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

HubSpot (NYSE:HUBS) had its price objective lowered by stock analysts at Truist Financial from $650.00 to $300.00 in a research report issued on Thursday, Marketbeat Ratings reports. The firm presently has a “buy” rating on the software maker’s stock. Truist Financial’s price target indicates a potential upside of 23.30% from the stock’s previous close.

Several other brokerages have also commented on HUBS. JPMorgan Chase & Co. dropped their price target on shares of HubSpot from $675.00 to $650.00 and set an “overweight” rating for the company in a research report on Thursday, November 6th. Canaccord Genuity Group set a $485.00 target price on HubSpot in a research report on Thursday. Bank of America reduced their target price on HubSpot from $640.00 to $515.00 and set a “buy” rating on the stock in a report on Thursday, November 6th. Cantor Fitzgerald dropped their price target on HubSpot from $775.00 to $500.00 and set an “overweight” rating for the company in a research note on Friday, November 7th. Finally, Zacks Research lowered HubSpot from a “hold” rating to a “strong sell” rating in a research note on Monday, January 19th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, one has issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $452.70.

HubSpot Trading Up 6.3%

NYSE HUBS opened at $243.31 on Thursday. The business’s 50-day moving average price is $337.83 and its 200 day moving average price is $412.48. HubSpot has a twelve month low of $207.20 and a twelve month high of $820.00. The company has a market capitalization of $12.83 billion, a PE ratio of 279.67, a price-to-earnings-growth ratio of 5.44 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 EPS for the quarter, beating the consensus estimate of $2.99 by $0.10. The company had revenue of $846.75 million during the quarter, compared to analysts’ expectations of $830.65 million. HubSpot had a return on equity of 3.64% and a net margin of 1.47%.The firm’s revenue was up 20.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.32 EPS. Equities analysts predict that HubSpot will post 1.01 EPS for the current year.

Insider Activity

In other news, insider Erika Ashley Fisher sold 841 shares of the stock in a transaction dated 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 sale, the insider owned 10,119 shares in the company, valued at approximately $2,408,423.19. This trade represents a 7.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Brian Halligan sold 8,500 shares of the firm’s stock in a transaction dated 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 sale, the director owned 487,344 shares in the company, valued at approximately $147,850,422.72. The trade was a 1.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 26,930 shares of company stock valued at $9,175,604 in the last ninety days. Company insiders own 4.00% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in HUBS. 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 buying an additional 672,158 shares during the period. Capital World Investors acquired a new position in shares of HubSpot in the fourth quarter worth about $259,930,000. Norges Bank purchased a new position in HubSpot in the second quarter valued at about $269,941,000. Pictet Asset Management Holding SA boosted its holdings in HubSpot by 32.7% in the fourth quarter. Pictet Asset Management Holding SA now owns 1,935,587 shares of the software maker’s stock valued at $776,714,000 after purchasing an additional 476,740 shares during the last quarter. Finally, Alyeska Investment Group L.P. grew its stake in HubSpot by 408.1% during the 4th quarter. Alyeska Investment Group L.P. now owns 560,088 shares of the software maker’s stock valued at $224,763,000 after purchasing an additional 449,864 shares in the last quarter. 90.39% of the stock is currently owned by hedge funds and other institutional investors.

More 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.