HubSpot (NYSE:HUBS) Price Target Lowered to $280.00 at Piper Sandler

HubSpot (NYSE:HUBS) had its price target cut by Piper Sandler from $400.00 to $280.00 in a research report sent to investors on Thursday, MarketBeat Ratings reports. They currently have an overweight rating on the software maker’s stock.

A number of other analysts also recently issued reports on the company. Stifel Nicolaus reduced their price objective on HubSpot from $550.00 to $500.00 and set a “buy” rating on the stock in a research note on Friday, January 23rd. Weiss Ratings reissued a “sell (e+)” rating on shares of HubSpot in a research note on Friday, January 9th. Mizuho lowered their target price on shares of HubSpot from $700.00 to $550.00 and set an “outperform” rating for the company in a research note on Thursday, November 6th. 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, JPMorgan Chase & Co. dropped their price target on HubSpot from $675.00 to $650.00 and set an “overweight” rating on the stock in a research report 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 stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $451.37.

HubSpot Price Performance

Shares of NYSE:HUBS opened at $229.26 on Thursday. The company has a market capitalization of $12.01 billion, a P/E ratio of 263.51, a P/E/G ratio of 4.97 and a beta of 1.44. HubSpot has a 1-year low of $207.20 and a 1-year high of $881.13. The firm’s 50 day simple moving average is $340.55 and its two-hundred day simple moving average is $414.68.

HubSpot (NYSE:HUBS) last announced its quarterly earnings data on Wednesday, February 11th. The software maker reported $3.09 earnings per share (EPS) for the quarter, topping 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 firm 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 company posted $2.32 earnings per share. The company’s revenue for the quarter was up 20.4% compared to the same quarter last year. On average, sell-side analysts anticipate that HubSpot will post 1.01 earnings per share for the current fiscal year.

Insider Activity

In related 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 value of $200,166.41. Following the completion of the transaction, the insider owned 10,119 shares in the company, valued at $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 at this link. Also, Director Brian Halligan sold 8,500 shares of the company’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 value of $2,578,730.00. Following the completion of the sale, the director owned 487,344 shares in the company, valued at approximately $147,850,422.72. This represents a 1.71% decrease in their position. The disclosure for this sale is available in the SEC filing. In 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 Investors Weigh In On HubSpot

Hedge funds and other institutional investors have recently made changes to their positions in the company. Strategic Advocates LLC purchased a new position in HubSpot during the third quarter worth approximately $25,000. Turning Point Benefit Group Inc. acquired a new position in shares of HubSpot during the 3rd quarter worth about $25,000. Goodman Advisory Group LLC purchased a new position in shares of HubSpot in the second quarter valued at approximately $27,000. Whittier Trust Co. lifted its position in shares of HubSpot by 136.4% in the second quarter. Whittier Trust Co. now owns 52 shares of the software maker’s stock valued at $29,000 after acquiring an additional 30 shares in the last quarter. Finally, Exane Asset Management acquired a new stake in shares of HubSpot in the third quarter worth approximately $30,000. Institutional investors and hedge funds 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?

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.