KeyCorp Has Lowered Expectations for HubSpot (NYSE:HUBS) Stock Price

HubSpot (NYSE:HUBS) had its target price dropped by investment analysts at KeyCorp from $290.00 to $285.00 in a report released on Thursday,Benzinga reports. The brokerage presently has an “overweight” rating on the software maker’s stock. KeyCorp’s price objective suggests a potential upside of 42.94% from the stock’s previous close.

HUBS has been the topic of several other reports. Truist Financial cut their target price on shares of HubSpot from $300.00 to $230.00 and set a “buy” rating on the stock in a research report on Friday, May 8th. BMO Capital Markets reduced their price objective on shares of HubSpot from $285.00 to $230.00 and set an “outperform” rating on the stock in a research note on Friday, May 8th. Evercore set a $225.00 target price on HubSpot in a research report on Friday, May 8th. JPMorgan Chase & Co. cut their target price on HubSpot from $530.00 to $425.00 and set an “overweight” rating on the stock in a report on Friday, May 8th. Finally, Zacks Research raised HubSpot from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, HubSpot has an average rating of “Moderate Buy” and a consensus price target of $289.93.

HubSpot Stock Down 20.3%

Shares of NYSE HUBS traded down $50.83 during midday trading on Thursday, reaching $199.38. 3,090,923 shares of the company were exchanged, compared to its average volume of 1,785,078. The stock’s 50-day moving average price is $206.87 and its 200-day moving average price is $230.28. The stock has a market cap of $10.21 billion, a P/E ratio of 104.27, a PEG ratio of 2.72 and a beta of 1.19. HubSpot has a one year low of $169.63 and a one year high of $525.51.

HubSpot (NYSE:HUBS) last issued its earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.02 by $0.24. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.The business had revenue of $911.74 million during the quarter, compared to analysts’ expectations of $898.31 million. During the same quarter in the prior year, the firm earned $2.19 EPS. The business’s revenue for the quarter 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. On average, equities research analysts anticipate that HubSpot will post 4.39 EPS for the current year.

Insider Buying and Selling at HubSpot

In other HubSpot news, Director Lorrie M. Norrington bought 1,313 shares of the firm’s stock in a transaction dated Monday, May 11th. The stock was bought at an average cost of $190.42 per share, with a total value of $250,021.46. Following the completion of the transaction, the director directly owned 2,838 shares in the company, valued at approximately $540,411.96. The trade was a 86.10% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this link. Also, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction dated 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 sale, the director directly owned 85,000 shares of the company’s stock, valued at approximately $18,792,650. The trade was a 9.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have bought 14,063 shares of company stock worth $2,585,781 and have sold 25,500 shares worth $5,316,835. Insiders own 3.70% of the company’s stock.

Hedge Funds Weigh In On HubSpot

A number of hedge funds have recently added to or reduced their stakes in the stock. National Bank of Canada FI grew its stake in shares of HubSpot by 8.6% in the 3rd quarter. National Bank of Canada FI now owns 379 shares of the software maker’s stock worth $177,000 after buying an additional 30 shares in the last quarter. Jackson Thornton Wealth Management LLC increased its holdings in shares of HubSpot by 6.6% in the 4th quarter. Jackson Thornton Wealth Management LLC now owns 691 shares of the software maker’s stock worth $274,000 after buying an additional 43 shares during the last quarter. Rakuten Securities Inc. raised its position in shares of HubSpot by 783.3% during the 2nd quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock valued at $30,000 after buying an additional 47 shares in the last quarter. Orion Porfolio Solutions LLC raised its position in shares of HubSpot by 2.9% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 1,784 shares of the software maker’s stock valued at $994,000 after buying an additional 51 shares in the last quarter. Finally, Elevation Point Wealth Partners LLC lifted its holdings in shares of HubSpot by 3.3% in the 4th quarter. Elevation Point Wealth Partners LLC now owns 1,738 shares of the software maker’s stock valued at $697,000 after acquiring an additional 55 shares during the last quarter. Institutional investors and hedge funds own 90.39% of the company’s stock.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot reported second-quarter revenue of $911.7 million, up approximately 20% year over year and ahead of the $898.3 million consensus estimate. Adjusted earnings of $3.26 per share also exceeded expectations of $3.02 and rose from $2.19 a year earlier. HubSpot Reports Q2 2026 Results
• Positive Sentiment: Management’s third-quarter EPS outlook of $3.25–$3.27 and full-year EPS guidance of $13.23–$13.31 are above Wall Street expectations, indicating continued margin and earnings-per-share strength. HubSpot Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: HubSpot outlined an expected 2%–3% expansion in non-GAAP operating margins in 2027, which could support profitability even as customer additions moderate. HubSpot Margin Expansion Outlook

HubSpot Company Profile

HubSpot, Inc is a software company that develops a cloud-based customer relationship management (CRM) platform designed to help organizations attract, engage and delight customers. Its primary business activities center on providing integrated marketing, sales and customer service tools that support inbound marketing strategies, content management, lead nurturing, sales automation and customer support workflows.

The company’s product suite is organized around modular “hubs” built on a central CRM: Marketing Hub, Sales Hub, Service Hub, CMS Hub and Operations Hub.