HubSpot (NYSE:HUBS) Price Target Lowered to $210.00 at Citigroup

HubSpot (NYSE:HUBS) had its price target cut by Citigroup from $217.00 to $210.00 in a report released on Friday,Benzinga reports. They currently have a buy rating on the software maker’s stock.

HUBS has been the topic of several other reports. Weiss Ratings reissued a “sell (d)” rating on shares of HubSpot in a research report on Wednesday, June 24th. Oppenheimer downgraded HubSpot from an “outperform” rating to a “market perform” rating in a research report on Thursday. JPMorgan Chase & Co. decreased their target price on shares of HubSpot from $530.00 to $425.00 and set an “overweight” rating for the company in a research report on Friday, May 8th. The Goldman Sachs Group set a $276.00 price objective on HubSpot in a research note on Thursday. Finally, Truist Financial dropped their target price on shares of HubSpot from $300.00 to $230.00 and set a “buy” rating on the stock in a report on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, fifteen have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Hold” and an average target price of $268.90.

HubSpot Stock Performance

Shares of HUBS opened at $209.96 on Friday. HubSpot has a one year low of $169.63 and a one year high of $525.51. The stock has a 50-day moving average price of $206.74 and a 200 day moving average price of $229.37. The company has a market capitalization of $10.75 billion, a P/E ratio of 74.19, a P/E/G ratio of 2.20 and a beta of 1.19.

HubSpot (NYSE:HUBS) last released its earnings results on Wednesday, August 5th. The software maker reported $3.26 EPS for the quarter, beating the consensus estimate of $3.02 by $0.24. The company had revenue of $911.74 million during the quarter, compared to analysts’ expectations of $898.31 million. HubSpot had a return on equity of 8.66% and a net margin of 4.26%.The business’s revenue was up 19.8% on a year-over-year basis. During the same period in the prior year, the business posted $2.19 EPS. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. As a group, equities research analysts forecast that HubSpot will post 4.41 earnings per share for the current fiscal year.

Insider Activity at HubSpot

In related news, CTO Dharmesh Shah purchased 10,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 12th. The shares were acquired at an average price of $181.37 per share, with a total value of $1,813,700.00. Following the purchase, the chief technology officer directly owned 1,295,400 shares in the company, valued at $234,946,698. This represents a 0.78% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, CEO Yamini Rangan purchased 2,750 shares of the business’s stock in a transaction that occurred on Tuesday, May 12th. The shares were purchased at an average cost of $189.84 per share, with a total value of $522,060.00. Following the completion of the acquisition, the chief executive officer directly owned 102,982 shares in the company, valued at $19,550,102.88. The trade was a 2.74% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders purchased 14,063 shares of company stock worth $2,585,781 and sold 26,202 shares worth $5,481,959. 3.70% of the stock is currently owned by insiders.

Institutional Trading of HubSpot

Large investors have recently made changes to their positions in the business. Geode Capital Management LLC grew its holdings in HubSpot by 1.5% during the 4th quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker’s stock worth $388,917,000 after acquiring an additional 14,159 shares during the period. Slow Capital Inc. increased its stake in HubSpot by 35.9% during the 4th quarter. Slow Capital Inc. now owns 18,615 shares of the software maker’s stock worth $7,470,000 after purchasing an additional 4,913 shares in the last quarter. Havemeyer Place LP acquired a new stake in shares of HubSpot during the fourth quarter worth $2,044,000. Zurcher Kantonalbank Zurich Cantonalbank raised its stake in shares of HubSpot by 65.9% in the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 44,583 shares of the software maker’s stock valued at $17,891,000 after purchasing an additional 17,713 shares during the period. Finally, Forsta AP Fonden lifted its position in shares of HubSpot by 28.2% in the fourth quarter. Forsta AP Fonden now owns 24,620 shares of the software maker’s stock worth $9,880,000 after purchasing an additional 5,420 shares in the last quarter. 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’s second-quarter results exceeded expectations: adjusted EPS was $3.26 versus the $3.02 consensus, while revenue reached $911.7 million, up 19.8% year over year and ahead of estimates. Customer additions, subscription growth and demand for AI-powered CRM tools supported the quarter. HubSpot Q2 Earnings Beat Estimates
• Positive Sentiment: KeyCorp retained an “overweight” rating with a $285 target, and BTIG maintained a “buy” rating with a $250 target. These analysts see substantial upside if HubSpot converts its AI investments into sustained growth and margin expansion.
• Neutral Sentiment: Management is expanding AI product trials and lowering entry prices to accelerate adoption. The initiatives could strengthen long-term demand, but longer sales cycles and tighter customer software budgets are creating near-term pressure. HUBS Q2 Earnings Call Highlights
• Neutral Sentiment: Jerry Dischler, an experienced AI and digital advertising executive, joined HubSpot’s board, potentially adding strategic expertise as the company develops its AI platform. A director’s sale of 702 shares was relatively small but adds limited insider-selling noise.
• Negative Sentiment: Third-quarter revenue guidance of approximately $924 million-$925 million was below the $941.2 million analyst consensus. The shortfall overshadowed the earnings beat and fueled fears that HubSpot’s growth is slowing as customers delay or scrutinize technology purchases. HubSpot Guidance Report
• Negative Sentiment: Analysts including Stifel, TD Cowen and Piper Sandler downgraded or lowered price targets, citing slower net additions, execution risks and a transition from a premium growth valuation toward a more value-oriented profile.
• Negative Sentiment: Block & Leviton announced an investigation into possible securities-law violations following the sharp decline. The announcement creates headline and legal risk, although it does not establish wrongdoing by HubSpot. HubSpot Investigation Announcement

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.