HubSpot (NYSE:HUBS) Price Target Cut to $325.00 by Analysts at Stifel Nicolaus

HubSpot (NYSE:HUBS) had its price target cut by Stifel Nicolaus from $375.00 to $325.00 in a research report sent to investors on Thursday,Benzinga reports. They currently have a buy rating on the software maker’s stock.

Several other research analysts also recently commented on HUBS. Zacks Research raised shares of HubSpot from a “strong sell” rating to a “strong-buy” rating in a research note on Tuesday, February 17th. Sanford C. Bernstein reissued an “outperform” rating on shares of HubSpot in a report on Thursday, February 12th. Jefferies Financial Group lowered their price objective on shares of HubSpot from $560.00 to $325.00 and set a “buy” rating for the company in a research note on Thursday, February 12th. 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 report on Thursday, February 12th. Finally, Wells Fargo & Company cut their target price on HubSpot from $600.00 to $350.00 and set an “overweight” rating on the stock in a research note on Thursday, February 12th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $429.90.

HubSpot Price Performance

HUBS opened at $245.43 on Thursday. The stock’s 50 day simple moving average is $257.83 and its 200 day simple moving average is $360.66. HubSpot has a 1 year low of $207.20 and a 1 year high of $682.57. The firm has a market cap of $12.94 billion, a price-to-earnings ratio of 282.10, a PEG ratio of 3.37 and a beta of 1.44.

HubSpot (NYSE:HUBS) last announced its quarterly earnings data on Wednesday, February 11th. The software maker reported $3.09 earnings per share for the quarter, beating the consensus estimate of $2.99 by $0.10. The firm had revenue of $846.75 million during the quarter, compared to the consensus estimate of $830.65 million. HubSpot had a return on equity of 3.64% and a net margin of 1.47%.The business’s revenue was up 20.4% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.32 earnings per share. As a group, sell-side analysts anticipate that HubSpot will post 1.01 EPS for the current year.

Insider Activity

In other HubSpot news, insider Erika Ashley Fisher sold 841 shares of HubSpot 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 sale, the insider directly owned 10,119 shares of the company’s stock, valued at approximately $2,408,423.19. The trade was a 7.67% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $303.38, for a total value 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. The trade was a 1.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 26,691 shares of company stock worth $7,250,662 in the last quarter. 4.00% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Strategic Advocates LLC bought a new position in HubSpot in the third quarter worth $25,000. Turning Point Benefit Group Inc. bought a new stake in shares of HubSpot during the 3rd quarter valued at $25,000. Goodman Advisory Group LLC purchased a new stake in shares of HubSpot in the 2nd quarter worth about $27,000. Exane Asset Management purchased a new stake in shares of HubSpot in the 3rd quarter worth about $30,000. Finally, Rakuten Securities Inc. increased its stake in shares of HubSpot by 783.3% in the 2nd quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock worth $30,000 after acquiring an additional 47 shares in the last quarter. Hedge funds and other institutional investors own 90.39% of the company’s stock.

More HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot announced outcome-based pricing for some Breeze AI agents — a move that ties fees to measurable outcomes and could accelerate customer adoption of AI tooling and increase long‑term monetization if usage and results scale. This is the main catalyst investors are parsing today. Look what the Easter Bunny brought Hubspot customers
• Positive Sentiment: Multiple outlets highlight the same outcome-based Breeze announcement and frame it as a differentiated pricing innovation for AI — investors see this as product leadership that could sustain ARR growth if it converts trials into paid usage. HubSpot flips AI pricing on its head
• Positive Sentiment: HubSpot added Mike Berry (MongoDB CFO) to its board — strengthens financial/operational credibility and may signal focus on disciplined growth and margin improvement. HubSpot Announces Mike Berry Joins Board of Directors
• Positive Sentiment: Coverage noting HubSpot’s expansion into larger enterprise CRM accounts and a BofA restart with a Buy rating underline that some sell‑side and media narratives expect durable AI-driven demand and enterprise traction. These support a constructive medium‑term view. HubSpot expands CRM Platform
• Negative Sentiment: Stifel cut its price target from $375 to $325 while keeping a Buy rating — a material trim that reduces upside expectations and may pressure sentiment despite continued buy conviction. Investors weigh the tradeoff between product momentum and a lower analyst valuation. HubSpot Price Target Cut Despite LLM Tools Not Being a Material Threat

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.