HubSpot (NYSE:HUBS) Price Target Lowered to $425.00 at JPMorgan Chase & Co.

HubSpot (NYSE:HUBS) had its price target trimmed by JPMorgan Chase & Co. from $530.00 to $425.00 in a research report released on Friday morning,Benzinga reports. The firm currently has an overweight rating on the software maker’s stock.

HUBS has been the topic of a number of other research reports. Barclays dropped their price objective on HubSpot from $525.00 to $300.00 and set an “overweight” rating on the stock in a research note on Thursday, February 12th. Jefferies Financial Group reissued a “buy” rating and set a $250.00 target price on shares of HubSpot in a report on Friday. William Blair lowered HubSpot from an “outperform” rating to a “market perform” rating in a report on Friday. UBS Group decreased their target price on HubSpot from $260.00 to $250.00 and set a “buy” rating on the stock in a report on Friday. Finally, KeyCorp decreased their target price on HubSpot from $340.00 to $290.00 and set an “overweight” rating on the stock in a report on Friday. Twenty-two research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $315.85.

HubSpot Stock Down 19.2%

Shares of HubSpot stock opened at $196.87 on Friday. HubSpot has a 12-month low of $180.50 and a 12-month high of $682.57. The stock has a market cap of $10.13 billion, a P/E ratio of 103.07, a P/E/G ratio of 3.33 and a beta of 1.23. The business’s 50 day moving average is $243.61 and its 200-day moving average is $317.94.

HubSpot (NYSE:HUBS) last announced its quarterly earnings data on Thursday, May 7th. The software maker reported $2.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.47 by $0.25. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.The company had revenue of $881.00 million for the quarter, compared to analysts’ expectations of $863.32 million. During the same quarter in the prior year, the business posted $1.84 EPS. The business’s 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. On average, sell-side analysts expect that HubSpot will post 3.66 EPS for the current year.

Insiders Place Their Bets

In other HubSpot news, Director Brian Halligan sold 8,500 shares of the company’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $262.75, for a total value of $2,233,375.00. Following the transaction, the director directly owned 370,558 shares of the company’s stock, valued at $97,364,114.50. This represents a 2.24% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, 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 transaction, the insider directly owned 16,270 shares in the company, valued at approximately $3,850,458.20. This represents a 5.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders sold 25,968 shares of company stock worth $6,453,082. Insiders own 4.00% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Thrivent Financial for Lutherans grew its holdings in shares of HubSpot by 23.7% during the 3rd quarter. Thrivent Financial for Lutherans now owns 23,789 shares of the software maker’s stock worth $11,128,000 after purchasing an additional 4,559 shares in the last quarter. Rakuten Investment Management Inc. bought a new stake in shares of HubSpot during the 3rd quarter worth $48,548,000. Nordea Investment Management AB lifted its position in shares of HubSpot by 34.9% during the 3rd quarter. Nordea Investment Management AB now owns 21,638 shares of the software maker’s stock worth $10,148,000 after buying an additional 5,595 shares during the last quarter. OFI Invest Asset Management lifted its position in shares of HubSpot by 130.2% during the 4th quarter. OFI Invest Asset Management now owns 99,622 shares of the software maker’s stock worth $39,978,000 after buying an additional 56,348 shares during the last quarter. Finally, Triasima Portfolio Management inc. bought a new stake in shares of HubSpot during the 3rd quarter worth $2,079,000. 90.39% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot beat Q1 estimates, with EPS of $2.72 versus $2.47 expected and revenue of $881 million versus $863.3 million expected, while revenue rose 23.4% year over year. HubSpot Reports Strong Q1 2026 Results
• Positive Sentiment: The company also raised guidance, projecting Q2 EPS of $3.00-$3.02 and FY2026 EPS of $13.04-$13.12, both above analyst expectations, which supports the long-term growth thesis. HubSpot (HUBS) Q1 Earnings and Revenues Beat Estimates
• Positive Sentiment: Several firms still maintain bullish ratings despite cutting price targets, including JPMorgan, RBC, Wells Fargo, Mizuho, Morgan Stanley and Piper Sandler, signaling Wall Street still sees upside from current levels. Analyst price target updates

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.