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

Key Points

• JPMorgan Chase & Co. cut its price target on HubSpot from $530 to $425 while keeping an overweight rating, implying sizable upside from the prior close despite the lower target.
• Several other analysts also trimmed their targets, and the stock now carries a consensus rating of Moderate Buy with an average price target of $315.85.
• HubSpot shares fell sharply to $195.76 on Friday, even though the company recently reported better-than-expected Q1 earnings and revenue and raised its guidance for Q2 and full-year 2026.

HubSpot (NYSE:HUBS - Get Free Report) had its price target lowered by stock analysts at JPMorgan Chase & Co. from $530.00 to $425.00 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has an "overweight" rating on the software maker's stock. JPMorgan Chase & Co.'s price objective would indicate a potential upside of 117.10% from the company's previous close.

Several other analysts also recently issued reports on HUBS. Needham & Company LLC reduced their price target on shares of HubSpot from $700.00 to $300.00 and set a "buy" rating on the stock in a report on Thursday, February 12th. Morgan Stanley reduced their price target on shares of HubSpot from $405.00 to $350.00 and set an "overweight" rating on the stock in a report on Friday. 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 report on Thursday, February 12th. Citigroup downgraded shares of HubSpot from a "buy" rating to a "neutral" rating and reduced their price target for the company from $321.00 to $230.00 in a report on Friday. Finally, KeyCorp reduced their price target on shares of HubSpot from $340.00 to $290.00 and set an "overweight" rating on the stock in a report on Friday. Twenty-two investment analysts have rated the stock with a Buy rating, five have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $315.85.

HubSpot Stock Performance

HUBS stock traded down $47.96 during trading on Friday, reaching $195.76. 5,367,104 shares of the company were exchanged, compared to its average volume of 1,692,094. The company has a market cap of $10.08 billion, a P/E ratio of 225.42, a PEG ratio of 3.21 and a beta of 1.23. HubSpot has a 52-week low of $180.50 and a 52-week high of $682.57. The stock's 50 day moving average price is $243.61 and its 200 day moving average price is $317.94.

HubSpot (NYSE:HUBS - Get Free Report) last announced its quarterly earnings results on Thursday, May 7th. The software maker reported $2.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.47 by $0.25. HubSpot had a net margin of 1.47% and a return on equity of 3.64%. The company had revenue of $881.00 million for the quarter, compared to the consensus estimate of $863.32 million. During the same quarter in the prior year, the firm earned $1.84 earnings per share. The company's revenue for the quarter 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. As a group, equities research analysts forecast that HubSpot will post 3.66 EPS for the current year.

Insider Activity at HubSpot

In related news, insider Erika Ashley Fisher sold 915 shares of the company's stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $236.66, for a total transaction of $216,543.90. Following the transaction, the insider owned 16,270 shares of the company's stock, valued at approximately $3,850,458.20. This represents a 5.32% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Brian Halligan sold 8,500 shares of the company's stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $262.75, for a total transaction of $2,233,375.00. Following the transaction, the director directly owned 370,558 shares in the company, valued at $97,364,114.50. The trade was a 2.24% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 25,968 shares of company stock worth $6,453,082 in the last three months. Insiders own 4.00% of the company's stock.

Hedge Funds Weigh In On HubSpot

Several institutional investors and hedge funds have recently modified their holdings of HUBS. Empowered Funds LLC increased its position in HubSpot by 88.5% during the first quarter. Empowered Funds LLC now owns 1,570 shares of the software maker's stock worth $897,000 after purchasing an additional 737 shares during the last quarter. NewEdge Advisors LLC increased its position in HubSpot by 12.1% during the second quarter. NewEdge Advisors LLC now owns 4,788 shares of the software maker's stock worth $2,665,000 after purchasing an additional 516 shares during the last quarter. Treasurer of the State of North Carolina increased its position in HubSpot by 4.7% during the second quarter. Treasurer of the State of North Carolina now owns 23,754 shares of the software maker's stock worth $13,222,000 after purchasing an additional 1,077 shares during the last quarter. Osterweis Capital Management Inc. acquired a new position in HubSpot during the second quarter worth approximately $34,000. Finally, Alliancebernstein L.P. increased its position in HubSpot by 35.0% during the second quarter. Alliancebernstein L.P. now owns 376,076 shares of the software maker's stock worth $209,335,000 after purchasing an additional 97,469 shares during the last quarter. Hedge funds and other institutional investors own 90.39% of the company's stock.

Key HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q1 beat and upgraded guidance — HubSpot reported $2.72 EPS (vs. $2.47 est.) and $881M revenue (+23% y/y) and issued stronger Q2 and FY‑2026 guidance, supporting the company’s growth narrative. BusinessWire: HubSpot Reports Strong Q1 2026 Results
• Positive Sentiment: Some sell‑side bulls remain — several firms kept outperform/overweight ratings and still assign material upside even after trimming targets (e.g., Morgan Stanley, Wells Fargo). This leaves potential recovery catalysts if execution steadies. Analyst notes summary
• Neutral Sentiment: AI agents are central to the strategy — coverage highlights the long‑term bull case that Breeze/agentic CRM features could expand wallet share, but timing and monetization remain debated. Yahoo: Breeze AI Agents Driving HubSpot’s Bull Thesis
• Neutral Sentiment: Analyst/value comparisons — some outlets compared HubSpot to peers (e.g., OneSpan) and discussed valuation vs. risk, offering mixed views for investors weighing entry points. Zacks: OSPN vs. HUBS
• Negative Sentiment: Analysts and investor caution hit the stock — BofA warned the pivot to an AI agent‑focused sales strategy could create near‑term execution risk; coverage noted weaker‑than‑expected near‑term guidance implications, prompting downgrades and headline selling. Benzinga: HubSpot Crashes To 52‑Week Low
• Negative Sentiment: Multiple price‑target cuts and a Citi downgrade to neutral increased selling pressure — several firms trimmed targets (BMO, Mizuho, Piper, Morgan Stanley lowered targets; BofA kept an underperform view at a reduced target), amplifying the rout. TickerReport: Analyst target changes
• Negative Sentiment: Insider sell noted — a disclosed insider sale (~$216K) adds a small additional headwind amid the selloff. AmericanBankingNews: Insider Sells

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.

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