HubSpot (NYSE:HUBS) Price Target Raised to $640.00

HubSpot (NYSE:HUBS) had its price objective boosted by Citigroup from $600.00 to $640.00 in a research note published on Friday morning,Benzinga reports. The brokerage currently has a buy rating on the software maker’s stock.

Other equities research analysts have also recently issued reports about the stock. Needham & Company LLC reduced their price target on shares of HubSpot from $700.00 to $300.00 and set a “buy” rating for the company in a research report on Thursday. Canaccord Genuity Group set a $485.00 target price on HubSpot in a research report on Thursday. Rothschild & Co Redburn cut HubSpot from a “strong-buy” rating to a “hold” rating in a research report on Monday, November 10th. BMO Capital Markets dropped their price target on HubSpot from $385.00 to $285.00 and set an “outperform” rating on the stock in a research note on Thursday. Finally, Stifel Nicolaus reduced their price objective on HubSpot from $550.00 to $500.00 and set a “buy” rating for the company in a research note on Friday, January 23rd. One research 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 given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $452.70.

HubSpot Stock Up 6.3%

HUBS stock opened at $243.31 on Friday. The business has a 50 day moving average price of $337.83 and a 200 day moving average price of $410.64. The stock has a market cap of $12.83 billion, a price-to-earnings ratio of 279.67, a PEG ratio of 3.46 and a beta of 1.45. HubSpot has a fifty-two week low of $207.20 and a fifty-two week high of $820.00.

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. The company had revenue of $846.75 million for the quarter, compared to analysts’ expectations of $830.65 million. HubSpot had a net margin of 1.47% and a return on equity of 3.64%. The firm’s revenue for the quarter was up 20.4% on a year-over-year basis. During the same quarter last year, the company earned $2.32 earnings per share. As a group, sell-side analysts anticipate that HubSpot will post 1.01 EPS for the current year.

Insider Buying and Selling

In related news, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction on 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 directly owned 487,344 shares in the company, valued at $147,850,422.72. This trade represents a 1.71% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Erika Ashley Fisher sold 841 shares of the business’s stock in a transaction on 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 transaction, the insider directly owned 10,119 shares in the company, valued at $2,408,423.19. This represents 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 worth $9,175,604. Corporate insiders own 4.00% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Thrivent Financial for Lutherans raised its position in HubSpot by 23.7% in the third quarter. Thrivent Financial for Lutherans now owns 23,789 shares of the software maker’s stock valued at $11,128,000 after purchasing an additional 4,559 shares during the period. Rakuten Investment Management Inc. purchased a new stake in shares of HubSpot in the third quarter worth about $48,548,000. BNP PARIBAS ASSET MANAGEMENT Holding S.A. grew its stake in shares of HubSpot by 19.2% in the second quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 9,533 shares of the software maker’s stock valued at $5,306,000 after buying an additional 1,533 shares in the last quarter. Nordea Investment Management AB raised its holdings in shares of HubSpot by 34.9% during the 3rd quarter. Nordea Investment Management AB now owns 21,638 shares of the software maker’s stock valued at $10,148,000 after buying an additional 5,595 shares during the period. Finally, Triasima Portfolio Management inc. acquired a new position in HubSpot during the 3rd quarter worth approximately $2,079,000. Institutional investors and hedge funds own 90.39% of the company’s stock.

HubSpot News Roundup

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

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.