HubSpot (NYSE:HUBS) Given New $530.00 Price Target at JPMorgan Chase & Co.

HubSpot (NYSE:HUBS) had its target price lowered by JPMorgan Chase & Co. from $650.00 to $530.00 in a report published on Thursday morning,Benzinga reports. The brokerage currently has an overweight rating on the software maker’s stock.

A number of other research analysts also recently issued reports on the stock. KeyCorp reduced their price objective on shares of HubSpot from $400.00 to $340.00 and set an “overweight” rating on the stock in a research report on Thursday. Barclays reissued an “overweight” rating and issued a $300.00 price objective on shares of HubSpot in a report on Thursday. Needham & Company LLC reduced their target price on shares of HubSpot from $700.00 to $300.00 and set a “buy” rating for the company in a report on Thursday. Stifel Nicolaus dropped their price target on shares of HubSpot from $550.00 to $500.00 and set a “buy” rating on the stock in a research note on Friday, January 23rd. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of HubSpot in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, HubSpot has an average rating of “Moderate Buy” and an average target price of $451.37.

HubSpot Stock Up 9.5%

NYSE:HUBS opened at $229.26 on Thursday. The business’s 50-day moving average price is $340.55 and its two-hundred day moving average price is $414.68. The stock 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 has a twelve month low of $207.20 and a twelve month high of $881.13.

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, topping 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 business had revenue of $846.75 million during the quarter, compared to analyst estimates of $830.65 million. During the same quarter in the prior year, the firm earned $2.32 earnings per share. HubSpot’s revenue for the quarter was up 20.4% on a year-over-year basis. On average, equities research analysts expect that HubSpot will post 1.01 EPS for the current fiscal year.

Insider Transactions at HubSpot

In other HubSpot news, Director Brian Halligan sold 8,500 shares of the firm’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 sale, the director owned 487,344 shares of the company’s stock, valued at $147,850,422.72. This trade represents a 1.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Erika Ashley Fisher sold 841 shares of the business’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $238.01, for a total transaction of $200,166.41. Following the sale, the insider directly owned 10,119 shares of the company’s stock, valued at $2,408,423.19. This represents a 7.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 26,930 shares of company stock worth $9,175,604 over the last three months. 4.00% of the stock is currently owned by corporate insiders.

Institutional Trading of HubSpot

Institutional investors have recently modified their holdings of the company. Fifth Third Bancorp increased its holdings in shares of HubSpot by 2.5% during the 3rd quarter. Fifth Third Bancorp now owns 1,076 shares of the software maker’s stock valued at $503,000 after purchasing an additional 26 shares in the last quarter. First Horizon Advisors Inc. increased its holdings in HubSpot by 4.7% in the second quarter. First Horizon Advisors Inc. now owns 597 shares of the software maker’s stock valued at $332,000 after buying an additional 27 shares in the last quarter. Insigneo Advisory Services LLC raised its position in shares of HubSpot by 6.3% in the second quarter. Insigneo Advisory Services LLC now owns 470 shares of the software maker’s stock worth $262,000 after acquiring an additional 28 shares during the period. GPS Wealth Strategies Group LLC boosted its stake in shares of HubSpot by 5.7% during the 3rd quarter. GPS Wealth Strategies Group LLC now owns 522 shares of the software maker’s stock worth $244,000 after acquiring an additional 28 shares in the last quarter. Finally, Bessemer Group Inc. grew its position in shares of HubSpot by 9.1% during the 3rd quarter. Bessemer Group Inc. now owns 335 shares of the software maker’s stock valued at $156,000 after acquiring an additional 28 shares during the period. 90.39% of the stock is currently owned by institutional investors.

Key Stories Impacting 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?

About HubSpot

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.