HubSpot (NYSE:HUBS) Stock Price Up 8.4% After Analyst Upgrade

HubSpot, Inc. (NYSE:HUBS)’s share price shot up 8.4% during trading on Friday after Citigroup raised their price target on the stock from $600.00 to $640.00. Citigroup currently has a buy rating on the stock. HubSpot traded as high as $253.50 and last traded at $248.1960. 738,649 shares were traded during mid-day trading, a decline of 58% from the average session volume of 1,748,030 shares. The stock had previously closed at $228.95.

Several other equities research analysts have also recently issued reports on HUBS. Evercore set a $500.00 price target on HubSpot in a research note on Thursday, November 6th. Zacks Research downgraded HubSpot from a “hold” rating to a “strong sell” rating in a research report on Monday, January 19th. Needham & Company LLC reduced their target price on HubSpot from $700.00 to $300.00 and set a “buy” rating on the stock in a report on Thursday. Wells Fargo & Company dropped their price target on HubSpot from $600.00 to $350.00 and set an “overweight” rating for the company in a research note on Thursday. Finally, UBS Group reaffirmed an “overweight” rating on shares of HubSpot in a research report on Thursday. 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 two have issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $452.70.

Insider Activity

In other news, 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 sale, the insider directly owned 10,119 shares in the company, valued at approximately $2,408,423.19. This trade represents a 7.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction that occurred 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 sale, the director directly owned 487,344 shares in the company, valued at $147,850,422.72. This trade represents a 1.71% 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 worth $9,175,604 over the last ninety days. 4.00% of the stock is currently owned by insiders.

Trending Headlines about HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4 beat and aggressive FY‑2026 guidance — HubSpot reported Q4 EPS $3.09 and revenue $846.7M (both above estimates) and gave FY‑2026 revenue and EPS guidance well ahead of consensus, which investors view as proof of continued growth acceleration. HubSpot rallies in premarket on earnings beat and upbeat 2026 outlook
• Positive Sentiment: $1B buyback and margin targets boost upside — Management approved a $1B repurchase program alongside targets for ~20% pro‑forma margins and strong FCF, signaling capital return confidence that supports valuation recovery narratives. HubSpot shares jump as Q4 earnings beat estimates
• Positive Sentiment: Enterprise CRM adoption pickup — HubSpot is seeing adoption growth inside the Russell 1000 and stronger multi‑hub customer adoption, suggesting larger deal traction and improving retention/expandability. HubSpot Sees Adoption Growth in Russell 1000 CRM Push
• Neutral Sentiment: Analyst bull/bear debate and valuation review — Coverage is polarized: some analysts raised targets (Citigroup), while others trimmed PTs substantially; independent writeups are reassessing valuation given the buyback and lowered multiples after the stock drawdown. Assessing HubSpot Valuation After Earnings Beat
• Negative Sentiment: Widespread price‑target cuts — Multiple sell‑side firms slashed targets (Goldman, UBS, Mizuho, Truist, Piper, BTIG and others), reflecting persistent skepticism on longer‑term multiples despite the beat; that keeps downside risk if sentiment doesn’t improve. Benzinga roundup of analyst changes
• Negative Sentiment: Near‑term volatility and profit‑taking — Despite the beat and strong guidance, headlines reported a volatile intra‑day reaction (initial tumble in some sessions) as investors weigh valuation, prompting short‑term swings. HubSpot shares tumble despite earnings beat and strong guidance

Institutional Trading of HubSpot

A number of hedge funds and other institutional investors have recently modified their holdings of HUBS. Strategic Advocates LLC acquired a new stake in shares of HubSpot during the 3rd quarter valued at $25,000. Turning Point Benefit Group Inc. bought a new position in HubSpot in the third quarter valued at about $25,000. Goodman Advisory Group LLC acquired a new stake in shares of HubSpot during the second quarter valued at about $27,000. Whittier Trust Co. grew its holdings in shares of HubSpot by 136.4% during the second quarter. Whittier Trust Co. now owns 52 shares of the software maker’s stock worth $29,000 after purchasing an additional 30 shares during the last quarter. Finally, Exane Asset Management acquired a new position in shares of HubSpot in the third quarter valued at approximately $30,000. Institutional investors own 90.39% of the company’s stock.

HubSpot Stock Up 6.3%

The company has a 50 day moving average price of $337.83 and a 200-day moving average price of $412.48. The company has a market cap of $12.83 billion, a price-to-earnings ratio of 279.67, a P/E/G ratio of 5.44 and a beta of 1.44.

HubSpot (NYSE:HUBS) last posted its earnings results 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. The firm had revenue of $846.75 million for the quarter, compared to analyst estimates of $830.65 million. HubSpot had a net margin of 1.47% and a return on equity of 3.64%. 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 firm posted $2.32 EPS. On average, analysts forecast that HubSpot, Inc. will post 1.01 EPS for the current fiscal year.

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.