Needham & Company LLC Lowers HubSpot (NYSE:HUBS) Price Target to $300.00

HubSpot (NYSE:HUBS) had its price target reduced by research analysts at Needham & Company LLC from $700.00 to $300.00 in a research report issued on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the software maker’s stock. Needham & Company LLC’s price objective would suggest a potential upside of 43.65% from the company’s current price.

A number of other equities analysts have also commented on HUBS. Citigroup dropped their price target on HubSpot from $660.00 to $600.00 and set a “buy” rating for the company in a research note on Wednesday, February 4th. Weiss Ratings reiterated a “sell (e+)” rating on shares of HubSpot in a research report on Friday, January 9th. BMO Capital Markets decreased their price objective on HubSpot from $465.00 to $385.00 and set an “outperform” rating on the stock in a research report on Thursday, January 29th. Evercore set a $500.00 target price on HubSpot in a research report on Thursday, November 6th. Finally, The Goldman Sachs Group decreased their price target on HubSpot from $612.00 to $517.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, one has given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $537.20.

HubSpot Price Performance

Shares of HUBS stock opened at $208.84 on Thursday. The company’s fifty day moving average price is $343.50 and its 200-day moving average price is $415.97. The company has a market capitalization of $10.94 billion, a price-to-earnings ratio of -2,610.44, a PEG ratio of 5.51 and a beta of 1.44. HubSpot has a one year low of $207.20 and a one year high of $881.13.

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 positive return on equity of 1.21% and a negative net margin of 0.12%.The firm had revenue of $846.75 million during the quarter, compared to analyst estimates of $830.65 million. During the same quarter in the prior year, the company posted $2.32 earnings per share. The business’s quarterly revenue was up 20.4% compared to the same quarter last year. Equities research analysts expect that HubSpot will post 1.01 earnings per share for the current fiscal year.

Insider Activity at HubSpot

In other news, insider Erika Ashley Fisher sold 841 shares of the company’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 sale, the insider owned 10,119 shares of the company’s stock, valued at approximately $2,408,423.19. This represents a 7.67% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Brian Halligan sold 8,500 shares of the 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 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 position. The SEC filing for this sale provides additional information. Insiders have sold 26,930 shares of company stock valued at $9,175,604 in the last ninety days. Insiders own 4.00% of the company’s stock.

Institutional Trading of HubSpot

A number of institutional investors have recently modified their holdings of the company. Fifth Third Bancorp grew its stake in HubSpot by 2.5% during the 3rd quarter. Fifth Third Bancorp now owns 1,076 shares of the software maker’s stock worth $503,000 after buying an additional 26 shares during the last quarter. First Horizon Advisors Inc. raised its position in HubSpot by 4.7% during the 2nd quarter. First Horizon Advisors Inc. now owns 597 shares of the software maker’s stock worth $332,000 after buying an additional 27 shares during the last quarter. Insigneo Advisory Services LLC lifted its position in HubSpot by 6.3% during the second quarter. Insigneo Advisory Services LLC now owns 470 shares of the software maker’s stock valued at $262,000 after purchasing an additional 28 shares during the period. GPS Wealth Strategies Group LLC lifted its holdings in shares of HubSpot by 5.7% in the 3rd quarter. GPS Wealth Strategies Group LLC now owns 522 shares of the software maker’s stock valued at $244,000 after buying an additional 28 shares during the period. Finally, Bessemer Group Inc. boosted its position in HubSpot by 9.1% in the 3rd quarter. Bessemer Group Inc. now owns 335 shares of the software maker’s stock worth $156,000 after purchasing an additional 28 shares in the last quarter. 90.39% of the stock is currently owned by institutional investors.

More HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4 beats on EPS and revenue, and strong subscription growth (revenue $846.7M, EPS $3.09) — confirms continued top-line momentum. HubSpot Reports Strong Q4 and Full Year 2025 Results
• Positive Sentiment: Management guided to roughly 18% growth next year, signaling continued durable demand into FY2026. HubSpot’s (NYSE:HUBS) Q4 CY2025 sales beat estimates, guides for 18% growth next year
• Positive Sentiment: Market commentators and some strategists view the broader software pullback as a buying opportunity; coverage notes potential for a short-covering squeeze and high-quality names recovering. Software Stocks Look Primed for a Short Squeeze
• Neutral Sentiment: Full earnings call transcript and slide deck available for detail on KPIs, product cadence and churn/ARR dynamics — useful for digging into what underpins the guide. HubSpot, Inc. (HUBS) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst write-ups compare KPIs to estimates and prior-year metrics for context on margin trends and bookings — worth reviewing for any signs of slowing unit economics. HubSpot (HUBS) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
• Negative Sentiment: Shares fell in extended trading despite the beat and guide — investors apparently punished the stock amid a broader selloff in software names. HubSpot shares tumble despite earnings beat and strong guidance
• Negative Sentiment: Sector headwinds from AI-related disruption fears and recent software weakness pressured HUBS — strategists flagged sector risk that can outweigh company-level beats. AI disruption fears create buying chance in US software stocks, strategists say
• Negative Sentiment: Valuation and profitability worry some investors (slim/negative net margin on reported results and a large one-year share decline), keeping selling pressure even after a beat. Is HubSpot (HUBS) Now Attractive After A 71% One Year Share Price Fall?

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.