HubSpot (NYSE:HUBS) Given New $300.00 Price Target at Mizuho

HubSpot (NYSE:HUBS) had its price target decreased by Mizuho from $550.00 to $300.00 in a report published on Thursday morning, MarketBeat.com reports. Mizuho currently has an outperform rating on the software maker’s stock.

Several other analysts have also issued reports on HUBS. Truist Financial dropped their target price on HubSpot from $675.00 to $650.00 and set a “buy” rating on the stock in a report on Friday, November 7th. Needham & Company LLC lowered their price target on HubSpot from $700.00 to $300.00 and set a “buy” rating on the stock in a research report on Thursday. Stifel Nicolaus cut their price objective on HubSpot from $550.00 to $500.00 and set a “buy” rating for the company in a report on Friday, January 23rd. BTIG Research decreased their target price on shares of HubSpot from $500.00 to $300.00 and set a “buy” rating for the company in a research note on Thursday. Finally, Bank of America dropped their price target on shares of HubSpot from $640.00 to $515.00 and set a “buy” rating on the stock in a research report on Thursday, November 6th. One 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 assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $451.37.

HubSpot Stock Up 9.5%

Shares of HUBS stock opened at $229.26 on Thursday. HubSpot has a 12 month low of $207.20 and a 12 month high of $881.13. The company’s fifty day simple moving average is $340.55 and its 200-day simple moving average is $414.68. The firm has a market cap of $12.01 billion, a PE ratio of 263.51, a P/E/G ratio of 4.97 and a beta of 1.44.

HubSpot (NYSE:HUBS) last released its 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. HubSpot had a net margin of 1.47% and a return on equity of 3.69%. The business had revenue of $846.75 million during the quarter, compared to the consensus estimate of $830.65 million. During the same quarter last year, the firm earned $2.32 earnings per share. The firm’s revenue for the quarter was up 20.4% compared to the same quarter last year. On average, equities analysts predict that HubSpot will post 1.01 earnings per share for the current fiscal year.

Insider Activity

In related 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 owned 487,344 shares in the company, valued at approximately $147,850,422.72. This represents a 1.71% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Erika Ashley Fisher sold 841 shares of the firm’s stock in a transaction that occurred on 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 owned 10,119 shares of the company’s stock, valued at $2,408,423.19. This trade represents a 7.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 26,930 shares of company stock valued at $9,175,604 in the last ninety days. 4.00% of the stock is currently owned by insiders.

Institutional Trading of HubSpot

Institutional investors have recently added to or reduced their stakes in the company. Jennison Associates LLC increased its position in HubSpot by 548.6% during the 2nd quarter. Jennison Associates LLC now owns 794,677 shares of the software maker’s stock worth $442,341,000 after buying an additional 672,158 shares during the period. Capital World Investors bought a new stake in shares of HubSpot in the fourth quarter valued at about $259,930,000. Norges Bank acquired a new position in shares of HubSpot in the second quarter valued at about $269,941,000. Pictet Asset Management Holding SA increased its position in HubSpot by 32.7% during the fourth quarter. Pictet Asset Management Holding SA now owns 1,935,587 shares of the software maker’s stock worth $776,714,000 after acquiring an additional 476,740 shares during the period. Finally, Vanguard Group Inc. increased its position in HubSpot by 6.4% during the third quarter. Vanguard Group Inc. now owns 5,736,765 shares of the software maker’s stock worth $2,683,659,000 after acquiring an additional 345,524 shares during the period. 90.39% of the stock is currently owned by institutional investors.

Key Headlines Impacting HubSpot

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.