Track market-moving stories before they get noisy

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

Zacks Premium includes access to the Zacks Style Scores as well.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: HubSpot (HUBS - Free Report) Headquartered in Cambridge, MA, HubSpot Inc. provides inbound marketing and sales applications over the cloud. The software-as-a-service vendor helps businesses attract customers through search engine optimization, social media, blogging, website content management, marketing automation, email, CRM, analytics and reporting.

HUBS is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Momentum investors should take note of this Computer and Technology stock. HUBS has a Momentum Style Score of A, and shares are up 14.7% over the past four weeks.

For fiscal 2026, 11 analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.17 to $13.30 per share. HUBS boasts an average earnings surprise of +6.1%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, HUBS should be on investors' short list.

A month has gone by since the last earnings report for HubSpot (HUBS - Free Report) . Shares have added about 26% in that time frame, outperforming the S&P 500.

Will the recent positive trend continue leading up to its next earnings release, or is HubSpot due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for HubSpot, Inc. before we dive into how investors and analysts have reacted as of late.

HubSpot Q2 Earnings Beat Estimates on Healthy Top-Line Growth

HubSpot reported solid second-quarter 2026 results, with both top and bottom lines surpassing the Zacks Consensus Estimate.

The company delivered strong 20% year-over-year revenue growth, supported by continued expansion of its subscription business, healthy customer additions, sustained demand for its artificial intelligence (AI)-powered CRM offerings and growth in professional services.

Net Income

On a GAAP basis, the company recorded a net income of $43.3 million or 86 cents per share against a net loss of $3.3 million or a loss of 6 cents per share in the year-ago quarter. Healthy top-line growth boosted the bottom line during the quarter.

Non-GAAP net income was $164.8 million or $3.26 per share, up from $117.3 million or $2.19 per share in the prior-year quarter. The bottom line comfortably beat the Zacks Consensus Estimate of $3.02 per share.

Revenues

Quarterly revenues improved to $911.7 million from $760.9 million reported in the year-ago quarter, supported by robust growth in both the Subscription and Professional services segments. The top line beat the Zacks Consensus Estimate of $897.8 million.

Subscription revenues rose to $894 million, up 20% year over year, driven by continued customer acquisition, expansion within the existing customer base, and increased adoption of the company's AI-powered CRM platform. Average subscription revenues per customer increased 4% year over year to $11,800.

Professional services and other revenues totaled $17.7 million, up 8% year over year, reflecting increased demand for implementation, onboarding and customer success services supporting new customer additions and platform expansion.

HubSpot added more than 6,900 net new customers during the quarter, increasing the total customer count to 306,446, up 14% year over year. Calculated billings in the second quarter of 2026 increased 14% year over year to $929.7 million.

Other Details

Gross profit in the quarter was $750.9 million, up from $638.7 million in the year-ago quarter. Total operating expenses were $707.5 million compared with $663.3 million in the year-ago quarter. Non-GAAP operating income improved to $185.3 million from $129.1 million, with respective margins of 20.3% and 17%.

Cash Flow & Liquidity

In the second quarter of 2026, the company generated $222.8 million of cash from operating activities compared with $164.4 million in the year-earlier quarter. In the first six months of 2026, HubSpot generated $421.6 million in cash compared with $325.9 million in the year-ago period. As of June 30, 2026, the company had $958.3 million in cash and cash equivalents, with $98.8 million in other long-term liabilities.

Outlook

For the third quarter of 2026, HubSpot forecasts revenues in the range of $924 million to $925 million, up 14% year over year. The company expects non-GAAP net income per share in the band of $3.25-$3.27. Non-GAAP operating income is expected to be in the range of $187-$188 million, indicating a 20% operating profit margin.

For 2026, management estimates revenues between $3.68 billion and $3.69 billion, up 18% year over year on a reported basis. Non-GAAP operating income is expected to be in the range of $762-$766 million, representing a 21% operating profit margin. Non-GAAP net income per share is likely to be in the range of $13.23-$13.31.

How Have Estimates Been Moving Since Then?It turns out, estimates review have trended downward during the past month.

The consensus estimate has shifted -22.28% due to these changes.

VGM ScoresAt this time, HubSpot has a great Growth Score of A, though it is lagging a bit on the Momentum Score front with a B. However, the stock was allocated a score of D on the value side, putting it in the bottom 40% for value investors.

Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, HubSpot has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

Performance of an Industry PlayerHubSpot is part of the Zacks Internet - Software industry. Over the past month, Reddit Inc. (RDDT - Free Report) , a stock from the same industry, has gained 3.4%. The company reported its results for the quarter ended June 2026 more than a month ago.

Reddit Inc. reported revenues of $804.91 million in the last reported quarter, representing a year-over-year change of +61.1%. EPS of $1.25 for the same period compares with $0.45 a year ago.

For the current quarter, Reddit Inc. is expected to post earnings of $1.33 per share, indicating a change of +66.3% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.8% over the last 30 days.

Reddit Inc. has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of B.

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

Zacks Premium includes access to the Zacks Style Scores as well.

What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: HubSpot (HUBS - Free Report) Headquartered in Cambridge, MA, HubSpot Inc. provides inbound marketing and sales applications over the cloud. The software-as-a-service vendor helps businesses attract customers through search engine optimization, social media, blogging, website content management, marketing automation, email, CRM, analytics and reporting.

HUBS is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Additionally, the company could be a top pick for growth investors. HUBS has a Growth Style Score of A, forecasting year-over-year earnings growth of 36.9% for the current fiscal year.

10 analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.15 to $13.28 per share. HUBS also boasts an average earnings surprise of +6.1%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, HUBS should be on investors' short list.

CAMBRIDGE, Mass.--(BUSINESS WIRE)--HubSpot, Inc., the agentic customer platform for scaling businesses, announced today that Yamini Rangan, the Company's Chief Executive Officer, is scheduled to present at the Goldman Sachs Communacopia + Technology Conference in San Francisco, California on Wednesday, September 9 at 4:45 p.m. ET. All interested parties can access the webcast live and a replay of the webcast will be available on the Company's investor relations website at ir.hubspot.com. The Co.

Key Takeaways HubSpot's subscription revenues rose 20% year over year to $894 million in the second quarter.HUBS added customers and expanded monetization, with subscription revenue per customer up 4%.AI adoption and larger deals are supporting growth as customers increasingly use multiple Hubs. HubSpot, Inc. (HUBS - Free Report) is seeing growing user engagement in its customer relationship management platform, which is propelling subscription-based revenues. In the second quarter, Subscription revenues rose to $894 million, up 20% year over year. The figure surpassed the Zacks Consensus Estimate of $878.85 million.

Strong growth of its customer base is the main growth driver. The company had 306,446 customers at the end of June 2026, implying a 14% year-over-year increase. Improved monetization of existing customers is also supporting the top line. HubSpot’s average subscription revenue per customer rose 4% year over year to $11,800 in the second quarter.

The company continued to see customers opting for several HubSpot products instead of relying on a single Hub. In the second quarter, 64% of new Pro+ customers purchased multiple Hubs. It continued to gain traction with larger businesses. Large enterprise customers usually bring higher subscription values. The company reported that deals generating more than $120,000 in annual recurring revenue increased 38% year over year.

Growing customer engagement with HubSpot’s AI products is also driving net sales. More than 16,000 customers had activated Data Agent, nearly 17,000 had activated Prospecting Agent, and more than 10,000 had adopted Customer Agent by the end of the quarter. The company is also steadily expanding the range of capabilities customers can adopt within the platform. It has recently introduced products like Revenue Hub. Management stated upmarket demand for a unified AI-powered customer platform remains evident and expects platform consolidation and AI adoption to support the longer-term opportunity.

How are Competitors Faring?In the CRM space, HubSpot faces competition from Salesforce, Inc. (CRM - Free Report) , one of the world’s leading Customer Relationship Management companies. Salesforce continues to benefit as enterprises modernize customer-facing processes and reduce vendor sprawl. In the first quarter of fiscal 2027, subscription and support revenues increased 14% year over year to $10.6 billion, and the current remaining performance obligation grew 14%, signaling continued multi-year commitments. For fiscal 2027, Salesforce maintained subscription and support growth guidance of slightly under 12% year over year in nominal terms and about 11% in constant currency, which implies continued reliance on renewals and expansion within the installed base.

Microsoft Corporation (MSFT - Free Report) is also witnessing strong traction in the Productivity & Business Processes segment, which includes the Office and Dynamics CRM businesses. In the June quarter, revenues from Microsoft’s Dynamic 365 surged 13% year over year. The Dynamic 365 is powered by Microsoft Copilot, which facilitates the generation of engaging content, key insights and summarizes customer experience.

HUBS’ Price Performance, Valuation and EstimatesHubSpot has declined 50.3% over the past year compared to the industry’s decline of 13.4%.

Image Source: Zacks Investment Research

Going by the price/book ratio, the company's shares currently trade at 7.35 book value, higher than 4.57 of the industry average.

Image Source: Zacks Investment Research

HUBS’ earnings estimates for 2026 and 2027 have improved, over the past 60 days.

Image Source: Zacks Investment Research

HubSpot currently sports a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Bank of New York Mellon Corp acquired a new stake in HubSpot, Inc. (NYSE:HUBS – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 252,978 shares of the software maker’s stock, valued at approximately $46,171,000. Bank of New York Mellon Corp owned about 0.49% of HubSpot at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in HUBS. Empowered Funds LLC boosted its stake in HubSpot by 88.5% in the first quarter. Empowered Funds LLC now owns 1,570 shares of the software maker’s stock valued at $897,000 after buying an additional 737 shares in the last quarter. NewEdge Advisors LLC raised its stake in HubSpot by 12.1% during the second quarter. NewEdge Advisors LLC now owns 4,788 shares of the software maker’s stock worth $2,665,000 after acquiring an additional 516 shares in the last quarter. Treasurer of the State of North Carolina lifted its holdings in shares of HubSpot by 4.7% in the second quarter. Treasurer of the State of North Carolina now owns 23,754 shares of the software maker’s stock worth $13,222,000 after acquiring an additional 1,077 shares during the last quarter. Osterweis Capital Management Inc. bought a new position in shares of HubSpot in the second quarter worth about $34,000. Finally, Alliancebernstein L.P. boosted its stake in shares of HubSpot by 35.0% in the 2nd quarter. Alliancebernstein L.P. now owns 376,076 shares of the software maker’s stock valued at $209,335,000 after purchasing an additional 97,469 shares in the last quarter. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In Several research analysts have recently issued reports on the stock. Wells Fargo & Company downgraded shares of HubSpot from an “overweight” rating to a “neutral” rating in a report on Thursday, August 6th. Zacks Research lowered HubSpot from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, August 12th. Wolfe Research cut HubSpot from an “outperform” rating to a “peer perform” rating in a report on Thursday, August 6th. Barclays dropped their target price on HubSpot from $270.00 to $240.00 and set an “overweight” rating for the company in a research report on Thursday, August 6th. Finally, Oppenheimer lowered HubSpot from an “outperform” rating to a “market perform” rating in a research note on Thursday, August 6th. Fifteen investment analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $268.90.

Read Our Latest Report on HubSpot HubSpot Stock Up 8.0% NYSE HUBS opened at $255.93 on Friday. The company has a market capitalization of $12.76 billion, a price-to-earnings ratio of 90.44, a PEG ratio of 2.57 and a beta of 1.19. HubSpot, Inc. has a twelve month low of $169.63 and a twelve month high of $525.51. The stock has a fifty day simple moving average of $214.72 and a 200 day simple moving average of $223.55.

HubSpot (NYSE:HUBS – Get Free Report) last announced its earnings results on Wednesday, August 5th. The software maker reported $3.26 EPS for the quarter, topping the consensus estimate of $3.02 by $0.24. The firm had revenue of $911.74 million for the quarter, compared to the consensus estimate of $898.31 million. HubSpot had a return on equity of 8.66% and a net margin of 4.26%.The business’s quarterly revenue was up 19.8% compared to the same quarter last year. During the same period in the previous year, the business earned $2.19 EPS. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. Research analysts expect that HubSpot, Inc. will post 4.54 earnings per share for the current fiscal year.

Insiders Place Their Bets In other news, Director Brian Halligan sold 8,500 shares of the company’s stock in a transaction on Tuesday, July 21st. The shares were sold at an average price of $221.09, for a total value of $1,879,265.00. Following the sale, the director directly owned 85,000 shares of the company’s stock, valued at approximately $18,792,650. This represents a 9.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Gerald Dischler acquired 925 shares of the firm’s stock in a transaction dated Monday, August 10th. The shares were purchased at an average price of $215.93 per share, with a total value of $199,735.25. Following the completion of the transaction, the director owned 1,940 shares of the company’s stock, valued at $418,904.20. This trade represents a 91.13% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders sold 26,202 shares of company stock worth $5,477,709. 3.70% of the stock is currently owned by insiders.

HubSpot Company Profile (Free Report)

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.

Featured Stories Five stocks we like better than HubSpot Nutanix’s Rally Has a Bigger Story Than Earnings as AMD’s AI Bet Takes Shape SEC Probe Puts Wall Street Leverage Risk Back in Focus A Bearish-Dollar Options Surge Raises the Stakes for Warsh at Jackson Hole Five Below’s Turnaround Is Working—But Has the Stock Run Too Far?

Receive News & Ratings for HubSpot Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for HubSpot and related companies with MarketBeat.com's FREE daily email newsletter.

Key Takeaways HubSpot delivered 20% revenue growth as customers rose 14% and non-GAAP EPS jumped 49%.Enterprise deals above $120,000 in ARR grew 38%, while multi-hub adoption also advanced.AI usage surged, but HubSpot expects slower customer additions and pressured upgrade rates in 2026.
HubSpot, Inc. (HUBS - Free Report) has come under pressure even as its second-quarter results showed continued revenue growth, customer expansion and rising AI adoption. The stock’s decline puts greater focus on whether the company can convert its AI investments and enterprise momentum into durable growth.

The near-term picture is less clear. Management expects slower customer additions, pressure on net upgrade rates and longer buying cycles through the rest of 2026, while pricing changes are designed to lower barriers to AI adoption.

HUBS Faces Slower Buying DecisionsHubSpot said larger buying committees, more C-suite and Board approvals and longer sales cycles weighed on second-quarter demand. Customers are also optimizing budgets as they assess the cost and value of AI, increasing downgrade pressure and limiting near-term visibility.

Management expects net upgrade rates to remain pressured in the second half of 2026 because of customer budget optimization. It also expects net new annual recurring revenue growth to trail constant-currency revenue growth for the year. These trends could temper the pace of expansion even as the company continues investing in AI.

HubSpot Still Delivers Strong GrowthHubSpot reported second-quarter revenue of $911.7 million, up 20% year over year, while subscription revenue rose 20%. Non-GAAP operating income increased 44% to $185.3 million, and non-GAAP earnings reached $3.26 per share, up 49% year over year.

The customer base reached 306,446, up 14% year over year, while average subscription revenue per customer rose 4% to $11,800. HubSpot also generated $222.8 million in operating cash flow and $167.9 million in non-GAAP free cash flow, giving it room to fund product development and capital returns.

HUBS Builds Its Enterprise OpportunityEnterprise adoption remains a key part of the longer-term growth case. Deals above $120,000 in annual recurring revenue increased 38% year over year in the second quarter, showing continued demand from larger customers for a unified AI-powered customer platform.

Multi-hub adoption also advanced. About 64% of new Pro+ customers landed with multiple hubs, up 3 percentage points year over year. Salesforce, Inc. (CRM - Free Report) is similarly emphasizing agentic capabilities across its enterprise customer platform, underscoring the broader shift toward AI-enabled software consolidation.

HubSpot Expands AI MonetizationAI usage continued to build despite the pricing transition. Data Agent had more than 16,000 activated customers, up 80% sequentially, while Prospecting Agent had almost 17,000 and Customer Agent exceeded 10,000. In addition, 32% of Marketing Hub Pro+ customers activated AEO, and nearly 16,000 customers started a standalone AEO trial.

The key question is whether adoption becomes recurring revenue. HubSpot said credit consumption grew in the second quarter despite pricing changes, while management expects AI seats and credit usage to become incremental long-term revenue drivers. Microsoft Corporation (MSFT - Free Report) is also scaling AI through its cloud and productivity businesses, illustrating the broader industry focus on turning AI usage into monetized products.

HUBS Rank Signals a Mixed SetupHubSpot currently carries a Zacks Rank #3 (Hold), with a Value Score of C, Growth Score of A, Momentum Score of A and VGM Score of A. The Rank reflects the near-term balance between growth opportunities and pressure on customer buying behavior. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Style Score framework treats Style Scores as complements to the Zacks Rank. The A Growth Score reflects favorable growth characteristics, while the A Momentum Score points to favorable price-timing characteristics under the methodology. The C Value Score indicates weaker value characteristics, and the A VGM Score reflects the combined value, growth and momentum profile. With a #3 Rank, the overall setup remains mixed rather than a clear signal that the decline alone changes the investment case.

HubSpot pairs 20% revenue growth with stronger cash flow and AI adoption, but slower buying decisions and valuation pressure cloud the outlook.

Gerald Dischler, a recent member of the Board of Directors at HubSpot, Inc. (HUBS +3.08%), purchased 925 shares of common stock on August 10, 2026 according to the SEC Form 4 filing.

Transaction summaryMetricValueTransaction value~$200,000Shares purchased925Post-transaction shares (directly held)1,940Post-transaction value$418,865.40Transaction value based on SEC Form 4 weighted average purchase price ($215.93); post-transaction value based on August 10, 2026 market close ($215.91).

Key questionsWhat was the scale of this acquisition relative to the insider’s existing position?
This purchase represented a 91% increase in direct holdings, nearly doubling the director's exposure to the common stock.How does this activity align with the company’s recent market performance?
The director expanded the position following a 52% decline in the stock's value over the previous 12 months, during a period where the company reported trailing twelve-month revenue of $3.4 billion.What is the current status of the director’s total stake?
Following the transaction, the director holds 1,940 shares directly, which corresponds to a 0.0038% ownership stake in the company.Company OverviewMetricValueShare Price (as of market close 2026-08-10)$215.91Market Capitalization$10.8 billionRevenue (TTM)$3.4 billionNet Income (TTM)$146.9 millionCompany SnapshotHubSpot provides a comprehensive, cloud-based customer relationship management (CRM) platform featuring integrated modules for marketing, sales, customer service, and content management, complemented by specialized tools including search engine optimization, website management, and AI-driven chatbot capabilities.The company operates a subscription-based software-as-a-service business model, generating recurring revenue through tiered pricing structures that serve businesses of varying sizes and operational requirements across multiple geographies.HubSpot serves a diverse customer base spanning small and medium-sized enterprises to large corporations across the Americas, Europe, and the Asia Pacific region, targeting organizations seeking integrated solutions to streamline customer engagement and operational efficiency.HubSpot maintains a substantial market position with a market cap of $10.8 billion, supported by a workforce of 9,016 employees. The company's integrated CRM platform strategy differentiates it within the competitive software-as-a-service landscape by consolidating multiple business functions into a single ecosystem, enabling customers to reduce operational complexity while enhancing customer lifecycle management capabilities.

What this transaction means for investorsThe Aug. 10 purchase of HubSpot stock by new Board of Directors member Gerald Dischler, who joined the Board in August of 2026, signals his confidence in its share price appreciation potential. The transaction happened at $215.93 per share, indicating Dischler believes HubSpot is a buy at that price.

He could be right, considering the stock hit a 52-week high of $525.51 last September. The share price dropped after the company reported second-quarter earnings results on Aug. 5.

HubSpot’s Q2 revenue rose a strong 20% year over year to $911.7 million. This growth helped it increase Q2 net income to $43.3 million, a substantial turnaround from a net loss of $3.3 million in 2025.

Despite these excellent results, HubSpot’s share price fell due to weaker than expected guidance for Q3 sales as management noted headwinds in its drive to build up its artificial intelligence business. The company forecasted Q3 revenue in the range of $924 million to $925 million, up 14% year over year, which is slower growth compared to Q2’s 20% increase.

Dischler’s buy at this time suggests he believes the stock will rebound over time.

Robert Izquierdo has positions in HubSpot. The Motley Fool has positions in and recommends HubSpot. The Motley Fool has a disclosure policy.

Posted by Defense World Staff on Aug 9th, 2026

Assenagon Asset Management S.A. grew its holdings in HubSpot, Inc. (NYSE:HUBS – Free Report) by 135.3% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 226,818 shares of the software maker’s stock after purchasing an additional 130,433 shares during the period. Assenagon Asset Management S.A. owned about 0.44% of HubSpot worth $41,397,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in HUBS. Price T Rowe Associates Inc. MD boosted its stake in shares of HubSpot by 36.5% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 4,581,922 shares of the software maker’s stock worth $1,838,727,000 after buying an additional 1,224,424 shares during the last quarter. Pictet Asset Management Holding SA increased its position in shares of HubSpot by 13.1% in the first quarter. Pictet Asset Management Holding SA now owns 2,188,191 shares of the software maker’s stock valued at $533,993,000 after acquiring an additional 252,604 shares during the last quarter. State Street Corp increased its position in shares of HubSpot by 3.7% in the fourth quarter. State Street Corp now owns 1,191,843 shares of the software maker’s stock valued at $478,287,000 after acquiring an additional 42,948 shares during the last quarter. AQR Capital Management LLC raised its holdings in HubSpot by 117.6% during the fourth quarter. AQR Capital Management LLC now owns 1,188,981 shares of the software maker’s stock worth $477,138,000 after acquiring an additional 642,545 shares in the last quarter. Finally, Geode Capital Management LLC raised its holdings in HubSpot by 1.5% during the fourth quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker’s stock worth $388,917,000 after acquiring an additional 14,159 shares in the last quarter. Institutional investors own 90.39% of the company’s stock.

Insider Activity In related news, Director Lorrie M. Norrington purchased 1,313 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The shares were acquired at an average price of $190.42 per share, for a total transaction of $250,021.46. Following the purchase, the director owned 2,838 shares in the company, valued at approximately $540,411.96. This represents a 86.10% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Brian Halligan sold 8,500 shares of the stock in a transaction dated Tuesday, July 21st. The shares were sold at an average price of $221.09, for a total transaction of $1,879,265.00. Following the completion of the transaction, the director directly owned 85,000 shares in the company, valued at approximately $18,792,650. This represents a 9.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders purchased 14,063 shares of company stock valued at $2,585,781 and sold 26,202 shares valued at $5,481,959. 3.70% of the stock is owned by company insiders.

Key Stories Impacting HubSpot Here are the key news stories impacting HubSpot this week:

Positive Sentiment: HubSpot’s second-quarter results exceeded expectations: adjusted EPS was $3.26 versus the $3.02 consensus, while revenue reached $911.7 million, up 19.8% year over year and ahead of estimates. Customer additions, subscription growth and demand for AI-powered CRM tools supported the quarter. HubSpot Q2 Earnings Beat Estimates Positive Sentiment: KeyCorp retained an “overweight” rating with a $285 target, and BTIG maintained a “buy” rating with a $250 target. These analysts see substantial upside if HubSpot converts its AI investments into sustained growth and margin expansion. Neutral Sentiment: Management is expanding AI product trials and lowering entry prices to accelerate adoption. The initiatives could strengthen long-term demand, but longer sales cycles and tighter customer software budgets are creating near-term pressure. HUBS Q2 Earnings Call Highlights Neutral Sentiment: Jerry Dischler, an experienced AI and digital advertising executive, joined HubSpot’s board, potentially adding strategic expertise as the company develops its AI platform. A director’s sale of 702 shares was relatively small but adds limited insider-selling noise. Negative Sentiment: Third-quarter revenue guidance of approximately $924 million-$925 million was below the $941.2 million analyst consensus. The shortfall overshadowed the earnings beat and fueled fears that HubSpot’s growth is slowing as customers delay or scrutinize technology purchases. HubSpot Guidance Report Negative Sentiment: Analysts including Stifel, TD Cowen and Piper Sandler downgraded or lowered price targets, citing slower net additions, execution risks and a transition from a premium growth valuation toward a more value-oriented profile. Negative Sentiment: Block & Leviton announced an investigation into possible securities-law violations following the sharp decline. The announcement creates headline and legal risk, although it does not establish wrongdoing by HubSpot. HubSpot Investigation Announcement HubSpot Stock Up 3.7% NYSE:HUBS opened at $209.96 on Friday. HubSpot, Inc. has a 12-month low of $169.63 and a 12-month high of $525.51. The firm has a market capitalization of $10.75 billion, a price-to-earnings ratio of 74.19, a P/E/G ratio of 2.29 and a beta of 1.19. The stock’s 50 day moving average price is $206.74 and its two-hundred day moving average price is $229.37.

HubSpot (NYSE:HUBS – Get Free Report) last issued its earnings results on Wednesday, August 5th. The software maker reported $3.26 EPS for the quarter, topping the consensus estimate of $3.02 by $0.24. The company had revenue of $911.74 million during the quarter, compared to the consensus estimate of $898.31 million. HubSpot had a return on equity of 8.66% and a net margin of 4.26%.The firm’s revenue for the quarter was up 19.8% compared to the same quarter last year. During the same period in the previous year, the company posted $2.19 EPS. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. Equities research analysts expect that HubSpot, Inc. will post 4.41 EPS for the current year.

Analysts Set New Price Targets Several research analysts recently commented on HUBS shares. William Blair cut HubSpot from an “outperform” rating to a “market perform” rating in a research report on Friday, May 8th. Canaccord Genuity Group dropped their price objective on HubSpot from $335.00 to $300.00 and set a “buy” rating on the stock in a research note on Thursday. Wall Street Zen downgraded HubSpot from a “strong-buy” rating to a “buy” rating in a report on Saturday, July 4th. BTIG Research decreased their target price on shares of HubSpot from $300.00 to $250.00 and set a “buy” rating for the company in a research note on Thursday. Finally, Oppenheimer downgraded shares of HubSpot from an “outperform” rating to a “market perform” rating in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, fifteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $268.90.

Read Our Latest Report on HubSpot

HubSpot Company Profile (Free Report)

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.

Further Reading Five stocks we like better than HubSpot Quantum Earnings Week: Winners and Losers Are Finally Emerging Axon’s Post-Earnings Pullback May Be More About Valuation Than Growth Uber Stock Lags in 2026, But Cash Flow and AV Bets Fuel Upside AppLovin Stock Hits 52-Week Low as Analysts Trim Targets, Stay Bullish

Receive News & Ratings for HubSpot Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for HubSpot and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINECoronation Fund Managers Ltd. Boosts Holdings in Microsoft Corporation $MSFT

NEXT HEADLINE »Axon Enterprise, Inc $AXON Shares Sold by Assenagon Asset Management S.A.

HubSpot (HUBS +3.96%) added 7,000 net new customers in the second quarter. It had told investors to expect 9,000 to 10,000.

More consequentially, management then lowered the assumption it will run on for the rest of 2026, to 5,000 to 6,000 net additions a quarter.

That is the company marking down its own customer engine by about 40%, and the market treated it accordingly. Shares fell 19% on Thursday, the session after the report. At about $210, they sit roughly 60% below the 52-week high of $525.51.

The quarter itself was fine. Revenue rose 20% year over year to $911.7 million, or 17% in constant currency.

Non-GAAP (adjusted) operating income climbed 44% to $185.3 million, lifting the adjusted operating margin to 20.3% from 17% a year ago. And free cash flow reached $167.9 million, up from $116.2 million.

The business isn't in trouble. It just told investors it will add customers more slowly than it expected.

Image source: Getty Images.

A slower customer engine The arithmetic of the customer base is where the change lands. HubSpot ended June with 306,446 customers, up 14% year over year. Add 5,500 a quarter, the middle of the new range, and that base grows about 7% a year instead of the roughly 12% the old assumption implied.

Average subscription revenue per customer was $11,800 in the quarter, up 4% year over year as reported. Multiply the two forward and the revenue growth rate settles near 11% a year. That is the number I'd build the next three years on.

And that is a substantial step down from what the company is delivering now. Revenue growth was 20% in the second quarter. Guidance calls for 14% in the third. The full-year forecast of $3.678 billion to $3.686 billion works out to 18%.

The direction has been one way for three straight periods, and the customer reset extends it.

CEO Yamini Rangan told analysts the shortfall came from two things at once. HubSpot deliberately changed how it sells its artificial intelligence (AI) agents in April, adding trials and outcome-based pricing. Customers adopting AI, she said, "want proof of value before they commit and predictability in what it costs."

At the same time, the buying environment tightened. Rangan said deals are drawing larger buying committees and more often require approval from the C-suite or the board.

Those two causes point in different directions, which is why this matters more than one soft quarter would. Pricing changes the company chose can be unwound or repriced if they aren't working. But a slower software-buying environment isn't something management controls.

Where that leaves 2029 So take the 11% growth path seriously. Revenue goes from about $3.68 billion this year to roughly $5 billion in 2029.

Adjusted operating margin is guided at 21% for 2026, and the company's own longer-term target is 25%. Assume it gets there by 2029 and that works out to about $1.25 billion of adjusted operating income, against roughly $765 million this year.

Then there is the share count, which is doing more work here than it usually does. HubSpot repurchased $531.9 million of stock in the second quarter alone, and the board authorized up to $1 billion more on Aug. 3, over as long as 24 months.

On a company worth about $10.1 billion, that would retire a meaningful slice of the equity. And at these prices, each dollar buys more of it.

Put the three together and adjusted earnings per share likely lands around $21 to $25 in 2029 -- against guidance of $13.23 to $13.31 for this year.

Today's Change

(

3.96

%) $

8.02

Current Price

$

210.45

The stock's valuation is about 15 times that 2026 figure. Hold the same multiple and the range works out to roughly $315 to $375. Pay 18 times, which arguably isn't aggressive for a business growing revenue in the low teens with margins still widening, and it is $380 to $450.

Of course, the risk is that 5,000 to 6,000 turns out not to be the floor. Revenue per customer is growing just 4% a year, so the installed base isn't doing much to make up for slower customer additions.

Drop net additions to 4,000 and stall the margin at 23%, and 2029 earnings could look more like $19 a share.

Ultimately, even that case leaves the stock worth more than $210 three years out. So I think shares look attractive here.

HomeEarnings AnalysisTech 

SummaryHubSpot cut 2026 revenue guidance and growth, citing AI spending caution and execution hiccups, but maintains a long-term AI-driven transformation strategy.We reduce 2026–2028 revenue estimates and lower the long-term fair value price target to $466, reflecting heightened execution and competitive risks.Despite the guidance cut, HUBS trades at undemanding multiples and a discount to peers, making it attractive at current levels, especially if the AI strategy succeeds.Execution risk is now more pronounced; next quarter’s results and Analyst Day in September are critical for reassessing the investment case. NicoElNino/iStock via Getty Images

Investment Thesis Update The company reported a disappointing outlook, cutting revenue guidance and growth for the full year 2026 and providing only 15% constant currency revenue growth guidance for 3Q 2026. This does not yet mean

50 Followers

Analyst’s Disclosure: I/we have a beneficial long position in the shares of HUBS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Hubspot stock price plunged by over 20% today, August 5, after publishing its financial results, which showed that its growth continued in the second quarter of the year. HUBS slipped to $197, down sharply from last year’s high of $881, with its market capitalization moving from $42 billion to $10 billion today. 

Hubspot is a top player in the software company offering products that most small and medium-sized companies need. It offers solutions in marketing, sales, content, data, revenue, and agents. Also, it is a top competitor to companies like Salesforce and Microsoft in the CRM industry. 

The company has come under pressure in the past few months amid the rising concerns about SaaSPocalypse. This is a situation where investors believe that software companies will be disrupted by artificial intelligence tools. This explains why most software stocks have plunged this year.

Hubspot stock dropped sharply today after the company published its quarterly results. Its revenue jumped by 19.8% in the second quarter to $912 million, with its subscription figure rising by 20% to $894 million.

The results showed that its gross profit margin eased a bit to 84%, while its operating profit soared to $185 million. 

The main reason why the stock is falling is that the company’s guidance was short of expectations. It now expects that its revenue will be between $924 million and $925 million, representing a 14.2% annual growth. Its operating profit is expected to jump to between $187 million and $188 million.

These numbers mean that Hubspot is slowly transitioning from a growth company to a value one. This explains why the management has started to repurchase its stock. It will now repurchase shares worth $1 billion in the next 24 months. 

Share repurchases help companies reduce their outstanding shares, which, in turn, leads to higher earnings per share. 

In Hubspot’s case, the repurchases are a reflection that the company has become highly undervalued. Data shows that its forward price-to-earnings ratio has dropped to 19, much lower than the five-year average of 116. 

Analysts have lowered their targets after the earnings. Nick Altmann, a BTIG analyst, reduced the target from $300 to $250, while Parker Lane, a Stifel analyst slashed from $275 to $200. Also, KeyCorp’s Jackson Ader cut the target from $290 to $285.

READ MORE: Google is no longer interested in buying HubSpot

HUBS stock chart | Source: TradingView

Hubspot’s cheap valuation might lead to more demand by bargain hunters. However, technicals suggest that it has become a value trap that will continue falling in the near future. 

The stock has dropped below the important support level of $245, its lowest level in October 2022. Moving below that level confirmed the bearish breakout.

At the same time, the stock has remained below all moving averages and is in the process of forming a bearish flag pattern. This pattern is made up of a vertical line and a horizontal channel.

Therefore, the most likely scenario is where it makes a bearish breakout, potentially to the key support level of $150. This view will be confirmed if it drops bdelow the key support level of $168.

BOSTON, Aug. 06, 2026 (GLOBE NEWSWIRE) -- Block & Leviton is investigating HubSpot (NYSE: HUBS) for potential securities law violations. Investors who have lost money in their HubSpot investment should contact the firm to learn more about how they might recover those losses. For more details, visit https://blockleviton.com/cases/hubs.

What is this all about?

Block & Leviton is investigating whether HubSpot, Inc. and certain of its executives violated federal securities laws. On May 7, 2026, when discussing its first-quarter results, HubSpot's management attributed a slow start in April largely to the company's own product, pricing, and go-to-market changes, and guided investors to expect roughly 9,000 to 10,000 net customer additions per quarter and net revenue retention to expand by 1 to 2 points. On August 5, 2026, HubSpot reported second-quarter results that beat revenue and earnings expectations but cut forward guidance and sharply reset those key metrics — lowering the net-adds outlook to 5,000 to 6,000 and net revenue retention to "roughly flat" — while management pointed to increased budget sensitivity, longer sales cycles, and softening customer demand. The investigation concerns whether the company's earlier statements adequately disclosed the demand weakness that was already emerging. HubSpot shares fell approximately 25% following the August announcement.

Who is eligible?

Anyone who purchased HubSpot common stock and has seen their shares fall may be eligible, whether or not they have sold their investment. Investors should contact Block & Leviton to learn more.

What is Block & Leviton doing?

Block & Leviton is investigating whether the Company committed securities law violations and may file an action to attempt to recover losses on behalf of investors who have lost money.

What should you do next?

If you've lost money on your investment, you should contact Block & Leviton to learn more via our case website, by email at [email protected], or by phone at (888) 256-2510.

Whistleblower?

If you have non-public information about HubSpot, you should consider assisting in our investigation or working with our attorneys to file a report with the Securities Exchange Commission under their whistleblower program. Whistleblowers who provide original information to the SEC may receive rewards of up to 30% of any successful recovery. For more information, contact Block & Leviton at [email protected] or by phone at (888) 256-2510.

Why should you contact Block & Leviton?

Block & Leviton is widely regarded as one of the leading securities class action firms in the country. Our attorneys have recovered billions of dollars for defrauded investors and are dedicated to obtaining significant recoveries on behalf of our clients through active litigation in the federal courts across the country. Many of the nation's top institutional investors hire us to represent their interests. You can learn more about us at our website, www.blockleviton.com, call (888) 256-2510 or email [email protected] with any questions.

This notice may constitute attorney advertising.

CONTACT:
BLOCK & LEVITON LLP
260 Franklin St., Suite 1860
Boston, MA 02110
Phone: (888) 256-2510
Email: [email protected]

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

Considering buying HUBS stock? Here’s what analysts think:

Photo via Shutterstock

Market News and Data brought to you by Benzinga APIs

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

To add Benzinga News as your preferred source on Google, click here.

HubSpot, Inc. (HUBS) Q2 2026 Earnings Call August 5, 2026 4:30 PM EDT

Company Participants

Geoff Koegler
Yamini Rangan - CEO, President and Director
Kathryn Bueker - CFO & Treasurer

Conference Call Participants

Samad Samana - Jefferies LLC, Research Division
Rishi Jaluria - RBC Capital Markets, Research Division
Brian Peterson - Raymond James & Associates, Inc., Research Division
Eamon Coughlin - Barclays Bank PLC, Research Division
Giancarlo Valle - Truist Securities, Inc., Research Division
Gabriela Borges - Goldman Sachs Group, Inc., Research Division
Ivan Radojicic - Wolfe Research, LLC
Jackson Ader - KeyBanc Capital Markets Inc., Research Division
Sitikantha Panigrahi - Mizuho Securities USA LLC, Research Division
J. Lane - Stifel, Nicolaus & Company, Incorporated, Research Division

Presentation

Operator

Good day, everyone. My name is Lenius, and I will be your conference operator today. At this time, I would like to welcome you to HubSpot's Second Quarter 2026 Earnings Call. [Operator Instructions] At this time, I would like to turn the call over to Vice President, Investor Relations, Geoff Koegler. Please go ahead.

Geoff Koegler

Thanks, operator. Good afternoon, and welcome to HubSpot's Second Quarter 2026 Earnings Conference Call. Today, we'll be discussing the results announced in the press release we issued this afternoon. With me on the call this afternoon is Yamini Rangan, our Chief Executive Officer; Dharmesh Shah, our Co-Founder and CTO; and Kate Bueker, our Chief Financial Officer.

Before we start, I'd like to draw your attention to the safe harbor statement included in today's press release. During this call, we'll make forward-looking statements within the meaning of the federal securities laws that are subject to risks and uncertainties, including statements regarding our financial guidance for the third fiscal quarter and full year 2026, future financial performance, business outlook and strategy.

These statements reflect our views only as of today and, except as required by law, we

HubSpot Inc (NYSE:HUBS) stock is trading lower after second-quarter financial results were reported Wednesday after market close.

• HubSpot stock is feeling bearish pressure. What’s pressuring HUBS stock?

Here are the key highlights.

HubSpot Q2 EarningsHubSpot reported second-quarter revenue of $911.7 million, up 20% year-over-year. The revenue total beat a Street consensus estimate of $898.3 million, according to data from Benzinga Pro.

The company reported subscription revenue of $894 million for the quarter, up 20% year-over-year. Professional services and other revenue was $17.7 million in the quarter, up 8% year-over-year.

HubSpot reported adjusted earnings per share of $3.26, beating a Street consensus estimate of $3.02.

The company grew customers to 306,446 in the quarter, up 14% year-over-year. The average subscription revenue per customer was $11,800 in the quarter, up 4% on an as-reported basis.

The company ended the quarter with cash and cash equivalents of $1.4 billion.

In the second quarter, the company bought back $531.9 million in shares. On Monday, the company authorized an additional share repurchase program for up to $1 billion in shares over the next 24 months.

"In Q2, we made deliberate choices to accelerate our AI transformation," HubSpot CEO Yamini Rangan said. "Scaling companies want real outcomes and predictable pricing when adopting AI, and we are evolving our product, pricing and go-to-market to meet those needs."

Rangan said the AI shift unlocks a larger opportunity for the company.

"I’m confident these choices position us to drive long-term, compounding growth."

What’s Next for HubSpotWhile the company posted a double beat and strong year-over-year growth in several areas, guidance from the company is weighing on the stock in after-hours trading Wednesday.  

The company expects third-quarter revenue to be in a range of $924 million to $925 million, up 14% year-over-year.

Adjusted earnings per share for the third quarter are expected to be in a range of $3.25 to $3.27.

The Street expects third quarter earnings per share of $3.45 and revenue of $942.3 million, both higher than the guidance.

For the full fiscal year, HubSpot expects revenue in a range of $3.678 billion to $3.686 billion and adjusted earnings per share in a range of $13.23 to $13.31.

This new full-year guidance is higher for adjusted earnings per share than previously forecast, while revenue is lowered from a prior range of $3.70 billion to $3.708 billion.

The Street sees full-year adjusted earnings per share of $13.10 and revenue of $3.707 billion.

HubSpot Stock Price ActionHubSpot stock is down 19.2% to $202.16 in after-hours trading Wednesday on the new guidance.

Image via Shutterstock

Market News and Data brought to you by Benzinga APIs

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

To add Benzinga News as your preferred source on Google, click here.

HubSpot (HUBS - Free Report) reported $911.74 million in revenue for the quarter ended June 2026, representing a year-over-year increase of 19.8%. EPS of $3.26 for the same period compares to $2.19 a year ago.

The reported revenue represents a surprise of +1.55% over the Zacks Consensus Estimate of $897.82 million. With the consensus EPS estimate being $3.02, the EPS surprise was +7.95%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how HubSpot performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Total Customers: 306,446 compared to the 307,962 average estimate based on five analysts.Average Subscription Revenue per Customer: $11,800.00 versus $11,579.97 estimated by four analysts on average.Revenues- Subscription: $894.03 million versus the nine-analyst average estimate of $878.85 million. The reported number represents a year-over-year change of +20.1%.Revenues- Professional services and other: $17.72 million versus the nine-analyst average estimate of $18.73 million. The reported number represents a year-over-year change of +8.5%.Gross margin (Non-GAAP)- Subscription: $762.2 million versus $761.84 million estimated by eight analysts on average.View all Key Company Metrics for HubSpot here>>>

Shares of HubSpot have returned +21.3% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

Chief Legal Officer Erika Ashley Fisher reported the disposition of 728 shares of HubSpot, Inc. (HUBS +2.86%) on August 3, 2026, according to a recent SEC Form 4 filing.

Transaction summaryMetricValueTransaction value$174,662Shares sold728Post-transaction shares (directly held)15,283Post-transaction value$3.67 millionTransaction value based on SEC Form 4 weighted average sale price ($239.92); post-transaction value based on August 03, 2026 market close ($239.92).

Key questionsDoes this transaction signal a shift in executive sentiment?
No. The sale was non-discretionary, executed to cover tax obligations, and does not reflect the insider’s view on the stock. Because these shares were withheld automatically by HubSpot to satisfy regulatory requirements following an equity vesting event, the move is a function of compensation structure rather than a tactical investment decision.How does the current valuation environment compare to historical performance?
The execution price of $239.92 per share was recorded as HubSpot faced a -52% one-year total return as of August 3, 2026. While the stock has experienced significant compression over the trailing 12 months, the automatic nature of tax-related withholdings means the timing of this disposition was independent of prevailing market volatility or price levels.What is the status of the insider’s remaining equity stake?
Following this transaction, Erika Ashley Fisher maintains a direct ownership position of 15,283 shares, which is valued at $3.67 million based on the August 3, 2026 market close. Fisher also holds derivative securities, ensuring continued participation in the company’s long-term performance through the broader equity incentive program.Company OverviewMetricValueShare Price (as of market close 2026-08-03)$239.92Market Capitalization$12.5 billionRevenue (TTM)$3.3 billionNet Income (TTM)$100.3 millionCompany SnapshotHubSpot provides a comprehensive cloud-based customer relationship management (CRM) platform that integrates marketing, sales, customer service, and content management modules, alongside specialized tools for search engine optimization, website management, and AI-driven chatbot functionality.The company operates a subscription-based software-as-a-service (SaaS) business model, generating recurring revenue from customers across the Americas, Europe, and Asia Pacific regions who leverage its integrated platform to optimize business operations.HubSpot serves a diverse customer base ranging from small and mid-market businesses to enterprise organizations seeking comprehensive customer relationship and marketing automation solutions.HubSpot, Inc. is a leading provider of cloud-hosted CRM and customer engagement software, serving over 9,000 employees and generating $3.3 billion in TTM revenue with a market capitalization of $12.5 billion. The company's competitive advantage derives from its integrated platform architecture that consolidates multiple business functions—marketing, sales, service, and content management—into a unified ecosystem, reducing implementation complexity and total cost of ownership for customers. HubSpot's global presence across major geographic markets and its focus on delivering AI-enhanced capabilities position it as a significant player in the enterprise software segment.

What this transaction means for investorsAs stated in the key questions, Fisher’s sale of HubSpot stock occurred because of tax withholding requirements. Additionally, given that this was only about 5% of her holdings, the move shows no indication of bearish sentiments about HubSpot’s long-term future.

The more critical question may involve whether investors should buy shares. The so-called “SaaSpocalypse” has appeared to affect HubSpot. In recent years, investors have sold SaaS stocks like HubSpot because of fears that an AI platform could perform the same tasks more cheaply.

Today's Change

(

2.86

%) $

7.13

Current Price

$

256.02

However, a review of the company’s financials indicates this fear is unfounded,  or at best, overblown. In the first quarter of 2026, revenue increased by 23%. Moreover, that is not a one-time event, as revenue surged 19% higher during 2025.

Furthermore, a P/E ratio of 126 is more an indication of profit recovery than valuation. Considering that its forward earnings multiple is only 18, investors should sooner buy HubSpot stock rather than follow Fisher’s lead.

Will Healy has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends HubSpot. The Motley Fool has a disclosure policy.

Key Takeaways HubSpot is expected to post higher Q2 2026 revenues, supported by AI adoption and platform expansion.HUBS may benefit from Breeze AI adoption, including Customer Agent, Prospecting Agent and Data Agent.HUBS may benefit from enterprise demand, multi-hub adoption and higher recurring revenue per customer. HubSpot, Inc. (HUBS - Free Report) is set to report second-quarter 2026 results on Aug. 5, after the closing bell. In the last reported quarter, the company delivered an earnings surprise of 10.12%. It pulled off a trailing four-quarter earnings surprise of 4.97%, on average, beating estimates on all previous occasions.

The company is expected to record year-over-year revenue growth, driven by continued execution of its long-term growth strategy and sustained momentum across its business. Ongoing innovation, expanding platform capabilities and disciplined execution are likely to have aided its overall quarterly results.

Factors at PlayGrowing adoption of HubSpot's Breeze artificial intelligence (AI) platform is expected to have lifted second-quarter 2026 performance. Increased usage of AI-powered capabilities, including Customer Agent, Prospecting Agent and Data Agent, is likely to have strengthened customer engagement and expanded adoption across its customer base.

During the to-be-reported quarter, higher adoption of Core Seats and AI credits is expected to create incremental monetization opportunities and support subscription revenue growth. Management also expects AI-driven seats and AI credit consumption to become additional long-term revenue drivers.

During the quarter under review, HubSpot is expected to have benefited from continued enterprise adoption of its unified customer platform. Increasing demand from businesses seeking to consolidate their marketing, sales and customer service operations is likely to have supported larger customer wins and greater multi-hub adoption. These trends are likely to have increased annual recurring revenue per customer, while expanding the company's recurring revenue base.

HubSpot is expected to have continued expanding its customer base during the June quarter, driven by the underpenetrated mid-market opportunity and pricing initiatives, including lower entry pricing, the removal of seat minimums, and the transition to the updated pricing model. These initiatives are likely to have generated healthy revenues during the quarter.

For the June quarter, the Zacks Consensus Estimate for total revenues is pegged at $897.8 million, indicating an increase from $761 million recorded a year ago. The consensus mark for earnings is pegged at $3.02 per share, implying growth from $2.19 reported in the prior-year quarter.

Earnings WhispersOur proven model does not predict an earnings beat for HubSpot for the second quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. This is not the case here.

Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Zacks Rank: HubSpot sports a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.

Stocks to ConsiderHere are some companies you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season:

Sandisk Corporation (SNDK - Free Report) has an Earnings ESP of +4.13% and sports a Zacks Rank #1 at present. It is set to release its fourth-quarter fiscal 2026 numbers on Aug. 5.

The Earnings ESP for Motorola Solutions, Inc. (MSI - Free Report) is +0.52%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report second-quarter 2026 numbers on Aug. 5.

The Earnings ESP for Arista Networks Inc (ANET - Free Report) is +3.08%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report second-quarter 2026 numbers on Aug. 4.

Posted by Defense World Staff on Jul 29th, 2026

Atreides Management LP acquired a new position in shares of HubSpot, Inc. (NYSE:HUBS – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 232,115 shares of the software maker’s stock, valued at approximately $56,659,000. HubSpot makes up about 1.1% of Atreides Management LP’s holdings, making the stock its 24th largest position. Atreides Management LP owned about 0.45% of HubSpot as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in HUBS. Geode Capital Management LLC grew its position in shares of HubSpot by 1.5% in the fourth quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker’s stock valued at $388,917,000 after purchasing an additional 14,159 shares during the last quarter. OFI Invest Asset Management lifted its stake in HubSpot by 130.2% in the 4th quarter. OFI Invest Asset Management now owns 99,622 shares of the software maker’s stock valued at $39,978,000 after buying an additional 56,348 shares in the last quarter. Slow Capital Inc. lifted its stake in HubSpot by 35.9% in the 4th quarter. Slow Capital Inc. now owns 18,615 shares of the software maker’s stock valued at $7,470,000 after buying an additional 4,913 shares in the last quarter. Havemeyer Place LP acquired a new stake in HubSpot during the 4th quarter valued at $2,044,000. Finally, Zurcher Kantonalbank Zurich Cantonalbank grew its holdings in HubSpot by 65.9% during the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 44,583 shares of the software maker’s stock valued at $17,891,000 after buying an additional 17,713 shares during the last quarter. 90.39% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In A number of research firms have recently weighed in on HUBS. Jefferies Financial Group reissued a “buy” rating and issued a $250.00 price target on shares of HubSpot in a report on Friday, May 8th. Bank of America reaffirmed an “underperform” rating and set a $180.00 price objective (down from $300.00) on shares of HubSpot in a research note on Friday, May 8th. JPMorgan Chase & Co. dropped their price objective on HubSpot from $530.00 to $425.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Citigroup reissued a “neutral” rating on shares of HubSpot in a research note on Friday. Finally, Weiss Ratings restated a “sell (d)” rating on shares of HubSpot in a report on Wednesday, June 24th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $307.86.

Get Our Latest Report on HUBS

HubSpot Price Performance NYSE HUBS opened at $238.55 on Wednesday. The company has a market cap of $12.22 billion, a P/E ratio of 124.90, a P/E/G ratio of 2.44 and a beta of 1.22. HubSpot, Inc. has a 12 month low of $169.63 and a 12 month high of $566.01. The company has a 50-day moving average of $201.75 and a 200-day moving average of $235.14.

HubSpot (NYSE:HUBS – Get Free Report) last released its earnings results on Thursday, May 7th. The software maker reported $2.72 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.47 by $0.25. The firm had revenue of $881.00 million during the quarter, compared to the consensus estimate of $863.32 million. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. HubSpot’s revenue was up 23.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.84 earnings per share. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. As a group, equities research analysts anticipate that HubSpot, Inc. will post 4.39 EPS for the current year.

Insiders Place Their Bets In other news, Director Lorrie M. Norrington acquired 1,313 shares of the business’s stock in a transaction dated Monday, May 11th. The shares were bought at an average cost of $190.42 per share, for a total transaction of $250,021.46. Following the acquisition, the director directly owned 2,838 shares in the company, valued at $540,411.96. This trade represents a 86.10% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction dated Tuesday, July 21st. The shares were sold at an average price of $221.09, for a total value of $1,879,265.00. Following the completion of the transaction, the director directly owned 85,000 shares in the company, valued at $18,792,650. This represents a 9.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders bought 14,063 shares of company stock worth $2,585,781 and sold 26,415 shares worth $5,533,379. Corporate insiders own 3.70% of the company’s stock.

HubSpot Company Profile (Free Report)

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.

Recommended Stories Five stocks we like better than HubSpot These 3 Stocks Have Soared in 2026—Can They Keep Climbing? Hasbro’s Earnings Beat Shows Why This Is No Longer Just a Toy Story Rambus: Another AI Phoenix Ready to Rise From the Ashes of Correction Chips & Clips: Memory Tariffs Rewire Tech Supply Chains Want to see what other hedge funds are holding HUBS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for HubSpot, Inc. (NYSE:HUBS – Free Report).

Receive News & Ratings for HubSpot Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for HubSpot and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINEAtreides Management LP Boosts Holdings in Wayfair Inc. $W

NEXT HEADLINE »Huntington Ingalls Industries (HII) Expected to Announce Quarterly Earnings on Thursday

Posted by Defense World Staff on Jul 27th, 2026

Fifth Third Bancorp raised its stake in shares of HubSpot, Inc. (NYSE:HUBS – Free Report) by 203.2% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,656 shares of the software maker’s stock after buying an additional 2,450 shares during the quarter. Fifth Third Bancorp’s holdings in HubSpot were worth $892,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Geode Capital Management LLC increased its stake in HubSpot by 1.5% in the fourth quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker’s stock valued at $388,917,000 after purchasing an additional 14,159 shares in the last quarter. OFI Invest Asset Management boosted its position in shares of HubSpot by 130.2% during the fourth quarter. OFI Invest Asset Management now owns 99,622 shares of the software maker’s stock worth $39,978,000 after purchasing an additional 56,348 shares in the last quarter. Slow Capital Inc. boosted its position in shares of HubSpot by 35.9% during the fourth quarter. Slow Capital Inc. now owns 18,615 shares of the software maker’s stock worth $7,470,000 after purchasing an additional 4,913 shares in the last quarter. Havemeyer Place LP acquired a new position in shares of HubSpot in the 4th quarter valued at $2,044,000. Finally, Zurcher Kantonalbank Zurich Cantonalbank increased its position in shares of HubSpot by 65.9% in the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 44,583 shares of the software maker’s stock valued at $17,891,000 after buying an additional 17,713 shares in the last quarter. 90.39% of the stock is owned by institutional investors.

Insider Activity In other news, CEO Yamini Rangan purchased 2,750 shares of the business’s stock in a transaction on Tuesday, May 12th. The stock was purchased at an average price of $189.84 per share, for a total transaction of $522,060.00. Following the completion of the purchase, the chief executive officer directly owned 102,982 shares in the company, valued at $19,550,102.88. The trade was a 2.74% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Lorrie M. Norrington acquired 1,313 shares of the firm’s stock in a transaction dated Monday, May 11th. The stock was purchased at an average cost of $190.42 per share, with a total value of $250,021.46. Following the transaction, the director owned 2,838 shares in the company, valued at approximately $540,411.96. This trade represents a 86.10% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last three months, insiders purchased 14,063 shares of company stock valued at $2,585,781 and sold 17,915 shares valued at $3,654,114. 3.70% of the stock is owned by insiders.

HubSpot Stock Up 0.2% HUBS stock opened at $205.38 on Monday. The company has a market cap of $10.52 billion, a price-to-earnings ratio of 107.53, a P/E/G ratio of 2.24 and a beta of 1.22. HubSpot, Inc. has a twelve month low of $169.63 and a twelve month high of $568.16. The business has a 50 day moving average price of $200.86 and a two-hundred day moving average price of $237.50.

HubSpot (NYSE:HUBS – Get Free Report) last announced its quarterly earnings data on Thursday, May 7th. The software maker reported $2.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.47 by $0.25. The company had revenue of $881.00 million for the quarter, compared to analysts’ expectations of $863.32 million. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.The business’s revenue was up 23.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.84 EPS. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. On average, equities research analysts anticipate that HubSpot, Inc. will post 4.39 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth Several brokerages recently commented on HUBS. The Goldman Sachs Group reaffirmed a “buy” rating and set a $382.00 price objective on shares of HubSpot in a research note on Friday, May 8th. Citigroup restated a “neutral” rating on shares of HubSpot in a report on Friday. Bank of America reaffirmed an “underperform” rating and set a $180.00 price target (down from $300.00) on shares of HubSpot in a research report on Friday, May 8th. Barclays cut their price objective on HubSpot from $300.00 to $270.00 and set an “overweight” rating on the stock in a report on Monday, May 11th. Finally, Royal Bank Of Canada decreased their price objective on HubSpot from $400.00 to $350.00 and set an “outperform” rating for the company in a research report on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $307.86.

Get Our Latest Stock Analysis on HubSpot

Key Headlines Impacting HubSpot Here are the key news stories impacting HubSpot this week:

Positive Sentiment: HubSpot debuted Agent Hub, a new offering designed to unify AI agents, reinforcing its push into AI-powered workflow tools and giving investors a fresh growth narrative. HubSpot Debuts Agent Hub to Unify AI Agents Positive Sentiment: Several research notes highlighted HubSpot as a beneficiary of expanding AI adoption and strong demand for AI-infused software, which can support sentiment around the stock. 4 Software Stocks Poised to Benefit From Expanding AI Adoption Positive Sentiment: Citigroup lowered its price target to $217 from $230, but kept a Buy rating, implying roughly 5.7% upside from the current share price and signaling continued analyst confidence. Benzinga report on Citi target cut Neutral Sentiment: HubSpot reversed a customer data policy after privacy backlash, which may reduce reputational risk, but also underscores sensitivity around data practices. HubSpot Reverses Customer Data Policy After Backlash Over Privacy Concerns Neutral Sentiment: Management and product updates continue to emphasize AI and revenue workflow improvements, helping reinforce the long-term growth story, though these updates are not a near-term catalyst by themselves. HubSpot June 2026 updates Negative Sentiment: HubSpot director Brian Halligan sold 8,500 shares for about $1.9 million, which can weigh on sentiment even if the sale may be routine. HubSpot Director Brian Halligan Sells 8,500 Shares Negative Sentiment: Some commentary says HUBS still looks overvalued despite its AI agent launch, and Wells Fargo reportedly cut the stock to Hold, reflecting valuation caution that could cap gains. HubSpot Stock Still Looks Overvalued As AI Agent Tools Launch HubSpot Cut to Hold at Wells Fargo HubSpot Company Profile (Free Report)

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.

Read More Five stocks we like better than HubSpot RTX and Lockheed Earnings: Can Strong Guidance Reset the Defense Trade? These 4 Earnings Reports Expose the Market’s Growing Economic Divide Broadcom May Be the Biggest Winner From Alphabet’s Earnings Volatility Is Back and These 3 Market Tollbooths Are Best Positioned to Profit Want to see what other hedge funds are holding HUBS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for HubSpot, Inc. (NYSE:HUBS – Free Report).

Receive News & Ratings for HubSpot Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for HubSpot and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINEEntropy Technologies LP Grows Stock Holdings in Incyte Corporation $INCY

NEXT HEADLINE »Entropy Technologies LP Grows Stake in AMETEK, Inc. $AME

Posted by Defense World Staff on Jul 25th, 2026

Arrowstreet Capital Limited Partnership boosted its stake in shares of HubSpot, Inc. (NYSE:HUBS – Free Report) by 352.1% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 903,559 shares of the software maker’s stock after acquiring an additional 703,706 shares during the period. Arrowstreet Capital Limited Partnership owned about 1.76% of HubSpot worth $220,559,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Price T Rowe Associates Inc. MD increased its stake in shares of HubSpot by 36.5% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,581,922 shares of the software maker’s stock worth $1,838,727,000 after purchasing an additional 1,224,424 shares in the last quarter. Capital World Investors purchased a new position in HubSpot in the 4th quarter valued at about $259,930,000. AQR Capital Management LLC lifted its stake in HubSpot by 117.6% in the 4th quarter. AQR Capital Management LLC now owns 1,188,981 shares of the software maker’s stock valued at $477,138,000 after buying an additional 642,545 shares in the last quarter. Pictet Asset Management Holding SA boosted its holdings in HubSpot by 32.7% in the 4th quarter. Pictet Asset Management Holding SA now owns 1,935,587 shares of the software maker’s stock worth $776,714,000 after buying an additional 476,740 shares during the last quarter. Finally, Alyeska Investment Group L.P. increased its stake in HubSpot by 408.1% during the 4th quarter. Alyeska Investment Group L.P. now owns 560,088 shares of the software maker’s stock worth $224,763,000 after buying an additional 449,864 shares in the last quarter. 90.39% of the stock is owned by hedge funds and other institutional investors.

HubSpot Stock Up 8.1% NYSE:HUBS opened at $205.38 on Friday. HubSpot, Inc. has a 52 week low of $169.63 and a 52 week high of $568.16. The stock’s fifty day moving average is $200.86 and its two-hundred day moving average is $238.49. The company has a market capitalization of $10.52 billion, a P/E ratio of 107.53, a P/E/G ratio of 2.07 and a beta of 1.22.

HubSpot (NYSE:HUBS – Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The software maker reported $2.72 earnings per share for the quarter, topping analysts’ consensus estimates of $2.47 by $0.25. The business had revenue of $881.00 million during the quarter, compared to analysts’ expectations of $863.32 million. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.The company’s revenue was up 23.4% compared to the same quarter last year. During the same period in the prior year, the business posted $1.84 EPS. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. Sell-side analysts anticipate that HubSpot, Inc. will post 4.39 earnings per share for the current fiscal year.

Key HubSpot News Here are the key news stories impacting HubSpot this week:

Positive Sentiment: HubSpot debuted Agent Hub, a new offering designed to unify AI agents, reinforcing its push into AI-powered workflow tools and giving investors a fresh growth narrative. HubSpot Debuts Agent Hub to Unify AI Agents Positive Sentiment: Several research notes highlighted HubSpot as a beneficiary of expanding AI adoption and strong demand for AI-infused software, which can support sentiment around the stock. 4 Software Stocks Poised to Benefit From Expanding AI Adoption Positive Sentiment: Citigroup lowered its price target to $217 from $230, but kept a Buy rating, implying roughly 5.7% upside from the current share price and signaling continued analyst confidence. Benzinga report on Citi target cut Neutral Sentiment: HubSpot reversed a customer data policy after privacy backlash, which may reduce reputational risk, but also underscores sensitivity around data practices. HubSpot Reverses Customer Data Policy After Backlash Over Privacy Concerns Neutral Sentiment: Management and product updates continue to emphasize AI and revenue workflow improvements, helping reinforce the long-term growth story, though these updates are not a near-term catalyst by themselves. HubSpot June 2026 updates Negative Sentiment: HubSpot director Brian Halligan sold 8,500 shares for about $1.9 million, which can weigh on sentiment even if the sale may be routine. HubSpot Director Brian Halligan Sells 8,500 Shares Negative Sentiment: Some commentary says HUBS still looks overvalued despite its AI agent launch, and Wells Fargo reportedly cut the stock to Hold, reflecting valuation caution that could cap gains. HubSpot Stock Still Looks Overvalued As AI Agent Tools Launch HubSpot Cut to Hold at Wells Fargo Insider Activity at HubSpot In other HubSpot news, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $184.42, for a total transaction of $1,567,570.00. Following the completion of the sale, the director directly owned 93,500 shares in the company, valued at $17,243,270. This trade represents a 8.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Lorrie M. Norrington purchased 1,313 shares of HubSpot stock in a transaction dated Monday, May 11th. The stock was bought at an average cost of $190.42 per share, for a total transaction of $250,021.46. Following the completion of the purchase, the director directly owned 2,838 shares in the company, valued at approximately $540,411.96. This trade represents a 86.10% increase in their position. The SEC filing for this purchase provides additional information. Over the last quarter, insiders have bought 14,063 shares of company stock valued at $2,585,781 and have sold 17,915 shares valued at $3,654,114. 3.70% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth Several equities analysts have recently weighed in on HUBS shares. BTIG Research restated a “buy” rating and issued a $300.00 target price on shares of HubSpot in a research report on Tuesday, April 21st. Cantor Fitzgerald cut HubSpot from an “overweight” rating to a “neutral” rating and dropped their price target for the stock from $325.00 to $200.00 in a research report on Friday, May 8th. Evercore set a $225.00 price objective on HubSpot in a research note on Friday, May 8th. Citigroup restated a “neutral” rating on shares of HubSpot in a report on Friday. Finally, Mizuho cut their price objective on shares of HubSpot from $300.00 to $260.00 and set an “outperform” rating for the company in a report on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, HubSpot presently has an average rating of “Moderate Buy” and a consensus price target of $307.86.

View Our Latest Report on HubSpot

About HubSpot (Free Report)

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.

Further Reading Five stocks we like better than HubSpot AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits

Receive News & Ratings for HubSpot Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for HubSpot and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINEArrowstreet Capital Limited Partnership Raises Stock Position in Medpace Holdings, Inc. $MEDP

NEXT HEADLINE »Arrowstreet Capital Limited Partnership Sells 2,932,884 Shares of Southwest Airlines Co. $LUV

California Public Employees Retirement System trimmed its stake in HubSpot, Inc. (NYSE:HUBS – Free Report) by 4.8% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 67,349 shares of the software maker’s stock after selling 3,414 shares during the quarter. California Public Employees Retirement System owned about 0.13% of HubSpot worth $16,440,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Price T Rowe Associates Inc. MD increased its holdings in shares of HubSpot by 36.5% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 4,581,922 shares of the software maker’s stock worth $1,838,727,000 after buying an additional 1,224,424 shares during the last quarter. Pictet Asset Management Holding SA boosted its holdings in HubSpot by 13.1% in the first quarter. Pictet Asset Management Holding SA now owns 2,188,191 shares of the software maker’s stock valued at $533,993,000 after acquiring an additional 252,604 shares during the last quarter. State Street Corp boosted its holdings in HubSpot by 3.7% in the fourth quarter. State Street Corp now owns 1,191,843 shares of the software maker’s stock valued at $478,287,000 after acquiring an additional 42,948 shares during the last quarter. AQR Capital Management LLC grew its position in HubSpot by 117.6% during the fourth quarter. AQR Capital Management LLC now owns 1,188,981 shares of the software maker’s stock valued at $477,138,000 after acquiring an additional 642,545 shares during the period. Finally, Geode Capital Management LLC grew its position in HubSpot by 1.5% during the fourth quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker’s stock valued at $388,917,000 after acquiring an additional 14,159 shares during the period. Institutional investors and hedge funds own 90.39% of the company’s stock.

Analyst Upgrades and Downgrades Several brokerages have commented on HUBS. Jefferies Financial Group restated a “buy” rating and set a $250.00 price target on shares of HubSpot in a research note on Friday, May 8th. Sanford C. Bernstein set a $381.00 price objective on HubSpot in a research note on Friday, May 8th. Evercore set a $225.00 target price on HubSpot in a report on Friday, May 8th. Morgan Stanley dropped their target price on shares of HubSpot from $405.00 to $350.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. Finally, JPMorgan Chase & Co. cut their price target on shares of HubSpot from $530.00 to $425.00 and set an “overweight” rating on the stock in a report on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, six have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $308.32.

Read Our Latest Stock Analysis on HUBS

HubSpot Trading Down 7.2% HUBS stock opened at $190.11 on Friday. The firm has a 50 day simple moving average of $200.73 and a 200-day simple moving average of $238.73. The company has a market capitalization of $9.74 billion, a P/E ratio of 99.54, a PEG ratio of 2.24 and a beta of 1.22. HubSpot, Inc. has a twelve month low of $169.63 and a twelve month high of $568.16.

HubSpot (NYSE:HUBS – Get Free Report) last posted its quarterly earnings results on Thursday, May 7th. The software maker reported $2.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.47 by $0.25. The firm had revenue of $881.00 million for the quarter, compared to analysts’ expectations of $863.32 million. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. The firm’s quarterly revenue was up 23.4% on a year-over-year basis. During the same period in the prior year, the company posted $1.84 earnings per share. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. On average, research analysts predict that HubSpot, Inc. will post 4.39 EPS for the current year.

Insiders Place Their Bets In other news, Director Lorrie M. Norrington acquired 1,313 shares of the stock in a transaction that occurred on Monday, May 11th. The stock was purchased at an average cost of $190.42 per share, with a total value of $250,021.46. Following the completion of the acquisition, the director directly owned 2,838 shares in the company, valued at $540,411.96. This represents a 86.10% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CTO Dharmesh Shah acquired 10,000 shares of the business’s stock in a transaction on Tuesday, May 12th. The shares were purchased at an average price of $181.37 per share, for a total transaction of $1,813,700.00. Following the purchase, the chief technology officer directly owned 1,295,400 shares of the company’s stock, valued at $234,946,698. This represents a 0.78% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last ninety days, insiders acquired 14,063 shares of company stock valued at $2,585,781 and sold 17,915 shares valued at $3,654,114. 3.70% of the stock is currently owned by company insiders.

HubSpot Company Profile (Free Report)

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.

Featured Articles Five stocks we like better than HubSpot Premium Retail’s Stress Test Is Separating Winners From Losers D-Wave Quantum or a Quantum ETF: Which Is the Better Bet? GE Vernova Just Sent a Mixed AI Signal to Investors Alphabet Crushed Earnings, But One Number Spooked the Market

Receive News & Ratings for HubSpot Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for HubSpot and related companies with MarketBeat.com's FREE daily email newsletter.

On July 23, 2026, HubSpot Inc (HUBS) shares fell 7.3% to a current price of $190.01. This decline is notable within the context of its 52-week range, where the