Wells Fargo & Company Cuts HubSpot (NYSE:HUBS) Price Target to $350.00

HubSpot (NYSE:HUBS) had its target price trimmed by Wells Fargo & Company from $600.00 to $350.00 in a research note issued to investors on Thursday morning, Marketbeat Ratings reports. The firm currently has an overweight rating on the software maker’s stock.

A number of other research firms have also recently weighed in on HUBS. UBS Group cut their price objective on shares of HubSpot from $600.00 to $450.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. The Goldman Sachs Group cut their price target on shares of HubSpot from $612.00 to $517.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. Truist Financial decreased their price objective on shares of HubSpot from $675.00 to $650.00 and set a “buy” rating for the company in a research note on Friday, November 7th. Oppenheimer dropped their target price on HubSpot from $550.00 to $350.00 and set an “outperform” rating for the company in a research report on Wednesday, February 4th. Finally, Evercore set a $500.00 price target on HubSpot in a report on Thursday, November 6th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $452.70.

HubSpot Trading Up 6.3%

HUBS opened at $243.31 on Thursday. The stock has a 50-day moving average of $337.83 and a 200 day moving average of $411.53. HubSpot has a 12 month low of $207.20 and a 12 month high of $820.00. The firm has a market cap 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 (NYSE:HUBS) last posted its quarterly earnings data on Wednesday, February 11th. The software maker reported $3.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.99 by $0.10. The business had revenue of $846.75 million during the quarter, compared to analyst estimates of $830.65 million. HubSpot had a return on equity of 3.64% and a net margin of 1.47%.The company’s revenue for the quarter was up 20.4% on a year-over-year basis. During the same period last year, the company earned $2.32 EPS. On average, research analysts forecast that HubSpot will post 1.01 earnings per share for the current fiscal year.

Insider Buying and Selling 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 transaction of $200,166.41. Following the transaction, the insider owned 10,119 shares of the company’s stock, valued at approximately $2,408,423.19. This represents a 7.67% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 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 transaction, the director owned 487,344 shares in the company, valued at approximately $147,850,422.72. This represents a 1.71% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 26,930 shares of company stock worth $9,175,604 over the last 90 days. 4.00% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. raised its holdings in shares of 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 in the last quarter. Pictet Asset Management Holding SA increased its holdings in shares of HubSpot by 32.7% in the 4th quarter. Pictet Asset Management Holding SA now owns 1,935,587 shares of the software maker’s stock valued at $776,714,000 after acquiring an additional 476,740 shares during the period. State Street Corp raised its position 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 worth $478,287,000 after acquiring an additional 42,948 shares in the last quarter. Geode Capital Management LLC raised its position in shares of HubSpot by 1.5% in the 4th quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker’s stock worth $388,917,000 after acquiring an additional 14,159 shares in the last quarter. Finally, Jennison Associates LLC lifted its stake in shares of HubSpot by 548.6% during the 2nd quarter. Jennison Associates LLC now owns 794,677 shares of the software maker’s stock worth $442,341,000 after purchasing an additional 672,158 shares during the last quarter. 90.39% of the stock is currently owned by institutional investors.

Trending Headlines about HubSpot

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.