Vise Technologies Inc. Buys 2,694 Shares of HubSpot, Inc. $HUBS

Vise Technologies Inc. grew its stake in HubSpot, Inc. (NYSE:HUBS) by 139.4% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,627 shares of the software maker’s stock after purchasing an additional 2,694 shares during the quarter. Vise Technologies Inc.’s holdings in HubSpot were worth $948,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the stock. Assenagon Asset Management S.A. lifted its stake in HubSpot by 135.3% during the 2nd quarter. Assenagon Asset Management S.A. now owns 226,818 shares of the software maker’s stock valued at $41,397,000 after acquiring an additional 130,433 shares in the last quarter. Oppenheimer Asset Management Inc. purchased a new position in HubSpot during the 2nd quarter worth $1,366,000. Meeder Asset Management Inc. purchased a new position in HubSpot during the 2nd quarter worth $5,860,000. The Manufacturers Life Insurance Company boosted its holdings in HubSpot by 175.3% during the 1st quarter. The Manufacturers Life Insurance Company now owns 11,063 shares of the software maker’s stock worth $2,700,000 after acquiring an additional 7,044 shares during the last quarter. Finally, Engineers Gate Manager LP grew its stake in shares of HubSpot by 58.8% in the 2nd 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 in the last quarter. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Insider Transactions at HubSpot

In related news, Director Brian Halligan sold 8,500 shares of the firm’s stock in a transaction dated Tuesday, October 20th. The shares were sold at an average price of $239.57, for a total transaction of $2,036,345.00. Following the completion of the sale, the director owned 59,500 shares in the company, valued at approximately $14,254,415. This trade represents a 12.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Erika Fisher sold 702 shares of the firm’s stock in a transaction dated Tuesday, November 3rd. The stock was sold at an average price of $227.72, for a total transaction of $159,859.44. Following the sale, the insider owned 12,829 shares of the company’s stock, valued at $2,921,419.88. This trade represents a 5.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 26,202 shares of company stock worth $6,149,894 over the last three months. 3.70% of the stock is owned by insiders.

Key Stories Impacting HubSpot

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

Wall Street Analyst Weigh In

Several analysts have recently commented on HUBS shares. Piper Sandler lowered their target price on shares of HubSpot from $220.00 to $200.00 and set a “neutral” rating for the company in a report on Thursday. BMO Capital Markets raised their price target on shares of HubSpot from $215.00 to $250.00 and gave the company a “market perform” rating in a research report on Monday, September 21st. Canaccord Genuity Group cut their price target on shares of HubSpot from $335.00 to $300.00 and set a “buy” rating on the stock in a report on Thursday, August 6th. Stephens upped their price objective on shares of HubSpot from $251.00 to $255.00 and gave the stock an “equal weight” rating in a research report on Monday, September 21st. Finally, Royal Bank Of Canada decreased their price objective on shares of HubSpot from $300.00 to $260.00 and set an “outperform” rating for the company in a research note on Thursday. Eight research analysts have rated the stock with a Buy rating, twenty-three have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, HubSpot has an average rating of “Hold” and an average target price of $257.65.

HubSpot Trading Up 0.2%

Shares of HubSpot stock opened at $201.11 on Monday. The business’s fifty day simple moving average is $232.10 and its 200 day simple moving average is $229.88. HubSpot, Inc. has a 12 month low of $169.63 and a 12 month high of $406.94. The firm has a market capitalization of $9.82 billion, a P/E ratio of 48.00, a price-to-earnings-growth ratio of 2.09 and a beta of 1.14.

HubSpot (NYSE:HUBS) last announced its quarterly earnings data on Wednesday, November 4th. The software maker reported $3.81 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.27 by $0.54. HubSpot had a return on equity of 12.18% and a net margin of 5.95%. The firm had revenue of $947.57 million during the quarter, compared to the consensus estimate of $925.50 million. During the same quarter in the prior year, the company earned $2.66 EPS. The business’s revenue for the quarter was up 17.1% on a year-over-year basis. Analysts predict that HubSpot, Inc. will post 4.69 EPS for the current fiscal year.

About HubSpot

HubSpot, Inc develops cloud-based customer relationship management software designed to help businesses attract and engage customers, manage sales, and provide customer support. Founded in 2006 by Brian Halligan and Dharmesh Shah, the company helped popularize inbound marketing, an approach focused on drawing customers in with useful content and experiences.

Its platform combines a central CRM with products for marketing, sales, customer service, content management, operations, and commerce.