Citigroup Forecasts Strong Price Appreciation for HubSpot (NYSE:HUBS) Stock

HubSpot (NYSE:HUBS) had its price target lifted by stock analysts at Citigroup from $600.00 to $640.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm presently has a “buy” rating on the software maker’s stock. Citigroup’s price objective points to a potential upside of 163.04% from the company’s previous close.

Other research analysts also recently issued research reports about the stock. Morgan Stanley reiterated an “overweight” rating on shares of HubSpot in a research note on Thursday. Mizuho lowered their price objective on HubSpot from $550.00 to $300.00 and set an “outperform” rating on the stock in a research report on Thursday. Royal Bank Of Canada reduced their target price on HubSpot from $800.00 to $400.00 and set an “outperform” rating for the company in a report on Thursday. Argus decreased their price target on HubSpot from $650.00 to $525.00 and set a “buy” rating for the company in a research note on Thursday, November 20th. Finally, Oppenheimer dropped their price objective on HubSpot from $550.00 to $350.00 and set an “outperform” rating on the stock in a research report on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, one has issued a Hold rating and two have given a Sell rating to the company. According to 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%

NYSE HUBS opened at $243.31 on Friday. HubSpot has a 12 month low of $207.20 and a 12 month high of $820.00. The stock’s fifty day moving average price is $337.83 and its 200-day moving average price is $411.53. The stock has a market cap of $12.83 billion, a P/E ratio of 279.67, a P/E/G ratio of 5.79 and a beta of 1.44.

HubSpot (NYSE:HUBS) last posted its quarterly earnings results on Wednesday, February 11th. The software maker reported $3.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.99 by $0.10. The firm had revenue of $846.75 million during the quarter, compared to analyst estimates of $830.65 million. HubSpot had a return on equity of 3.64% and a net margin of 1.47%.HubSpot’s quarterly revenue was up 20.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.32 EPS. As a group, analysts forecast that HubSpot will post 1.01 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other HubSpot news, 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 value of $2,578,730.00. Following the transaction, the director directly owned 487,344 shares of the company’s stock, valued at approximately $147,850,422.72. This trade represents a 1.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Erika Ashley Fisher sold 841 shares of the business’s 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 sale, the insider owned 10,119 shares of the company’s stock, valued at approximately $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 quarter, insiders have sold 26,930 shares of company stock valued at $9,175,604. 4.00% of the stock is owned by company insiders.

Institutional Trading of HubSpot

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Strategic Advocates LLC purchased a new position in shares of HubSpot during the 3rd quarter worth $25,000. Turning Point Benefit Group Inc. bought a new position in HubSpot in the 3rd quarter worth $25,000. Goodman Advisory Group LLC purchased a new position in HubSpot during the second quarter valued at $27,000. Whittier Trust Co. grew its holdings in 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 purchasing an additional 30 shares during the period. Finally, Exane Asset Management purchased a new stake in HubSpot in the third quarter worth about $30,000. 90.39% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about HubSpot

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

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.