HubSpot shares rise as investors revisit upbeat Q4 results, buyback, and bullish analyst commentary

HubSpot, Inc. (HUBS) is up 6.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The move looks most consistent with a continuation of a post-earnings rebound after HubSpot posted a Q4 beat, issued a constructive outlook, and highlighted capital return via a new repurchase authorization. Recent bullish analyst commentary and price targets may have also helped sentiment, particularly after a volatile stretch for software stocks.

Details:

HubSpot reported Q4 adjusted EPS of $3.09 on revenue of $846.7 million, topping consensus expectations.

The company guided Q1 revenue to roughly $862–$863 million, implying continued year-over-year growth.

Calculated billings were about $971 million in Q4, a key forward-looking demand indicator that grew strongly versus the prior year.

Management disclosed a new share repurchase authorization of up to $1 billion over 24 months, which can support the stock by reducing share count.

Sources:

Associated Press, Investing.com, TipRanks

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 20 times in the past 6 months. Of those trades, 0 have been purchases and 20 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 7 sales selling 50,761 shares for an estimated $19,032,748.
DHARMESH SHAH (Chief Technology Officer) has made 0 purchases and 7 sales selling 22,000 shares for an estimated $11,019,039.
YAMINI RANGAN (Chief Executive Officer & Pres) has made 0 purchases and 2 sales selling 2,864 shares for an estimated $1,432,000.
KATHRYN BUEKER (Chief Financial Officer) has made 0 purchases and 2 sales selling 734 shares for an estimated $367,000.
ERIKA ASHLEY FISHER (Chief Legal Officer) has made 0 purchases and 2 sales selling 1,430 shares for an estimated $348,523.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$HUBS Hedge Fund Activity

We have seen 356 institutional investors add shares of $HUBS stock to their portfolio, and 513 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,478,734 shares (-80.9%) from their portfolio in Q4 2025, for an estimated $994,715,954
PRICE T ROWE ASSOCIATES INC /MD/ added 1,224,424 shares (+36.5%) to their portfolio in Q4 2025, for an estimated $491,361,351
FRANKLIN RESOURCES INC removed 724,696 shares (-66.9%) from their portfolio in Q4 2025, for an estimated $290,820,504
CAPITAL WORLD INVESTORS added 647,721 shares (+inf%) to their portfolio in Q4 2025, for an estimated $259,930,437
AQR CAPITAL MANAGEMENT LLC added 642,545 shares (+117.6%) to their portfolio in Q4 2025, for an estimated $257,853,308
WELLINGTON MANAGEMENT GROUP LLP removed 586,560 shares (-40.1%) from their portfolio in Q4 2025, for an estimated $235,386,528
PICTET ASSET MANAGEMENT HOLDING SA added 476,740 shares (+32.7%) to their portfolio in Q4 2025, for an estimated $191,315,762

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$HUBS Congressional Stock Trading

Members of Congress have traded $HUBS stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $HUBS stock by members of Congress over the last 6 months:

REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 11/19.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$HUBS Analyst Ratings

Wall Street analysts have issued reports on $HUBS in the last several months. We have seen 22 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Jefferies issued a "Buy" rating on 02/12/2026
JP Morgan issued a "Overweight" rating on 02/12/2026
Macquarie issued a "Outperform" rating on 02/12/2026
Piper Sandler issued a "Overweight" rating on 02/12/2026
Morgan Stanley issued a "Overweight" rating on 01/15/2026
BTIG issued a "Buy" rating on 12/17/2025
Argus Research issued a "Buy" rating on 11/20/2025

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 26 analysts offer price targets for $HUBS in the last 6 months, with a median target of $350.0.

Here are some recent targets:

Tyler Radke from Citigroup set a target price of $640.0 on 02/13/2026
Raimo Lenschow from Barclays set a target price of $300.0 on 02/13/2026
Taylor McGinnis from UBS set a target price of $325.0 on 02/12/2026
Joshua Reilly from Needham set a target price of $300.0 on 02/12/2026
Siti Panigrahi from Mizuho set a target price of $300.0 on 02/12/2026
Terry Tillman from Truist Securities set a target price of $300.0 on 02/12/2026
Keith Bachman from BMO Capital set a target price of $285.0 on 02/12/2026

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.