HubSpot (NYSE:HUBS) Stock Price Up 8.4% Following Analyst Upgrade

Shares of HubSpot, Inc. (NYSE:HUBS) rose 8.4% during trading on Friday after Citigroup raised their price target on the stock from $600.00 to $640.00. Citigroup currently has a buy rating on the stock. HubSpot traded as high as $253.50 and last traded at $248.1960. Approximately 738,649 shares changed hands during mid-day trading, a decline of 58% from the average daily volume of 1,748,030 shares. The stock had previously closed at $228.95.

HUBS has been the topic of a number of other research reports. Needham & Company LLC reduced their target price on HubSpot from $700.00 to $300.00 and set a “buy” rating on the stock in a research note on Thursday. Evercore set a $500.00 price objective on HubSpot in a report on Thursday, November 6th. Sanford C. Bernstein reissued an “outperform” rating on shares of HubSpot in a report on Thursday. Argus dropped their target price on HubSpot from $650.00 to $525.00 and set a “buy” rating for the company in a research report on Thursday, November 20th. Finally, Barclays reduced their price target on shares of HubSpot from $525.00 to $300.00 and set an “overweight” rating on the stock in a research report on Thursday. One research 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 issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $452.70.

Insiders Place Their Bets

In related news, insider Erika Ashley Fisher sold 841 shares of HubSpot stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $238.01, for a total value of $200,166.41. Following the sale, the insider owned 10,119 shares in the company, valued at $2,408,423.19. The trade was a 7.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Brian Halligan sold 8,500 shares of the firm’s stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $303.38, for a total transaction of $2,578,730.00. Following the completion of the sale, the director directly owned 487,344 shares of the company’s stock, valued at approximately $147,850,422.72. This represents a 1.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 26,930 shares of company stock valued at $9,175,604 in the last ninety days. 4.00% of the stock is currently owned by insiders.

Key Stories Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4 beat on both EPS and revenue; management highlighted continued customer growth and AI-driven product adoption — evidence of durable demand that supports forward revenue/margin guidance. HubSpot Reports Strong Q4 and Full Year 2025 Results
• Positive Sentiment: Board approved a $1 billion share‑repurchase program; buybacks signal confidence from management and supported an intraday/pop reaction in the market. HubSpot shares jump as Q4 earnings beat estimates
• Positive Sentiment: Company guided FY‑26 to roughly $3.7B revenue with materially stronger EPS and pro‑forma margin expectations; that upward guidance is a primary bullish catalyst. HubSpot targets $3.7B revenue in 2026 as AI adoption accelerates and share repurchase signals confidence
• Neutral Sentiment: Several firms lowered price targets but preserved “buy/overweight” ratings — analysts see upside longer term despite near‑term multiple compression. Benzinga – analyst price target moves (summary)
• Negative Sentiment: Widespread price‑target cuts (Goldman, UBS, Truist, Wells Fargo, Mizuho, Piper, Needham, BTIG, etc.) reflect lower valuation assumptions and amplify selling pressure even though ratings largely stay constructive. Benzinga – multiple target cuts
• Negative Sentiment: Despite the beat and strong guide, HubSpot briefly sold off in extended trading and comments note a broader “software slide” / SaaS multiple re‑rating that can mute upside in the near term. HubSpot shares tumble despite earnings beat and strong guidance
• Negative Sentiment: Valuation remains a sensitive point — the stock trades at very rich historical multiples and a wide 52‑week range, so momentum and multiple compression will drive near‑term price moves.

Institutional Investors Weigh In On HubSpot

Several hedge funds have recently bought and sold shares of the business. Goodman Advisory Group LLC bought a new stake in shares of HubSpot in the 2nd quarter worth approximately $27,000. Whittier Trust Co. grew its holdings in shares of HubSpot by 136.4% during the second quarter. Whittier Trust Co. now owns 52 shares of the software maker’s stock valued at $29,000 after buying an additional 30 shares during the last quarter. Rakuten Securities Inc. increased its position in shares of HubSpot by 783.3% during the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock valued at $30,000 after acquiring an additional 47 shares in the last quarter. Strategic Advocates LLC purchased a new position in HubSpot in the 3rd quarter worth approximately $25,000. Finally, Turning Point Benefit Group Inc. bought a new position in HubSpot in the 3rd quarter valued at approximately $25,000. Institutional investors own 90.39% of the company’s stock.

HubSpot Trading Up 8.1%

The firm has a 50 day simple moving average of $340.55 and a 200 day simple moving average of $414.68. The firm has a market capitalization of $12.97 billion, a PE ratio of 284.57, a P/E/G ratio of 4.97 and a beta of 1.44.

HubSpot (NYSE:HUBS) last released 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. HubSpot had a return on equity of 3.69% and a net margin of 1.47%.The company had revenue of $846.75 million for the quarter, compared to analysts’ expectations of $830.65 million. During the same period last year, the firm posted $2.32 earnings per share. HubSpot’s revenue was up 20.4% compared to the same quarter last year. Research analysts forecast that HubSpot, Inc. will post 1.01 earnings per share for the current year.

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.