HubSpot (NYSE:HUBS) Price Target Raised to $640.00 at Citigroup

HubSpot (NYSE:HUBS) had its target price increased by Citigroup from $600.00 to $640.00 in a report released on Friday morning,Benzinga reports. Citigroup currently has a buy rating on the software maker’s stock.

Several other equities research analysts have also commented on HUBS. Zacks Research lowered shares of HubSpot from a “hold” rating to a “strong sell” rating in a report on Monday, January 19th. Jefferies Financial Group decreased their price objective on HubSpot from $560.00 to $325.00 and set a “buy” rating for the company in a report on Thursday. Barclays dropped their target price on HubSpot from $525.00 to $300.00 and set an “overweight” rating on the stock in a report on Thursday. Sanford C. Bernstein reissued an “outperform” rating on shares of HubSpot in a report on Thursday. Finally, JPMorgan Chase & Co. lowered their price objective on HubSpot from $650.00 to $530.00 and set an “overweight” rating on the stock in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, one has assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $452.70.

HubSpot Stock Up 6.3%

Shares of NYSE HUBS opened at $243.31 on Friday. HubSpot has a 52 week low of $207.20 and a 52 week high of $820.00. The business’s 50 day moving average price is $337.83 and its 200 day moving average price is $412.48. The firm has a market cap of $12.83 billion, a P/E ratio of 279.67, a P/E/G ratio of 5.44 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 EPS for the quarter, beating the consensus estimate of $2.99 by $0.10. The business had revenue of $846.75 million during the quarter, compared to analysts’ expectations of $830.65 million. HubSpot had a net margin of 1.47% and a return on equity of 3.64%. The business’s quarterly revenue was up 20.4% compared to the same quarter last year. During the same period in the previous year, the business posted $2.32 EPS. As a group, research analysts expect that HubSpot will post 1.01 earnings per share for the current year.

Insider Buying and Selling at HubSpot

In other HubSpot news, Director Brian Halligan sold 8,500 shares of the company’s stock in a transaction 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 directly owned 487,344 shares in the company, valued at approximately $147,850,422.72. This represents a 1.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Erika Ashley Fisher sold 841 shares of the stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $238.01, for a total transaction of $200,166.41. Following the transaction, the insider directly owned 10,119 shares in the company, valued at approximately $2,408,423.19. The trade was a 7.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 26,930 shares of company stock valued at $9,175,604. 4.00% of the stock is owned by insiders.

Institutional Investors Weigh In On HubSpot

Institutional investors have recently bought and sold shares of the company. Thrivent Financial for Lutherans increased its holdings in 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 during the period. Rakuten Investment Management Inc. purchased a new position in shares of HubSpot in the 3rd quarter valued at about $48,548,000. BNP PARIBAS ASSET MANAGEMENT Holding S.A. grew its position in shares of HubSpot by 19.2% during the second quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 9,533 shares of the software maker’s stock worth $5,306,000 after buying an additional 1,533 shares in the last quarter. Nordea Investment Management AB increased its stake in shares of HubSpot by 34.9% during the third 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 period. Finally, Triasima Portfolio Management inc. acquired a new stake in HubSpot in the third quarter valued at approximately $2,079,000. 90.39% of the stock is currently owned by institutional investors and hedge funds.

More HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4 beat and aggressive FY‑2026 guidance — HubSpot reported Q4 EPS $3.09 and revenue $846.7M (both above estimates) and gave FY‑2026 revenue and EPS guidance well ahead of consensus, which investors view as proof of continued growth acceleration. HubSpot rallies in premarket on earnings beat and upbeat 2026 outlook
• Positive Sentiment: $1B buyback and margin targets boost upside — Management approved a $1B repurchase program alongside targets for ~20% pro‑forma margins and strong FCF, signaling capital return confidence that supports valuation recovery narratives. HubSpot shares jump as Q4 earnings beat estimates
• Positive Sentiment: Enterprise CRM adoption pickup — HubSpot is seeing adoption growth inside the Russell 1000 and stronger multi‑hub customer adoption, suggesting larger deal traction and improving retention/expandability. HubSpot Sees Adoption Growth in Russell 1000 CRM Push
• Neutral Sentiment: Analyst bull/bear debate and valuation review — Coverage is polarized: some analysts raised targets (Citigroup), while others trimmed PTs substantially; independent writeups are reassessing valuation given the buyback and lowered multiples after the stock drawdown. Assessing HubSpot Valuation After Earnings Beat
• Negative Sentiment: Widespread price‑target cuts — Multiple sell‑side firms slashed targets (Goldman, UBS, Mizuho, Truist, Piper, BTIG and others), reflecting persistent skepticism on longer‑term multiples despite the beat; that keeps downside risk if sentiment doesn’t improve. Benzinga roundup of analyst changes
• Negative Sentiment: Near‑term volatility and profit‑taking — Despite the beat and strong guidance, headlines reported a volatile intra‑day reaction (initial tumble in some sessions) as investors weigh valuation, prompting short‑term swings. HubSpot shares tumble despite earnings beat and strong guidance

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.