BTIG Research Has Lowered Expectations for HubSpot (NYSE:HUBS) Stock Price

HubSpot (NYSE:HUBS) had its price objective decreased by BTIG Research from $500.00 to $300.00 in a research note issued to investors on Thursday, MarketBeat Ratings reports. The firm currently has a “buy” rating on the software maker’s stock. BTIG Research’s price objective would indicate a potential upside of 23.30% from the stock’s current price.

Several other analysts also recently weighed in on HUBS. Jefferies Financial Group dropped their price objective on HubSpot from $560.00 to $325.00 and set a “buy” rating for the company in a research report on Thursday. Stifel Nicolaus lowered their target price on HubSpot from $550.00 to $500.00 and set a “buy” rating for the company in a research note on Friday, January 23rd. JPMorgan Chase & Co. dropped their target price 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. Cantor Fitzgerald reduced their price target on shares of HubSpot from $775.00 to $500.00 and set an “overweight” rating on the stock in a research note on Friday, November 7th. Finally, UBS Group decreased their price target on shares of HubSpot from $600.00 to $450.00 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-seven have issued a Buy rating, one has assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $452.70.

HubSpot Trading Up 6.3%

NYSE HUBS opened at $243.31 on Thursday. The firm’s 50 day simple moving average is $337.83 and its 200 day simple moving average is $412.48. The firm has a market capitalization of $12.83 billion, a price-to-earnings ratio of 279.67, a P/E/G ratio of 5.44 and a beta of 1.44. HubSpot has a 1 year low of $207.20 and a 1 year high of $820.00.

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

Insider Buying and Selling

In other HubSpot 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 transaction, the insider directly owned 10,119 shares in the company, valued at approximately $2,408,423.19. This represents a 7.67% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Brian Halligan sold 8,500 shares of the firm’s 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 transaction, the director directly owned 487,344 shares of the company’s stock, valued at $147,850,422.72. The trade was a 1.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 26,930 shares of company stock valued at $9,175,604. 4.00% of the stock is owned by company insiders.

Institutional Trading of HubSpot

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Thrivent Financial for Lutherans grew its position in shares of 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 last quarter. Rakuten Investment Management Inc. bought a new position in shares of HubSpot during the third quarter worth about $48,548,000. BNP PARIBAS ASSET MANAGEMENT Holding S.A. lifted 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 worth $5,306,000 after acquiring an additional 1,533 shares during the period. Nordea Investment Management AB boosted its holdings in HubSpot by 34.9% in the third quarter. Nordea Investment Management AB now owns 21,638 shares of the software maker’s stock valued at $10,148,000 after acquiring an additional 5,595 shares during the last quarter. Finally, Triasima Portfolio Management inc. bought a new stake in HubSpot in the third quarter valued at approximately $2,079,000. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting HubSpot

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

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.