HubSpot, Inc. (NYSE:HUBS) Receives $572.87 Average PT from Analysts

Shares of HubSpot, Inc. (NYSE:HUBS) have received an average recommendation of “Moderate Buy” from the thirty-one ratings firms that are currently covering the firm, MarketBeat Ratings reports. Two research analysts have rated the stock with a sell recommendation, one has issued a hold recommendation, twenty-seven have given a buy recommendation and one has issued a strong buy recommendation on the company. The average 12 month price objective among brokers that have issued ratings on the stock in the last year is $452.70.

A number of research firms have issued reports on HUBS. BMO Capital Markets reduced their price target on HubSpot from $385.00 to $285.00 and set an “outperform” rating on the stock in a research 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 on the stock in a report on Thursday. Royal Bank Of Canada decreased their price target on shares of HubSpot from $800.00 to $400.00 and set an “outperform” rating for the company in a research note on Thursday. UBS Group reissued an “overweight” rating on shares of HubSpot in a research report on Thursday. Finally, Cantor Fitzgerald reduced their price objective on shares of HubSpot from $500.00 to $280.00 and set an “overweight” rating on the stock in a report on Thursday.

HubSpot Price Performance

NYSE HUBS opened at $243.31 on Thursday. The company has a market cap of $12.83 billion, a P/E ratio of 279.67, a P/E/G ratio of 5.79 and a beta of 1.44. The stock has a 50-day moving average of $337.83 and a two-hundred day moving average of $411.53. HubSpot has a 1-year low of $207.20 and a 1-year high of $820.00.

HubSpot (NYSE:HUBS) last issued its quarterly 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 net margin of 1.47% and a return on equity of 3.64%. The business had revenue of $846.75 million for the quarter, compared to analysts’ expectations of $830.65 million. During the same quarter in the prior year, the company earned $2.32 earnings per share. The business’s quarterly revenue was up 20.4% on a year-over-year basis. On average, analysts anticipate that HubSpot will post 1.01 EPS for the current fiscal year.

Insider Activity

In other news, Director Brian Halligan sold 8,500 shares of the 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 approximately $147,850,422.72. This represents a 1.71% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, 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 value of $200,166.41. Following the sale, 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 position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 26,930 shares of company stock valued at $9,175,604. Insiders own 4.00% of the company’s stock.

Institutional Investors Weigh In On HubSpot

Institutional investors and hedge funds have recently bought and sold shares of the stock. Fifth Third Bancorp increased its position in shares of HubSpot by 2.5% during the third quarter. Fifth Third Bancorp now owns 1,076 shares of the software maker’s stock worth $503,000 after purchasing an additional 26 shares in the last quarter. First Horizon Advisors Inc. grew its stake in HubSpot by 4.7% during the 2nd quarter. First Horizon Advisors Inc. now owns 597 shares of the software maker’s stock worth $332,000 after buying an additional 27 shares during the last quarter. Insigneo Advisory Services LLC increased its position in HubSpot by 6.3% during the second quarter. Insigneo Advisory Services LLC now owns 470 shares of the software maker’s stock worth $262,000 after buying an additional 28 shares during the period. GPS Wealth Strategies Group LLC lifted its stake in HubSpot by 5.7% in the third quarter. GPS Wealth Strategies Group LLC now owns 522 shares of the software maker’s stock valued at $244,000 after buying an additional 28 shares during the last quarter. Finally, Bessemer Group Inc. lifted its stake in HubSpot by 9.1% in the third quarter. Bessemer Group Inc. now owns 335 shares of the software maker’s stock valued at $156,000 after buying an additional 28 shares during the last quarter. 90.39% of the stock is owned by hedge funds and other institutional investors.

HubSpot News Summary

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4 beat and aggressive FY‑2026 guidance — HubSpot reported Q4 EPS $3.09 and revenue $846.7M (both above estimates) and gave FY‑2026 revenue and EPS guidance well ahead of consensus, which investors view as proof of continued growth acceleration. HubSpot rallies in premarket on earnings beat and upbeat 2026 outlook
• Positive Sentiment: $1B buyback and margin targets boost upside — Management approved a $1B repurchase program alongside targets for ~20% pro‑forma margins and strong FCF, signaling capital return confidence that supports valuation recovery narratives. HubSpot shares jump as Q4 earnings beat estimates
• Positive Sentiment: Enterprise CRM adoption pickup — HubSpot is seeing adoption growth inside the Russell 1000 and stronger multi‑hub customer adoption, suggesting larger deal traction and improving retention/expandability. HubSpot Sees Adoption Growth in Russell 1000 CRM Push
• Neutral Sentiment: Analyst bull/bear debate and valuation review — Coverage is polarized: some analysts raised targets (Citigroup), while others trimmed PTs substantially; independent writeups are reassessing valuation given the buyback and lowered multiples after the stock drawdown. Assessing HubSpot Valuation After Earnings Beat
• Negative Sentiment: Widespread price‑target cuts — Multiple sell‑side firms slashed targets (Goldman, UBS, Mizuho, Truist, Piper, BTIG and others), reflecting persistent skepticism on longer‑term multiples despite the beat; that keeps downside risk if sentiment doesn’t improve. Benzinga roundup of analyst changes
• Negative Sentiment: Near‑term volatility and profit‑taking — Despite the beat and strong guidance, headlines reported a volatile intra‑day reaction (initial tumble in some sessions) as investors weigh valuation, prompting short‑term swings. HubSpot shares tumble despite earnings beat and strong guidance

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.