HubSpot (NYSE:HUBS) Given New $300.00 Price Target at BTIG Research

HubSpot (NYSE:HUBS) had its price objective reduced by research analysts at BTIG Research from $500.00 to $300.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage currently has a “buy” rating on the software maker’s stock. BTIG Research’s price target would suggest a potential upside of 43.65% from the stock’s previous close.

Several other brokerages also recently commented on HUBS. Wells Fargo & Company lowered their price objective on shares of HubSpot from $685.00 to $600.00 and set an “overweight” rating for the company in a research report on Thursday, November 6th. Piper Sandler lowered their price target on HubSpot from $590.00 to $400.00 and set an “overweight” rating for the company in a report on Monday, February 2nd. Wall Street Zen raised HubSpot from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Stifel Nicolaus cut their target price on shares of HubSpot from $550.00 to $500.00 and set a “buy” rating on the stock in a research report on Friday, January 23rd. Finally, Evercore set a $500.00 target price on shares of HubSpot in a research note on Thursday, November 6th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, one has given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, HubSpot has an average rating of “Moderate Buy” and an average target price of $537.20.

HubSpot Stock Down 10.0%

HUBS opened at $208.84 on Thursday. The stock has a market capitalization of $10.94 billion, a price-to-earnings ratio of -2,610.44, a P/E/G ratio of 5.51 and a beta of 1.44. HubSpot has a twelve month low of $207.20 and a twelve month high of $881.13. The company has a 50-day simple moving average of $343.50 and a 200 day simple moving average of $415.97.

HubSpot (NYSE:HUBS) last issued its earnings results 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 negative net margin of 0.12% and a positive return on equity of 1.21%. The company had revenue of $846.75 million during the quarter, compared to analysts’ expectations of $830.65 million. During the same period in the previous year, the company earned $2.32 EPS. The business’s revenue for the quarter was up 20.4% compared to the same quarter last year. Sell-side analysts anticipate that HubSpot will post 1.01 EPS for the current fiscal year.

Insider Buying and Selling

In other HubSpot news, Director Brian Halligan sold 8,500 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the director owned 487,344 shares in the company, valued at approximately $147,850,422.72. This trade represents a 1.71% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Erika Ashley Fisher sold 841 shares of the business’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $238.01, for a total transaction of $200,166.41. Following the completion of the transaction, the insider owned 10,119 shares in the company, valued at $2,408,423.19. This trade represents a 7.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 26,930 shares of company stock valued at $9,175,604 in the last three months. Insiders own 4.00% of the company’s stock.

Institutional Trading of HubSpot

A number of large investors have recently bought and sold shares of the business. Caerus Investment Advisors LLC raised its position in shares of HubSpot by 102.9% in the 4th quarter. Caerus Investment Advisors LLC now owns 1,248 shares of the software maker’s stock worth $501,000 after acquiring an additional 633 shares in the last quarter. Nuveen LLC boosted its position in shares of HubSpot by 3.8% during the 4th quarter. Nuveen LLC now owns 228,079 shares of the software maker’s stock valued at $91,528,000 after purchasing an additional 8,292 shares in the last quarter. Xponance LLC grew its stake in HubSpot by 2.4% during the fourth quarter. Xponance LLC now owns 11,033 shares of the software maker’s stock worth $4,428,000 after purchasing an additional 258 shares during the period. IFM Investors Pty Ltd increased its holdings in HubSpot by 5.2% in the fourth quarter. IFM Investors Pty Ltd now owns 11,336 shares of the software maker’s stock worth $4,549,000 after purchasing an additional 557 shares in the last quarter. Finally, MIdWestOne Financial Group Inc. lifted its stake in HubSpot by 143.0% in the fourth quarter. MIdWestOne Financial Group Inc. now owns 1,096 shares of the software maker’s stock valued at $440,000 after buying an additional 645 shares during the period. 90.39% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4 beats on EPS and revenue, and strong subscription growth (revenue $846.7M, EPS $3.09) — confirms continued top-line momentum. HubSpot Reports Strong Q4 and Full Year 2025 Results
• Positive Sentiment: Management guided to roughly 18% growth next year, signaling continued durable demand into FY2026. HubSpot’s (NYSE:HUBS) Q4 CY2025 sales beat estimates, guides for 18% growth next year
• Positive Sentiment: Market commentators and some strategists view the broader software pullback as a buying opportunity; coverage notes potential for a short-covering squeeze and high-quality names recovering. Software Stocks Look Primed for a Short Squeeze
• Neutral Sentiment: Full earnings call transcript and slide deck available for detail on KPIs, product cadence and churn/ARR dynamics — useful for digging into what underpins the guide. HubSpot, Inc. (HUBS) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst write-ups compare KPIs to estimates and prior-year metrics for context on margin trends and bookings — worth reviewing for any signs of slowing unit economics. HubSpot (HUBS) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
• Negative Sentiment: Shares fell in extended trading despite the beat and guide — investors apparently punished the stock amid a broader selloff in software names. HubSpot shares tumble despite earnings beat and strong guidance
• Negative Sentiment: Sector headwinds from AI-related disruption fears and recent software weakness pressured HUBS — strategists flagged sector risk that can outweigh company-level beats. AI disruption fears create buying chance in US software stocks, strategists say
• Negative Sentiment: Valuation and profitability worry some investors (slim/negative net margin on reported results and a large one-year share decline), keeping selling pressure even after a beat. Is HubSpot (HUBS) Now Attractive After A 71% One Year Share Price Fall?

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.