HubSpot (NYSE:HUBS) Price Target Cut to $300.00 by Analysts at BTIG Research

HubSpot (NYSE:HUBS) had its target price decreased by BTIG Research from $500.00 to $300.00 in a report issued on Thursday, MarketBeat Ratings reports. BTIG Research currently has a buy rating on the software maker’s stock.

Other research analysts have also recently issued reports about the stock. Evercore set a $500.00 target price on shares of HubSpot in a research report on Thursday, November 6th. Truist Financial decreased their target price on HubSpot from $675.00 to $650.00 and set a “buy” rating for the company in a research report on Friday, November 7th. Sanford C. Bernstein set a $448.00 target price on shares of HubSpot in a research note on Monday. BMO Capital Markets lowered their target price on HubSpot from $465.00 to $385.00 and set an “outperform” rating for the company in a report on Thursday, January 29th. Finally, Citigroup dropped their price objective on shares of HubSpot from $660.00 to $600.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. One equities 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 company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $451.37.

HubSpot Stock Up 9.5%

HubSpot stock opened at $229.26 on Thursday. HubSpot has a 52-week low of $207.20 and a 52-week high of $881.13. The firm has a fifty day moving average of $340.55 and a 200-day moving average of $414.68. The firm has a market capitalization 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 posted its earnings results on Wednesday, February 11th. The software maker reported $3.09 earnings per share for the quarter, beating the consensus estimate 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 analyst estimates of $830.65 million. During the same quarter in the previous year, the business posted $2.32 EPS. The business’s quarterly revenue was up 20.4% on a year-over-year basis. On average, research analysts expect that HubSpot will post 1.01 EPS for the current fiscal year.

Insider Activity at HubSpot

In other HubSpot news, insider Erika Ashley Fisher sold 841 shares of the firm’s 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 sale, the insider directly 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 sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $303.38, for a total transaction of $2,578,730.00. Following the transaction, the director directly owned 487,344 shares in the company, valued at $147,850,422.72. The trade was a 1.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 26,930 shares of company stock valued at $9,175,604. 4.00% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of HUBS. Strategic Advocates LLC bought a new stake in shares of HubSpot in the 3rd quarter valued at approximately $25,000. Turning Point Benefit Group Inc. bought a new position in HubSpot in the 3rd quarter worth $25,000. Goodman Advisory Group LLC acquired a new position in shares of HubSpot during the 2nd quarter worth about $27,000. Whittier Trust Co. lifted its holdings in shares of 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 during the last quarter. Finally, Exane Asset Management bought a new stake in HubSpot in the 3rd quarter valued at $30,000. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Key Headlines 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?

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.