HubSpot (NYSE:HUBS) Stock Keeps Neutral Rating at Cantor Fitzgerald

HubSpot (NYSE:HUBS)‘s stock had its “neutral” rating reaffirmed by Cantor Fitzgerald in a note issued to investors on Wednesday, Benzinga reports. They currently have a $200.00 price objective on the software maker’s stock. Cantor Fitzgerald’s price target suggests a potential downside of 8.60% from the stock’s current price.

A number of other equities research analysts have also issued reports on the stock. BTIG Research reissued a “buy” rating and issued a $250.00 price objective on shares of HubSpot 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. Stifel Nicolaus increased their target price on shares of HubSpot from $200.00 to $225.00 and gave the stock a “hold” rating in a research note on Friday, September 11th. Capital One Financial set a $206.00 target price on shares of HubSpot and gave the stock an “equal weight” rating in a research note on Thursday, August 6th. Finally, Barclays lowered their target price on shares of HubSpot from $270.00 to $240.00 and set an “overweight” rating for the company in a research note on Thursday, August 6th. Fourteen investment analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, HubSpot presently has an average rating of “Hold” and an average price target of $270.61.

HubSpot Trading Up 0.8%

Shares of HUBS opened at $218.81 on Wednesday. HubSpot has a 12-month low of $169.63 and a 12-month high of $497.96. The firm has a 50-day moving average price of $231.16 and a 200 day moving average price of $218.73. The firm has a market capitalization of $10.91 billion, a P/E ratio of 77.23, a P/E/G ratio of 2.31 and a beta of 1.24.

HubSpot (NYSE:HUBS) last announced its quarterly earnings data on Wednesday, August 5th. The software maker reported $3.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 analyst estimates of $898.31 million. During the same quarter in the prior year, the firm posted $2.19 earnings per share. HubSpot’s quarterly 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 research analysts predict that HubSpot will post 4.56 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, insider Erika Fisher sold 702 shares of HubSpot stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $235.22, for a total value of $165,124.44. Following the completion of the transaction, the insider owned 14,581 shares in the company, valued at $3,429,742.82. The trade was a 4.59% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Brian Halligan sold 8,500 shares of HubSpot 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 completion of the transaction, the director owned 85,000 shares of the company’s stock, valued at $18,792,650. This represents a 9.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 26,202 shares of company stock worth $5,998,079 over the last 90 days. 3.70% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in HUBS. Versant Capital Management Inc lifted its stake in HubSpot by 20.5% in the third quarter. Versant Capital Management Inc now owns 370 shares of the software maker’s stock worth $76,000 after acquiring an additional 63 shares during the last quarter. Tidal Investments LLC lifted its stake in HubSpot by 13.0% in the second quarter. Tidal Investments LLC now owns 6,307 shares of the software maker’s stock worth $1,151,000 after acquiring an additional 726 shares during the last quarter. WINTON GROUP Ltd purchased a new position in HubSpot in the second quarter worth approximately $234,000. Engineers Gate Manager LP lifted its stake in HubSpot by 58.8% in the second quarter. Engineers Gate Manager LP now owns 68,704 shares of the software maker’s stock worth $12,539,000 after acquiring an additional 25,441 shares during the last quarter. Finally, NewEdge Advisors LLC lifted its stake in HubSpot by 5.1% in the second quarter. NewEdge Advisors LLC now owns 6,532 shares of the software maker’s stock worth $1,192,000 after acquiring an additional 317 shares during the last quarter. Hedge funds and other institutional investors own 90.39% of the company’s stock.

More HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Needham & Company reaffirmed its Buy rating and set a $300 price target, implying substantial upside from the current trading level. This indicates confidence in HubSpot’s long-term growth and AI strategy.
• Neutral Sentiment: HubSpot issued third-quarter 2026 EPS guidance of $3.25–$3.27, well above the $2.80 consensus estimate. However, revenue guidance of $924 million–$925 million is slightly below the $925.2 million consensus. The company also reaffirmed its full-year 2026 outlook. HubSpot reaffirms 2026 guidance as it cuts about 7% of workforce
• Neutral Sentiment: Management said the restructuring is intended to focus the company on AI-driven customer outcomes. CEO commentary indicated the cuts are not being characterized as AI “efficiencies,” although the company’s AI pivot is driving the organizational changes.
• Negative Sentiment: HubSpot plans to eliminate approximately 660 jobs, or 7% of its workforce, with role reductions expected to finish by the end of the first quarter of 2027. The company expects $65 million–$75 million in restructuring charges, primarily in the fourth quarter of 2026, creating near-term earnings and execution risks. HubSpot layoffs and AI-driven reorganization
• Negative Sentiment: Cantor Fitzgerald reaffirmed its Neutral rating but lowered its price target to $200, suggesting downside from current levels. The sharply divided analyst targets—$200 from Cantor versus $300 from Needham—highlight uncertainty over HubSpot’s growth outlook and the payoff from its AI transition.

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.