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Wire

HubSpot Execution Milestones Could Serve as Positive Catalyst, RBC Capital Markets Says

HubSpot (HUBS) providing clear execution milestones and a "credible" reacceleration framework at its Sept. 21 investor day could serve as a positive catalyst, RBC Capital Markets said in a note Thursday.Analysts said they will focus on progress in the company's agent-first go-to-market transformation and path to a fully optimized structure, looking specifically for milestones indicating stronger sales execution, better customer buying sentiment, and updated execution timelines.The firm is also looking to focus on trends in net new annual recurring revenue, which the company now expects to be below revenue growth in constant currency for full-year 2026. Specifically, analysts said they want to know management's perspective on the mismatch between prior improvements in net new annual recurring revenue and incremental revenue growth, as well as the growth levers needed to drive overall reacceleration.The firm will also look for sustained adoption trends across HubSpot's AI agents, as well as new product announcements and AI-native partnerships. Analysts said they want more details on AI monetization and forward expectations.RBC maintained its outperform rating and $300 price target on the stock.HubSpot shares were up 1.2% in Friday trading.Price: $226.20, Change: $+2.64, Percent Change: +1.18%

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Insider Trading

Hubspot Insider Sold Shares Worth $1,865,750, According to a Recent SEC Filing

Brian Halligan, Director, on August 18, 2026, sold 8,500 shares in Hubspot (HUBS) for $1,865,750. Following the Form 4 filing with the SEC, Halligan has control over a total of 430,683 common shares of the company, with 354,183 shares held directly and 76,500 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1404655/000119312526359290/xslF345X05/ownership.xml

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Software Companies' Second-Quarter Beat Rate Accelerates Sequentially, RBC Says
US Markets

Software Companies' Second-Quarter Beat Rate Accelerates Sequentially, RBC Says

Software companies' revenue and earnings beat rates accelerated sequentially in the second quarter, driven by strength in infrastructure, security, and observability, RBC Capital Markets said in a note emailed Wednesday.Among the 54 on-quarter software companies that have reported results in the most recent cycle, the average company topped Wall Street's revenue estimates by 2.6%, up from a 2.4% beat in the first quarter, according to the brokerage. The profitability measure surpassed consensus expectations by 21.2%, compared with the first quarter's 15.7%."The biggest (second-quarter) revenue beats came from infrastructure, security, and observability while the smallest beats came from back Office, (software-as-a-service), and vertical," Matthew Hedberg, RBC's head of global technology, Internet, media, and telecommunications research, said in the note.The annual recurring revenue-to-billings ratio exceeded estimates by 3.4%, reaching the highest level in four years.Palantir Technologies (PLTR), Twilio (TWLO), Cloudflare (NET), and Xometry (XMTR) registered positive stock moves the day after results as they posted accelerated revenue beats, Hedberg said. Other companies that helped buoy sentiment were those with positive commentary on artificial intelligence tailwinds or adoption.Datadog (DDOG) and Varonis Systems (VRNS) logged share price declines post earnings as they "did not clear high bars," while HubSpot's (HUBS) stock traded lower amid reduced guidance, according to the RBC note. Meanwhile, EverCommerce (EVCM), IBM (IBM), N-able (NABL), and Pegasystems (PEGA) seem to be navigating a tough spending environment."While software stock movement has bifurcated through 2026 over perceived AI leaders/laggards, (second-quarter) showed a clear sign of bifurcating fundamentals with numerous companies seeing pressure from AI spending taking away budget or delaying decision-making," RBC analysts said.The brokerage said the full-year 2026 revenue outlook was 0.7% above consensus on average as top-line guides came in better than expected, while full-year profitability guidance topped market expectations by 2.8%.Salesforce (CRM), CrowdStrike (CRWD), Nutanix (NTNX), Okta (OKTA) and Veeva Systems (VEEV) are scheduled to report off-quarter results on Aug. 26."Similar to the (on-quarter) cohort, we expect price action for the (off-quarter) cohort to be volatile with a bifurcation in the AI haves and have not," RBC said.

$CRM$CRWD$DDOG$EVCM$HUBS$IBM$NABL$NET$NTNX$OKTA$PEGA$PLTR$TWLO$VEEV$VRNS$XMTR
Research

BMO Capital Downgrades HubSpot to Market Perform From Outperform, Adjusts PT to $215 From $230

HubSpot (HUBS) has an average rating of overweight and mean price target of $239.39, according to analysts polled by FactSet.

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Wire

HubSpot Lacks Clear Path to Business Inflection, Oppenheimer Says

HubSpot (HUBS) no longer has a clear line of sight to a business inflection, as heightened customer budget scrutiny pushes net new annual recurring revenue growth below revenue growth and pressures net revenue retention, Oppenheimer said in a Thursday note.The investment firm said HubSpot fell short on net customer additions and reported static net revenue retention, with management guiding for further erosion ahead.Oppenheimer noted management's outlook for 2 to 3 points of EBIT margin expansion in fiscal 2027, along with a newly authorized $1 billion buyback, as positives, but said it does not foresee sustained investor interest without top-line stabilization.The bank said HubSpot's valuation likely limits further downside and pointed to the company's upcoming Unbound conference as the next key catalyst.Oppenheimer downgraded the stock to perform from outperform.Shares of HubSpot were down more than 21% in Thursday trading.Price: $196.26, Change: $-53.96, Percent Change: -21.56%

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Wire

HubSpot Growth Reacceleration Seen Beyond 2026 After Q2 Miss, Guidance Cut, Morgan Stanley Says

HubSpot's (HUBS) Q2 miss and lowered full-year revenue guidance delay AI-led reacceleration past 2026 as buying scrutiny, extended sales cycles and changes in pricing affect growth, Morgan Stanley said in a note Thursday.The company reported Q2 revenue growth of 17.5% in constant currency, which fell short of investor expectations, and issued a Q3 revenue growth outlook that calls for further deceleration to 15%, while 2026 revenue guidance was lowered to a range of $3.68 billion to $3.69 billion from $3.7 billion to $3.71 billion, according to the note.The investment firm traced the softer results and lowered outlook to two core factors, a change in customer-buying criteria and a rise in budget scrutiny.Customers now demand proof of value before purchasing, while also requesting more pricing predictability tied to value creation, the firm said. In reaction, HubSpot changed its go-to market, as well as pricing and packaging strategy, extending the current sales cycle although these changes could potentially prove beneficial over the long-term, the firm added.Morgan Stanley kept an overweight rating on the stock, but lowered its price target to $287 from $350.Shares of HubSpot were down more than 21% in Thursday trading.Price: $195.84, Change: $-54.37, Percent Change: -21.73%

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Research

Oppenheimer Downgrades HubSpot to Market Perform From Outperform

HubSpot (HUBS) has an average rating of overweight and mean price target of $249.48, according to analysts polled by FactSet.

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Research

Bernstein Downgrades HubSpot to Market Perform From Outperform, Adjusts PT to $220 From $381

HubSpot (HUBS) has an average rating of overweight and mean price target of $249.48, according to analysts polled by FactSet.

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Research

Piper Sandler Downgrades HubSpot to Neutral From Overweight, Adjusts PT to $220 From $250

HubSpot (HUBS) has an average rating of overweight and mean price target of $249.48, according to analysts polled by FactSet.

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Research

Capital One Downgrades HubSpot to Equalweight From Overweight, Adjusts PT to $206 From $224

HubSpot (HUBS) has an average rating of overweight and mean price target of $249.48, according to analysts polled by FactSet.

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Research

Stephens Downgrades HubSpot to Equalweight From Overweight, Adjusts PT to $251 From $249

HubSpot (HUBS) has an average rating of overweight and mean price target of $249.48, according to analysts polled by FactSet.

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Research

Wells Fargo Downgrades HubSpot to Equalweight From Overweight, Adjusts Price Target to $225 From $300

HubSpot (HUBS) has an average rating of overweight and mean price target of $268.53, according to analysts polled by FactSet.

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Insider Trading

Hubspot Insider Sold Shares Worth $1,870,000, According to a Recent SEC Filing

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

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Research

Research Alert: CFRA Maintains Buy Rating On Shares Of Hubspot, Inc.

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.

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Wire

HubSpot Shares Fall After Macquarie, BNP Paribas Downgrades

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%

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Research

Macquarie Downgrades HubSpot to Neutral From Outperform, Adjusts Price Target to $190 From $350

HubSpot (HUBS) has an average rating of overweight and mean price target of $275.16, according to analysts polled by FactSet.

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Research

BNP Paribas Downgrades HubSpot to Neutral, Price Target is $210

HubSpot (HUBS) has an average rating of overweight and mean price target of $275.16, according to analysts polled by FactSet.

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HubSpot's Concurrent Change to Pricing, Go-To-Market Focus Poses 'Significant' Execution Risk, BofA Says in Downgrade
US Markets

HubSpot's Concurrent Change to Pricing, Go-To-Market Focus Poses 'Significant' Execution Risk, BofA Says in Downgrade

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%

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Wire

HubSpot's Agent-First Go-to-Market Shift Raises Execution Risk, BofA Says

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%

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Wire

RBC Cuts Price Target on HubSpot to $350 From $400, Keeps Outperform Rating

HubSpot (HUBS) has an average rating of buy and mean price target of $292.77, according to analysts polled by FactSet.Price: $193.61, Change: $-50.12, Percent Change: -20.56%

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