HUBS

HUBSPOT INC

NYSE · Services-Prepackaged Software · Inc. NY · CIK 0001404655
$197.43 -2.93% $10.4B
Insider Buying Cluster (5 insiders)3 Institutional Exits
Vol
Market Cap$10.4B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (90%)
Inst. Holders8 funds
Inst. Value$3.7B
Inst. Activity2 buys / 3 sells
Insider Activity3B / 5S
Insider Net $-$2.1M
Reddit Sentiment50° Neutral
SEC Reports3
Congressional1 trades
Exchange NYSE·Sector Services-Prepackaged Software·Inc. NY·CIK 0001404655·Prev Close $203.39

Recent Activity

May 12, 2026 Insider
Rangan Yamini bought 2,750 shares
Chief Executive Officer & Pres @ $189.84 ($522.1K)
May 12, 2026 Insider
Shah Dharmesh bought 10,000 shares
Chief Technology Officer @ $181.37 ($1.8M)
May 11, 2026 Insider
NORRINGTON LORRIE M bought 1,313 shares
Director @ $190.42 ($250.0K)
May 7, 2026 earnings_calendar
HUBS Q1 2026 Earnings After Market Close — 2026-05-07
Apr 27, 2026 SEC
HubSpot filed additional proxy soliciting materials for its 2026 Annual Meeting. The board recommends voting For the ele
DEFA14A — Impact 2/10
Apr 3, 2026 SEC
Mike Berry, a reporting owner at HubSpot, filed a Form 3 to report no beneficial ownership of securities and granted a l
3 — Impact 2/10
Feb 28, 2026 SEC
Institutional activity for HubSpot (HUBS) in 2025-Q4 shows a mixed signal, with two major institutions adding or initiat
INST-CLUSTER — Impact 6/10
Inst.
MORGAN STANLEY — ADD
497,214 shares ($199.5M)

Price Targets

$280.16 +41.9% upside Strong Buy
Current $197.44 Low $180.00 Median $264.39 High $450.00 33 analysts
$180.00 $450.00

Analyst Ratings

Strong Buy90% buy · 42 analysts
14Strong Buy
24Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 11, 2026 Barclays MAINTAIN Overweight → Overweight
May 8, 2026 Macquarie DOWNGRADE Outperform → Neutral
May 8, 2026 UBS MAINTAIN Buy → Buy
May 8, 2026 William Blair DOWNGRADE Outperform → Market Perform
May 8, 2026 Citigroup DOWNGRADE Buy → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.02 ▲ +5.4% $3.00 — $3.09 38% YoY 30
Next Q $3.45 ▲ +3.3% $3.28 — $3.66 30% YoY 30
Current FY $13.12 ▲ +5.3% $13.00 — $13.41 35% YoY 31
Next FY $15.61 ▲ +2.2% $14.09 — $16.72 19% YoY 34

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$2.3B
FMR LLC$748.8MTRIM
MORGAN STANLEY$199.5MADD
NORGES BANK$156.7MNEW
BANK OF AMERICA CORP$134.4MTRIM

Recent Insider Trades

DateInsiderTypeValue
May 12, 2026Rangan YaminiBUY$522.1K
May 12, 2026Shah DharmeshBUY$1.8M
May 11, 2026NORRINGTON LORRIEBUY$250.0K
May 4, 2026FISHER ERIKASELL$216.5K
May 1, 2026FISHER ERIKAF$123.3K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
5 mentions 0 bullish 0 bearish

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Anthony WiedRBUY$15,001 - $50,000
8 institutional holders with $3.7B total value (9,313,137 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net selling activity: 3 institutions trimmed/exited vs 2 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC5,656,338$2.3B60.7%
2FMR LLC1,865,907$748.8M20.0%TRIM -29.1%
3MORGAN STANLEY497,214$199.5M5.3%ADD +50.1%
4NORGES BANK390,588$156.7M4.2%NEW
5BANK OF AMERICA CORP /DE/334,828$134.4M3.6%TRIM -25.4%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC261,050$104.8M2.8%NEW
7TWO SIGMA INVESTMENTS, LP204,936$82.2M2.2%TRIM -40.3%
8WELLS FARGO & COMPANY/MN102,276$41.0M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD331,283497,214+50.1%$199.5M2025-Q4
NORGES BANKNEW390,588$156.7M2025-Q4
BANK OF AMERICA CORP /DE/TRIM448,857334,828-25.4%$134.4M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM343,141204,936-40.3%$82.2M2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT82,9000-100.0%$0.002025-Q4
FMR LLCTRIM2,313,6271,641,277-29.1%$767.8M2025-Q3
MORGAN STANLEYTRIM490,343331,283-32.4%$155.0M2025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED41,00082,900+102.2%$38.8M2025-Q3
NORGES BANKEXIT484,9560-100.0%$0.002025-Q3
FMR LLCTRIM3,743,7182,313,627-38.2%$1.3B2025-Q2
MORGAN STANLEYADD365,111490,343+34.3%$272.9M2025-Q2
NORGES BANKNEW484,956$269.9M2025-Q2
TWO SIGMA INVESTMENTS, LPADD231,027411,125+78.0%$228.8M2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED1,10041,000+3627.3%$22.8M2025-Q2
MORGAN STANLEYADD288,389365,111+26.6%$208.6M2025-Q1
TWO SIGMA INVESTMENTS, LPADD143,217231,027+61.3%$132.0M2025-Q1
CITADEL ADVISORS LLCNEAR_EXIT567,37899,958-82.4%$57.1M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT18,1001,100-93.9%$628.4K2025-Q1
NORGES BANKEXIT603,2770-100.0%$0.002025-Q1
CITADEL ADVISORS LLCADD355,762567,378+59.5%$395.3M2024-Q4
UBS Group AGDOUBLED92,338191,874+107.8%$133.7M2024-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM47,70018,100-62.1%$12.6M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW194,538$103.4M2024-Q3
7 unique insiders with 8 transactions. Net insider value: -$2.1M ($2.6M bought, $4.7M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 12, 2026Rangan YaminiChief Executive Officer & PresBUY2,750$189.84$522.1K
May 12, 2026Shah DharmeshChief Technology OfficerBUY10,000$181.37$1.8M
May 11, 2026NORRINGTON LORRIE MDirectorBUY1,313$190.42$250.0K
May 4, 2026FISHER ERIKA ASHLEYChief Legal OfficerSELL915$236.66$216.5K
May 1, 2026FISHER ERIKA ASHLEYChief Legal OfficerF514$239.89$123.3K
Apr 21, 2026Halligan BrianDirectorSELL8,292$230.72$1.9M
Apr 1, 2026Shah DharmeshChief Technology OfficerF381$242.79$92.5K
Apr 1, 2026Halligan BrianDirectorF266$242.79$64.6K
Apr 1, 2026Rangan YaminiChief Executive Officer & PresF2,139$242.79$519.3K
Apr 1, 2026Bueker KathrynChief Financial OfficerF780$242.79$189.4K
Apr 1, 2026BERRY MICHAEL JDirectorA170$0.00$0.00
Mar 17, 2026Halligan BrianDirectorSELL8,500$262.75$2.2M
Mar 10, 2026Halligan BrianDirectorG27$0.00$0.00
Mar 9, 2026Halligan BrianDirectorG101,973$0.00$0.00
Mar 2, 2026Halligan BrianDirectorF110$263.60$29.0K
Mar 2, 2026Bueker KathrynChief Financial OfficerF404$263.60$106.5K
Mar 2, 2026Rangan YaminiChief Executive Officer & PresF1,016$263.60$267.8K
Mar 2, 2026FISHER ERIKA ASHLEYChief Legal OfficerA7,580$0.00$0.00
Mar 2, 2026Shah DharmeshChief Technology OfficerF155$263.60$40.9K
Feb 12, 2026Halligan BrianDirectorA2,311$0.00$0.00
Feb 12, 2026Halligan BrianDirectorF226$228.95$51.7K
Feb 12, 2026Rangan YaminiChief Executive Officer & PresA13,209$0.00$0.00
Feb 12, 2026Rangan YaminiChief Executive Officer & PresF2,265$228.95$518.6K
Feb 12, 2026Bueker KathrynChief Financial OfficerA5,943$0.00$0.00
Feb 12, 2026Bueker KathrynChief Financial OfficerF958$228.95$219.3K
Feb 12, 2026Shah DharmeshChief Technology OfficerA3,302$0.00$0.00
Feb 12, 2026Shah DharmeshChief Technology OfficerF323$228.95$74.0K
Feb 4, 2026FISHER ERIKA ASHLEYChief Legal OfficerSELL841$238.01$200.2K
Feb 3, 2026FISHER ERIKA ASHLEYChief Legal OfficerSELL589$251.88$148.4K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (90% buy). Based on 42 analysts: 14 strong buy, 24 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$280.16 mean target +41.9% upside Strong Buy (1.77)
$180.00 Low $450.00 High
MetricValue
Current Price$197.44
Target Low$180.00
Target Mean$280.16
Target Median$264.39
Target High$450.00
# Analysts33
RecommendationStrong Buy (1.77)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$3.02 $3.00 $3.09 37.7% +5.4% 27↑ 2↓ $0.9B 18.0% 30
Next Q
2026-09-30
$3.45 $3.28 $3.66 29.5% +3.3% 27↑ 3↓ $0.9B 16.4% 30
Current FY
2026-12-31
$13.12 $13.00 $13.41 35.2% +5.3% 31↑ 0↓ $3.7B 18.4% 31
Next FY
2027-12-31
$15.61 $14.09 $16.72 19.0% +2.2% 22↑ 8↓ $4.3B 15.6% 34

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.016
7d ago$3.016
30d ago$2.860+0.155
60d ago$2.860+0.156
90d ago$2.860+0.156
24 analyst firms have rated this stock: 0 upgrades, 5 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 11, 2026 Barclays MAINTAIN Overweight Overweight
May 8, 2026 Macquarie DOWNGRADE Outperform Neutral
May 8, 2026 UBS MAINTAIN Buy Buy
May 8, 2026 William Blair DOWNGRADE Outperform Market Perform
May 8, 2026 Citigroup DOWNGRADE Buy Neutral
May 8, 2026 JP Morgan MAINTAIN Overweight Overweight
May 8, 2026 Truist Securities MAINTAIN Buy Buy
May 8, 2026 RBC Capital MAINTAIN Outperform Outperform
May 8, 2026 Cantor Fitzgerald DOWNGRADE Overweight Neutral
May 8, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 8, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
May 8, 2026 Keybanc MAINTAIN Overweight Overweight
May 8, 2026 Mizuho MAINTAIN Outperform Outperform
May 8, 2026 Morgan Stanley MAINTAIN Overweight Overweight
May 8, 2026 B of A Securities DOWNGRADE Buy Underperform
May 8, 2026 Piper Sandler MAINTAIN Overweight Overweight
Apr 30, 2026 Citigroup MAINTAIN Buy Buy
Apr 21, 2026 BTIG REITERATE Buy Buy
Apr 20, 2026 Macquarie MAINTAIN Outperform Outperform
Apr 16, 2026 Canaccord Genuity MAINTAIN Buy Buy
Apr 16, 2026 RBC Capital REITERATE Outperform Outperform
Apr 14, 2026 UBS MAINTAIN Buy Buy
Apr 14, 2026 Piper Sandler MAINTAIN Overweight Overweight
Apr 10, 2026 Citigroup MAINTAIN Buy Buy
Apr 2, 2026 Stifel MAINTAIN Buy Buy
Mar 3, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Feb 13, 2026 Citigroup MAINTAIN Buy Buy
Feb 13, 2026 Barclays MAINTAIN Overweight Overweight
Feb 12, 2026 Macquarie MAINTAIN Outperform Outperform
Feb 12, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 12, 2026 Jefferies MAINTAIN Buy Buy
Feb 12, 2026 BMO Capital MAINTAIN Outperform Outperform
Feb 12, 2026 UBS MAINTAIN Buy Buy
Feb 12, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 12, 2026 Goldman Sachs MAINTAIN Buy Buy
Feb 12, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Feb 12, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 12, 2026 Keybanc MAINTAIN Overweight Overweight
Feb 12, 2026 Truist Securities MAINTAIN Buy Buy
Feb 12, 2026 Mizuho MAINTAIN Outperform Outperform
Feb 12, 2026 BTIG MAINTAIN Buy Buy
Feb 12, 2026 Needham MAINTAIN Buy Buy
Feb 12, 2026 Piper Sandler MAINTAIN Overweight Overweight
Feb 4, 2026 Citigroup MAINTAIN Buy Buy
Feb 4, 2026 Oppenheimer MAINTAIN Outperform Outperform
Feb 3, 2026 Piper Sandler MAINTAIN Overweight Overweight
Jan 28, 2026 Goldman Sachs MAINTAIN Buy Buy
Jan 28, 2026 UBS MAINTAIN Buy Buy
Jan 23, 2026 Stifel MAINTAIN Buy Buy
Jan 15, 2026 Morgan Stanley MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 2026142440090%
Apr 1, 2026142440090%
Mar 1, 2026142350088%
Feb 1, 2026142350088%
Jan 1, 2026132440090%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Feb 3, 2026Anthony WiedRHOUSEBUY$15,001 - $50,000HubSpot IncMar 12, 2026 (38d)
50°
Neutral
Bearish Neutral Bullish
5 mentions 0 bullish 0 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 8, 2026144° Neutral001
May 8, 2026144° Neutral001
Mar 13, 2026250° Neutral002
Mar 13, 2026150° Neutral001

Recent Reddit Threads

r/stocks Neutral 13d 2h ago
Why HUBS dropped?
▲ 1 💬 0 ⚡ 0.5
May 7, 2026
earnings_calendar
HUBS Q1 2026 Earnings After Market Close — 2026-05-07
May 7, 2026
short_volume
Short Volume: HUBS — 58.1% short (0.5M / 0.9M)
Short: 545,967 | Exempt: 573 | TRF Vol: 940,177 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: HUBS — 57.8% short (0.3M / 0.6M)
Short: 323,777 | Exempt: 25 | TRF Vol: 559,820 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: HUBS — 60.3% short (0.4M / 0.7M)
Short: 431,880 | Exempt: 903 | TRF Vol: 715,661 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: HUBS — 57.1% short (0.4M / 0.7M)
Short: 373,976 | Exempt: 74 | TRF Vol: 654,992 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: HUBS — 1.5M shares, 56,982 trades
Week starting 2026-04-27. Total ATS volume: 1,470,616 shares across 56,982 trades.
Apr 23, 2026
short_volume
Short Volume: HUBS — 55.9% short (0.5M / 0.8M)
Short: 470,303 | Exempt: 20,314 | TRF Vol: 841,844 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_volume
Short Volume: HUBS — 55.2% short (0.3M / 0.6M)
Short: 305,474 | Exempt: 62 | TRF Vol: 553,389 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: HUBS — 2.1M shares, 59,393 trades
Week starting 2026-04-20. Total ATS volume: 2,065,684 shares across 59,393 trades.
Apr 13, 2026
dark_pool
Dark Pool: HUBS — 2.7M shares, 82,453 trades
Week starting 2026-04-13. Total ATS volume: 2,732,639 shares across 82,453 trades.
Apr 8, 2026
short_volume
Short Volume: HUBS — 59.8% short (0.6M / 1.0M)
Short: 601,225 | Exempt: 18 | TRF Vol: 1,004,713 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
Apr 7, 2026
short_volume
Short Volume: HUBS — 57.1% short (0.3M / 0.5M)
Short: 310,425 | Exempt: 244 | TRF Vol: 544,020 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
dark_pool
Dark Pool: HUBS — 3.2M shares, 86,865 trades
Week starting 2026-04-06. Total ATS volume: 3,224,037 shares across 86,865 trades.
Mar 30, 2026
dark_pool
Dark Pool: HUBS — 0.9M shares, 34,477 trades
Week starting 2026-03-30. Total ATS volume: 931,632 shares across 34,477 trades.
Mar 23, 2026
dark_pool
Dark Pool: HUBS — 1.8M shares, 54,872 trades
Week starting 2026-03-23. Total ATS volume: 1,848,702 shares across 54,872 trades.