Citigroup Lowers HubSpot (NYSE:HUBS) Price Target to $217.00

HubSpot (NYSE:HUBS) had its price target lowered by stock analysts at Citigroup from $230.00 to $217.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm presently has a “buy” rating on the software maker’s stock. Citigroup’s target price points to a potential upside of 5.66% from the company’s previous close.

Several other equities research analysts also recently issued reports on HUBS. Canaccord Genuity Group set a $335.00 price target on HubSpot in a research report on Friday, May 8th. Stifel Nicolaus set a $275.00 price objective on HubSpot in a research report on Friday, May 8th. Barclays cut their price objective on HubSpot from $300.00 to $270.00 and set an “overweight” rating for the company in a research report on Monday, May 11th. Cantor Fitzgerald lowered HubSpot from an “overweight” rating to a “neutral” rating and lowered their target price for the company from $325.00 to $200.00 in a report on Friday, May 8th. Finally, Raymond James Financial reaffirmed an “outperform” rating and issued a $250.00 target price on shares of HubSpot in a report on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, five have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $307.86.

HubSpot Trading Up 8.1%

Shares of HubSpot stock opened at $205.38 on Friday. The firm has a fifty day simple moving average of $200.86 and a 200-day simple moving average of $238.49. HubSpot has a 1-year low of $169.63 and a 1-year high of $568.16. The stock has a market capitalization of $10.52 billion, a price-to-earnings ratio of 107.53, a PEG ratio of 2.24 and a beta of 1.22.

HubSpot (NYSE:HUBS) last posted its quarterly earnings data on Thursday, May 7th. The software maker reported $2.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.47 by $0.25. The business had revenue of $881.00 million during the quarter, compared to the consensus estimate of $863.32 million. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. HubSpot’s quarterly revenue was up 23.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.84 EPS. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. As a group, research analysts predict that HubSpot will post 4.39 earnings per share for the current year.

Insider Activity at HubSpot

In other news, Director Lorrie M. Norrington bought 1,313 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The shares were acquired at an average cost of $190.42 per share, with a total value of $250,021.46. Following the completion of the transaction, the director directly owned 2,838 shares in the company, valued at $540,411.96. This represents a 86.10% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Yamini Rangan purchased 2,750 shares of the stock in a transaction that occurred on Tuesday, May 12th. The shares were purchased at an average price of $189.84 per share, for a total transaction of $522,060.00. Following the completion of the purchase, the chief executive officer directly owned 102,982 shares of the company’s stock, valued at approximately $19,550,102.88. This trade represents a 2.74% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders have purchased 14,063 shares of company stock worth $2,585,781 and have sold 17,915 shares worth $3,654,114. 3.70% of the stock is owned by company insiders.

Institutional Trading of HubSpot

Several institutional investors have recently modified their holdings of the company. Price T Rowe Associates Inc. MD raised its stake in shares of HubSpot by 36.5% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,581,922 shares of the software maker’s stock valued at $1,838,727,000 after purchasing an additional 1,224,424 shares in the last quarter. Pictet Asset Management Holding SA boosted its stake in HubSpot by 13.1% during the first quarter. Pictet Asset Management Holding SA now owns 2,188,191 shares of the software maker’s stock worth $533,993,000 after buying an additional 252,604 shares in the last quarter. State Street Corp boosted its stake in HubSpot by 3.7% during the fourth quarter. State Street Corp now owns 1,191,843 shares of the software maker’s stock worth $478,287,000 after buying an additional 42,948 shares in the last quarter. AQR Capital Management LLC increased its holdings in HubSpot by 117.6% in the 4th quarter. AQR Capital Management LLC now owns 1,188,981 shares of the software maker’s stock valued at $477,138,000 after buying an additional 642,545 shares during the period. Finally, Geode Capital Management LLC increased its holdings in HubSpot by 1.5% in the 4th quarter. Geode Capital Management LLC now owns 971,712 shares of the software maker’s stock valued at $388,917,000 after buying an additional 14,159 shares during the period. Institutional investors and hedge funds own 90.39% of the company’s stock.

Key Stories Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot debuted Agent Hub, a new offering designed to unify AI agents, reinforcing its push into AI-powered workflow tools and giving investors a fresh growth narrative. HubSpot Debuts Agent Hub to Unify AI Agents
• Positive Sentiment: Several research notes highlighted HubSpot as a beneficiary of expanding AI adoption and strong demand for AI-infused software, which can support sentiment around the stock. 4 Software Stocks Poised to Benefit From Expanding AI Adoption
• Positive Sentiment: Citigroup lowered its price target to $217 from $230, but kept a Buy rating, implying roughly 5.7% upside from the current share price and signaling continued analyst confidence. Benzinga report on Citi target cut
• Neutral Sentiment: HubSpot reversed a customer data policy after privacy backlash, which may reduce reputational risk, but also underscores sensitivity around data practices. HubSpot Reverses Customer Data Policy After Backlash Over Privacy Concerns
• Neutral Sentiment: Management and product updates continue to emphasize AI and revenue workflow improvements, helping reinforce the long-term growth story, though these updates are not a near-term catalyst by themselves. HubSpot June 2026 updates
• Negative Sentiment: HubSpot director Brian Halligan sold 8,500 shares for about $1.9 million, which can weigh on sentiment even if the sale may be routine. HubSpot Director Brian Halligan Sells 8,500 Shares
• Negative Sentiment: Some commentary says HUBS still looks overvalued despite its AI agent launch, and Wells Fargo reportedly cut the stock to Hold, reflecting valuation caution that could cap gains. HubSpot Stock Still Looks Overvalued As AI Agent Tools Launch HubSpot Cut to Hold at Wells Fargo

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.