Piper Sandler Lowers HubSpot (NYSE:HUBS) Price Target to $280.00

HubSpot (NYSE:HUBS) had its price objective dropped by analysts at Piper Sandler from $400.00 to $280.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage currently has an “overweight” rating on the software maker’s stock. Piper Sandler’s price target would suggest a potential upside of 34.08% from the stock’s previous close.

A number of other analysts have also weighed in on the stock. Stifel Nicolaus cut their target price on shares of HubSpot from $550.00 to $500.00 and set a “buy” rating on the stock in a research note on Friday, January 23rd. KeyCorp reduced their target price on HubSpot from $775.00 to $650.00 and set an “overweight” rating for the company in a report on Thursday, November 6th. Evercore set a $500.00 price target on shares of HubSpot in a research note on Thursday, November 6th. Sanford C. Bernstein set a $448.00 price objective on HubSpot in a research report on Monday. Finally, Needham & Company LLC lowered their target price on shares of HubSpot from $700.00 to $300.00 and set a “buy” rating on the stock in a report on Thursday. 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 company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $529.70.

HubSpot Stock Performance

NYSE HUBS opened at $208.84 on Thursday. HubSpot has a one year low of $207.20 and a one year high of $881.13. The firm 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 cap of $10.94 billion, a price-to-earnings ratio of -2,610.44, a PEG ratio of 5.51 and a beta of 1.44.

HubSpot (NYSE:HUBS) last issued 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. HubSpot had a negative net margin of 0.12% and a positive return on equity of 1.21%. The company had revenue of $846.75 million during the quarter, compared to analysts’ expectations of $830.65 million. During the same quarter last year, the company posted $2.32 EPS. The firm’s revenue was up 20.4% compared to the same quarter last year. Equities analysts predict that HubSpot will post 1.01 EPS for the current fiscal year.

Insider Activity

In related news, Director Brian Halligan sold 8,500 shares of the company’s stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $303.38, for a total transaction of $2,578,730.00. Following the transaction, the director owned 487,344 shares of the company’s stock, valued at approximately $147,850,422.72. This represents a 1.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Erika Ashley Fisher sold 841 shares of the 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 transaction, the insider directly owned 10,119 shares in the company, valued at approximately $2,408,423.19. This represents a 7.67% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 26,930 shares of company stock worth $9,175,604 in the last ninety days. Insiders own 4.00% of the company’s stock.

Hedge Funds Weigh In On HubSpot

Hedge funds have recently made changes to their positions in the stock. Thrivent Financial for Lutherans lifted its position in shares of HubSpot by 23.7% in the 3rd quarter. Thrivent Financial for Lutherans now owns 23,789 shares of the software maker’s stock worth $11,128,000 after buying an additional 4,559 shares during the last quarter. Rakuten Investment Management Inc. bought a new stake in shares of HubSpot during the 3rd quarter valued at about $48,548,000. BNP PARIBAS ASSET MANAGEMENT Holding S.A. raised its stake in HubSpot by 19.2% during the second quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 9,533 shares of the software maker’s stock worth $5,306,000 after acquiring an additional 1,533 shares during the period. Nordea Investment Management AB lifted its holdings in HubSpot by 34.9% in the third quarter. Nordea Investment Management AB now owns 21,638 shares of the software maker’s stock worth $10,148,000 after acquiring an additional 5,595 shares during the last quarter. Finally, Triasima Portfolio Management inc. bought a new position in HubSpot in the third quarter worth about $2,079,000. Institutional investors and hedge funds 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?

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.