HubSpot, Inc. (NYSE:HUBS) Receives Average Recommendation of "Moderate Buy" from Analysts

Key Points

• "Moderate Buy" consensus from 31 analysts (27 buy, 2 strong buy, 1 hold, 1 sell) with an average 12‑month target of $454.20.
• Several major firms recently slashed price targets—Wells Fargo (600→350), Needham (700→300), Jefferies (560→325), Goldman (517→442) and BMO (385→285)—creating wide target dispersion and heightened downside/valuation risk.
• HubSpot beat Q4 estimates with $3.09 EPS vs $2.99 and revenue of $846.75M (+20.4% YoY), but it trades near $296 and carries a high PE (~340), implying elevated expectations despite the beat.

Shares of HubSpot, Inc. (NYSE:HUBS - Get Free Report) have been assigned an average recommendation of "Moderate Buy" from the thirty-one ratings firms that are presently covering the stock, MarketBeat Ratings reports. One research analyst has rated the stock with a sell recommendation, one has assigned a hold recommendation, twenty-seven have assigned a buy recommendation and two have issued a strong buy recommendation on the company. The average twelve-month target price among brokers that have issued a report on the stock in the last year is $454.20.

A number of analysts have recently issued reports on the stock. Wells Fargo & Company cut their target price on shares of HubSpot from $600.00 to $350.00 and set an "overweight" rating for the company in a research note on Thursday, February 12th. Needham & Company LLC decreased their price target on shares of HubSpot from $700.00 to $300.00 and set a "buy" rating on the stock in a research note on Thursday, February 12th. The Goldman Sachs Group lowered their price target on shares of HubSpot from $517.00 to $442.00 and set a "buy" rating on the stock in a report on Thursday, February 12th. Jefferies Financial Group cut their price objective on shares of HubSpot from $560.00 to $325.00 and set a "buy" rating for the company in a research report on Thursday, February 12th. Finally, BMO Capital Markets reduced their price objective on HubSpot from $385.00 to $285.00 and set an "outperform" rating for the company in a report on Thursday, February 12th.

Insider Buying and Selling

In other HubSpot news, Director Brian Halligan sold 8,500 shares of the company's stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $303.38, for a total value of $2,578,730.00. Following the transaction, the director directly owned 487,344 shares of the company's stock, valued at $147,850,422.72. This represents a 1.71% 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 841 shares of the stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $238.01, for a total value of $200,166.41. Following the transaction, the insider owned 10,119 shares in the company, valued at $2,408,423.19. The trade was a 7.67% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 26,691 shares of company stock worth $8,136,702. 4.00% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On HubSpot

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Fifth Third Bancorp grew its stake in shares of HubSpot by 2.5% in the third quarter. Fifth Third Bancorp now owns 1,076 shares of the software maker's stock valued at $503,000 after acquiring an additional 26 shares in the last quarter. Insigneo Advisory Services LLC raised its stake in HubSpot by 6.3% in the 2nd quarter. Insigneo Advisory Services LLC now owns 470 shares of the software maker's stock worth $262,000 after purchasing an additional 28 shares in the last quarter. GPS Wealth Strategies Group LLC boosted its holdings in HubSpot by 5.7% in the 3rd quarter. GPS Wealth Strategies Group LLC now owns 522 shares of the software maker's stock valued at $244,000 after purchasing an additional 28 shares during the period. Bessemer Group Inc. boosted its holdings in HubSpot by 9.1% in the 3rd quarter. Bessemer Group Inc. now owns 335 shares of the software maker's stock valued at $156,000 after purchasing an additional 28 shares during the period. Finally, Asset Dedication LLC grew its position in shares of HubSpot by 27.1% during the 2nd quarter. Asset Dedication LLC now owns 136 shares of the software maker's stock worth $76,000 after purchasing an additional 29 shares in the last quarter. Institutional investors and hedge funds own 90.39% of the company's stock.

HubSpot Trading Up 1.6%

HUBS stock opened at $296.27 on Monday. HubSpot has a 1-year low of $207.20 and a 1-year high of $682.57. The business's 50 day simple moving average is $298.56 and its 200 day simple moving average is $389.07. The firm has a market capitalization of $15.63 billion, a PE ratio of 340.54, a PEG ratio of 4.42 and a beta of 1.40.

HubSpot (NYSE:HUBS - Get Free Report) last announced its quarterly earnings results on Wednesday, February 11th. The software maker reported $3.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.99 by $0.10. HubSpot had a return on equity of 3.64% and a net margin of 1.47%.The business had revenue of $846.75 million during the quarter, compared to the consensus estimate of $830.65 million. During the same quarter last year, the firm posted $2.32 EPS. The company's quarterly revenue was up 20.4% on a year-over-year basis. As a group, sell-side analysts predict that HubSpot will post 1.01 EPS for the current fiscal year.

Key Stories Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4/earnings momentum: Analysts and sector write-ups highlight HubSpot’s strong Q4 results and positioning in sales software, reinforcing confidence in near‑term revenue and execution. Sales Software Stocks Q4 Earnings: HubSpot (HUBS) Firing on All Cylinders
• Positive Sentiment: Analyst upgrades & bullish notes: Recent analyst upgrades and positive comments (including Cantor Fitzgerald coverage) have driven renewed buying interest and helped lift the stock. HubSpot NYSE: HUBS Trading Up 3.7% Following Analyst Upgrade
• Positive Sentiment: Inclusion on buy/idea lists: Multiple outlets and ranking services (Zacks, sector idea pieces) list HubSpot among software names to own as the sector shows signs of recovery—supporting investor sentiment. The Software Recovery Already Started: 5 Stocks to Buy Now
• Positive Sentiment: Partner momentum: A top HubSpot implementation partner (Wendt Partners) earned a Manufacturing Industry Specialist badge — a sign HubSpot’s partner ecosystem is expanding in verticals that can drive new customer adoption. Wendt Partners Recognized as a Top HubSpot Partner for Manufacturing Companies
• Neutral Sentiment: AI product push: HubSpot is accelerating AI capabilities (Clearbit integration, generative tools and cheaper tiers) that could expand addressable market but may take time to materially move revenue. This is constructive long‑term but mixed for near‑term expectations. HubSpot’s AI Shift With Clearbit Puts Growth And Partner Risks In Focus
• Neutral Sentiment: Modest fair‑value tweak amid mixed analyst views: One update nudged fair value slightly higher, but Street research remains mixed with offsets from both raises and deep cuts — keeps price targets dispersed. How The HubSpot (HUBS) Investment Story Is Shifting As Analyst Views Rebalance
• Negative Sentiment: Analyst divergence & valuation risk: While many notes are positive, some analysts are materially cutting targets as they reassess growth and multiples—introducing downside risk if execution slips or macro headwinds persist. How The HubSpot (HUBS) Investment Story Is Shifting As Analyst Views Rebalance

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.

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