Mizuho Cuts HubSpot (NYSE:HUBS) Price Target to $300.00

HubSpot (NYSE:HUBS) had its price objective cut by Mizuho from $550.00 to $300.00 in a report published on Thursday, MarketBeat.com reports. They currently have an outperform rating on the software maker’s stock.

Several other brokerages have also recently weighed in on HUBS. Argus dropped their price objective on HubSpot from $650.00 to $525.00 and set a “buy” rating for the company in a report on Thursday, November 20th. Oppenheimer dropped their price target on HubSpot from $550.00 to $350.00 and set an “outperform” rating for the company in a research note on Wednesday, February 4th. KeyCorp reduced their price objective on shares of HubSpot from $775.00 to $650.00 and set an “overweight” rating on the stock in a research note on Thursday, November 6th. Sanford C. Bernstein restated an “outperform” rating on shares of HubSpot in a research report on Thursday. Finally, Zacks Research downgraded shares of HubSpot from a “hold” rating to a “strong sell” rating in a report on Monday, January 19th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, one has given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, HubSpot presently has a consensus rating of “Moderate Buy” and a consensus target price of $452.70.

HubSpot Stock Performance

HUBS opened at $243.31 on Thursday. The stock has a fifty day moving average of $337.83 and a 200-day moving average of $411.53. The company has a market capitalization of $12.83 billion, a P/E ratio of 279.67, a P/E/G ratio of 5.79 and a beta of 1.44. HubSpot has a fifty-two week low of $207.20 and a fifty-two week high of $820.00.

HubSpot (NYSE:HUBS) last released 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 net margin of 1.47% and a return on equity of 3.64%. The business had revenue of $846.75 million for the quarter, compared to the consensus estimate of $830.65 million. During the same period in the prior year, the company posted $2.32 earnings per share. HubSpot’s revenue was up 20.4% compared to the same quarter last year. On average, equities research analysts predict that HubSpot will post 1.01 earnings per share for the current fiscal year.

Insider Activity at HubSpot

In other news, 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 completion of 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Brian Halligan sold 8,500 shares of the firm’s stock in a transaction on 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 sale, the director directly owned 487,344 shares in the company, valued at approximately $147,850,422.72. This trade represents a 1.71% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 26,930 shares of company stock worth $9,175,604 over the last ninety days. 4.00% of the stock is currently owned by insiders.

Hedge Funds Weigh In On HubSpot

Several large investors have recently bought and sold shares of the company. Strategic Advocates LLC bought a new stake in shares of HubSpot during the third quarter worth about $25,000. Turning Point Benefit Group Inc. acquired a new position in HubSpot in the 3rd quarter valued at approximately $25,000. Goodman Advisory Group LLC acquired a new position in HubSpot in the 2nd quarter valued at approximately $27,000. Whittier Trust Co. lifted its holdings in shares of HubSpot by 136.4% during the second quarter. Whittier Trust Co. now owns 52 shares of the software maker’s stock worth $29,000 after purchasing an additional 30 shares during the period. Finally, Exane Asset Management acquired a new position in shares of HubSpot during the third quarter worth $30,000. 90.39% of the stock is currently owned by institutional investors.

More 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.