Needham & Company LLC Cuts HubSpot (NYSE:HUBS) Price Target to $300.00

HubSpot (NYSE:HUBS) had its target price decreased by research analysts at Needham & Company LLC from $700.00 to $300.00 in a research note issued to investors on Thursday,Benzinga reports. The firm currently has a “buy” rating on the software maker’s stock. Needham & Company LLC’s target price suggests a potential upside of 43.65% from the stock’s current price.

A number of other research analysts have also recently commented on HUBS. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of HubSpot in a research report on Friday, January 9th. Morgan Stanley cut their price target on HubSpot from $640.00 to $577.00 and set an “overweight” rating on the stock in a report on Thursday, January 15th. The Goldman Sachs Group decreased their price objective 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. BTIG Research lowered their price target on HubSpot from $500.00 to $300.00 and set a “buy” rating for the company in a report on Thursday. Finally, UBS Group cut their target price on HubSpot from $600.00 to $450.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. One equities research 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 given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $537.20.

HubSpot Price Performance

HUBS stock opened at $208.84 on Thursday. The business has a 50 day simple moving average of $343.50 and a 200-day simple moving average of $415.97. The firm has a market capitalization 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. HubSpot has a 1 year low of $207.20 and a 1 year high of $881.13.

HubSpot (NYSE:HUBS) last posted its quarterly earnings results on Wednesday, February 11th. The software maker reported $3.09 EPS for the quarter, topping 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 business had revenue of $846.75 million for the quarter, compared to analyst estimates of $830.65 million. During the same quarter in the previous year, the firm earned $2.32 EPS. The company’s quarterly revenue was up 20.4% compared to the same quarter last year. On average, equities research analysts expect that HubSpot will post 1.01 EPS for the current year.

Insider Transactions at HubSpot

In other HubSpot news, Director Brian Halligan sold 8,500 shares of the firm’s stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $303.38, for a total transaction of $2,578,730.00. Following the completion of the transaction, the director 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 transaction was disclosed in a filing with the SEC, which is accessible through this link. 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 transaction of $200,166.41. Following the completion of the transaction, the insider directly 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 26,930 shares of company stock valued at $9,175,604 in the last quarter. Insiders own 4.00% of the company’s stock.

Institutional Trading of HubSpot

Several hedge funds and other institutional investors have recently added to or reduced their stakes in HUBS. Strategic Advocates LLC purchased a new stake in HubSpot during the third quarter valued at about $25,000. Turning Point Benefit Group Inc. acquired a new stake in shares of HubSpot during the third quarter valued at about $25,000. Goodman Advisory Group LLC acquired a new stake in HubSpot during the 2nd quarter valued at approximately $27,000. Whittier Trust Co. increased its stake in shares of HubSpot by 136.4% in the second quarter. Whittier Trust Co. now owns 52 shares of the software maker’s stock worth $29,000 after buying an additional 30 shares during the last quarter. Finally, Exane Asset Management bought a new stake in shares of HubSpot in the 3rd quarter worth about $30,000. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Key HubSpot News

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.