HubSpot (NYSE:HUBS) Given New $350.00 Price Target at Wells Fargo & Company

HubSpot (NYSE:HUBS) had its price objective cut by Wells Fargo & Company from $600.00 to $350.00 in a research note issued to investors on Thursday morning, MarketBeat Ratings reports. They currently have an overweight rating on the software maker’s stock.

Other equities research analysts have also recently issued reports about the stock. Needham & Company LLC cut their price objective on shares of HubSpot from $700.00 to $300.00 and set a “buy” rating for the company in a research report on Thursday. The Goldman Sachs Group dropped their price target on shares of HubSpot from $612.00 to $517.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Jefferies Financial Group reduced their price target on shares of HubSpot from $560.00 to $325.00 and set a “buy” rating on the stock in a research report on Thursday. Stifel Nicolaus decreased their price objective on HubSpot from $550.00 to $500.00 and set a “buy” rating on the stock in a report on Friday, January 23rd. Finally, Bank of America cut their target price on HubSpot from $640.00 to $515.00 and set a “buy” rating for the company in a research note on Thursday, November 6th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $451.37.

HubSpot Stock Performance

NYSE:HUBS opened at $229.26 on Thursday. HubSpot has a one year low of $207.20 and a one year high of $881.13. The stock has a market cap of $12.01 billion, a PE ratio of 263.51, a P/E/G ratio of 4.97 and a beta of 1.44. The stock has a 50 day moving average price of $340.55 and a 200 day moving average price of $414.68.

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

Insiders Place Their Bets

In other news, insider Erika Ashley Fisher sold 841 shares of the firm’s stock in a transaction on 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 directly owned 10,119 shares in the company, valued at $2,408,423.19. This trade represents a 7.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction on 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 sale, the director directly owned 487,344 shares of the company’s stock, valued at $147,850,422.72. The trade was a 1.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 26,930 shares of company stock worth $9,175,604 over the last 90 days. 4.00% of the stock is owned by insiders.

Institutional Trading of HubSpot

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Jennison Associates LLC lifted its position in shares of HubSpot by 548.6% during the second quarter. Jennison Associates LLC now owns 794,677 shares of the software maker’s stock worth $442,341,000 after purchasing an additional 672,158 shares in the last quarter. Capital World Investors purchased a new stake in HubSpot during the 4th quarter worth approximately $259,930,000. Norges Bank acquired a new stake in HubSpot during the 2nd quarter worth approximately $269,941,000. Pictet Asset Management Holding SA lifted its holdings in HubSpot by 32.7% during the 4th quarter. Pictet Asset Management Holding SA now owns 1,935,587 shares of the software maker’s stock worth $776,714,000 after buying an additional 476,740 shares in the last quarter. Finally, Vanguard Group Inc. boosted its position in HubSpot by 6.4% in the 3rd quarter. Vanguard Group Inc. now owns 5,736,765 shares of the software maker’s stock valued at $2,683,659,000 after buying an additional 345,524 shares during the period. 90.39% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about HubSpot

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.