UBS Group Cuts HubSpot (NYSE:HUBS) Price Target to $325.00

HubSpot (NYSE:HUBS) had its price target cut by UBS Group from $450.00 to $325.00 in a research note issued to investors on Thursday,Benzinga reports. They currently have a buy rating on the software maker’s stock.

Other equities research analysts have also recently issued reports about the company. Mizuho cut their price objective on HubSpot from $550.00 to $300.00 and set an “outperform” rating for the company in a research report on Thursday. JPMorgan Chase & Co. cut their price target on HubSpot from $675.00 to $650.00 and set an “overweight” rating for the company in a report on Thursday, November 6th. Weiss Ratings reissued a “sell (e+)” rating on shares of HubSpot in a report on Friday, January 9th. KeyCorp dropped their target price on shares of HubSpot from $400.00 to $340.00 and set an “overweight” rating for the company in a research note on Thursday. Finally, Jefferies Financial Group reduced their target price on shares of HubSpot from $560.00 to $325.00 and set a “buy” rating on the stock in a research report on Thursday. One analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $452.70.

HubSpot Stock Up 6.3%

Shares of HubSpot stock opened at $243.31 on Thursday. HubSpot has a 12-month low of $207.20 and a 12-month high of $820.00. The stock has a market capitalization of $12.83 billion, a P/E ratio of 279.67, a price-to-earnings-growth ratio of 5.79 and a beta of 1.44. The company has a 50-day simple moving average of $337.83 and a 200 day simple moving average of $411.53.

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

Insider Buying and Selling

In other news, insider Erika Ashley Fisher sold 841 shares of the stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $238.01, for a total value 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 represents a 7.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Brian Halligan sold 8,500 shares of the firm’s stock in a transaction 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 completion of the transaction, the director owned 487,344 shares in the company, valued at $147,850,422.72. This represents a 1.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 26,930 shares of company stock valued at $9,175,604. 4.00% of the stock is currently owned by insiders.

Hedge Funds Weigh In On HubSpot

Several hedge funds have recently added to or reduced their stakes in the stock. Fifth Third Bancorp grew its position in shares of 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 period. First Horizon Advisors Inc. grew its holdings in HubSpot by 4.7% during the second quarter. First Horizon Advisors Inc. now owns 597 shares of the software maker’s stock valued at $332,000 after purchasing an additional 27 shares during the period. Insigneo Advisory Services LLC increased its stake in HubSpot by 6.3% in 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 in the last quarter. GPS Wealth Strategies Group LLC increased its stake in HubSpot by 5.7% in the third quarter. GPS Wealth Strategies Group LLC now owns 522 shares of the software maker’s stock valued at $244,000 after purchasing an additional 28 shares in the last quarter. Finally, Bessemer Group Inc. raised its holdings in HubSpot by 9.1% in the third quarter. Bessemer Group Inc. now owns 335 shares of the software maker’s stock worth $156,000 after purchasing an additional 28 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 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.