HubSpot (NYSE:HUBS) Price Target Cut to $300.00 by Analysts at Truist Financial

HubSpot (NYSE:HUBS) had its target price lowered by Truist Financial from $650.00 to $300.00 in a report issued on Thursday morning, MarketBeat Ratings reports. The firm currently has a buy rating on the software maker’s stock.

Other equities research analysts have also recently issued reports about the stock. Piper Sandler lowered their price objective on shares of HubSpot from $400.00 to $280.00 and set an “overweight” rating for the company in a research report on Thursday. Argus dropped their price objective on HubSpot from $650.00 to $525.00 and set a “buy” rating on the stock in a research note on Thursday, November 20th. Needham & Company LLC decreased their target price on HubSpot from $700.00 to $300.00 and set a “buy” rating for the company in a research report on Thursday. Stifel Nicolaus lowered their target price on HubSpot from $550.00 to $500.00 and set a “buy” rating for the company in a report on Friday, January 23rd. Finally, BMO Capital Markets cut their price target on HubSpot from $465.00 to $385.00 and set an “outperform” rating on the stock in a research note on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, one has given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $451.37.

HubSpot Stock Up 9.5%

HUBS opened at $229.26 on Thursday. The business has a fifty day moving average of $340.55 and a 200 day moving average of $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 52-week low of $207.20 and a 52-week high of $881.13.

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

Insider Buying and Selling at HubSpot

In other HubSpot news, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $303.38, for a total value of $2,578,730.00. Following the transaction, the director 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. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Erika Ashley Fisher sold 841 shares of the business’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 transaction, the insider 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. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 26,930 shares of company stock valued at $9,175,604. Corporate insiders own 4.00% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of HUBS. Hollencrest Capital Management purchased a new stake in HubSpot during the fourth quarter valued at approximately $40,000. HRT Financial LP purchased a new stake in shares of HubSpot during the 4th quarter valued at $5,538,000. DRW Securities LLC acquired a new stake in shares of HubSpot in the 4th quarter worth $283,000. Orion Porfolio Solutions LLC grew its stake in HubSpot by 337.2% during the 4th quarter. Orion Porfolio Solutions LLC now owns 5,946 shares of the software maker’s stock worth $2,386,000 after buying an additional 4,586 shares during the last quarter. Finally, Cibc World Markets Corp acquired a new position in HubSpot during the 4th quarter valued at about $697,000. Institutional investors own 90.39% of the company’s stock.

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?

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.