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Form 144 HUBSPOT INC Filed by: Halligan Brian

Tue, 20 Oct 2026 13:08:00 -0400

si-local-file:///var/storage/secattach/20261020/27209461.html

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

The analyst commented: "3Q26 App SW Survey | MSFT Continues to Lead: We completed our 3Q26 application software survey of 20 app software partners ahead of our on-cycle prints. 47% of respondents exceeded plan (vs. 57% in 2Q), 75% saw sales cycles extend in 3Q (vs. 78% in 2Q) and 36% believe prioritization of AI projects is driving deal push-outs (vs. 76% in 2Q). Anthropic maintained its top position as the most strategic AI vendor, consistent with the 2Q26 survey, and remained meaningfully

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

Piper Sandler's 3Q26 App SW Survey: 'MSFT Continues to Lead'

Wed, 14 Oct 2026 08:31:35 -0400

Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.

HubSpot (HUBS) Reiterated at Hold by Stifel as Measured Beat Expected

Wed, 14 Oct 2026 08:02:54 -0400

Stifel analyst J. Parker Lane reiterated a Hold rating and $225.00 price target on HubSpot Inc (NYSE: HUBS).

The analyst commented, "We expect HubSpot will deliver another measured beat (1-2pts with q/q deceleration, as guided) and largely maintain its implied 4Q outlook, as the company navigates challenging sales cycles and continues to evolve its pricing/packaging around Agents. As a reminder, HUBS reaffirmed its 3Q/2026 guidance on 10/6, when it announced a 7% RIF.Elite partner performance (n=5) was a mixed bag (see below), with our checks underscoring the ongoing challenges of driving agent adoption and consumption, including the anticipated introduction of a

Form SCHEDULE 13G HUBSPOT INC Filed by: JPMORGAN CHASE & CO

Tue, 13 Oct 2026 13:46:00 -0400

si-local-file:///var/storage/secattach/20261013/27180441.html

Barclays downgrades 2 software stocks ahead of Q3 earnings

Mon, 12 Oct 2026 09:13:15 -0400

Investing.com -- Barclays downgraded HubSpot and Monday.com to Equal Weight from Overweight ahead of third-quarter earnings, saying the third quarter should show "more differentiation" across software as AI-driven growth appears at some companies but not yet at others.

Analyst Raimo Lenschow said he expects a relatively benign earnings season, with checks solid for most names and easier federal comparisons after DOGE-related cuts helping companies such as ServiceNow. He believes AI-fueled growth should be "clearly visible" at DigitalOcean and Datadog, emerging at Microsoft and not yet visible at HubSpot or Monday.com.

Lenschow likes Microsoft for fiscal first-quarter results. The analyst expects

Barclays downgrades 2 software stocks ahead of Q3 earnings

Mon, 12 Oct 2026 09:13:15 -0400

Lenschow likes Microsoft for fiscal first-quarter results. The analyst expects

Barclays downgrades 2 software stocks ahead of Q3 earnings

Mon, 12 Oct 2026 09:13:15 -0400

Lenschow likes Microsoft for fiscal first-quarter results. The analyst expects

Barclays downgrades 2 software stocks ahead of Q3 earnings

Mon, 12 Oct 2026 09:13:15 -0400

Lenschow likes Microsoft for fiscal first-quarter results. The analyst expects

Barclays downgrades 2 software stocks ahead of Q3 earnings

Mon, 12 Oct 2026 09:13:15 -0400

Lenschow likes Microsoft for fiscal first-quarter results. The analyst expects

Barclays downgrades 2 software stocks ahead of Q3 earnings

Mon, 12 Oct 2026 09:13:15 -0400

Lenschow likes Microsoft for fiscal first-quarter results. The analyst expects

Barclays Downgrades HubSpot Inc (HUBS) to Equalweight

Mon, 12 Oct 2026 04:17:24 -0400

Barclays analyst Raimo Lenschow downgraded HubSpot Inc (NYSE: HUBS) from Overweight to Equalweight with a price target of $240.00.

The analyst comments: “We are downgrading HubSpot to Equal Weight from Overweight as our original thesis was centered on the belief that AI usage would drive a growth acceleration by unlocking incremental wallet share through credits-based monetization, allowing HubSpot to capture more value from power users as AI adoption scaled. While we remain constructive on that long-term opportunity, we now believe the timing will take longer than expected. At its 2026 Analyst Day, management repeatedly highlighted that customers remain cautious as they

Barclays Downgrades HubSpot Inc (HUBS) to Equalweight

Mon, 12 Oct 2026 04:17:24 -0400

Barclays analyst Raimo Lenschow downgraded HubSpot Inc (NYSE: HUBS) from Overweight to Equalweight with a price target of $240.00.