HubSpot (NYSE:HUBS) Given New $442.00 Price Target at The Goldman Sachs Group

HubSpot (NYSE:HUBS) had its target price decreased by research analysts at The Goldman Sachs Group from $517.00 to $442.00 in a research note issued on Thursday,Benzinga reports. The firm currently has a “buy” rating on the software maker’s stock. The Goldman Sachs Group’s target price points to a potential upside of 98.85% from the company’s previous close.

Several other research firms also recently issued reports on HUBS. BTIG Research dropped their price objective on HubSpot from $500.00 to $300.00 and set a “buy” rating on the stock in a report on Thursday. Jefferies Financial Group reissued a “buy” rating and set a $325.00 price target on shares of HubSpot in a research report on Thursday. Argus dropped their price target on shares of HubSpot from $650.00 to $525.00 and set a “buy” rating for the company in a research note on Thursday, November 20th. Evercore set a $500.00 price objective on shares of HubSpot in a research note on Thursday, November 6th. Finally, Wall Street Zen raised shares of HubSpot from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, one has assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, HubSpot has an average rating of “Moderate Buy” and a consensus target price of $481.20.

HubSpot Price Performance

HubSpot stock traded up $12.95 during midday trading on Thursday, hitting $222.28. 2,989,482 shares of the stock were exchanged, compared to its average volume of 1,638,924. HubSpot has a 1 year low of $207.20 and a 1 year high of $881.13. The firm has a market cap of $11.65 billion, a P/E ratio of -2,803.88, a P/E/G ratio of 5.51 and a beta of 1.44. The company has a 50 day moving average price of $343.50 and a two-hundred day moving average price of $415.97.

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 positive return on equity of 1.21% and a negative net margin of 0.12%.The company had revenue of $846.75 million during the quarter, compared to the consensus estimate of $830.65 million. During the same period last year, the firm earned $2.32 earnings per share. The company’s revenue was up 20.4% on a year-over-year basis. As a group, analysts predict that HubSpot will post 1.01 EPS for the current year.

Insiders Place Their Bets

In related news, Director Brian Halligan sold 8,500 shares of the stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $303.38, for a total transaction of $2,578,730.00. Following the sale, the director owned 487,344 shares in the company, valued at $147,850,422.72. This represents a 1.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Erika Ashley Fisher sold 841 shares of the firm’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $238.01, for a total transaction 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. This represents a 7.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 26,930 shares of company stock worth $9,175,604 over the last three months. 4.00% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On HubSpot

Several institutional investors have recently made changes to their positions in HUBS. Strategic Advocates LLC bought a new stake in shares of HubSpot in the 3rd quarter worth approximately $25,000. Turning Point Benefit Group Inc. acquired a new position in shares of HubSpot during the third quarter valued at $25,000. Goodman Advisory Group LLC bought a new position in shares of HubSpot during the second quarter worth about $27,000. Whittier Trust Co. increased its holdings in shares of HubSpot by 136.4% in the 2nd quarter. Whittier Trust Co. now owns 52 shares of the software maker’s stock worth $29,000 after acquiring an additional 30 shares during the period. Finally, Exane Asset Management acquired a new stake in shares of HubSpot in the 3rd quarter worth about $30,000. 90.39% of the stock is owned by institutional investors.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4 beat and revenue growth: HubSpot reported EPS of $3.09 vs. $2.99 est. and revenue of $846.7M (up ~20% YoY), beating top‑line and bottom‑line consensus — a core reason investors pushed the stock higher. Read More.
• Positive Sentiment: $1 billion buyback: The board authorized a $1B share repurchase program, which supports EPS and shareholder returns and is a direct bullish catalyst. Read More.
• Positive Sentiment: Strong forward guidance: HubSpot raised guidance sharply — Q1 EPS and FY 2026 EPS and revenue targets materially above Street expectations — signaling confidence in AI‑powered product traction and customer growth. (See company release for full guidance.) Read More.
• Positive Sentiment: AI product momentum cited: Analyst coverage and writeups point to AI-enabled tools and customer expansion as drivers of ~19–20% sales growth, supporting the upbeat outlook. Read More.
• Neutral Sentiment: Partner momentum: A HubSpot partner (Orange Marketing) highlighted strong customer satisfaction (151 five‑star reviews), which is positive for brand/partner ecosystem but unlikely to move the stock materially on its own. Read More.
• Neutral Sentiment: Conference call/transcript available: Investors can review the earnings call transcript and slide deck for color on churn, net retention and product uptake (useful for conviction but informational). Read More.
• Negative Sentiment: Analyst price‑target downgrades: Several firms (Truist, Wells Fargo, Mizuho, Needham, BTIG, Piper Sandler, others) cut price targets materially from prior highs — even while many kept buy/overweight ratings — which can restrain near‑term upside and create headline risk. Read More.
• Negative Sentiment: Mixed market reaction/after‑hours weakness: Despite the beats and guidance, the stock showed volatility and some downward pressure in extended trading — reflecting profit‑taking, sector rotation and lingering macro/AI disruption concerns. Read More.

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.