19 stories mentioning HUBS
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Brian Halligan, Director, on May 19, 2026, sold 8,500 shares in Hubspot (HUBS) for $1,870,000. Following the Form 4 filing with the SEC, Halligan has control over a total of 455,500 common shares of the company, with 353,500 shares held directly and 102,000 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1404655/000119312526234484/xslF345X05/ownership.xml
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target price to $221, from $310, on an EV/S multiple of 2.3x our 2027 sales projection of $4.289B, below its three-year average. We increase our 2026 EPS estimate to $13.11 from $12.47 and raise our 2027 EPS view to $15.58 from $15.07. HUBS reported solid Q1 results with subscription revenue growing 23% Y/Y, driven by strong upmarket momentum as deals over $60K ARR grew 37% and deals over $120K ARR surged 64%. Multi-hub adoption continued, while AI monetization was encouraging as active core seat users grew 90% Y/Y with over 25% of Pro+ customers purchasing additional core seats (up 12+ points). Non-GAAP operating margin expanded significantly to 17.8%, up 4 points Y/Y, and HUBS raised its full-year 2026 operating margin guidance to 21% (+100 bps). While pricing/GTM changes creates uncertainty and led to lighter guidance, we expect headwinds to be transitory as demand for its core platform and AI tools showed strength.
HubSpot (HUBS) shares fell 4.1% in afternoon trading Monday after Macquarie downgraded the stock to neutral from outperform and cut its price target to $190 per share from $350.BNP Paribas also downgraded the stock to neutral with a price target of $210.Trading volume exceeded 1.8 million shares, compared with a daily average of close to 1.8 million.Price: $189.30, Change: $-8.05, Percent Change: -4.08%
HubSpot (HUBS) has an average rating of overweight and mean price target of $275.16, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
HubSpot (HUBS) has an average rating of overweight and mean price target of $275.16, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
HubSpot (HUBS) could face a "significant" execution risk from its simultaneous change to pricing, packaging and go-to-market focus, BofA Securities said Friday.Late Thursday, the customer relationship management platform provider raised its full-year outlook after delivering a first-quarter beat."We believe (artificial intelligence) value should be measured on outcomes, so we recently updated our pricing for agents to match," HubSpot Chief Executive Yamini Rangan said on an earnings conference call Thursday, according to a FactSet transcript. "Customer agent has moved to consuming credits based on resolved tickets, and prospecting agent has moved to qualified leads recommended for outreach."The company now offers a free 28-day trial for both agents, so customers can "see the value" before committing, Rangan told analysts."The biggest surprise from yesterday's print is that HubSpot is reorienting its go-to-market model to be agent-first, with reps now expected to position AI agents as the tip of the spear during sales conversations rather than traditional products," BofA analyst Matt Bullock said in a note to clients Friday.Last month, the company introduced a new outcomes-based pricing model for AI agents."While we view these moves as strategically sound for the long term, a concurrent change to both pricing/packaging and go-to-market focus introduces significant execution risk," Bullock said Friday. "We expect this to constrain investor sentiment until clear traction can be proven, which we believe could take multiple quarters."BofA downgraded its rating on the HubSpot stock to underperform from buy and slashed its price objective to $180 from $300. "We believe a lower multiple is justified given a meaningfully cloudier path to durable growth reacceleration," the analyst wrote.The company's shares were down nearly 20% in Friday late-afternoon trade, bringing its year-to-date losses to 51%.The changes announced by HubSpot have reduced BofA's confidence in a "meaningful" growth reacceleration in the second half of the year, the brokerage said in the note."The shift toward an agent-first sales motion could lengthen sales cycles and temper the historically consistent momentum of the core business," Bullock wrote. "At the same time, we note that end-market readiness for broad-based agent adoption remains unproven, creating additional uncertainty around near-term sales productivity."Price: $195.56, Change: $-48.16, Percent Change: -19.76%
HubSpot (HUBS) is reorienting its go-to-market model to be agent-first, which is strategically sound long term, but the simultaneous shift in pricing, packaging and go-to-market focus introduces significant execution risk and drives the downgrade, BofA Securities said Friday.The brokerage said it expects this to impact investor sentiment until clear traction is proven, which could take multiple quarters.BofA reinstated coverage of HubSpot in March with a buy rating, noting that an AI-agent-led H2 growth reacceleration to 20% warrants a positive re-rating. After Q1 results, BofA believes its bullish call was premature.Net new annual recurring revenue growth was slightly below Q1 revenue growth, with Q2 potentially following the same pattern given the retraining of sales representatives on the new go-to-market model in April, according to the note.The investment firm said HubSpot's guidance continues to imply growth in H2, which shifts the guidance setup towards a "beat and keep" for the next two quarters, as opposed to its prior expectations for a consistent beat and raise cadence.BofA downgraded HubSpot to underperform from buy and lowered the price objective to $180 from $300.Shares of HubSpot were down more than 20% in Friday trading.Price: $193.61, Change: $-50.11, Percent Change: -20.56%
HubSpot (HUBS) has an average rating of buy and mean price target of $292.77, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $193.61, Change: $-50.12, Percent Change: -20.56%
HubSpot's (HUBS) Q1 results reinforced the company's growth stability but AI pricing and packaging changes will likely pressure its net new annual recurring revenue and temper acceleration expectations, Morgan Stanley said in a Friday research note.The investment firm said while the company's Q1 results were "solid overall," the strategic shifts are likely to drive "incremental investor consternation" around the company's growth trajectory.The note said, however, that while these actions are expected to be disruptive in the near term, they should ultimately support AI adoption and become a more durable growth lever over time.HubSpot reported Q1 revenue of $881 million, up 23% year over year as reported and above the consensus estimate of $863 million. However, despite the beat, fiscal 2026 guidance was raised by $9 million at the midpoint, implying a "slight guide down" for the balance of the year.The company still expects net new annual recurring revenue growth to outpace constant-currency revenue growth for the full year, particularly in H2, according to the note.Morgan Stanley lowered HubSpot's price target to $350 from $405, with an overweight rating.Price: $190.53, Change: $-53.19, Percent Change: -21.82%
HubSpot (HUBS) has an average rating of buy and mean price target of $292.77, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $188.16, Change: $-55.56, Percent Change: -22.80%
US equity futures were edging higher pre-bell Friday as traders continued to monitor developments in the Middle East conflict, with the US and Iran exchanging fire, while President Donald Trump said the ceasefire was still in effect.Dow Jones Industrial Average futures were 0.4% higher, S&P 500 futures were up 0.6%, and Nasdaq futures were 0.9% higher.The US and Iran traded fire in the Strait of Hormuz, with each side claiming that the other started the attack. In a post on Truth Social, Trump said there was no damage done to three Destroyer vessels, but "great damage" to Iranian boats. "We'll knock them out a lot harder, and a lot more violently, in the future, if they don't get their Deal signed, FAST!" he added.Trump told reporters that the ceasefire was still in effect. The US is still waiting for Iran's response to its proposal to end the war and postpone nuclear talks to a later date.Traders absorbed the latest round of earnings, with Enbridge (ENB) reporting lower Q1 adjusted earnings amid higher revenue and Brookfield Asset Management (BAM) posting increases in Q1 distributable earnings and revenue.Oil prices were largely unchanged, with front-month global benchmark North Sea Brent crude flat at $100.10 per barrel and US West Texas Intermediate crude also flat at $94.79 per barrel.The April national unemployment rate was reported at 4.3%, unchanged from the prior month and meeting estimates compiled by Bloomberg.The University of Michigan consumer sentiment index for May, slated for 10 am ET, is expected at 49.5, down from 49.8 previously.There will be a panel discussion featuring Fed Vice Chair for Supervision Michelle Bowman, Fed Governor Christopher Waller, San Francisco Fed President Mary Daly, and Chicago Fed President Austan Goolsbee at 7:30 pm ET.In other world markets, Japan's Nikkei closed 0.2% lower, Hong Kong's Hang Seng ended 0.9% lower, and China's Shanghai Composite finished flat. Meanwhile, the UK's FTSE 100 was down 0.1%, and Germany's DAX index was 0.9% lower in Europe's early afternoon session.In equities, Cloudflare (NET) shares fell 16% after the company said it expected to reduce its workforce by about 1,100 people as part of a planned restructuring, as well as incurring charges of $140 million to $150 million in connection with the plan. CoreWeave (CRWV) stock was down 6.1% after the company reported a wider-than-expected Q1 net loss. HubSpot (HUBS) shares dropped 24% after the company issued lower-than-expected Q2 revenue guidance.On the winning side, Sony (SONY) stock was up 2.9% after the company's subsidiary Sony Semiconductor Solutions and Taiwan Semiconductor Manufacturing (TSM) said they signed a non-binding memorandum of understanding to create a strategic partnership focused on developing and manufacturing next-generation image sensors. Eni (E) shares rose 2.6% after the company said the first tranche of its new share buyback program will be launched in the coming days. Earlier, Eni also said its Geliga-1 offshore Indonesia discovery delivered strong drill stem test results, confirming robust reservoir productivity.
HubSpot (HUBS) has an average rating of buy and mean price target of $292.77, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
HubSpot (HUBS) has an average rating of buy and mean price target of $292.77, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
HubSpot (HUBS) has an average rating of buy and mean price target of $292.77, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
HubSpot (HUBS) has an average rating of buy and mean price target of $292.77, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:HUBS delivered strong Q1 2026 results with non-GAAP EPS of $2.72, beating consensus by $0.26, while total revenue of $881M grew 23% Y/Y, exceeding expectations by $17.7M. Subscription revenue of $862.3M expanded 23% with billings of $912.3M up 19%, demonstrating solid demand momentum despite modest deceleration from Q4's 27% growth. Operating margin expansion accelerated with non-GAAP margin reaching 17.8%, up 380 bps, tracking ahead of the full-year target of 21%. The company repurchased $211M of stock with $789M remaining under authorization. Management raised FY 26 revenue guidance to $3.700B-$3.708B and non-GAAP EPS to $13.04-$13.12, both above consensus expectations. We think the combination of strong cash generation ($198.8M operating cash flow, up 23%), share buybacks, and guidance raises that were above Street expectations continues to show steady business fundamentals and a healthy growth trajectory.
HubSpot (HUBS) reported Q1 adjusted earnings late Thursday of $2.72 per diluted share, up from $1.78 a year earlier.Analysts polled by FactSet expected $2.47.Revenue in the three months ended March 31 rose to $881 million from $714.1 million a year earlier.Analysts surveyed by FactSet expected $863.3 million.HubSpot expects Q2 non-GAAP net income of $3 to $3.02 a share on revenue of $897 million to $898 million.Analysts polled by FactSet expect EPS of $2.86 on revenue of $899.5 million.The company boosted guidance for full-year non-GAAP net income to $13.04 to $13.12 a share on revenue of $3.70 billion to $3.708 billion. The prior outlook was EPS of $12.38 to $12.46 on revenue of $3.69 billion to $3.70 billionAnalysts polled by FactSet expect EPS of $12.45 on revenue of $3.7 billion.HubSpot shares fell 11% in after-hours trading.
Brian Halligan, Director, on April 21, 2026, sold 8,292 shares in Hubspot (HUBS) for $1,913,130. Following the Form 4 filing with the SEC, Halligan has control over a total of 464,000 common shares of the company, with 362,000 shares held directly and 102,000 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1404655/000119312526173888/xslF345X05/ownership.xml
HubSpot (HUBS) has an average rating of buy and mean price target of $343.68, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $208.41, Change: $+3.26, Percent Change: +1.59%