HubSpot (HUBS) is up 10.0% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver appears to be a continued rebound in sentiment toward HubSpot after its strong first-quarter results and its push to position AI as a product and sales catalyst. There does not appear to be one fresh company announcement tied directly to today’s move, so the rally may also reflect investors rotating back into beaten-down software names and rewarding HubSpot’s still-solid growth profile.
Details:
HubSpot’s first-quarter 2026 results showed revenue of about $881 million, with management guiding for full-year revenue of roughly $3.70 billion to $3.71 billion and non-GAAP EPS of about $13.04 to $13.12.Management highlighted AI products such as Customer Agent, Prospecting Agent, and Data Agent, framing them as part of a broader “agentic customer platform” strategy.On the first-quarter call, management pointed to strong momentum with larger customers, including faster growth in higher-value deals and ongoing multi-hub adoption.Recent investor-facing appearances at major technology conferences may have helped reinforce the view that HubSpot’s growth outlook is stabilizing after a steep selloff earlier this year.Sources:
HubSpot Investor Relations, HubSpot Earnings Call Transcript, Investing.com
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$HUBS Insider Trading Activity
$HUBS insiders have traded $HUBS stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $HUBS stock by insiders over the last 6 months:
- BRIAN HALLIGAN has made 0 purchases and 6 sales selling 50,553 shares for an estimated $12,252,838.
- ERIKA ASHLEY FISHER (Chief Legal Officer) has made 0 purchases and 3 sales selling 2,345 shares for an estimated $565,067.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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$HUBS Hedge Fund Activity
We have seen 391 institutional investors add shares of $HUBS stock to their portfolio, and 462 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- TWO SIGMA INVESTMENTS, LP added 1,139,685 shares (+556.1%) to their portfolio in Q1 2026, for an estimated $278,197,108
- MORGAN STANLEY added 770,073 shares (+154.9%) to their portfolio in Q1 2026, for an estimated $187,974,819
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 703,706 shares (+352.1%) to their portfolio in Q1 2026, for an estimated $171,774,634
- CLEARBRIDGE INVESTMENTS, LLC removed 565,372 shares (-98.6%) from their portfolio in Q1 2026, for an estimated $138,007,305
- MILLENNIUM MANAGEMENT LLC added 456,103 shares (+102.7%) to their portfolio in Q1 2026, for an estimated $111,334,742
- AQR CAPITAL MANAGEMENT LLC added 439,188 shares (+36.9%) to their portfolio in Q1 2026, for an estimated $107,205,790
- ALLIANCEBERNSTEIN L.P. removed 383,287 shares (-91.0%) from their portfolio in Q1 2026, for an estimated $93,560,356
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$HUBS Analyst Ratings
Wall Street analysts have issued reports on $HUBS in the last several months. We have seen 6 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 05/08/2026
- Morgan Stanley issued a "Overweight" rating on 05/08/2026
- B of A Securities issued a "Underperform" rating on 05/08/2026
- Piper Sandler issued a "Overweight" rating on 02/12/2026
- Macquarie issued a "Outperform" rating on 02/12/2026
- JP Morgan issued a "Overweight" rating on 02/12/2026
- Jefferies issued a "Buy" rating on 02/12/2026
To track analyst ratings and price targets for $HUBS, check out Quiver Quantitative's $HUBS forecast page.
$HUBS Price Targets
Multiple analysts have issued price targets for $HUBS recently. We have seen 24 analysts offer price targets for $HUBS in the last 6 months, with a median target of $295.0.
Here are some recent targets:
- Raimo Lenschow from Barclays set a target price of $270.0 on 05/11/2026
- Ryan Macwilliams from Wells Fargo set a target price of $300.0 on 05/08/2026
- Steve Koenig from Macquarie set a target price of $190.0 on 05/08/2026
- Mark Murphy from JP Morgan set a target price of $425.0 on 05/08/2026
- Tyler Radke from Citigroup set a target price of $230.0 on 05/08/2026
- Rishi Jaluria from RBC Capital set a target price of $350.0 on 05/08/2026
- Terry Tillman from Truist Securities set a target price of $230.0 on 05/08/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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HubSpot jumps as investors appear to revisit its AI and growth story
HubSpot (HUBS) is up 10.0% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver appears to be a continued rebound in sentiment toward HubSpot after its strong first-quarter results and its push to position AI as a product and sales catalyst. There does not appear to be one fresh company announcement tied directly to today’s move, so the rally may also reflect investors rotating back into beaten-down software names and rewarding HubSpot’s still-solid growth profile.
Details:
Sources:
HubSpot Investor Relations, HubSpot Earnings Call Transcript, Investing.com
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$HUBS Insider Trading Activity
$HUBS insiders have traded $HUBS stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $HUBS stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$HUBS Hedge Fund Activity
We have seen 391 institutional investors add shares of $HUBS stock to their portfolio, and 462 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$HUBS Analyst Ratings
Wall Street analysts have issued reports on $HUBS in the last several months. We have seen 6 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
To track analyst ratings and price targets for $HUBS, check out Quiver Quantitative's $HUBS forecast page.
$HUBS Price Targets
Multiple analysts have issued price targets for $HUBS recently. We have seen 24 analysts offer price targets for $HUBS in the last 6 months, with a median target of $295.0.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »