suggests earnings expectations are favorable, although near-term revenue momentum remains a key watchpoint.
• Negative Sentiment: Workforce cuts and restructuring charges: HubSpot expects $65 million to $75 million in restructuring charges, primarily in the fourth quarter of 2026. Job eliminations will continue through the first quarter of 2027, creating near-term costs and raising questions about demand, execution and employee morale. HubSpot layoffs and AI restructuring
• Negative Sentiment: Conflicting analyst view: Cantor Fitzgerald reaffirmed a “neutral” rating with a $200 price target, indicating downside from the referenced trading level and highlighting valuation or execution concerns. Cantor Fitzgerald rating

About HubSpot

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.