Wells Fargo & Company Lowers HubSpot (NYSE:HUBS) Price Target to $300.00

HubSpot (NYSE:HUBS) had its price objective reduced by analysts at Wells Fargo & Company from $350.00 to $300.00 in a research note issued on Friday,Benzinga reports. The brokerage currently has an “overweight” rating on the software maker’s stock. Wells Fargo & Company‘s target price points to a potential upside of 60.41% from the stock’s previous close.

Several other research firms also recently weighed in on HUBS. Mizuho lowered their price objective on shares of HubSpot from $300.00 to $260.00 and set an “outperform” rating on the stock in a report on Friday. BMO Capital Markets lowered their price objective on shares of HubSpot from $285.00 to $230.00 and set an “outperform” rating on the stock in a report on Friday. KeyCorp lowered their price objective on shares of HubSpot from $340.00 to $290.00 and set an “overweight” rating on the stock in a report on Friday. The Goldman Sachs Group restated a “buy” rating on shares of HubSpot in a report on Friday. Finally, Barclays lowered their price objective on shares of HubSpot from $525.00 to $300.00 and set an “overweight” rating on the stock in a report on Thursday, February 12th. Twenty-two research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $354.07.

HubSpot Price Performance

Shares of HubSpot stock traded down $56.70 during trading on Friday, reaching $187.02. 2,630,039 shares of the company traded hands, compared to its average volume of 1,658,932. HubSpot has a 1-year low of $180.50 and a 1-year high of $682.57. The company has a 50 day moving average price of $243.61 and a 200-day moving average price of $317.94. The firm has a market capitalization of $9.63 billion, a PE ratio of 215.59, a P/E/G ratio of 3.21 and a beta of 1.23.

HubSpot (NYSE:HUBS) last released its earnings results on Thursday, May 7th. The software maker reported $2.72 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $863.32 million. During the same quarter in the previous year, the company earned $1.84 EPS. HubSpot’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 at HubSpot

In other news, insider Erika Ashley Fisher sold 915 shares of the company’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $236.66, for a total value 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. This represents a 5.32% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Brian Halligan sold 8,292 shares of the company’s stock in a transaction on Tuesday, April 21st. The stock was sold at an average price of $230.72, for a total transaction of $1,913,130.24. Following the completion of the sale, the director owned 362,000 shares of the company’s stock, valued at approximately $83,520,640. The trade was a 2.24% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 25,968 shares of company stock valued at $6,453,082. Company insiders own 4.00% of the company’s stock.

Institutional Trading of HubSpot

Institutional investors have recently made changes to their positions in the company. Strategic Advocates LLC bought a new stake in shares of HubSpot in the 3rd quarter worth $25,000. Turning Point Benefit Group Inc. bought a new stake in shares of HubSpot in the 3rd quarter worth $25,000. Exane Asset Management bought a new position in HubSpot during the third quarter valued at about $30,000. Rakuten Securities Inc. grew its position in 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 buying an additional 47 shares during the period. Finally, Westside Investment Management Inc. grew its position in HubSpot by 80.5% during the third quarter. Westside Investment Management Inc. now owns 74 shares of the software maker’s stock valued at $33,000 after buying an additional 33 shares during the period. Institutional investors own 90.39% of the company’s stock.

Key Stories Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot reported stronger-than-expected Q1 results (revenue $881M, EPS $2.72) and raised Q2 and FY 2026 guidance — a fundamental positive that supports the stock’s long-term growth thesis. HubSpot Reports Strong Q1 2026 Results
• Positive Sentiment: Several firms (Morgan Stanley, Mizuho, Piper Sandler) reaffirmed Outperform/Overweight ratings even after trimming targets — Morgan Stanley still implies sizeable upside with a $350 target. These supportive analyst views can limit downside and attract buyers at lower levels. Analyst Notes
• Neutral Sentiment: Coverage and analysis on HubSpot’s AI strategy (Breeze AI agents) highlight a longer-term bull case but also flag execution and churn risks — useful context but not an immediate catalyst. Breeze AI Agents Driving HubSpot’s Bull Thesis
• Neutral Sentiment: The full Q1 earnings call transcript is available for investors who want detail on churn, ARR dynamics and AI product cadence — watch management commentary for guide cadence and churn commentary. Q1 2026 Earnings Call Transcript
• Negative Sentiment: Despite the beat and guide lift, HubSpot shares plunged in after‑hours/early trading as some investors focused on signs of AI‑related churn concerns and valuation — a short‑term selling wave that pressured the stock. Shares Plummet Despite Beating Q1
• Negative Sentiment: Citigroup downgraded HUBS from Buy to Neutral with a $230 target (below the current level), adding selling pressure. Citi Downgrade
• Negative Sentiment: Bank of America reaffirmed an Underperform and cut its target to $180 — a bearish institutional view that can amplify downside momentum. BofA Reaffirms Underperform
• Negative Sentiment: Insider selling (~$216k reported) is small in magnitude but may be noted by traders during a volatile session. Insider Sale Report

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.