HubSpot (NYSE:HUBS) Price Target Lowered to $442.00 at The Goldman Sachs Group

HubSpot (NYSE:HUBS) had its price target lowered by stock analysts at The Goldman Sachs Group from $517.00 to $442.00 in a report released on Thursday,Benzinga reports. The firm currently has a “buy” rating on the software maker’s stock. The Goldman Sachs Group’s target price suggests a potential upside of 98.85% from the company’s current price.

Several other analysts also recently issued reports on HUBS. UBS Group reduced their price objective on HubSpot from $600.00 to $450.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. Mizuho cut their target price on shares of HubSpot from $550.00 to $300.00 and set an “outperform” rating for the company in a research note on Thursday. Canaccord Genuity Group set a $485.00 target price on shares of HubSpot in a report on Thursday. JPMorgan Chase & Co. lowered their price target on shares of HubSpot from $675.00 to $650.00 and set an “overweight” rating for the company in a report on Thursday, November 6th. Finally, Wall Street Zen raised shares of HubSpot from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. One analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, one has issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, HubSpot presently has a consensus rating of “Moderate Buy” and a consensus price target of $481.20.

HubSpot Trading Up 6.2%

Shares of HUBS stock traded up $12.95 during trading hours on Thursday, hitting $222.28. The company’s stock had a trading volume of 2,989,482 shares, compared to its average volume of 1,638,924. The business has a fifty day moving average of $343.50 and a 200-day moving average of $415.97. HubSpot has a twelve month low of $207.20 and a twelve month high of $881.13. The stock has a market cap of $11.65 billion, a price-to-earnings ratio of -2,803.88, a P/E/G ratio of 5.51 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 (EPS) for the quarter, beating 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 positive return on equity of 1.21% and a negative net margin of 0.12%.HubSpot’s revenue was up 20.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.32 EPS. On average, equities analysts expect that HubSpot will post 1.01 EPS for the current fiscal year.

Insider Activity at HubSpot

In other HubSpot news, insider Erika Ashley Fisher sold 841 shares of the stock in a transaction that occurred 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 transaction, the insider owned 10,119 shares of the company’s stock, valued at $2,408,423.19. This trade represents a 7.67% decrease in their ownership of the stock. 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 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 completion of the transaction, the director owned 487,344 shares in the company, valued at approximately $147,850,422.72. This trade represents a 1.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 26,930 shares of company stock worth $9,175,604 over the last three months. Corporate insiders own 4.00% of the company’s stock.

Hedge Funds Weigh In On HubSpot

Hedge funds and other institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. raised its position in HubSpot by 6.4% in the third quarter. Vanguard Group Inc. now owns 5,736,765 shares of the software maker’s stock valued at $2,683,659,000 after purchasing an additional 345,524 shares during the period. Pictet Asset Management Holding SA raised its holdings in shares of HubSpot by 32.7% during the 4th quarter. Pictet Asset Management Holding SA now owns 1,935,587 shares of the software maker’s stock valued at $776,714,000 after buying an additional 476,740 shares during the period. State Street Corp raised its holdings in shares of HubSpot by 1.9% during the 3rd quarter. State Street Corp now owns 1,148,895 shares of the software maker’s stock valued at $537,453,000 after buying an additional 21,358 shares during the period. Geode Capital Management LLC lifted its position in HubSpot by 1.5% during the 4th quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker’s stock worth $388,917,000 after acquiring an additional 14,159 shares in the last quarter. Finally, Jennison Associates LLC boosted its holdings in HubSpot by 548.6% in the 2nd quarter. Jennison Associates LLC now owns 794,677 shares of the software maker’s stock worth $442,341,000 after acquiring an additional 672,158 shares during the period. Institutional investors and hedge funds own 90.39% of the company’s stock.

HubSpot News Summary

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4 beat and revenue growth: HubSpot reported EPS of $3.09 vs. $2.99 est. and revenue of $846.7M (up ~20% YoY), beating top‑line and bottom‑line consensus — a core reason investors pushed the stock higher. Read More.
• Positive Sentiment: $1 billion buyback: The board authorized a $1B share repurchase program, which supports EPS and shareholder returns and is a direct bullish catalyst. Read More.
• Positive Sentiment: Strong forward guidance: HubSpot raised guidance sharply — Q1 EPS and FY 2026 EPS and revenue targets materially above Street expectations — signaling confidence in AI‑powered product traction and customer growth. (See company release for full guidance.) Read More.
• Positive Sentiment: AI product momentum cited: Analyst coverage and writeups point to AI-enabled tools and customer expansion as drivers of ~19–20% sales growth, supporting the upbeat outlook. Read More.
• Neutral Sentiment: Partner momentum: A HubSpot partner (Orange Marketing) highlighted strong customer satisfaction (151 five‑star reviews), which is positive for brand/partner ecosystem but unlikely to move the stock materially on its own. Read More.
• Neutral Sentiment: Conference call/transcript available: Investors can review the earnings call transcript and slide deck for color on churn, net retention and product uptake (useful for conviction but informational). Read More.
• Negative Sentiment: Analyst price‑target downgrades: Several firms (Truist, Wells Fargo, Mizuho, Needham, BTIG, Piper Sandler, others) cut price targets materially from prior highs — even while many kept buy/overweight ratings — which can restrain near‑term upside and create headline risk. Read More.
• Negative Sentiment: Mixed market reaction/after‑hours weakness: Despite the beats and guidance, the stock showed volatility and some downward pressure in extended trading — reflecting profit‑taking, sector rotation and lingering macro/AI disruption concerns. Read More.

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.