JPMorgan Chase & Co. Issues Pessimistic Forecast for HubSpot (NYSE:HUBS) Stock Price

HubSpot (NYSE:HUBS) had its price target lowered by JPMorgan Chase & Co. from $650.00 to $530.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage presently has an “overweight” rating on the software maker’s stock. JPMorgan Chase & Co.‘s price target indicates a potential upside of 117.83% from the company’s previous close.

Several other analysts have also recently issued reports on the company. Oppenheimer cut their target price on HubSpot from $550.00 to $350.00 and set an “outperform” rating on the stock in a research note on Wednesday, February 4th. Wells Fargo & Company cut their price objective on HubSpot from $600.00 to $350.00 and set an “overweight” rating on the stock in a research report on Thursday. Evercore set a $500.00 target price on HubSpot in a research note on Thursday, November 6th. Piper Sandler decreased their target price on HubSpot from $400.00 to $280.00 and set an “overweight” rating for the company in a report on Thursday. Finally, Mizuho cut their price target on shares of HubSpot from $550.00 to $300.00 and set an “outperform” rating on the stock in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, one has given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, HubSpot has a consensus rating of “Moderate Buy” and a consensus target price of $452.70.

HubSpot Stock Performance

NYSE:HUBS opened at $243.31 on Thursday. HubSpot has a fifty-two week low of $207.20 and a fifty-two week high of $820.00. The firm has a market cap 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. The business has a 50 day moving average price of $337.83 and a 200-day moving average price of $412.48.

HubSpot (NYSE:HUBS) last issued its earnings results on Wednesday, February 11th. The software maker reported $3.09 EPS for the quarter, topping the consensus estimate of $2.99 by $0.10. HubSpot had a net margin of 1.47% and a return on equity of 3.64%. The company had revenue of $846.75 million for the quarter, compared to the consensus estimate of $830.65 million. The firm’s revenue for the quarter was up 20.4% on a year-over-year basis. During the same period in the previous year, the firm earned $2.32 earnings per share. Research analysts predict that HubSpot will post 1.01 EPS for the current year.

Insider Buying and Selling at HubSpot

In other HubSpot 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 transaction of $200,166.41. Following the completion of the transaction, the insider owned 10,119 shares of the company’s stock, valued at approximately $2,408,423.19. This trade represents a 7.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Brian Halligan sold 8,500 shares of the company’s stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $303.38, for a total transaction 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 represents a 1.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 26,930 shares of company stock valued at $9,175,604 in the last three months. Insiders own 4.00% of the company’s stock.

Institutional Investors Weigh In On HubSpot

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Strategic Advocates LLC bought a new stake in HubSpot in the third quarter worth $25,000. Turning Point Benefit Group Inc. purchased a new position in shares of HubSpot in the 3rd quarter worth about $25,000. Goodman Advisory Group LLC bought a new position in HubSpot in the 2nd quarter worth about $27,000. Whittier Trust Co. grew its position in HubSpot by 136.4% during the 2nd quarter. Whittier Trust Co. now owns 52 shares of the software maker’s stock valued at $29,000 after purchasing an additional 30 shares during the last quarter. Finally, Exane Asset Management purchased a new stake in HubSpot during the 3rd quarter valued at about $30,000. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Key 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

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.