HubSpot (NYSE:HUBS) Given “Neutral” Rating at Cantor Fitzgerald

HubSpot (NYSE:HUBS)‘s stock had its “neutral” rating reaffirmed by research analysts at Cantor Fitzgerald in a research report issued to clients and investors on Wednesday, Benzinga reports. They currently have a $200.00 price objective on the software maker’s stock. Cantor Fitzgerald’s target price suggests a potential downside of 7.78% from the company’s current price.

Other equities analysts have also issued research reports about the company. Truist Financial increased their target price on HubSpot from $230.00 to $275.00 and gave the company a “buy” rating in a report on Monday, September 21st. BMO Capital Markets upped their price objective on HubSpot from $215.00 to $250.00 and gave the stock a “market perform” rating in a research report on Monday, September 21st. Wolfe Research downgraded HubSpot from an “outperform” rating to a “peer perform” rating in a report on Thursday, August 6th. UBS Group lowered HubSpot from a “sector perform” rating to a “market perform” rating in a research report on Monday. Finally, TD Cowen decreased their target price on HubSpot from $285.00 to $260.00 and set a “hold” rating for the company in a research note on Friday, September 18th. Fourteen analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, HubSpot presently has a consensus rating of “Hold” and a consensus price target of $270.61.

HubSpot Stock Performance

HUBS stock opened at $216.87 on Wednesday. The company’s 50 day moving average price is $231.16 and its 200 day moving average price is $218.73. The firm has a market capitalization of $10.82 billion, a price-to-earnings ratio of 76.63, a PEG ratio of 2.31 and a beta of 1.24. HubSpot has a fifty-two week low of $169.63 and a fifty-two week high of $497.96.

HubSpot (NYSE:HUBS) last posted its quarterly earnings results on Wednesday, August 5th. The software maker reported $3.26 EPS for the quarter, topping 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 company had revenue of $911.74 million during the quarter, compared to analysts’ expectations of $898.31 million. During the same quarter in the previous year, the business posted $2.19 EPS. The firm’s revenue 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. Equities analysts forecast that HubSpot will post 4.56 EPS for the current fiscal year.

Insider Transactions at HubSpot

In other news, Director Gerald Dischler purchased 925 shares of the company’s stock in a transaction that occurred on Monday, August 10th. The shares were purchased at an average price of $215.93 per share, for a total transaction of $199,735.25. Following the purchase, the director directly owned 1,940 shares of the company’s stock, valued at $418,904.20. This represents a 91.13% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Erika Fisher sold 702 shares of the firm’s stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $235.22, for a total value of $165,124.44. Following the transaction, the insider owned 14,581 shares in the company, valued at $3,429,742.82. This represents a 4.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 26,202 shares of company stock worth $5,998,079. Corporate insiders own 3.70% of the company’s stock.

Institutional Investors Weigh In On HubSpot

Several large investors have recently modified their holdings of the company. BlackRock Inc. acquired a new position in shares of HubSpot in the 2nd quarter valued at $631,386,000. Arrowstreet Capital Limited Partnership grew its position in HubSpot by 352.1% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 903,559 shares of the software maker’s stock worth $220,559,000 after purchasing an additional 703,706 shares during the last quarter. Connor Clark & Lunn Investment Management Ltd. purchased a new position in HubSpot during the 2nd quarter worth $112,671,000. Bank of America Corp DE acquired a new position in HubSpot in the second quarter valued at $70,174,000. Finally, Edmond DE Rothschild Holding S.A. acquired a new position in HubSpot in the second quarter valued at $64,616,000. 90.39% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot reaffirmed its 2026 outlook and raised the profile of its near-term earnings expectations, guiding for third-quarter EPS of $3.25–$3.27 versus the $2.80 analyst consensus. Needham also maintained its “buy” rating and $300 price target, signaling confidence in the company’s long-term AI strategy. HubSpot reaffirms 2026 guidance as it cuts about 7% of workforce
• Neutral Sentiment: Third-quarter revenue guidance of $924 million–$925 million was broadly in line with estimates, though slightly below the $925.2 million consensus. The company expects $65 million–$75 million in restructuring charges, primarily in the fourth quarter, with workforce reductions completed by the end of the first quarter of 2027. HubSpot reaffirms 2026 guidance as it cuts about 7% of workforce
• Negative Sentiment: HubSpot announced plans to eliminate approximately 660 positions, or 7% of its workforce, as it reorganizes around AI-driven customer outcomes. Although management said the cuts are not primarily intended to achieve AI-related cost efficiencies, the scale of the restructuring raises concerns about execution, employee disruption and underlying growth pressures. HubSpot layoffs: CEO says job cuts are not driven by AI efficiencies
• Negative Sentiment: Raymond James reduced its growth view on HubSpot, adding to recent analyst caution. With the stock trading at a high earnings multiple and well below its 52-week high, investors may be particularly sensitive to slower growth or uncertainty surrounding the AI transition. HubSpot stock fell as Raymond James cut its growth view

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.