HubSpot (NYSE:HUBS) Stock Rating Reaffirmed as Neutral by Cantor Fitzgerald

07 Oct 2026, 08:07 by Amy Steele · The Cerbat Gem

HubSpot (NYSE:HUBS – Get Free Report)‘s stock had its “neutral” rating reissued by equities research analysts at Cantor Fitzgerald in a research note issued on Wednesday, Benzinga reports. They currently have a $200.00 target price on the software maker’s stock. Cantor Fitzgerald’s price objective suggests a potential downside of 7.78% from the stock’s current price.

Other analysts have also recently issued reports about the company. Canaccord Genuity Group cut their price target on HubSpot from $335.00 to $300.00 and set a “buy” rating on the stock in a research note on Thursday, August 6th. The Goldman Sachs Group set a $276.00 price target on HubSpot in a research note on Thursday, August 6th. Raymond James Financial cut HubSpot from an “outperform” rating to a “market perform” rating in a research note on Monday. Zacks Research cut HubSpot from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, August 12th. Finally, BTIG Research reiterated a “buy” rating and set a $250.00 target price on shares of HubSpot in a research report on Friday, September 18th. Fourteen analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $270.61.

Read Our Latest Analysis on HubSpot

HubSpot Price Performance

HubSpot stock opened at $216.87 on Wednesday. HubSpot has a 1-year low of $169.63 and a 1-year high of $497.96. The stock has a market cap of $10.82 billion, a PE ratio of 76.63, a P/E/G ratio of 2.31 and a beta of 1.24. The stock’s fifty day moving average is $231.16 and its two-hundred day moving average is $218.73.

HubSpot (NYSE:HUBS – Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share for the quarter, beating analysts’ consensus estimates 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 period last 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. On average, research analysts expect that HubSpot will post 4.56 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, insider Erika Fisher sold 702 shares of the stock in a transaction 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 sale, the insider owned 14,581 shares in the company, valued at $3,429,742.82. This represents a 4.59% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Gerald Dischler purchased 925 shares of the firm’s stock in a transaction that occurred on Monday, August 10th. The shares were acquired at an average price of $215.93 per share, with a total value of $199,735.25. Following the purchase, the director owned 1,940 shares in the company, valued at $418,904.20. This trade represents a 91.13% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders sold a total of 26,202 shares of company stock worth $5,998,079 in the last 90 days. Company insiders own 3.70% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of HUBS. Versant Capital Management Inc grew its stake in shares of HubSpot by 20.5% in the 3rd quarter. Versant Capital Management Inc now owns 370 shares of the software maker’s stock valued at $76,000 after purchasing an additional 63 shares during the last quarter. Tidal Investments LLC grew its stake in shares of HubSpot by 13.0% in the 2nd quarter. Tidal Investments LLC now owns 6,307 shares of the software maker’s stock valued at $1,151,000 after purchasing an additional 726 shares during the last quarter. WINTON GROUP Ltd purchased a new position in shares of HubSpot in the 2nd quarter valued at approximately $234,000. Engineers Gate Manager LP grew its stake in shares of HubSpot by 58.8% in the 2nd quarter. Engineers Gate Manager LP now owns 68,704 shares of the software maker’s stock valued at $12,539,000 after purchasing an additional 25,441 shares during the last quarter. Finally, NewEdge Advisors LLC grew its stake in shares of HubSpot by 5.1% in the 2nd quarter. NewEdge Advisors LLC now owns 6,532 shares of the software maker’s stock valued at $1,192,000 after purchasing an additional 317 shares during the last quarter. 90.39% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

Positive Sentiment: HubSpot reaffirmed its 2026 outlook and raised the profile of its near-term earnings expectations, guiding for third-quarter EPS of $3.25–$3.27 versus the $2.80 analyst consensus. Needham also maintained its “buy” rating and $300 price target, signaling confidence in the company’s long-term AI strategy. HubSpot reaffirms 2026 guidance as it cuts about 7% of workforce
Neutral Sentiment: Third-quarter revenue guidance of $924 million–$925 million was broadly in line with estimates, though slightly below the $925.2 million consensus. The company expects $65 million–$75 million in restructuring charges, primarily in the fourth quarter, with workforce reductions completed by the end of the first quarter of 2027. HubSpot reaffirms 2026 guidance as it cuts about 7% of workforce
Negative Sentiment: HubSpot announced plans to eliminate approximately 660 positions, or 7% of its workforce, as it reorganizes around AI-driven customer outcomes. Although management said the cuts are not primarily intended to achieve AI-related cost efficiencies, the scale of the restructuring raises concerns about execution, employee disruption and underlying growth pressures. HubSpot layoffs: CEO says job cuts are not driven by AI efficiencies
Negative Sentiment: Raymond James reduced its growth view on HubSpot, adding to recent analyst caution. With the stock trading at a high earnings multiple and well below its 52-week high, investors may be particularly sensitive to slower growth or uncertainty surrounding the AI transition. HubSpot stock fell as Raymond James cut its growth view

About HubSpot

(Get Free Report)

HubSpot, Inc develops customer relationship management (CRM) software and related tools designed to help businesses attract, engage and retain customers. Its cloud-based platform brings together marketing, sales, customer service, content management, operations and commerce capabilities, allowing organizations to manage customer interactions across the business.