Truist Financial Boosts HubSpot (NYSE:HUBS) Price Target to $275.00

HubSpot (NYSE:HUBS) had its price objective increased by investment analysts at Truist Financial from $230.00 to $275.00 in a research note issued to investors on Monday, MarketBeat Ratings reports. The brokerage presently has a “buy” rating on the software maker’s stock. Truist Financial’s target price points to a potential upside of 26.16% from the stock’s previous close.

Several other research firms have also weighed in on HUBS. Wolfe Research lowered HubSpot from an “outperform” rating to a “peer perform” rating in a research report on Thursday, August 6th. Sanford C. Bernstein downgraded HubSpot from an “outperform” rating to a “market perform” rating and decreased their price objective for the stock from $381.00 to $220.00 in a report on Thursday, August 6th. Barclays lowered their price objective on HubSpot from $270.00 to $240.00 and set an “overweight” rating for the company in a research report on Thursday, August 6th. Oppenheimer cut shares of HubSpot from an “outperform” rating to a “market perform” rating in a report on Thursday, August 6th. Finally, Stifel Nicolaus upped their target price on shares of HubSpot from $200.00 to $225.00 and gave the stock a “hold” rating in a research report on Friday, September 11th. Sixteen research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, HubSpot currently has a consensus rating of “Hold” and a consensus target price of $273.97.

HubSpot Price Performance

Shares of NYSE HUBS opened at $217.98 on Monday. HubSpot has a 1 year low of $169.63 and a 1 year high of $525.47. The stock has a market capitalization of $10.87 billion, a P/E ratio of 77.03, a P/E/G ratio of 2.24 and a beta of 1.18. The company’s 50-day moving average is $231.93 and its 200 day moving average is $222.80.

HubSpot (NYSE:HUBS) last issued its quarterly earnings data on Wednesday, August 5th. The software maker reported $3.26 EPS for the quarter, topping the consensus estimate of $3.02 by $0.24. The business had revenue of $911.74 million during the quarter, compared to analyst estimates of $898.31 million. HubSpot had a net margin of 4.26% and a return on equity of 8.66%. HubSpot’s quarterly revenue was up 19.8% compared to the same quarter last year. During the same period last year, the business posted $2.19 earnings per share. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. Research analysts anticipate that HubSpot will post 4.56 earnings per share for the current year.

Insider Transactions at HubSpot

In other news, Director Brian Halligan sold 8,500 shares of the firm’s stock in a transaction on Tuesday, September 15th. The stock was sold at an average price of $245.64, for a total transaction of $2,087,940.00. Following the completion of the transaction, the director directly owned 68,000 shares in the company, valued at $16,703,520. This trade represents a 11.11% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Erika Fisher sold 702 shares of HubSpot stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $235.22, for a total value of $165,124.44. Following the completion of the transaction, the insider directly owned 14,581 shares of the company’s stock, valued at approximately $3,429,742.82. This represents a 4.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 26,202 shares of company stock valued at $5,998,079. Insiders own 3.70% of the company’s stock.

Institutional Investors Weigh In On HubSpot

Several institutional investors and hedge funds have recently made changes to their positions in HUBS. Tidal Investments LLC grew its holdings in HubSpot by 13.0% during the 2nd quarter. Tidal Investments LLC now owns 6,307 shares of the software maker’s stock valued at $1,151,000 after buying an additional 726 shares in the last quarter. WINTON GROUP Ltd bought a new stake in shares of HubSpot during the second quarter valued at approximately $234,000. Engineers Gate Manager LP lifted its holdings in shares of HubSpot by 58.8% in the second quarter. Engineers Gate Manager LP now owns 68,704 shares of the software maker’s stock worth $12,539,000 after buying an additional 25,441 shares in the last quarter. NewEdge Advisors LLC lifted its holdings in shares of HubSpot by 5.1% in the second quarter. NewEdge Advisors LLC now owns 6,532 shares of the software maker’s stock worth $1,192,000 after buying an additional 317 shares in the last quarter. Finally, Allworth Financial LP boosted its position in shares of HubSpot by 21.6% during the second quarter. Allworth Financial LP now owns 1,594 shares of the software maker’s stock worth $291,000 after acquiring an additional 283 shares during the last quarter. Institutional investors own 90.39% of the company’s stock.

HubSpot News Summary

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Analysts raised their valuation targets. Truist lifted its target from $230 to $275 and reiterated a “buy” rating, while Stephens increased its target from $251 to $255, maintaining an “equal weight” rating. The revisions suggest analysts see meaningful upside after the recent decline. Truist Financial Forecasts Strong Price Appreciation for HubSpot Stock HubSpot Price Target Raised to $255
• Positive Sentiment: New product announcements could support growth expectations. HubSpot’s Fall 2026 release and upcoming UNBOUND 2026 briefing are drawing attention to new ways for teams to work, including automation and AI-related functionality. Successful adoption could strengthen HubSpot’s competitive position in CRM and marketing software. HubSpot Fall 2026 Release UNBOUND 2026 Announcements
• Positive Sentiment: Index inclusion may improve visibility. HubSpot was added to the S&P 400 Information Technology and Application Software subsectors, which could increase institutional awareness and potentially create incremental index-related demand. HubSpot Added to S&P 400 Information Technology
• Neutral Sentiment: Investors remain focused on growth metrics. Coverage emphasizes HubSpot’s long-term growth profile and integrations connecting Google Workspace, HubSpot, and Slack, but these reports do not provide new financial results or guidance. HubSpot Growth Metrics
• Negative Sentiment: The stock’s recent decline highlights ongoing risk. HUBS recently fell roughly 5.8%, and its elevated valuation leaves the shares sensitive to concerns about competition, execution, and slowing growth.
• Negative Sentiment: AI data-use concerns could weigh on customer sentiment. Guidance about restricting HubSpot from using customer data for AI training reflects privacy concerns that could complicate adoption or increase compliance expectations. HubSpot Customer Data and AI Training

HubSpot Company Profile

HubSpot, Inc develops cloud-based customer relationship management (CRM) and marketing software for businesses. Its platform is designed to help organizations attract prospects, manage customer interactions, close sales and provide ongoing service through an integrated set of tools.

The company’s products include Marketing Hub, Sales Hub, Service Hub, Content Hub, Operations Hub and Commerce Hub. These offerings support marketing automation, sales engagement, customer support, content management, data integration, payments and other commercial activities.