HubSpot (NYSE:HUBS) Price Target Cut to $217.00 by Analysts at Citigroup

HubSpot (NYSE:HUBS) had its target price cut by Citigroup from $230.00 to $217.00 in a research report sent to investors on Friday morning,Benzinga reports. They currently have a buy rating on the software maker’s stock.

Other research analysts also recently issued reports about the company. Sanford C. Bernstein set a $381.00 price target on HubSpot in a research note on Friday, May 8th. Weiss Ratings reissued a “sell (d)” rating on shares of HubSpot in a research report on Wednesday, June 24th. Canaccord Genuity Group set a $335.00 price target on shares of HubSpot in a research note on Friday, May 8th. Truist Financial lowered their price objective on shares of HubSpot from $300.00 to $230.00 and set a “buy” rating on the stock in a report on Friday, May 8th. Finally, Jefferies Financial Group reaffirmed a “buy” rating and issued a $250.00 price objective on shares of HubSpot in a research note on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $307.86.

HubSpot Trading Up 8.1%

NYSE HUBS opened at $205.38 on Friday. The business’s 50-day moving average price is $200.86 and its two-hundred day moving average price is $238.49. HubSpot has a 12 month low of $169.63 and a 12 month high of $568.16. The firm has a market capitalization of $10.52 billion, a PE ratio of 107.53, a price-to-earnings-growth ratio of 2.07 and a beta of 1.22.

HubSpot (NYSE:HUBS) last announced its earnings results on Thursday, May 7th. The software maker reported $2.72 earnings per share for the quarter, topping analysts’ consensus estimates of $2.47 by $0.25. The business had revenue of $881.00 million during the quarter, compared to the consensus estimate of $863.32 million. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. HubSpot’s quarterly revenue was up 23.4% on a year-over-year basis. During the same quarter last year, the firm earned $1.84 earnings per share. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. As a group, analysts forecast that HubSpot will post 4.39 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, CTO Dharmesh Shah purchased 10,000 shares of the business’s stock in a transaction dated Tuesday, May 12th. The stock was purchased at an average cost of $181.37 per share, with a total value of $1,813,700.00. Following the completion of the acquisition, the chief technology officer directly owned 1,295,400 shares of the company’s stock, valued at approximately $234,946,698. The trade was a 0.78% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $184.42, for a total transaction of $1,567,570.00. Following the transaction, the director directly owned 93,500 shares of the company’s stock, valued at approximately $17,243,270. This represents a 8.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have purchased 14,063 shares of company stock valued at $2,585,781 and have sold 17,915 shares valued at $3,654,114. 3.70% of the stock is currently owned by company insiders.

Institutional Trading of HubSpot

Large investors have recently modified their holdings of the business. Turning Point Benefit Group Inc. bought a new position in HubSpot in the third quarter worth about $25,000. Rakuten Securities Inc. boosted its position in HubSpot by 783.3% during the 2nd quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock valued at $30,000 after acquiring an additional 47 shares in the last quarter. Cary Street Partners Investment Advisory LLC bought a new stake in HubSpot during the 4th quarter valued at approximately $33,000. Osterweis Capital Management Inc. purchased a new position in shares of HubSpot during the 2nd quarter worth approximately $34,000. Finally, Larson Financial Group LLC grew its holdings in shares of HubSpot by 378.9% during the 4th quarter. Larson Financial Group LLC now owns 91 shares of the software maker’s stock worth $37,000 after acquiring an additional 72 shares during the period. 90.39% of the stock is owned by institutional investors.

Key HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot debuted Agent Hub, a new offering designed to unify AI agents, reinforcing its push into AI-powered workflow tools and giving investors a fresh growth narrative. HubSpot Debuts Agent Hub to Unify AI Agents
• Positive Sentiment: Several research notes highlighted HubSpot as a beneficiary of expanding AI adoption and strong demand for AI-infused software, which can support sentiment around the stock. 4 Software Stocks Poised to Benefit From Expanding AI Adoption
• Positive Sentiment: Citigroup lowered its price target to $217 from $230, but kept a Buy rating, implying roughly 5.7% upside from the current share price and signaling continued analyst confidence. Benzinga report on Citi target cut
• Neutral Sentiment: HubSpot reversed a customer data policy after privacy backlash, which may reduce reputational risk, but also underscores sensitivity around data practices. HubSpot Reverses Customer Data Policy After Backlash Over Privacy Concerns
• Neutral Sentiment: Management and product updates continue to emphasize AI and revenue workflow improvements, helping reinforce the long-term growth story, though these updates are not a near-term catalyst by themselves. HubSpot June 2026 updates
• Negative Sentiment: HubSpot director Brian Halligan sold 8,500 shares for about $1.9 million, which can weigh on sentiment even if the sale may be routine. HubSpot Director Brian Halligan Sells 8,500 Shares
• Negative Sentiment: Some commentary says HUBS still looks overvalued despite its AI agent launch, and Wells Fargo reportedly cut the stock to Hold, reflecting valuation caution that could cap gains. HubSpot Stock Still Looks Overvalued As AI Agent Tools Launch HubSpot Cut to Hold at Wells Fargo

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.