Application Software

HubSpot

HubSpot CTO Acquires 10,000 Shares

HubSpot CEO Yamini Rangan Buys Company Stocks

U.S. Bank Downgrades HubSpot's Stock Rating and Price Target

HubSpot released FY2026 Q1 earnings on May 7 After-Market EST, actual revenue USD 881 M (forecast USD 863.34 M), actual EPS USD 0.62 (forecast USD 0.6614)

HubSpot reports $21.8 million Q1 net loss, shares drop in after-hours trading

HubSpot's Chief Legal Officer Sold Company Shares

HubSpot to Release FY2026 Q1 Earnings on May 7 After-Market EST, Forecast Revenue USD 862.78 M, EPS USD 0.6614

Morgan Stanley Analyst Maintains HubSpot’s Buy Rating

Analyst Reaffirms HubSpot's Hold Rating

HubSpot Receives Consensus Moderate Buy Rating from Analysts

Multiple Software Firms Shift to AI Usage-Based Pricing Models

HubSpot Director Brian Halligan sold 8,292 shares

Stifel Nicolaus Analyst Maintains HubSpot Buy Rating, Price Target at $325

64% of Singapore Businesses Use AI Daily, but Only 18% Have Fully Autonomous Systems

HubSpot Launches New Answer Engine Optimization Tool AEO

HubSpot Director Brian Halligan Sells 8,500 Shares of Company Stock

Enterprise Software Firms Start Mentioning AI Agent Competition Risks in Filings

Swiss National Bank Reduces Stake in HubSpot, Inc., Other Hedge Funds Increase Holdings

HubSpot Stock Target Price Raised

HubSpot Receives Average Rating of 'Moderate Buy' from 31 Analysts

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

HUBS

HubSpot reported Q1 2026 revenue of $881 million and a net profit of $32.55 million, raising its full-year guidance. The company completed a $399.73 million buyback, emphasizing AI-powered customer service agents. However, concerns about the impact of AI on near-term execution and monetization persist. Analysts project $5 billion in revenue and $471.2 million in earnings by 2029, but some remain cautious about AI adoption and pricing strategies. The stock has seen a significant decline, prompting debate on its future value.

Simplywall

SPDR S&P Software

NVIDIA

Microsoft

NVIDIA Corporation

HubSpot (HUBS) Is Down 24.7% After AI-Fueled Profit Turn and Guidance Hike - Has The Bull Case Changed?

Anthropic has introduced Claude for Small Business, a platform that incorporates artificial intelligence into popular tools such as QuickBooks, HubSpot, and Canva. This innovative solution provides 15 different workflows aimed at optimizing and simplifying business operations for small enterprises.

Unusual Whales

Anthropic releases Claude AI tools for SMBs, integrating AI into platforms like QuickBooks and HubSpot with 15 workflows.

HubSpot co-founder Dharmesh Shah recently purchased 10,000 shares for $1.8 million, believing in the company's long-term vision despite AI concerns. HubSpot's stock has fallen to five-year lows, down 55.4% year-to-date. Shah argues that AI won't replace CRM but will enhance it, emphasizing the need for a robust customer platform. Other insiders, including CEO Yamini Rangan, also bought shares amid analyst downgrades. HubSpot's stock was up 0.45% to $179.80 in after-hours trading, following a strong quarter with 10,800 new customers and 20% revenue growth.

benzinga_article

HubSpot Founder Buys Stock Dip, Brushes Off AI Concerns: 'Don't Think Completely Humanless Is A Good Idea'

HubSpot Director Lorrie Norrington purchased 1,313 shares at $190.42 each, totaling $250,021.46, increasing her stake by 86.10%. HubSpot's CTO also bought 10,000 shares at $181.37. The stock opened at $179.69, down 6.1%, significantly below its 12-month high of $682.57. HubSpot reported better-than-expected earnings of $2.72 per share and revenue of $881 million, with a consensus Moderate Buy rating and a target price of $311. Analysts have varied price targets, with some maintaining a buy rating despite recent stock performance.

Market Beat

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Insider Buying: HubSpot (NYSE:HUBS) Director Buys 1,313 Shares of Stock

Rangan Yamini, CEO of Hubspot, purchased 2,750 shares of common stock at $189.84 each on May 12, 2026, totaling $522,060. Following this transaction, he directly owns 102,982 shares and indirectly owns 5,575 shares through a trust where he is the trustee. This includes 2,595 shares returned as an annuity payment from the trust.

TradingView

Hubspot Chief Executive Officer & Pres Purchased Shares Worth Over $522K

SYNA

TOST

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The stock market's focus on AI hardware has overshadowed strong results in other sectors. HubSpot (HUBS) saw a 19% drop despite a 23.4% revenue growth to $881 million and a raised Q2 forecast. Synaptics (SYNA) reached a new high with a 10.4% revenue increase to $294.2 million. Cloudflare (NET) announced a 20% workforce cut despite a 600% rise in AI usage. Toast (TOST) faced a slump despite a 21.6% revenue increase to $1.63 billion. Investors are advised to consider Chubb, Allstate, or Prudential due to near-term cost pressures.

Baystreet

CloudFlare

Synaptics

Chubb

Allstate

Toast

Global X Cloud Computing ETF

Prudential financial

ALLSTATE CORP 5.1% PREF 15/01/2053

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ALLSTATE CORP 4.750% DEP SHS REP 1/1000TH PRP PFD SR I

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Prudential Financial Pref Share PRS 5.625 08/15/58

Prudential Financial Pref Share PFH 4.125 09/01/25

Prudential Financial Pref Share PRH 5.95 09/01/62

Tuesday's Picks: Hubspot, Synaptics, Cloudflare, and Toast

BMRN

DELL

Wall Street analysts have highlighted several stocks, including Dell Technologies, BioMarin Pharmaceutical, and Disney, as the market prepares for a new trading week. Pre-market futures are mixed amid geopolitical tensions, particularly regarding Iran. The previous week saw significant gains in technology stocks, with the S&P 500 and Nasdaq Composite reaching record highs, driven by a strong April jobs report. Analysts are also monitoring oil prices and inflation indicators as earnings season concludes. Gold prices rose, reflecting optimism about potential peace in the U.S.-Iran situation, while crypto markets experienced a slight pullback.

- Technology stocks contributed to the increase in the stock market on Friday, supported by a strong April jobs report.  
- In the first quarter, 84% of the companies that reported earnings exceeded analysts' expectations.  
- This trend may bolster investor confidence as the market progresses into the summer months.

BioMarin Pharma

Trade Desk

Dell Tech

Oklo

Pitney Bowes

Wendys

Klarna

Disney

Global X E-commerce ETF

Spdr Select Tech

PITNEY BOWES INC 6.7% PREF USD25 (07/03/2043)

Here are Monday’s top Wall Street analyst research calls: Dell Technologies, BioMarin Pharmaceutical, Disney, HubSpot, Klarna, Oklo, Pitney Bowes, Trade Desk, Wendy’s, and more

Barclays analyst Raimo Lenschow has maintained a Buy rating on HubSpot (HUBS) with a price target of $270.00, while the stock closed at $197.34. The analyst has a 3-star rating and a 47.46% success rate. The overall analyst consensus for HubSpot is a Moderate Buy with an average price target of $285.77, indicating a potential upside of 44.81%. Bernstein also supports a Buy rating with a higher price target of $381.00.

Tip Ranks

iShares Expanded Tech Software Sector ETF

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Barclays

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Oracle

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Barclays Keeps Their Buy Rating on HubSpot (HUBS)

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Last week, several large-cap stocks faced significant selloffs due to weak earnings and analyst downgrades. Zoetis, Insmed, and HubSpot were among the top losers, with declines of 27.12%, 24.34%, and 16.11%, respectively. Other notable declines included CDW Corporation (-22.9%), Applied Optoelectronics (-20.9%), and Arista Networks (-20.5%). The overall trend reflected investor disappointment with companies failing to meet market expectations, leading to heavy selling across various sectors.

Zoetis

Insmed

Applied Optoelectronics

Westlake

Arista Networks

Coupang

Ubiquiti

Alcon

Zoetis, Insmed, And HubSpot Are Among Top 10 Large-Cap Losers Last Week (May 4-May 8): Are The Others In Your Portfolio?

AORT

FIGS

REAL

UPWK

TNDM

Artivion(AORT) fell 28.26%, with a trading turnover 127.8 Million USD, and a year-to-date fell 44.3%. Figs(FIGS) fell 24.33%, with a trading turnover 132.2 Million USD, and a year-to-date rose 2.4%. CloudFlare(NET) fell 23.62%, with a trading turnover 3.8 Billion USD, and a year-to-date fell 0.5%.

HubSpot(HUBS.US)