HubSpot (NYSE:HUBS) Price Target Cut to $530.00 by Analysts at JPMorgan Chase & Co.

HubSpot (NYSE:HUBS) had its price objective cut by equities researchers at JPMorgan Chase & Co. from $650.00 to $530.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage currently has an “overweight” rating on the software maker’s stock. JPMorgan Chase & Co.‘s target price would suggest a potential upside of 131.18% from the company’s previous close.

Several other analysts also recently issued reports on the stock. Canaccord Genuity Group set a $485.00 price objective on shares of HubSpot in a report on Thursday. Jefferies Financial Group decreased their price target on shares of HubSpot from $560.00 to $325.00 and set a “buy” rating for the company in a report on Thursday. Sanford C. Bernstein reiterated an “outperform” rating on shares of HubSpot in a research note on Thursday. Wall Street Zen upgraded HubSpot from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Finally, Evercore set a $500.00 target price on HubSpot 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 given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, HubSpot presently has an average rating of “Moderate Buy” and an average price target of $451.37.

HubSpot Stock Performance

NYSE HUBS traded up $19.93 on Thursday, reaching $229.26. The company’s stock had a trading volume of 7,069,151 shares, compared to its average volume of 1,749,802. HubSpot has a twelve month low of $207.20 and a twelve month high of $881.13. The firm’s 50 day moving average is $343.50 and its two-hundred day moving average is $415.97. The stock has a market cap of $12.01 billion, a PE ratio of -2,865.70, a PEG ratio of 5.51 and a beta of 1.44.

HubSpot (NYSE:HUBS) last issued its earnings results on Wednesday, February 11th. The software maker reported $3.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 business had revenue of $846.75 million for the quarter, compared to analysts’ expectations of $830.65 million. During the same period in the previous year, the firm posted $2.32 EPS. The company’s quarterly revenue was up 20.4% on a year-over-year basis. Equities research analysts anticipate that HubSpot will post 1.01 EPS for the current fiscal year.

Insider Activity

In other news, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction that occurred on 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 $147,850,422.72. The trade was a 1.71% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Erika Ashley Fisher sold 841 shares of the stock in a transaction 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 sale, the insider owned 10,119 shares in the company, valued at $2,408,423.19. The trade was a 7.67% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 26,930 shares of company stock worth $9,175,604. 4.00% of the stock is owned by insiders.

Institutional Investors Weigh In On HubSpot

Several institutional investors have recently modified their holdings of HUBS. Vanguard Group Inc. lifted its holdings in HubSpot by 6.4% during the third quarter. Vanguard Group Inc. now owns 5,736,765 shares of the software maker’s stock worth $2,683,659,000 after acquiring an additional 345,524 shares in the last quarter. Pictet Asset Management Holding SA raised its position in shares of HubSpot by 32.7% during the fourth quarter. Pictet Asset Management Holding SA now owns 1,935,587 shares of the software maker’s stock worth $776,714,000 after purchasing an additional 476,740 shares during the period. State Street Corp lifted its holdings in shares of HubSpot by 1.9% during the 3rd quarter. State Street Corp now owns 1,148,895 shares of the software maker’s stock valued at $537,453,000 after purchasing an additional 21,358 shares in the last quarter. Geode Capital Management LLC grew its position in shares of HubSpot by 1.5% in the 4th quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker’s stock valued at $388,917,000 after purchasing an additional 14,159 shares during the period. Finally, Jennison Associates LLC increased its stake in HubSpot by 548.6% during the 2nd quarter. Jennison Associates LLC now owns 794,677 shares of the software maker’s stock worth $442,341,000 after purchasing an additional 672,158 shares in the last quarter. Institutional investors and hedge funds own 90.39% of the company’s stock.

Trending Headlines about HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4 results topped estimates — EPS $3.09 vs. $2.99 consensus and revenue $846.7M (+20% y/y). Management highlighted 105% net revenue retention and AI-enabled product traction, supporting the core subscription growth narrative. HubSpot Reports Strong Q4 and Full Year 2025 Results
• Positive Sentiment: Management set FY26 revenue guidance ~ $3.69–$3.70B (≈ +18% y/y) with materially higher EPS guidance and margin/FY free-cash-flow targets — a growth + profitability roadmap that supports re-rating if execution continues. HubSpot targets $3.7B revenue in 2026 as AI adoption accelerates
• Positive Sentiment: Board approved a $1B share repurchase program — a clear signal of confidence that can mechanically support the stock and offset dilution; buyback size and execution speed will be key. Hubspot stock has imploded: can the $1 billion buyback reverse the trend?
• Neutral Sentiment: Positive product/market signals — multi-hub adoption and AI-powered tools — support longer-term revenue durability, but investors will watch cadence of AI monetization and upsell conversion. HubSpot customer growth soars as multi-hub adoption becomes the norm
• Negative Sentiment: Multiple sell-side firms sharply cut price targets this morning (UBS, Goldman, Truist, Wells Fargo, Mizuho, Piper, Needham, BTIG), citing lower valuation anchors and sector risk — cuts weigh on sentiment despite maintained buy/overweight ratings. Benzinga coverage of analyst price-target changes
• Negative Sentiment: Sector-wide “SaaSpocalypse” fears and software de-rating triggered intraday weakness after hours even though HubSpot beat — momentum and hedge/short activity could amplify volatility near-term. 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.