Mizuho Lowers HubSpot (NYSE:HUBS) Price Target to $300.00

HubSpot (NYSE:HUBS) had its price target dropped by analysts at Mizuho from $550.00 to $300.00 in a research report issued on Thursday,Benzinga reports. The firm presently has an “outperform” rating on the software maker’s stock. Mizuho’s price objective indicates a potential upside of 43.65% from the company’s current price.

HUBS has been the topic of a number of other research reports. Canaccord Genuity Group set a $485.00 target price on HubSpot in a research report on Thursday. Morgan Stanley reaffirmed an “overweight” rating on shares of HubSpot in a research note on Thursday. Cantor Fitzgerald cut their price objective on HubSpot from $775.00 to $500.00 and set an “overweight” rating on the stock in a report on Friday, November 7th. Piper Sandler decreased their target price on HubSpot from $400.00 to $280.00 and set an “overweight” rating on the stock in a research note on Thursday. Finally, Wells Fargo & Company lowered their target price on HubSpot from $685.00 to $600.00 and set an “overweight” rating for the company in a report on Thursday, November 6th. One analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, HubSpot presently has an average rating of “Moderate Buy” and a consensus price target of $511.03.

HubSpot Price Performance

Shares of HUBS stock opened at $208.84 on Thursday. The firm has a market cap of $10.94 billion, a PE ratio of -2,610.44, a price-to-earnings-growth ratio of 5.51 and a beta of 1.44. The company has a 50-day moving average of $343.50 and a two-hundred day moving average of $415.97. HubSpot has a 1-year low of $207.20 and a 1-year high of $881.13.

HubSpot (NYSE:HUBS) last released its quarterly earnings results on Wednesday, February 11th. The software maker reported $3.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.99 by $0.10. HubSpot had a negative net margin of 0.12% and a positive return on equity of 1.21%. The business had revenue of $846.75 million for the quarter, compared to the consensus estimate of $830.65 million. During the same period in the previous year, the firm earned $2.32 EPS. The business’s revenue was up 20.4% on a year-over-year basis. Sell-side analysts anticipate that HubSpot will post 1.01 EPS for the current fiscal year.

Insider Activity

In other HubSpot news, Director Brian Halligan sold 8,500 shares of the stock in a transaction dated 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 sale, the director owned 487,344 shares of the company’s stock, valued at $147,850,422.72. This trade represents a 1.71% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Erika Ashley Fisher sold 841 shares of HubSpot stock in a transaction dated 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. The trade was a 7.67% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 26,930 shares of company stock worth $9,175,604. 4.00% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Empowered Funds LLC boosted its holdings in HubSpot by 88.5% in the first quarter. Empowered Funds LLC now owns 1,570 shares of the software maker’s stock valued at $897,000 after purchasing an additional 737 shares in the last quarter. Apollon Wealth Management LLC raised its holdings in HubSpot by 64.0% during the second quarter. Apollon Wealth Management LLC now owns 664 shares of the software maker’s stock worth $370,000 after purchasing an additional 259 shares in the last quarter. Sequoia Financial Advisors LLC lifted its position in shares of HubSpot by 5.2% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 985 shares of the software maker’s stock worth $548,000 after buying an additional 49 shares during the last quarter. Moran Wealth Management LLC boosted its holdings in shares of HubSpot by 3.8% in the 2nd quarter. Moran Wealth Management LLC now owns 1,245 shares of the software maker’s stock valued at $693,000 after buying an additional 45 shares in the last quarter. Finally, TD Asset Management Inc boosted its holdings in shares of HubSpot by 11.0% in the 2nd quarter. TD Asset Management Inc now owns 64,337 shares of the software maker’s stock valued at $35,812,000 after buying an additional 6,361 shares in the last quarter. Institutional investors and hedge funds own 90.39% of the company’s stock.

HubSpot News Summary

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4 beats on EPS and revenue, and strong subscription growth (revenue $846.7M, EPS $3.09) — confirms continued top-line momentum. HubSpot Reports Strong Q4 and Full Year 2025 Results
• Positive Sentiment: Management guided to roughly 18% growth next year, signaling continued durable demand into FY2026. HubSpot’s (NYSE:HUBS) Q4 CY2025 sales beat estimates, guides for 18% growth next year
• Positive Sentiment: Market commentators and some strategists view the broader software pullback as a buying opportunity; coverage notes potential for a short-covering squeeze and high-quality names recovering. Software Stocks Look Primed for a Short Squeeze
• Neutral Sentiment: Full earnings call transcript and slide deck available for detail on KPIs, product cadence and churn/ARR dynamics — useful for digging into what underpins the guide. HubSpot, Inc. (HUBS) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst write-ups compare KPIs to estimates and prior-year metrics for context on margin trends and bookings — worth reviewing for any signs of slowing unit economics. HubSpot (HUBS) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
• Negative Sentiment: Shares fell in extended trading despite the beat and guide — investors apparently punished the stock amid a broader selloff in software names. HubSpot shares tumble despite earnings beat and strong guidance
• Negative Sentiment: Sector headwinds from AI-related disruption fears and recent software weakness pressured HUBS — strategists flagged sector risk that can outweigh company-level beats. AI disruption fears create buying chance in US software stocks, strategists say
• Negative Sentiment: Valuation and profitability worry some investors (slim/negative net margin on reported results and a large one-year share decline), keeping selling pressure even after a beat. Is HubSpot (HUBS) Now Attractive After A 71% One Year Share Price Fall?

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.