Wells Fargo & Company Issues Pessimistic Forecast for HubSpot (NYSE:HUBS) Stock Price

HubSpot (NYSE:HUBS) had its target price reduced by equities researchers at Wells Fargo & Company from $600.00 to $350.00 in a report issued on Thursday, Marketbeat.com reports. The firm presently has an “overweight” rating on the software maker’s stock. Wells Fargo & Company‘s price target indicates a potential upside of 43.85% from the stock’s previous close.

Several other equities research analysts have also weighed in on HUBS. Sanford C. Bernstein reiterated an “outperform” rating on shares of HubSpot in a report on Thursday. Evercore set a $500.00 price objective on shares of HubSpot in a research report on Thursday, November 6th. Cantor Fitzgerald dropped their price objective on HubSpot from $775.00 to $500.00 and set an “overweight” rating on the stock in a research note on Friday, November 7th. Argus decreased their target price on HubSpot from $650.00 to $525.00 and set a “buy” rating for the company in a research note on Thursday, November 20th. Finally, The Goldman Sachs Group lowered their price target on HubSpot from $612.00 to $517.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, one has issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, HubSpot currently has an average rating of “Moderate Buy” and an average price target of $452.70.

HubSpot Trading Up 6.3%

Shares of HUBS opened at $243.31 on Thursday. HubSpot has a 1 year low of $207.20 and a 1 year high of $820.00. The stock has a market cap of $12.83 billion, a P/E ratio of 279.67, a price-to-earnings-growth ratio of 5.44 and a beta of 1.44. The stock’s 50-day moving average price is $337.83 and its two-hundred day moving average price is $412.48.

HubSpot (NYSE:HUBS) last announced its quarterly earnings results on Wednesday, February 11th. The software maker reported $3.09 EPS for the quarter, beating analysts’ consensus estimates of $2.99 by $0.10. The company had revenue of $846.75 million during the quarter, compared to analysts’ expectations of $830.65 million. HubSpot had a return on equity of 3.64% and a net margin of 1.47%.HubSpot’s revenue was up 20.4% on a year-over-year basis. During the same period in the prior year, the business posted $2.32 EPS. As a group, equities analysts forecast that HubSpot will post 1.01 EPS for the current year.

Insider Transactions at HubSpot

In related news, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $303.38, for a total value of $2,578,730.00. Following the sale, the director owned 487,344 shares of the company’s stock, valued at approximately $147,850,422.72. This trade represents a 1.71% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Erika Ashley Fisher sold 841 shares of the business’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 in the company, valued at $2,408,423.19. The trade was a 7.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 26,930 shares of company stock worth $9,175,604. Corporate insiders own 4.00% of the company’s stock.

Institutional Trading of HubSpot

Hedge funds and other institutional investors have recently made changes to their positions in the business. Jennison Associates LLC lifted its position in shares of HubSpot by 548.6% in the second quarter. Jennison Associates LLC now owns 794,677 shares of the software maker’s stock worth $442,341,000 after purchasing an additional 672,158 shares in the last quarter. Capital World Investors acquired a new stake in HubSpot in the 4th quarter valued at $259,930,000. Norges Bank bought a new stake in HubSpot during the 2nd quarter worth about $269,941,000. Pictet Asset Management Holding SA boosted its stake 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 worth $776,714,000 after buying an additional 476,740 shares during the last quarter. Finally, Alyeska Investment Group L.P. boosted its stake in shares of HubSpot by 408.1% during the 4th quarter. Alyeska Investment Group L.P. now owns 560,088 shares of the software maker’s stock worth $224,763,000 after buying an additional 449,864 shares during the last quarter. 90.39% of the stock is currently owned by institutional investors and hedge funds.

More HubSpot News

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

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.