HubSpot (NYSE:HUBS) Cut to Hold at Zacks Research

Zacks Research lowered shares of HubSpot (NYSE:HUBS) from a strong-buy rating to a hold rating in a research note published on Tuesday,Zacks.com reports.

Other equities research analysts also recently issued reports about the company. Bank of America initiated coverage on HubSpot in a research note on Tuesday, March 31st. They set a “buy” rating and a $300.00 price target for the company. Stifel Nicolaus cut their price target on HubSpot from $375.00 to $325.00 and set a “buy” rating for the company in a research note on Thursday, April 2nd. Needham & Company LLC cut their price target on HubSpot from $700.00 to $300.00 and set a “buy” rating for the company in a research note on Thursday, February 12th. The Goldman Sachs Group cut their price target on HubSpot from $517.00 to $442.00 and set a “buy” rating for the company in a research note on Thursday, February 12th. Finally, BTIG Research cut their price target on HubSpot from $500.00 to $300.00 and set a “buy” rating for the company in a research note on Thursday, February 12th. Twenty-seven research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, HubSpot currently has a consensus rating of “Moderate Buy” and a consensus price target of $422.31.

HubSpot Stock Up 1.9%

HubSpot stock opened at $222.85 on Tuesday. The business has a 50-day simple moving average of $244.84 and a two-hundred day simple moving average of $340.19. The company has a market cap of $11.75 billion, a P/E ratio of 256.15, a P/E/G ratio of 3.02 and a beta of 1.44. HubSpot has a 52-week low of $187.45 and a 52-week high of $682.57.

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

Insider Transactions at HubSpot

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

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the stock. SG Americas Securities LLC lifted its position in shares of HubSpot by 142.1% during the 1st quarter. SG Americas Securities LLC now owns 73,520 shares of the software maker’s stock valued at $17,946,000 after buying an additional 43,148 shares in the last quarter. BI Asset Management Fondsmaeglerselskab A S lifted its holdings in HubSpot by 16.1% in the 1st quarter. BI Asset Management Fondsmaeglerselskab A S now owns 2,671 shares of the software maker’s stock worth $652,000 after purchasing an additional 370 shares in the last quarter. Diversified Trust Co lifted its holdings in HubSpot by 139.3% in the 1st quarter. Diversified Trust Co now owns 7,009 shares of the software maker’s stock worth $1,711,000 after purchasing an additional 4,080 shares in the last quarter. World Investment Advisors lifted its holdings in HubSpot by 72.7% in the 4th quarter. World Investment Advisors now owns 786 shares of the software maker’s stock worth $315,000 after purchasing an additional 331 shares in the last quarter. Finally, Corient Private Wealth LLC lifted its holdings in HubSpot by 40.8% in the 4th quarter. Corient Private Wealth LLC now owns 2,967 shares of the software maker’s stock worth $1,191,000 after purchasing an additional 860 shares in the last quarter. 90.39% of the stock is owned by hedge funds and other institutional investors.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Royal Bank of Canada reaffirmed an “outperform” rating and a $400 price target on HUBS, signaling strong analyst conviction and a large implied upside versus the current level. This can attract buyers and support the rally. Read More.
• Positive Sentiment: HubSpot announced a native Reddit integration (beta) to pull social conversations into marketing workflows — a capability that can improve campaign relevance, expand data sources for marketers and increase product stickiness. Read More.
• Positive Sentiment: Broad Spring 2026 product push (AEO, AI agents, Smart Deal Progression and 100+ updates) highlights HubSpot’s AI roadmap and enterprise feature expansion — this supports growth narrative and cross-sell into larger accounts. Read More.
• Positive Sentiment: Partner ecosystem strengthening: Meticulosity reached HubSpot Diamond Solutions Partner status (top ~3%), underlining channel momentum and partner-led customer acquisition potential. Read More.
• Neutral Sentiment: Macro-driven “risk-on” sentiment (reports tying software rallies to easing geopolitical risk) helped software names broadly — a tailwind for HUBS but not company-specific fundamental news. Read More.
• Neutral Sentiment: Investor-oriented deep dives and transcripts (Seeking Alpha) reiterate HubSpot’s 2026 strategy and AI initiatives — useful for conviction but mostly confirmatory rather than news-driving. Read More.
• Negative Sentiment: Zacks downgraded HUBS from “strong-buy” to “hold,” which could add selling pressure for more cautious investors and partially offset positive analyst/release momentum. Read More.

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.