Truist Financial Issues Pessimistic Forecast for HubSpot (NYSE:HUBS) Stock Price

HubSpot (NYSE:HUBS) had its price target decreased by investment analysts at Truist Financial from $650.00 to $300.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm presently has a “buy” rating on the software maker’s stock. Truist Financial’s price target points to a potential upside of 27.99% from the stock’s previous close.

Several other equities research analysts have also recently weighed in on the stock. Wall Street Zen upgraded shares of HubSpot from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. Oppenheimer reduced their target price on shares of HubSpot from $550.00 to $350.00 and set an “outperform” rating on the stock in a report on Wednesday, February 4th. UBS Group dropped their price target on HubSpot from $600.00 to $450.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Weiss Ratings restated a “sell (e+)” rating on shares of HubSpot in a research report on Friday, January 9th. Finally, Piper Sandler dropped their target price on HubSpot from $400.00 to $280.00 and set an “overweight” rating for the company in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $483.70.

HubSpot Stock Up 12.0%

Shares of HubSpot stock traded up $25.07 on Thursday, reaching $234.40. The company’s stock had a trading volume of 1,318,084 shares, compared to its average volume of 1,588,677. The company has a market capitalization of $12.28 billion, a price-to-earnings ratio of -2,947.35, a P/E/G ratio of 5.51 and a beta of 1.44. The firm’s fifty day simple moving average is $343.50 and its two-hundred day simple moving average is $415.97. HubSpot has a 52 week low of $207.20 and a 52 week high of $881.13.

HubSpot (NYSE:HUBS) last released its quarterly earnings results on Wednesday, February 11th. The software maker reported $3.09 earnings per share (EPS) for the quarter, beating the consensus estimate 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 business had revenue of $846.75 million during the quarter, compared to analyst estimates of $830.65 million. During the same quarter in the previous year, the company posted $2.32 earnings per share. HubSpot’s revenue for the quarter was up 20.4% on a year-over-year basis. As a group, research analysts predict that HubSpot will post 1.01 EPS for the current year.

Insider Activity at HubSpot

In related news, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction dated 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 sale, the director owned 487,344 shares of the company’s stock, valued at $147,850,422.72. The trade was a 1.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Erika Ashley Fisher sold 841 shares of the company’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 sale, the insider directly owned 10,119 shares in the company, valued at $2,408,423.19. This trade represents a 7.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 26,930 shares of company stock valued at $9,175,604. 4.00% of the stock is owned by insiders.

Institutional Inflows and Outflows

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

More HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q1 and FY‑2026 guidance well above Street forecasts: HubSpot raised Q1 EPS guidance to $2.46–$2.48 (consensus ~ $1.45) and FY EPS to $12.38–$12.46 (consensus ~ $7.79); revenue guides also topped estimates — a clear fundamental beat and strong outlook. Business Wire: HubSpot Reports Strong Q4
• Positive Sentiment: Q4 results exceeded estimates: EPS $3.09 vs. $2.99 expected; revenue $846.7M vs. ~$830.7M expected and revenue +20% y/y — supports the upbeat guidance. Business Wire: Q4 Results
• Neutral Sentiment: Analysts kept constructive ratings even after cuts: Needham and BTIG remain buyers and Piper Sandler keeps an overweight stance — suggests firms expect fundamentals to hold despite lower target prices. The Fly: Needham note
• Neutral Sentiment: Broader sector pressure and AI disruption concerns are weighing on software names, which can amplify share moves even after positive company news. Reuters: AI fears in software
• Negative Sentiment: Multiple large price‑target reductions: Piper Sandler cut its target to $280 (from $400), Needham cut to $300 (from $700) and BTIG cut to $300 (from $500) — sizable reductions that pressure sentiment and set lower valuation anchors. Benzinga: PT cuts TickerReport: BTIG note
• Negative Sentiment: Shares slid in extended trading and headlines highlighted the post‑earnings drop despite the beat — short‑term sentiment and positioning (including short interest in software names) likely amplified the move. Yahoo Finance: Shares tumble

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.