HubSpot, Inc. (NYSE:HUBS) Receives Consensus Rating of “Moderate Buy” from Analysts

Shares of HubSpot, Inc. (NYSE:HUBS) have earned a consensus rating of “Moderate Buy” from the thirty analysts that are currently covering the company, MarketBeat.com reports. One analyst has rated the stock with a sell recommendation, one has given a hold recommendation, twenty-seven have given a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12 month target price among analysts that have covered the stock in the last year is $429.8966.

A number of equities analysts have recently issued reports on the company. Wall Street Zen raised HubSpot from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Royal Bank Of Canada dropped their price objective on HubSpot from $800.00 to $400.00 and set an “outperform” rating on the stock in a report on Thursday, February 12th. BTIG Research cut their price objective on HubSpot from $500.00 to $300.00 and set a “buy” rating for the company in a research report on Thursday, February 12th. Sanford C. Bernstein reissued an “outperform” rating on shares of HubSpot in a report on Thursday, February 12th. Finally, Bank of America assumed coverage on shares of HubSpot in a research report on Tuesday. They set a “buy” rating and a $300.00 target price on the stock.

Insider Activity

In other HubSpot news, Director Brian Halligan sold 8,500 shares of the stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $262.75, for a total value of $2,233,375.00. Following the completion of the transaction, the director directly owned 370,558 shares of the company’s stock, valued at approximately $97,364,114.50. This trade represents a 2.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Erika Ashley Fisher sold 841 shares of HubSpot stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $238.01, for a total transaction of $200,166.41. Following the sale, the insider owned 10,119 shares of the company’s stock, valued at approximately $2,408,423.19. The trade was a 7.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 26,691 shares of company stock valued at $7,250,662 in the last quarter. Company insiders own 4.00% of the company’s stock.

Institutional Investors Weigh In On HubSpot

A number of institutional investors and hedge funds have recently modified their holdings of HUBS. Strategic Advocates LLC acquired a new position in HubSpot during the third quarter worth $25,000. Turning Point Benefit Group Inc. acquired a new stake in HubSpot in the third quarter valued at $25,000. Goodman Advisory Group LLC acquired a new stake in HubSpot in the second quarter valued at $27,000. Exane Asset Management purchased a new position in shares of HubSpot in the third quarter valued at $30,000. Finally, Rakuten Securities Inc. increased its position in shares of HubSpot by 783.3% in the second 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. Institutional investors and hedge funds own 90.39% of the company’s stock.

HubSpot News Summary

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

HubSpot Stock Up 1.1%

Shares of HubSpot stock opened at $245.43 on Friday. HubSpot has a 52-week low of $207.20 and a 52-week high of $682.57. The company’s 50-day simple moving average is $257.83 and its 200-day simple moving average is $360.66. The firm has a market cap of $12.94 billion, a price-to-earnings ratio of 282.10, a price-to-earnings-growth ratio of 3.37 and a beta of 1.44.

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

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.