HubSpot (NYSE:HUBS) Given New $300.00 Price Target at Needham & Company LLC

HubSpot (NYSE:HUBS) had its target price cut by Needham & Company LLC from $700.00 to $300.00 in a report published on Thursday morning, Marketbeat Ratings reports. They currently have a buy rating on the software maker’s stock.

HUBS has been the subject of several other reports. Rothschild & Co Redburn downgraded shares of HubSpot from a “strong-buy” rating to a “hold” rating in a research note on Monday, November 10th. Sanford C. Bernstein set a $448.00 target price on HubSpot in a research note on Monday. UBS Group reduced their target price on HubSpot from $600.00 to $450.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. Barclays reissued an “overweight” rating and issued a $300.00 price target on shares of HubSpot in a report on Thursday. Finally, Wells Fargo & Company dropped their price target on HubSpot from $685.00 to $600.00 and set an “overweight” rating on the stock in a research note on Thursday, November 6th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, HubSpot currently has a consensus rating of “Moderate Buy” and a consensus price target of $451.37.

HubSpot Price Performance

Shares of HUBS stock opened at $229.26 on Thursday. The stock’s 50-day moving average is $340.55 and its 200 day moving average is $414.68. HubSpot has a 1-year low of $207.20 and a 1-year high of $881.13. The company has a market cap of $12.01 billion, a P/E ratio of 263.51, a PEG ratio of 4.97 and a beta of 1.44.

HubSpot (NYSE:HUBS) last released its quarterly earnings results on Wednesday, February 11th. The software maker reported $3.09 earnings per share for the quarter, beating analysts’ consensus estimates of $2.99 by $0.10. HubSpot had a net margin of 1.47% and a return on equity of 3.69%. The business had revenue of $846.75 million for the quarter, compared to analysts’ expectations of $830.65 million. During the same period last year, the business earned $2.32 EPS. The company’s revenue was up 20.4% compared to the same quarter last year. On average, analysts anticipate that HubSpot will post 1.01 EPS for the current year.

Insiders Place Their Bets

In other HubSpot news, insider Erika Ashley Fisher sold 841 shares of HubSpot stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $238.01, for a total transaction of $200,166.41. Following the completion of the transaction, the insider owned 10,119 shares in the company, valued at approximately $2,408,423.19. This trade represents a 7.67% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $303.38, for a total value of $2,578,730.00. Following the completion of the transaction, the director directly owned 487,344 shares of the company’s stock, valued at approximately $147,850,422.72. This trade represents a 1.71% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 26,930 shares of company stock valued at $9,175,604 over the last 90 days. 4.00% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the stock. Strategic Advocates LLC purchased a new stake in HubSpot in the 3rd quarter worth approximately $25,000. Turning Point Benefit Group Inc. acquired a new position in shares of HubSpot in the 3rd quarter valued at $25,000. Goodman Advisory Group LLC acquired a new position in shares of HubSpot in the 2nd quarter valued at $27,000. Whittier Trust Co. boosted its holdings in HubSpot by 136.4% during the second quarter. Whittier Trust Co. now owns 52 shares of the software maker’s stock worth $29,000 after buying an additional 30 shares in the last quarter. Finally, Exane Asset Management acquired a new stake in HubSpot during the third quarter valued at $30,000. 90.39% of the stock is currently owned by hedge funds and other institutional investors.

HubSpot News Summary

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4 beat and upbeat FY26 guidance — HubSpot reported stronger-than-expected Q4 EPS ($3.09) and revenue ($846.7M, +20% y/y) and issued aggressive FY26 revenue and EPS targets, which underpin the rally. HubSpot Reports Strong Q4 and Full Year 2025 Results
• Positive Sentiment: $1 billion share buyback announced — Management approved a $1B repurchase that investors view as a signal of confidence and a near‑term support for shares; the program helped prompt an intraday jump after results. HubSpot shares jump as Q4 earnings beat estimates
• Positive Sentiment: Strong customer / AI momentum — Reports note accelerating multi‑hub adoption, AI tool uptake and management targeting ~$3.7B revenue in 2026; these trends support durable revenue growth and retention metrics. HubSpot targets $3.7B revenue in 2026 as AI adoption accelerates and share repurchase signals confidence
• Neutral Sentiment: Analyst and market commentators urge buying the dip — Several long‑form takes argue HUBS now trades at depressed multiples after a large drawdown and that fundamentals justify accumulation; useful for contrarian investors but timing remains uncertain. HubSpot: Panic Selling Is Senseless, Buy The Dip
• Neutral Sentiment: Partner wins and product traction — Third‑party partner accolades and usage data (e.g., multi‑hub campaigns) reinforce product stickiness but are less likely to move near‑term pricing alone. Orange Marketing Hits 151 Five-Star HubSpot Reviews, Ranks #8 Among U.S. Diamond Partners
• Negative Sentiment: Large, broad price‑target cuts — Multiple firms (JPMorgan, UBS, Goldman, Truist, Wells, Mizuho, Piper, Needham, BTIG, etc.) lowered targets—some steeply—citing valuation resets and sector fear; those cuts fuel selling pressure despite buy/overweight ratings in many cases. HubSpot Stock Takes The Software Slide After Q4 Earnings
• Negative Sentiment: Shares sold off despite the beat — Some headlines highlight that HUBS still tumbled in extended trading even after the results, reflecting macro/sector angst and short‑term profit taking. HubSpot shares tumble despite earnings beat and strong guidance
• Negative Sentiment: Debate over whether buyback can reverse the trend — Analysts and commentators are split on whether a $1B repurchase is large enough to offset valuation compression and sector flow; this uncertainty can prolong volatility. Hubspot stock has imploded: can the $1 billion buyback reverse the trend?

HubSpot Company Profile

HubSpot, Inc is a software company that develops a cloud-based customer relationship management (CRM) platform designed to help organizations attract, engage and delight customers. Its primary business activities center on providing integrated marketing, sales and customer service tools that support inbound marketing strategies, content management, lead nurturing, sales automation and customer support workflows.

The company’s product suite is organized around modular “hubs” built on a central CRM: Marketing Hub, Sales Hub, Service Hub, CMS Hub and Operations Hub.