HubSpot, Inc. (NYSE:HUBS) Receives Average Recommendation of “Moderate Buy” from Brokerages

HubSpot, Inc. (NYSE:HUBS) has been assigned a consensus rating of “Moderate Buy” from the thirty ratings firms that are covering the firm, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell rating, one has given a hold rating, twenty-seven have assigned a buy rating and one has issued a strong buy rating on the company. The average 12 month target price among brokers that have covered the stock in the last year is $429.8966.

A number of research analysts recently issued reports on the company. KeyCorp cut their price target on HubSpot from $400.00 to $340.00 and set an “overweight” rating on the stock in a research report on Thursday, February 12th. BMO Capital Markets decreased their price objective on HubSpot from $385.00 to $285.00 and set an “outperform” rating for the company in a report on Thursday, February 12th. Canaccord Genuity Group set a $485.00 target price on shares of HubSpot in a research report on Thursday, February 12th. Cantor Fitzgerald lifted their target price on shares of HubSpot from $280.00 to $325.00 and gave the company an “overweight” rating in a report on Tuesday, March 3rd. Finally, UBS Group reiterated an “overweight” rating on shares of HubSpot in a research report on Thursday, February 12th.

HubSpot Price Performance

Shares of HUBS opened at $245.43 on Friday. HubSpot has a 1-year low of $207.20 and a 1-year high of $682.57. The stock has a market cap of $12.94 billion, a PE ratio of 282.10, a price-to-earnings-growth ratio of 3.37 and a beta of 1.44. The firm has a fifty day moving average price of $257.83 and a 200 day moving average price of $360.66.

HubSpot (NYSE:HUBS) last issued its quarterly earnings data on Wednesday, February 11th. The software maker reported $3.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.99 by $0.10. HubSpot had a return on equity of 3.64% and a net margin of 1.47%.The company had revenue of $846.75 million for the quarter, compared to analyst estimates of $830.65 million. During the same quarter last year, the company posted $2.32 earnings per share. The business’s quarterly revenue was up 20.4% compared to the same quarter last year. As a group, equities analysts expect that HubSpot will post 1.01 EPS for the current fiscal year.

Trending Headlines about HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot announced outcome-based pricing for some Breeze AI agents — a move that ties fees to measurable outcomes and could accelerate customer adoption of AI tooling and increase long‑term monetization if usage and results scale. This is the main catalyst investors are parsing today. Look what the Easter Bunny brought Hubspot customers
• Positive Sentiment: Multiple outlets highlight the same outcome-based Breeze announcement and frame it as a differentiated pricing innovation for AI — investors see this as product leadership that could sustain ARR growth if it converts trials into paid usage. HubSpot flips AI pricing on its head
• Positive Sentiment: HubSpot added Mike Berry (MongoDB CFO) to its board — strengthens financial/operational credibility and may signal focus on disciplined growth and margin improvement. HubSpot Announces Mike Berry Joins Board of Directors
• Positive Sentiment: Coverage noting HubSpot’s expansion into larger enterprise CRM accounts and a BofA restart with a Buy rating underline that some sell‑side and media narratives expect durable AI-driven demand and enterprise traction. These support a constructive medium‑term view. HubSpot expands CRM Platform
• Negative Sentiment: Stifel cut its price target from $375 to $325 while keeping a Buy rating — a material trim that reduces upside expectations and may pressure sentiment despite continued buy conviction. Investors weigh the tradeoff between product momentum and a lower analyst valuation. HubSpot Price Target Cut Despite LLM Tools Not Being a Material Threat

Insiders Place Their Bets

In other news, insider Erika Ashley Fisher sold 841 shares of the company’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $238.01, for a total value of $200,166.41. Following the completion of the sale, the insider directly owned 10,119 shares of the company’s stock, valued at approximately $2,408,423.19. This represents a 7.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Brian Halligan sold 8,500 shares of the stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $303.38, for a total transaction of $2,578,730.00. Following the sale, the director owned 487,344 shares of the company’s stock, valued at $147,850,422.72. This trade represents a 1.71% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 26,691 shares of company stock worth $7,250,662. 4.00% of the stock is currently owned by company insiders.

Institutional Trading of HubSpot

A number of hedge funds have recently added to or reduced their stakes in HUBS. Goodman Advisory Group LLC acquired a new position in shares of HubSpot in the second quarter valued at approximately $27,000. Rakuten Securities Inc. lifted its holdings in shares of HubSpot by 783.3% during the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock worth $30,000 after purchasing an additional 47 shares during the period. Strategic Advocates LLC purchased a new position in HubSpot in the 3rd quarter valued at $25,000. Turning Point Benefit Group Inc. purchased a new position in HubSpot in the 3rd quarter valued at $25,000. Finally, Osterweis Capital Management Inc. acquired a new position in HubSpot in the 2nd quarter valued at $34,000. 90.39% of the stock is owned by institutional investors and hedge funds.

About HubSpot

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.