Analysts Set HubSpot, Inc. (NYSE:HUBS) Target Price at $429.90

Shares of HubSpot, Inc. (NYSE:HUBS) have received a consensus recommendation of “Moderate Buy” from the thirty brokerages that are presently covering the stock, MarketBeat Ratings reports. One research analyst has rated the stock with a sell rating, one has assigned a hold rating, twenty-seven have issued a buy rating and one has issued a strong buy rating on the company. The average twelve-month target price among analysts that have issued a report on the stock in the last year is $429.8966.

A number of equities research analysts have issued reports on the stock. Oppenheimer reduced their price objective on shares of HubSpot from $550.00 to $350.00 and set an “outperform” rating on the stock in a research note on Wednesday, February 4th. Jefferies Financial Group cut 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, February 12th. Stifel Nicolaus decreased their price objective on shares of HubSpot from $375.00 to $325.00 and set a “buy” rating on the stock in a research note on Thursday. Citigroup boosted their price objective on shares of HubSpot from $600.00 to $640.00 and gave the company a “buy” rating in a research report on Friday, February 13th. Finally, Canaccord Genuity Group set a $485.00 target price on HubSpot in a research note on Thursday, February 12th.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot is shifting its Breeze AI agents to outcome‑based / pay‑per‑result pricing, a move that can lower adoption friction and align fees with customer ROI — potentially accelerating usage and AI monetization. Read More.
• Positive Sentiment: The outcome‑based pricing change was widely reported and framed as an industry‑leading commercial approach (coverage from diginomica, SiliconANGLE, MSN, No Jitter), reinforcing the narrative that HubSpot is innovating on AI go‑to‑market. Read More.
• Positive Sentiment: HubSpot added Mike Berry (MongoDB CFO) to its board, strengthening financial and go‑to‑market oversight — a governance signal investors typically view favorably. Read More.
• Positive Sentiment: Analyst sentiment remains constructive overall: a consensus “Moderate Buy” rating was reported, supporting demand among buy‑side investors. Read More.
• Negative Sentiment: Stifel cut its price target from $375 to $325 while keeping a Buy rating — the downgrade trims implied upside and can apply downward pressure or limit further rallies despite continued conviction. Read More.

HubSpot Stock Up 0.3%

NYSE HUBS opened at $245.43 on Friday. The company has a market capitalization of $12.94 billion, a P/E ratio of 282.10, a P/E/G ratio of 3.39 and a beta of 1.44. HubSpot has a 12-month low of $207.20 and a 12-month high of $682.57. The firm has a 50-day moving average price of $256.29 and a two-hundred day moving average price of $356.77.

HubSpot (NYSE:HUBS) last announced 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. The firm had revenue of $846.75 million for the quarter, compared to analyst estimates of $830.65 million. HubSpot had a net margin of 1.47% and a return on equity of 3.64%. The business’s revenue was up 20.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.32 EPS. Equities analysts expect that HubSpot will post 1.01 EPS for the current year.

Insiders Place Their Bets

In related news, insider Erika Ashley Fisher sold 841 shares of the company’s stock in a transaction on 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 sale, 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. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available 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 completion of the sale, the director directly owned 487,344 shares in the company, valued at $147,850,422.72. This trade represents a 1.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 26,691 shares of company stock valued at $7,250,662 in the last three months. 4.00% of the stock is owned by insiders.

Institutional Investors Weigh In On HubSpot

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Vanguard Group Inc. lifted its stake in HubSpot by 6.4% in the 3rd quarter. Vanguard Group Inc. now owns 5,736,765 shares of the software maker’s stock valued at $2,683,659,000 after purchasing an additional 345,524 shares during the last quarter. Price T Rowe Associates Inc. MD increased its holdings in shares of HubSpot by 36.5% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,581,922 shares of the software maker’s stock worth $1,838,727,000 after buying an additional 1,224,424 shares in the last quarter. Pictet Asset Management Holding SA increased its holdings 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 buying an additional 476,740 shares in the last quarter. State Street Corp lifted its stake in shares of HubSpot by 3.7% in the 4th quarter. State Street Corp now owns 1,191,843 shares of the software maker’s stock valued at $478,287,000 after acquiring an additional 42,948 shares during the last quarter. Finally, AQR Capital Management LLC boosted its holdings in shares of HubSpot by 117.6% during the 4th quarter. AQR Capital Management LLC now owns 1,188,981 shares of the software maker’s stock valued at $477,138,000 after acquiring an additional 642,545 shares in the last quarter. 90.39% of the stock is owned by institutional investors.

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.