Wells Fargo & Company Cuts HubSpot (NYSE:HUBS) Price Target to $350.00

HubSpot (NYSE:HUBS) had its price target cut by equities research analysts at Wells Fargo & Company from $600.00 to $350.00 in a report released on Thursday, Marketbeat Ratings reports. The firm presently has an “overweight” rating on the software maker’s stock. Wells Fargo & Company‘s price objective would suggest a potential upside of 49.32% from the company’s current price.

Several other analysts have also weighed in on HUBS. Wall Street Zen raised HubSpot from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Mizuho decreased their target price on shares of HubSpot from $550.00 to $300.00 and set an “outperform” rating for the company in a research report on Thursday. Morgan Stanley reissued an “overweight” rating on shares of HubSpot in a research report on Thursday. Stifel Nicolaus reduced their target price on shares of HubSpot from $550.00 to $500.00 and set a “buy” rating for the company in a research note on Friday, January 23rd. Finally, Weiss Ratings reaffirmed a “sell (e+)” rating on shares of HubSpot in a report on Friday, January 9th. One equities research 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 assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $483.70.

HubSpot Price Performance

HubSpot stock traded up $25.07 during midday trading on Thursday, reaching $234.40. 1,318,084 shares of the company traded hands, compared to its average volume of 1,588,677. The business has a 50 day moving average of $343.50 and a two-hundred day moving average of $415.97. The firm has a market capitalization of $12.28 billion, a price-to-earnings ratio of -2,947.35, a price-to-earnings-growth ratio of 5.51 and a beta of 1.44. HubSpot has a 12 month low of $207.20 and a 12 month high of $881.13.

HubSpot (NYSE:HUBS) last announced its quarterly earnings results on Wednesday, February 11th. The software maker reported $3.09 EPS for the quarter, beating analysts’ consensus estimates of $2.99 by $0.10. The company had revenue of $846.75 million during the quarter, compared to analyst estimates of $830.65 million. HubSpot had a positive return on equity of 1.21% and a negative net margin of 0.12%.The firm’s revenue was up 20.4% on a year-over-year basis. During the same period in the prior year, the company earned $2.32 earnings per share. As a group, equities analysts forecast that HubSpot will post 1.01 EPS for the current year.

Insider Buying and Selling at HubSpot

In related news, insider Erika Ashley Fisher sold 841 shares of the firm’s 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 completion of the sale, the insider owned 10,119 shares of the company’s stock, valued at $2,408,423.19. This trade represents a 7.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction 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 completion of the transaction, the director owned 487,344 shares of the company’s stock, valued at $147,850,422.72. This represents a 1.71% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 26,930 shares of company stock worth $9,175,604. 4.00% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the business. Fifth Third Bancorp increased its holdings in HubSpot by 2.5% during the 3rd quarter. Fifth Third Bancorp now owns 1,076 shares of the software maker’s stock valued at $503,000 after acquiring an additional 26 shares in the last quarter. First Horizon Advisors Inc. increased its holdings in HubSpot by 4.7% in the 2nd quarter. First Horizon Advisors Inc. now owns 597 shares of the software maker’s stock valued at $332,000 after purchasing an additional 27 shares in the last quarter. Insigneo Advisory Services LLC lifted its position in shares of HubSpot by 6.3% during the second quarter. Insigneo Advisory Services LLC now owns 470 shares of the software maker’s stock worth $262,000 after purchasing an additional 28 shares in the last quarter. GPS Wealth Strategies Group LLC increased its position in shares of HubSpot by 5.7% during the third quarter. GPS Wealth Strategies Group LLC now owns 522 shares of the software maker’s stock worth $244,000 after acquiring an additional 28 shares during the last quarter. Finally, Bessemer Group Inc. boosted its stake in shares of HubSpot by 9.1% during the 3rd quarter. Bessemer Group Inc. now owns 335 shares of the software maker’s stock valued at $156,000 after buying an additional 28 shares during the last quarter. 90.39% of the stock is owned by hedge funds and other institutional investors.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q1 and FY‑2026 guidance well above Street forecasts: HubSpot raised Q1 EPS guidance to $2.46–$2.48 (consensus ~ $1.45) and FY EPS to $12.38–$12.46 (consensus ~ $7.79); revenue guides also topped estimates — a clear fundamental beat and strong outlook. Business Wire: HubSpot Reports Strong Q4
• Positive Sentiment: Q4 results exceeded estimates: EPS $3.09 vs. $2.99 expected; revenue $846.7M vs. ~$830.7M expected and revenue +20% y/y — supports the upbeat guidance. Business Wire: Q4 Results
• Neutral Sentiment: Analysts kept constructive ratings even after cuts: Needham and BTIG remain buyers and Piper Sandler keeps an overweight stance — suggests firms expect fundamentals to hold despite lower target prices. The Fly: Needham note
• Neutral Sentiment: Broader sector pressure and AI disruption concerns are weighing on software names, which can amplify share moves even after positive company news. Reuters: AI fears in software
• Negative Sentiment: Multiple large price‑target reductions: Piper Sandler cut its target to $280 (from $400), Needham cut to $300 (from $700) and BTIG cut to $300 (from $500) — sizable reductions that pressure sentiment and set lower valuation anchors. Benzinga: PT cuts TickerReport: BTIG note
• Negative Sentiment: Shares slid in extended trading and headlines highlighted the post‑earnings drop despite the beat — short‑term sentiment and positioning (including short interest in software names) likely amplified the move. Yahoo Finance: Shares tumble

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.