HubSpot (NYSE:HUBS) Receives “Outperform” Rating from Royal Bank Of Canada

HubSpot (NYSE:HUBS)‘s stock had its “outperform” rating reiterated by equities research analysts at Royal Bank Of Canada in a report issued on Friday, Benzinga reports. They presently have a $300.00 price target on the software maker’s stock. Royal Bank Of Canada’s price objective would indicate a potential upside of 34.15% from the company’s previous close.

Several other brokerages have also recently weighed in on HUBS. Weiss Ratings reaffirmed a “sell (d)” rating on shares of HubSpot in a report on Wednesday, June 24th. Oppenheimer downgraded shares of HubSpot from an “outperform” rating to a “market perform” rating in a report on Thursday, August 6th. Morgan Stanley set a $287.00 price target on shares of HubSpot in a research report on Thursday, August 6th. Wolfe Research cut shares of HubSpot from an “outperform” rating to a “peer perform” rating in a report on Thursday, August 6th. Finally, Needham & Company LLC reaffirmed a “buy” rating and issued a $300.00 price objective on shares of HubSpot in a research report on Friday. Sixteen equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, HubSpot currently has a consensus rating of “Hold” and an average target price of $272.00.

HubSpot Stock Down 2.6%

Shares of HubSpot stock opened at $223.64 on Friday. HubSpot has a 52 week low of $169.63 and a 52 week high of $525.51. The business has a 50 day moving average price of $231.66 and a 200-day moving average price of $224.00. The company has a market cap of $11.15 billion, a PE ratio of 79.03, a price-to-earnings-growth ratio of 2.55 and a beta of 1.18.

HubSpot (NYSE:HUBS) last announced its earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.02 by $0.24. HubSpot had a return on equity of 8.66% and a net margin of 4.26%.The company had revenue of $911.74 million for the quarter, compared to analysts’ expectations of $898.31 million. During the same quarter in the previous year, the firm earned $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. As a group, research analysts anticipate that HubSpot will post 4.56 EPS for the current year.

Insider Buying and Selling

In other news, insider Erika Fisher sold 702 shares of the stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $235.22, for a total transaction of $165,124.44. Following the completion of the transaction, the insider directly owned 14,581 shares of the company’s stock, valued at $3,429,742.82. This represents a 4.59% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Brian Halligan sold 8,500 shares of the firm’s stock in a transaction that occurred on Tuesday, September 15th. The stock was sold at an average price of $245.64, for a total transaction of $2,087,940.00. Following the sale, the director owned 68,000 shares of the company’s stock, valued at approximately $16,703,520. The trade was a 11.11% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 26,202 shares of company stock worth $5,998,079. Insiders own 3.70% of the company’s stock.

Hedge Funds Weigh In On HubSpot

Institutional investors have recently bought and sold shares of the company. Cary Street Partners Investment Advisory LLC purchased a new position in shares of HubSpot during the 4th quarter valued at about $33,000. Larson Financial Group LLC boosted its stake in HubSpot by 378.9% in the fourth quarter. Larson Financial Group LLC now owns 91 shares of the software maker’s stock worth $37,000 after buying an additional 72 shares in the last quarter. Reflection Asset Management bought a new position in HubSpot during the fourth quarter valued at approximately $37,000. Global Retirement Partners LLC bought a new position in HubSpot during the second quarter valued at approximately $38,000. Finally, CX Institutional grew its position in HubSpot by 4,785.7% during the second quarter. CX Institutional now owns 342 shares of the software maker’s stock valued at $62,000 after acquiring an additional 335 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: BTIG Research reaffirmed its Buy rating and set a $250 price target, implying meaningful upside from recent levels.
• Positive Sentiment: Needham & Company also reiterated a Buy rating, with a $300 target. The bullish view reflects confidence in HubSpot’s product expansion and long-term AI opportunity.
• Positive Sentiment: HubSpot expanded its partnership with OpenAI, deepening CRM and ChatGPT integration for small and midsize businesses. The companies said the tools can help customers use business data and AI more effectively, potentially supporting adoption and retention. HubSpot and OpenAI Deepen Partnership
• Positive Sentiment: The company launched Breeze Assistant, a self-updating Smart CRM, AI agents and new marketing capabilities built around “Growth Context.” These products could automate workflows, improve data quality and increase revenue per customer. HubSpot Fall 2026 Product Release
• Positive Sentiment: HubSpot introduced an integration connecting CRM data with ChatGPT Ads. If broadly adopted, the product could improve advertising targeting and create additional monetization opportunities. HubSpot Integrates CRM Data With ChatGPT Ads
• Neutral Sentiment: Cantor Fitzgerald reaffirmed a Neutral rating and assigned a $200 target, signaling concern that the stock’s valuation may already reflect much of its expected AI-driven growth.
• Neutral Sentiment: HubSpot’s investor day emphasized its AI roadmap, but investors will likely want evidence of stronger bookings, customer adoption, margins and financial guidance before materially raising the valuation. HubSpot Investor Day Transcript
• Negative Sentiment: Director Brian Halligan sold 8,500 shares for approximately $2.1 million, reducing his direct ownership by 11.11%. While the sale may be routine, repeated insider selling can weigh on sentiment.
• Negative Sentiment: HubSpot trades at a high earnings multiple, while analysts have highlighted competition and uncertainty over whether AI adoption will sustain growth and cash-flow momentum. Those risks may be offsetting the favorable product news.

HubSpot Company Profile

HubSpot, Inc develops cloud-based customer relationship management (CRM) and marketing software for businesses. Its platform is designed to help organizations attract prospects, manage customer interactions, close sales and provide ongoing service through an integrated set of tools.

The company’s products include Marketing Hub, Sales Hub, Service Hub, Content Hub, Operations Hub and Commerce Hub. These offerings support marketing automation, sales engagement, customer support, content management, data integration, payments and other commercial activities.