Stifel Nicolaus Issues Pessimistic Forecast for HubSpot (NYSE:HUBS) Stock Price

HubSpot (NYSE:HUBS) had its price objective dropped by Stifel Nicolaus from $375.00 to $325.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the software maker’s stock. Stifel Nicolaus’ price objective would suggest a potential upside of 32.42% from the stock’s previous close.

A number of other brokerages also recently issued reports on HUBS. Truist Financial cut their price target on shares of HubSpot from $650.00 to $300.00 and set a “buy” rating for the company in a report on Thursday, February 12th. Jefferies Financial Group decreased their price objective on shares of HubSpot from $560.00 to $325.00 and set a “buy” rating on the stock in a report on Thursday, February 12th. Piper Sandler lowered their target price on shares of HubSpot from $400.00 to $280.00 and set an “overweight” rating on the stock in a research report on Thursday, February 12th. Wall Street Zen raised shares of HubSpot from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Finally, Bank of America assumed coverage on HubSpot in a research note on Tuesday. They set a “buy” rating and a $300.00 price target on the stock. 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 one has assigned a Sell rating to the company. According to data from MarketBeat, HubSpot presently has a consensus rating of “Moderate Buy” and a consensus price target of $429.90.

HubSpot Trading Up 0.3%

Shares of HUBS stock opened at $245.43 on Thursday. The stock has a 50 day simple moving average of $256.29 and a 200-day simple moving average of $358.83. The company has a market cap of $12.94 billion, a price-to-earnings ratio of 282.10, a price-to-earnings-growth ratio of 3.39 and a beta of 1.44. HubSpot has a 12-month low of $207.20 and a 12-month high of $682.57.

HubSpot (NYSE:HUBS) last posted its quarterly earnings results on Wednesday, February 11th. The software maker reported $3.09 earnings per share for the quarter, beating analysts’ consensus estimates of $2.99 by $0.10. The firm had revenue of $846.75 million for the quarter, compared to the consensus estimate of $830.65 million. HubSpot had a return on equity of 3.64% and a net margin of 1.47%.The company’s revenue for the quarter was up 20.4% compared to the same quarter last year. During the same period in the previous year, the business earned $2.32 earnings per share. On average, equities analysts forecast that HubSpot will post 1.01 earnings per share for the current fiscal year.

Insider Activity

In other HubSpot news, Director Brian Halligan sold 8,500 shares of the company’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 transaction, the director directly 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 document filed with the Securities & Exchange Commission, which is accessible 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 transaction of $200,166.41. Following the sale, the insider directly owned 10,119 shares in the company, 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. Insiders sold a total of 26,691 shares of company stock valued at $7,250,662 in the last three months. 4.00% of the stock is currently owned by corporate insiders.

Institutional Trading of HubSpot

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Thrivent Financial for Lutherans boosted its holdings in shares of HubSpot by 23.7% in the 3rd quarter. Thrivent Financial for Lutherans now owns 23,789 shares of the software maker’s stock valued at $11,128,000 after purchasing an additional 4,559 shares during the last quarter. Rakuten Investment Management Inc. acquired a new stake in shares of HubSpot during the 3rd quarter worth $48,548,000. Nordea Investment Management AB raised its position in shares of HubSpot by 34.9% in the 3rd quarter. Nordea Investment Management AB now owns 21,638 shares of the software maker’s stock worth $10,148,000 after buying an additional 5,595 shares during the period. Triasima Portfolio Management inc. purchased a new position in shares of HubSpot in the 3rd quarter worth $2,079,000. Finally, Mitsubishi UFJ Trust & Banking Corp boosted its holdings in HubSpot by 20.8% in the third quarter. Mitsubishi UFJ Trust & Banking Corp now owns 38,924 shares of the software maker’s stock valued at $18,209,000 after acquiring an additional 6,709 shares during the last quarter. 90.39% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot is shifting its Breeze AI agents to outcome‑based / pay‑per‑result pricing, a move that can lower adoption friction and align fees with customer ROI — potentially accelerating usage and AI monetization. Read More.
• Positive Sentiment: The outcome‑based pricing change was widely reported and framed as an industry‑leading commercial approach (coverage from diginomica, SiliconANGLE, MSN, No Jitter), reinforcing the narrative that HubSpot is innovating on AI go‑to‑market. Read More.
• Positive Sentiment: HubSpot added Mike Berry (MongoDB CFO) to its board, strengthening financial and go‑to‑market oversight — a governance signal investors typically view favorably. Read More.
• Positive Sentiment: Analyst sentiment remains constructive overall: a consensus “Moderate Buy” rating was reported, supporting demand among buy‑side investors. Read More.
• Negative Sentiment: Stifel cut its price target from $375 to $325 while keeping a Buy rating — the downgrade trims implied upside and can apply downward pressure or limit further rallies despite continued conviction. Read More.

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.