Truist Financial Cuts HubSpot (NYSE:HUBS) Price Target to $300.00

HubSpot (NYSE:HUBS) had its target price cut by Truist Financial from $650.00 to $300.00 in a report issued on Thursday, MarketBeat.com reports. They currently have a buy rating on the software maker’s stock.

Other equities research analysts also recently issued reports about the company. Piper Sandler dropped their price objective on HubSpot from $400.00 to $280.00 and set an “overweight” rating on the stock in a report on Thursday. UBS Group dropped their price target on shares of HubSpot from $600.00 to $450.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Wall Street Zen upgraded shares of HubSpot from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. The Goldman Sachs Group dropped their target price on shares of HubSpot from $612.00 to $517.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Finally, Stifel Nicolaus cut their target price on shares of HubSpot from $550.00 to $500.00 and set a “buy” rating on the stock in a research note on Friday, January 23rd. 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 assigned a Sell rating to the company. Based on data from MarketBeat.com, HubSpot presently has an average rating of “Moderate Buy” and an average price target of $452.70.

HubSpot Stock Up 6.3%

HUBS opened at $243.31 on Thursday. The firm’s 50 day moving average is $337.83 and its 200-day moving average is $411.53. HubSpot has a 52-week low of $207.20 and a 52-week high of $820.00. The firm has a market capitalization 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 announced its earnings results 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 during the quarter, compared to the consensus estimate of $830.65 million. During the same period in the prior year, the firm earned $2.32 earnings per share. The business’s quarterly revenue was up 20.4% compared to the same quarter last year. Equities analysts expect that HubSpot will post 1.01 earnings per share for the current fiscal year.

Insider Activity

In other HubSpot news, insider Erika Ashley Fisher sold 841 shares of HubSpot stock in a transaction that occurred 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 completion of the transaction, the insider directly owned 10,119 shares in the company, valued at $2,408,423.19. The trade was a 7.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Brian Halligan sold 8,500 shares of the company’s stock in a transaction that occurred on Tuesday, January 20th. The shares were 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 trade represents a 1.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 26,930 shares of company stock valued at $9,175,604 over the last ninety days. Company insiders own 4.00% of the company’s stock.

Institutional Inflows and Outflows

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

Key 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

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.