HubSpot (NYSE:HUBS) Price Target Lowered to $425.00 at JPMorgan Chase & Co.

HubSpot (NYSE:HUBS) had its target price cut by stock analysts at JPMorgan Chase & Co. from $530.00 to $425.00 in a research note issued to investors on Friday,Benzinga reports. The firm presently has an “overweight” rating on the software maker’s stock. JPMorgan Chase & Co.‘s price objective would indicate a potential upside of 117.10% from the company’s previous close.

Other research analysts have also issued reports about the stock. Evercore set a $225.00 price objective on shares of HubSpot in a report on Friday. Mizuho decreased their price objective on shares of HubSpot from $300.00 to $260.00 and set an “outperform” rating for the company in a report on Friday. Barclays decreased their price objective on shares of HubSpot from $525.00 to $300.00 and set an “overweight” rating for the company in a report on Thursday, February 12th. BMO Capital Markets decreased their price objective on shares of HubSpot from $285.00 to $230.00 and set an “outperform” rating for the company in a report on Friday. Finally, UBS Group set a $250.00 price objective on shares of HubSpot in a report on Friday. Twenty-two investment analysts have rated the stock with a Buy rating, five have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $315.85.

HubSpot Price Performance

HUBS stock traded down $47.96 on Friday, hitting $195.76. 5,367,104 shares of the company were exchanged, compared to its average volume of 1,692,094. HubSpot has a twelve month low of $180.50 and a twelve month high of $682.57. The business’s fifty day moving average is $243.61 and its two-hundred day moving average is $317.94. The stock has a market capitalization of $10.08 billion, a price-to-earnings ratio of 225.42, a price-to-earnings-growth ratio of 3.21 and a beta of 1.23.

HubSpot (NYSE:HUBS) last released its quarterly earnings data on Thursday, May 7th. The software maker reported $2.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.47 by $0.25. HubSpot had a net margin of 1.47% and a return on equity of 3.64%. The company had revenue of $881.00 million during the quarter, compared to analyst estimates of $863.32 million. During the same quarter in the prior year, the business earned $1.84 earnings per share. The business’s quarterly revenue was up 23.4% compared to the same quarter last year. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. Equities research analysts expect that HubSpot will post 3.66 earnings per share for the current year.

Insider Buying and Selling

In related news, Director Brian Halligan sold 8,292 shares of the business’s stock in a transaction that occurred on Tuesday, April 21st. The shares were sold at an average price of $230.72, for a total value of $1,913,130.24. Following the sale, the director directly owned 362,000 shares in the company, valued at $83,520,640. The trade was a 2.24% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Erika Ashley Fisher sold 915 shares of the business’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $236.66, for a total transaction of $216,543.90. Following the completion of the sale, the insider owned 16,270 shares in the company, valued at $3,850,458.20. The trade was a 5.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 25,968 shares of company stock worth $6,453,082 over the last quarter. Insiders own 4.00% of the company’s stock.

Institutional Trading of HubSpot

A number of hedge funds and other institutional investors have recently made changes to their positions in HUBS. Rakuten Securities Inc. raised its holdings in shares of HubSpot by 783.3% during the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock valued at $30,000 after acquiring an additional 47 shares during the period. Strategic Advocates LLC acquired a new stake in shares of HubSpot during the third quarter valued at approximately $25,000. Turning Point Benefit Group Inc. acquired a new position in HubSpot in the 3rd quarter valued at approximately $25,000. Osterweis Capital Management Inc. acquired a new position in HubSpot in the 2nd quarter valued at approximately $34,000. Finally, Exane Asset Management acquired a new position in HubSpot in the 3rd quarter valued at approximately $30,000. 90.39% of the stock is currently owned by institutional investors.

More HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q1 beat and upgraded guidance — HubSpot reported $2.72 EPS (vs. $2.47 est.) and $881M revenue (+23% y/y) and issued stronger Q2 and FY‑2026 guidance, supporting the company’s growth narrative. BusinessWire: HubSpot Reports Strong Q1 2026 Results
• Positive Sentiment: Some sell‑side bulls remain — several firms kept outperform/overweight ratings and still assign material upside even after trimming targets (e.g., Morgan Stanley, Wells Fargo). This leaves potential recovery catalysts if execution steadies. Analyst notes summary
• Neutral Sentiment: AI agents are central to the strategy — coverage highlights the long‑term bull case that Breeze/agentic CRM features could expand wallet share, but timing and monetization remain debated. Yahoo: Breeze AI Agents Driving HubSpot’s Bull Thesis
• Neutral Sentiment: Analyst/value comparisons — some outlets compared HubSpot to peers (e.g., OneSpan) and discussed valuation vs. risk, offering mixed views for investors weighing entry points. Zacks: OSPN vs. HUBS
• Negative Sentiment: Analysts and investor caution hit the stock — BofA warned the pivot to an AI agent‑focused sales strategy could create near‑term execution risk; coverage noted weaker‑than‑expected near‑term guidance implications, prompting downgrades and headline selling. Benzinga: HubSpot Crashes To 52‑Week Low
• Negative Sentiment: Multiple price‑target cuts and a Citi downgrade to neutral increased selling pressure — several firms trimmed targets (BMO, Mizuho, Piper, Morgan Stanley lowered targets; BofA kept an underperform view at a reduced target), amplifying the rout. TickerReport: Analyst target changes
• Negative Sentiment: Insider sell noted — a disclosed insider sale (~$216K) adds a small additional headwind amid the selloff. AmericanBankingNews: Insider Sells

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.