HubSpot (NYSE:HUBS) Price Target Lowered to $325.00 at UBS Group

HubSpot (NYSE:HUBS) had its price target decreased by UBS Group from $450.00 to $325.00 in a report released on Thursday,Benzinga reports. UBS Group currently has a buy rating on the software maker’s stock.

Other equities research analysts have also issued reports about the company. Sanford C. Bernstein restated an “outperform” rating on shares of HubSpot in a research report on Thursday. Wall Street Zen upgraded shares of HubSpot from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Barclays reiterated an “overweight” rating and set a $300.00 price target on shares of HubSpot in a report on Thursday. Zacks Research downgraded HubSpot from a “hold” rating to a “strong sell” rating in a report on Monday, January 19th. Finally, Canaccord Genuity Group set a $485.00 price objective on shares of HubSpot in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $451.37.

HubSpot Stock Up 9.5%

HUBS stock opened at $229.26 on Thursday. HubSpot has a 52 week low of $207.20 and a 52 week high of $881.13. The firm has a 50 day moving average of $340.55 and a 200 day moving average of $414.68. The stock has a market capitalization of $12.01 billion, a PE ratio of 263.51, a price-to-earnings-growth ratio of 4.97 and a beta of 1.44.

HubSpot (NYSE:HUBS) last released its quarterly earnings data on Wednesday, February 11th. The software maker reported $3.09 earnings per share 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 for the quarter, compared to analyst estimates of $830.65 million. During the same quarter in the prior year, the business earned $2.32 earnings per share. The business’s quarterly revenue was up 20.4% compared to the same quarter last year. On average, equities research analysts expect that HubSpot will post 1.01 earnings per share for the current year.

Insider Buying and Selling at HubSpot

In other news, Director Brian Halligan sold 8,500 shares of the company’s stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $303.38, for a total transaction of $2,578,730.00. Following the transaction, the director directly owned 487,344 shares of the company’s stock, valued at $147,850,422.72. This represents a 1.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Erika Ashley Fisher sold 841 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $238.01, for a total value of $200,166.41. Following the completion of the transaction, the insider directly owned 10,119 shares of the company’s stock, valued at $2,408,423.19. The trade was a 7.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 26,930 shares of company stock valued at $9,175,604 in the last quarter. 4.00% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On HubSpot

Institutional investors and hedge funds have recently made changes to their positions in the business. Vanguard Group Inc. increased its holdings in HubSpot by 6.4% during the 3rd quarter. Vanguard Group Inc. now owns 5,736,765 shares of the software maker’s stock valued at $2,683,659,000 after acquiring an additional 345,524 shares in the last quarter. Pictet Asset Management Holding SA increased its position in HubSpot by 32.7% during the 4th quarter. Pictet Asset Management Holding SA now owns 1,935,587 shares of the software maker’s stock worth $776,714,000 after purchasing an additional 476,740 shares in the last quarter. State Street Corp raised its stake in HubSpot by 1.9% in the 3rd quarter. State Street Corp now owns 1,148,895 shares of the software maker’s stock valued at $537,453,000 after purchasing an additional 21,358 shares during the last quarter. Geode Capital Management LLC boosted its position in HubSpot by 1.5% during the fourth quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker’s stock worth $388,917,000 after acquiring an additional 14,159 shares during the last quarter. Finally, Jennison Associates LLC lifted its stake in shares of 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 purchasing an additional 672,158 shares during the period. 90.39% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories 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.