Stifel Nicolaus Cuts HubSpot (NYSE:HUBS) Price Target to $325.00

HubSpot (NYSE:HUBS) had its price target reduced by Stifel Nicolaus from $375.00 to $325.00 in a research report released on Thursday,Benzinga reports. They currently have a buy rating on the software maker’s stock.

Several other research analysts have also recently issued reports on HUBS. The Goldman Sachs Group dropped their price objective on HubSpot from $517.00 to $442.00 and set a “buy” rating on the stock in a research note on Thursday, February 12th. KeyCorp decreased their price target on shares of HubSpot from $400.00 to $340.00 and set an “overweight” rating for the company in a report on Thursday, February 12th. Needham & Company LLC lowered their price objective on shares of HubSpot from $700.00 to $300.00 and set a “buy” rating for the company in a research note on Thursday, February 12th. Weiss Ratings restated a “sell (e+)” rating on shares of HubSpot in a research note on Friday, January 9th. Finally, UBS Group reiterated an “overweight” rating on shares of HubSpot in a research note on Thursday, February 12th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $429.90.

HubSpot Stock Up 0.3%

HUBS stock opened at $245.43 on Thursday. HubSpot has a twelve month low of $207.20 and a twelve month high of $682.57. The stock has a market capitalization of $12.94 billion, a price-to-earnings ratio of 282.10, a price-to-earnings-growth ratio of 3.39 and a beta of 1.44. The firm’s fifty day simple moving average is $256.29 and its two-hundred day simple moving average is $357.82.

HubSpot (NYSE:HUBS) last released its earnings results on Wednesday, February 11th. The software maker reported $3.09 earnings per share (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 firm had revenue of $846.75 million during the quarter, compared to analyst estimates of $830.65 million. During the same quarter last year, the business earned $2.32 EPS. The business’s revenue was up 20.4% on a year-over-year basis. As a group, equities research analysts expect that HubSpot will post 1.01 EPS for the current year.

Insider Activity at HubSpot

In other HubSpot news, insider Erika Ashley Fisher sold 841 shares of the business’s stock in a transaction that occurred 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 of the company’s stock, valued at approximately $2,408,423.19. The trade was a 7.67% decrease in their ownership of the stock. The sale was disclosed in a legal 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 that occurred on Tuesday, January 20th. The stock was sold at an average price of $303.38, for a total value of $2,578,730.00. Following the completion of the sale, 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. Over the last quarter, insiders have sold 26,691 shares of company stock valued at $7,250,662. 4.00% of the stock is owned by company insiders.

Institutional Trading of HubSpot

Hedge funds have recently added to or reduced their stakes in the company. Thrivent Financial for Lutherans boosted its position in HubSpot by 23.7% during the third quarter. Thrivent Financial for Lutherans now owns 23,789 shares of the software maker’s stock worth $11,128,000 after purchasing an additional 4,559 shares in the last quarter. Rakuten Investment Management Inc. acquired a new stake in HubSpot in the third quarter valued at approximately $48,548,000. Nordea Investment Management AB increased its position in shares of HubSpot by 34.9% in the third quarter. Nordea Investment Management AB now owns 21,638 shares of the software maker’s stock valued at $10,148,000 after buying an additional 5,595 shares in the last quarter. Triasima Portfolio Management inc. purchased a new stake in shares of HubSpot in the third quarter valued at approximately $2,079,000. Finally, Mitsubishi UFJ Trust & Banking Corp raised its stake in shares of HubSpot by 20.8% during the 3rd quarter. Mitsubishi UFJ Trust & Banking Corp now owns 38,924 shares of the software maker’s stock worth $18,209,000 after buying an additional 6,709 shares during the period. 90.39% of the stock is owned by hedge funds and other institutional investors.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot is shifting its Breeze AI agents to outcome‑based / pay‑per‑result pricing, a move that can lower adoption friction and align fees with customer ROI — potentially accelerating usage and AI monetization. Read More.
• Positive Sentiment: The outcome‑based pricing change was widely reported and framed as an industry‑leading commercial approach (coverage from diginomica, SiliconANGLE, MSN, No Jitter), reinforcing the narrative that HubSpot is innovating on AI go‑to‑market. Read More.
• Positive Sentiment: HubSpot added Mike Berry (MongoDB CFO) to its board, strengthening financial and go‑to‑market oversight — a governance signal investors typically view favorably. Read More.
• Positive Sentiment: Analyst sentiment remains constructive overall: a consensus “Moderate Buy” rating was reported, supporting demand among buy‑side investors. Read More.
• Negative Sentiment: Stifel cut its price target from $375 to $325 while keeping a Buy rating — the downgrade trims implied upside and can apply downward pressure or limit further rallies despite continued conviction. Read More.

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.