Needham & Company LLC Has Lowered Expectations for HubSpot (NYSE:HUBS) Stock Price

HubSpot (NYSE:HUBS) had its price target dropped by analysts at Needham & Company LLC from $700.00 to $300.00 in a research report issued to clients and investors on Thursday, Marketbeat reports. The firm currently has a “buy” rating on the software maker’s stock. Needham & Company LLC’s price objective would suggest a potential upside of 23.30% from the stock’s previous close.

A number of other research analysts also recently weighed in on the company. Piper Sandler cut their price target on HubSpot from $590.00 to $400.00 and set an “overweight” rating on the stock in a research note on Monday, February 2nd. KeyCorp dropped their price objective on HubSpot from $775.00 to $650.00 and set an “overweight” rating for the company in a report on Thursday, November 6th. Zacks Research lowered HubSpot from a “hold” rating to a “strong sell” rating in a research note on Monday, January 19th. Bank of America decreased their target price on HubSpot from $640.00 to $515.00 and set a “buy” rating for the company in a research report on Thursday, November 6th. Finally, Barclays lowered their price target on HubSpot from $525.00 to $300.00 and set an “overweight” rating for the company in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, one has given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $452.70.

HubSpot Trading Up 6.3%

Shares of NYSE HUBS opened at $243.31 on Thursday. HubSpot has a 1 year low of $207.20 and a 1 year high of $820.00. The firm’s 50-day moving average is $337.83 and its 200-day moving average is $412.48. The firm has a market capitalization of $12.83 billion, a PE ratio of 279.67, a price-to-earnings-growth 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 earnings per share for the quarter, beating the consensus estimate of $2.99 by $0.10. HubSpot had a net margin of 1.47% and a return on equity of 3.64%. The business had revenue of $846.75 million for the quarter, compared to analyst estimates of $830.65 million. During the same period in the prior year, the business posted $2.32 earnings per share. HubSpot’s revenue was up 20.4% compared to the same quarter last year. As a group, equities research analysts anticipate that HubSpot will post 1.01 earnings per share for the current fiscal year.

Insider Transactions at HubSpot

In other news, Director Brian Halligan sold 8,500 shares of HubSpot 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 transaction, the director owned 487,344 shares in the company, valued at $147,850,422.72. The trade was a 1.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Erika Ashley Fisher sold 841 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, the insider owned 10,119 shares of the company’s stock, valued at $2,408,423.19. This represents a 7.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 26,930 shares of company stock worth $9,175,604. 4.00% of the stock is currently owned by insiders.

Institutional Investors Weigh In On HubSpot

Large investors have recently made changes to their positions in the stock. Goodman Advisory Group LLC bought a new stake in HubSpot in the 2nd quarter valued at $27,000. Whittier Trust Co. increased its holdings in HubSpot by 136.4% during the 2nd quarter. Whittier Trust Co. now owns 52 shares of the software maker’s stock worth $29,000 after purchasing an additional 30 shares in the last quarter. Rakuten Securities Inc. raised 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 valued at $30,000 after purchasing an additional 47 shares during the period. Strategic Advocates LLC acquired a new stake in shares of HubSpot in the 3rd quarter valued at about $25,000. Finally, Turning Point Benefit Group Inc. bought a new stake in shares of HubSpot in the third quarter valued at about $25,000. 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: 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.