HubSpot (NYSE:HUBS) Given New $442.00 Price Target at The Goldman Sachs Group

HubSpot (NYSE:HUBS) had its target price cut by The Goldman Sachs Group from $517.00 to $442.00 in a research report released on Thursday morning, MarketBeat Ratings reports. They currently have a buy rating on the software maker’s stock.

Several other equities analysts also recently issued reports on the stock. Evercore set a $500.00 price objective on shares of HubSpot in a report on Thursday, November 6th. Zacks Research cut shares of HubSpot from a “hold” rating to a “strong sell” rating in a research note on Monday, January 19th. Bank of America cut their price objective on shares of HubSpot from $640.00 to $515.00 and set a “buy” rating for the company in a report on Thursday, November 6th. Stifel Nicolaus reduced their price objective on HubSpot from $550.00 to $500.00 and set a “buy” rating on the stock in a research report on Friday, January 23rd. Finally, UBS Group cut their price target on shares of HubSpot from $600.00 to $450.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, one has assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $451.37.

HubSpot Price Performance

NYSE HUBS opened at $229.26 on Thursday. The company has a market capitalization of $12.01 billion, a PE ratio of 263.51, a P/E/G ratio of 4.97 and a beta of 1.44. The company has a fifty day moving average of $340.55 and a 200 day moving average of $414.68. HubSpot has a 1 year low of $207.20 and a 1 year high of $881.13.

HubSpot (NYSE:HUBS) last released its quarterly earnings data on Wednesday, February 11th. The software maker reported $3.09 EPS for the quarter, topping the consensus estimate of $2.99 by $0.10. HubSpot had a return on equity of 3.69% and a net margin of 1.47%.The business 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 firm posted $2.32 EPS. The business’s quarterly revenue was up 20.4% compared to the same quarter last year. Research analysts expect that HubSpot will post 1.01 earnings per share for the current year.

Insiders Place Their Bets

In related news, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $303.38, for a total transaction of $2,578,730.00. Following the completion of the transaction, the director directly owned 487,344 shares of the company’s stock, valued at approximately $147,850,422.72. The trade was a 1.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, insider Erika Ashley Fisher sold 841 shares of the stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $238.01, for a total transaction of $200,166.41. Following the completion of the sale, the insider directly owned 10,119 shares in the company, valued at approximately $2,408,423.19. The trade was a 7.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 26,930 shares of company stock valued at $9,175,604. 4.00% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On HubSpot

A number of institutional investors have recently made changes to their positions in HUBS. Strategic Advocates LLC acquired a new position in shares of HubSpot in the third quarter valued at approximately $25,000. Turning Point Benefit Group Inc. acquired a new stake in HubSpot in the third quarter valued at approximately $25,000. Goodman Advisory Group LLC bought a new position in shares of HubSpot during the second quarter worth about $27,000. Whittier Trust Co. raised its position in shares of HubSpot by 136.4% during the 2nd quarter. Whittier Trust Co. now owns 52 shares of the software maker’s stock valued at $29,000 after acquiring an additional 30 shares in the last quarter. Finally, Exane Asset Management bought a new position in HubSpot during the third quarter worth $30,000. 90.39% of the stock is owned by institutional investors and hedge funds.

HubSpot News Roundup

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.