HubSpot (NYSE:HUBS) Stock Price Expected to Rise, Cantor Fitzgerald Analyst Says

HubSpot (NYSE:HUBS) had its price objective upped by investment analysts at Cantor Fitzgerald from $280.00 to $325.00 in a research note issued on Tuesday,Benzinga reports. The firm presently has an “overweight” rating on the software maker’s stock. Cantor Fitzgerald’s price objective indicates a potential upside of 16.58% from the company’s previous close.

HUBS has been the topic of a number of other research reports. Needham & Company LLC dropped their target price on HubSpot from $700.00 to $300.00 and set a “buy” rating on the stock in a report on Thursday, February 12th. Rothschild & Co Redburn downgraded shares of HubSpot from a “strong-buy” rating to a “hold” rating in a research report on Monday, November 10th. Zacks Research upgraded shares of HubSpot from a “strong sell” rating to a “strong-buy” rating in a research note on Tuesday, February 17th. Sanford C. Bernstein reiterated an “outperform” rating on shares of HubSpot in a research note on Thursday, February 12th. Finally, Jefferies Financial Group cut their price target on shares of HubSpot from $560.00 to $325.00 and set a “buy” rating for the company in a report on Thursday, February 12th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, HubSpot currently has an average rating of “Moderate Buy” and a consensus price target of $454.20.

HubSpot Price Performance

HUBS opened at $278.78 on Tuesday. The company’s 50 day simple moving average is $302.70 and its two-hundred day simple moving average is $391.64. The firm has a market capitalization of $14.70 billion, a price-to-earnings ratio of 320.44, a price-to-earnings-growth ratio of 4.11 and a beta of 1.40. HubSpot has a 1-year low of $207.20 and a 1-year high of $698.97.

HubSpot (NYSE:HUBS) last announced its quarterly earnings data 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 firm had revenue of $846.75 million during the quarter, compared to analyst estimates of $830.65 million. HubSpot had a net margin of 1.47% and a return on equity of 3.64%. HubSpot’s quarterly revenue was up 20.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.32 earnings per share. On average, equities analysts anticipate that HubSpot will post 1.01 earnings per share for the current fiscal year.

Insider Buying and Selling at HubSpot

In other HubSpot news, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction that occurred on 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 completion of the sale, the director directly owned 487,344 shares of the company’s stock, valued at approximately $147,850,422.72. The trade was a 1.71% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Erika Ashley Fisher sold 841 shares of HubSpot stock in a transaction on 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 position. The disclosure for this sale is available in the SEC filing. Insiders have sold 26,691 shares of company stock valued at $8,136,702 in the last three months. 4.00% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in HUBS. Empowered Funds LLC lifted its position in HubSpot by 88.5% during the 1st quarter. Empowered Funds LLC now owns 1,570 shares of the software maker’s stock worth $897,000 after acquiring an additional 737 shares in the last quarter. Atria Investments Inc lifted its position in shares of HubSpot by 17.7% during the second quarter. Atria Investments Inc now owns 3,813 shares of the software maker’s stock worth $2,122,000 after purchasing an additional 573 shares in the last quarter. Amalgamated Bank lifted its position in shares of HubSpot by 11.3% during the second quarter. Amalgamated Bank now owns 3,878 shares of the software maker’s stock worth $2,159,000 after purchasing an additional 393 shares in the last quarter. Machina Capital S.A.S. purchased a new position in shares of HubSpot in the second quarter valued at $879,000. Finally, GPS Wealth Strategies Group LLC grew its holdings in HubSpot by 6.5% during the 2nd quarter. GPS Wealth Strategies Group LLC now owns 494 shares of the software maker’s stock valued at $275,000 after purchasing an additional 30 shares in the last quarter. 90.39% of the stock is owned by hedge funds and other institutional investors.

Key HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Cantor Fitzgerald raised its price target to $325 and upgraded HUBS to “overweight,” giving the stock a fresh catalyst from the sell-side that supports upside expectations. Article Title
• Positive Sentiment: Sector rebound coverage (Barron’s) notes software stocks and the iShares Expanded Tech-Software ETF rallying since late February — a broader tailwind lifting software names like HubSpot. Article Title
• Positive Sentiment: MarketBeat and other pieces highlight HubSpot’s AI initiatives (Customer Agent, Prospecting Agent), technical signs of a bottom and 20%+ revenue growth — framing HubSpot as a potential beneficiary of AI adoption rather than a casualty. Article Title
• Positive Sentiment: Several outlets (Zacks, Yahoo, MarketBeat) included HUBS on watchlists and “buy”/top-growth lists, and Zacks’ consensus of analyst price targets implies ~34% upside — signaling analyst optimism and potential multiple expansion if execution continues. Article Title
• Positive Sentiment: Coverage (Motley Fool, Zacks) emphasizes HubSpot quietly building AI-driven growth engines and a “One Hub” cross-sell strategy — narratives that support longer-term revenue and margin expansion if adoption accelerates. Article Title
• Positive Sentiment: A partnership announcement (Atlantic Technology Group + Orange Marketing) highlights ecosystem adoption and partner-led deployments built on HubSpot — small but constructive for GTM and customer acquisition. Article Title
• Neutral Sentiment: Retrospective pieces (Yahoo) on long-term returns and inclusion on “5 growth stocks” lists reinforce investor interest in HubSpot as a long-duration growth name, but these are more thematic than immediately price-moving. Article Title
• Negative Sentiment: Valuation and guidance scrutiny: analysis after earnings (Yahoo Finance) highlights softer 2026 growth guidance versus expectations — a near-term negative that keeps valuation questions (HUBS trades at a rich multiple) on investors’ minds. Article Title

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.