Mizuho Lowers HubSpot (NYSE:HUBS) Price Target to $300.00

HubSpot (NYSE:HUBS) had its target price dropped by research analysts at Mizuho from $550.00 to $300.00 in a research note issued to investors on Thursday, MarketBeat.com reports. The firm presently has an “outperform” rating on the software maker’s stock. Mizuho’s price target points to a potential upside of 23.30% from the company’s previous close.

Other research analysts have also issued reports about the stock. The Goldman Sachs Group decreased their price objective on shares of HubSpot from $612.00 to $517.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Evercore set a $500.00 price target on HubSpot in a research note on Thursday, November 6th. KeyCorp lowered their price objective on HubSpot from $775.00 to $650.00 and set an “overweight” rating for the company in a report on Thursday, November 6th. BTIG Research reduced their target price on HubSpot from $500.00 to $300.00 and set a “buy” rating on the stock in a report on Thursday. Finally, Morgan Stanley reiterated an “overweight” rating on shares of HubSpot in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, one has assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $452.70.

HubSpot Stock Up 6.3%

Shares of NYSE HUBS opened at $243.31 on Thursday. HubSpot has a fifty-two week low of $207.20 and a fifty-two week high of $820.00. The business has a 50 day moving average price of $337.83 and a two-hundred day moving average price of $412.48. The firm has a market cap of $12.83 billion, a PE ratio of 279.67, a price-to-earnings-growth ratio of 5.44 and a beta of 1.44.

HubSpot (NYSE:HUBS) last announced 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. HubSpot had a return on equity of 3.64% and a net margin of 1.47%.The company had revenue of $846.75 million for the quarter, compared to analyst estimates of $830.65 million. During the same period in the prior year, the company posted $2.32 EPS. HubSpot’s quarterly revenue was up 20.4% on a year-over-year basis. On average, analysts anticipate that HubSpot will post 1.01 earnings per share for the current year.

Insider Activity at HubSpot

In other news, Director Brian Halligan sold 8,500 shares of the stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $303.38, for a total transaction of $2,578,730.00. Following the sale, the director directly owned 487,344 shares in the company, valued at approximately $147,850,422.72. This represents a 1.71% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 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 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 SEC filing for this sale provides additional information. Insiders have sold 26,930 shares of company stock valued at $9,175,604 over the last ninety days. Corporate insiders own 4.00% of the company’s stock.

Hedge Funds Weigh In On HubSpot

Institutional investors have recently modified their holdings of the company. FORA Capital LLC acquired a new stake in shares of HubSpot in the 4th quarter worth about $1,240,000. The Manufacturers Life Insurance Company grew its position in HubSpot by 44.0% in the 4th quarter. The Manufacturers Life Insurance Company now owns 4,019 shares of the software maker’s stock worth $1,619,000 after purchasing an additional 1,228 shares during the last quarter. Bridgewater Associates LP increased its stake in shares of HubSpot by 157.4% in the fourth quarter. Bridgewater Associates LP now owns 65,639 shares of the software maker’s stock valued at $26,341,000 after purchasing an additional 40,135 shares during the period. GM Advisory Group LLC bought a new stake in shares of HubSpot during the fourth quarter valued at approximately $401,000. Finally, PCM Encore LLC acquired a new position in shares of HubSpot during the fourth quarter worth approximately $202,000. Institutional investors own 90.39% of the company’s stock.

Trending Headlines about 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

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.