HubSpot (NYSE:HUBS) Hits New 12-Month Low – Should You Sell?

Shares of HubSpot, Inc. (NYSE:HUBS) hit a new 52-week low on Tuesday . The company traded as low as $215.00 and last traded at $230.65, with a volume of 1708426 shares. The stock had previously closed at $232.58.

HubSpot News Summary

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?

Wall Street Analysts Forecast Growth

Several analysts have recently commented on HUBS shares. Jefferies Financial Group reduced their price objective on shares of HubSpot from $560.00 to $325.00 and set a “buy” rating for the company in a research report on Thursday. Mizuho reduced their price target on shares of HubSpot from $550.00 to $300.00 and set an “outperform” rating for the company in a report on Thursday. KeyCorp dropped their price objective on shares of HubSpot from $400.00 to $340.00 and set an “overweight” rating on the stock in a report on Thursday. Barclays restated an “overweight” rating and issued a $300.00 target price on shares of HubSpot in a research note on Thursday. Finally, BTIG Research dropped their price target on HubSpot from $500.00 to $300.00 and set a “buy” rating on the stock in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, one has assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, HubSpot presently has a consensus rating of “Moderate Buy” and an average price target of $451.37.

HubSpot Stock Performance

The company has a market cap of $12.01 billion, a price-to-earnings ratio of 263.51, a price-to-earnings-growth ratio of 4.97 and a beta of 1.44. The stock’s fifty day moving average is $340.55 and its two-hundred day moving average is $414.68.

HubSpot (NYSE:HUBS) last issued its quarterly earnings data on Wednesday, February 11th. The software maker reported $3.09 EPS for the quarter, topping analysts’ consensus estimates of $2.99 by $0.10. The firm had revenue of $846.75 million during the quarter, compared to analyst estimates of $830.65 million. HubSpot had a return on equity of 3.69% and a net margin of 1.47%.The company’s revenue for the quarter was up 20.4% on a year-over-year basis. During the same period in the previous year, the company posted $2.32 EPS. On average, equities research analysts expect that HubSpot, Inc. will post 1.01 EPS for the current year.

Insider Buying and Selling at HubSpot

In other news, Director Brian Halligan sold 8,500 shares of the 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 completion of the sale, the director owned 487,344 shares in the company, valued at $147,850,422.72. This represents a 1.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Erika Ashley Fisher sold 841 shares of the firm’s 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 transaction, the insider directly owned 10,119 shares in the company, 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 have 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 corporate insiders.

Institutional Investors Weigh In On HubSpot

A number of institutional investors have recently added to or reduced their stakes in HUBS. Thrivent Financial for Lutherans boosted its stake 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 acquiring an additional 4,559 shares during the last quarter. Rakuten Investment Management Inc. bought a new position in HubSpot during the third quarter valued at $48,548,000. BNP PARIBAS ASSET MANAGEMENT Holding S.A. raised 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 during the period. Nordea Investment Management AB lifted its position 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 last quarter. Finally, Triasima Portfolio Management inc. bought a new position in shares of HubSpot during the 3rd quarter worth $2,079,000. 90.39% of the stock is owned by institutional investors.

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.