HubSpot (NYSE:HUBS) Given New $210.00 Price Target at Citigroup

HubSpot (NYSE:HUBS) had its price target cut by investment analysts at Citigroup from $217.00 to $210.00 in a note issued to investors on Friday,Benzinga reports. The firm currently has a “buy” rating on the software maker’s stock. Citigroup’s target price points to a potential upside of 0.02% from the company’s current price.

A number of other research analysts have also recently weighed in on the stock. Sanford C. Bernstein cut shares of HubSpot from an “outperform” rating to a “market perform” rating and lowered their target price for the company from $381.00 to $220.00 in a research note on Thursday. The Goldman Sachs Group set a $276.00 target price on shares of HubSpot in a report on Thursday. Capital One Financial set a $206.00 price objective on HubSpot and gave the stock an “equal weight” rating in a research note on Thursday. Morgan Stanley set a $287.00 target price on shares of HubSpot in a research note on Thursday. Finally, BNP Paribas Exane lowered HubSpot from an “outperform” rating to a “neutral” rating and set a $210.00 price target for the company. in a research note on Monday, May 11th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, fifteen have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $268.90.

HubSpot Stock Performance

Shares of HUBS stock traded up $7.53 during trading hours on Friday, reaching $209.96. The company had a trading volume of 3,363,921 shares, compared to its average volume of 1,836,701. The firm has a market cap of $10.75 billion, a PE ratio of 74.19, a price-to-earnings-growth ratio of 2.73 and a beta of 1.19. The business has a fifty day moving average price of $206.96 and a 200-day moving average price of $229.50. HubSpot has a one year low of $169.63 and a one year high of $525.51.

HubSpot (NYSE:HUBS) last issued its quarterly earnings data on Wednesday, August 5th. The software maker reported $3.26 earnings per share for the quarter, topping the consensus estimate of $3.02 by $0.24. The firm had revenue of $911.74 million for the quarter, compared to analysts’ expectations of $898.31 million. HubSpot had a net margin of 4.26% and a return on equity of 8.32%. The business’s quarterly revenue was up 19.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.19 EPS. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. Equities research analysts forecast that HubSpot will post 4.39 EPS for the current year.

Insider Activity at HubSpot

In other HubSpot news, CEO Yamini Rangan acquired 2,750 shares of the firm’s stock in a transaction dated Tuesday, May 12th. The stock was purchased at an average price of $189.84 per share, for a total transaction of $522,060.00. Following the acquisition, the chief executive officer owned 102,982 shares in the company, valued at approximately $19,550,102.88. This trade represents a 2.74% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Erika Ashley Fisher sold 702 shares of the stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $235.22, for a total value of $165,124.44. Following the completion of the sale, the insider owned 14,581 shares of the company’s stock, valued at approximately $3,429,742.82. This trade represents a 4.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have purchased 14,063 shares of company stock valued at $2,585,781 and have sold 26,202 shares valued at $5,481,959. 3.70% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Turning Point Benefit Group Inc. purchased a new position in shares of HubSpot in the third quarter worth about $25,000. Rakuten Securities Inc. boosted its stake in shares of HubSpot by 783.3% during the 2nd quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock worth $30,000 after acquiring an additional 47 shares in the last quarter. Cary Street Partners Investment Advisory LLC purchased a new position in HubSpot during the fourth quarter worth approximately $33,000. Osterweis Capital Management Inc. purchased a new position in shares of HubSpot during the 2nd quarter valued at approximately $34,000. Finally, Larson Financial Group LLC grew its position in shares of HubSpot by 378.9% in the fourth quarter. Larson Financial Group LLC now owns 91 shares of the software maker’s stock valued at $37,000 after purchasing an additional 72 shares during the period. Hedge funds and other institutional investors own 90.39% of the company’s stock.

Key Headlines Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot’s second-quarter results exceeded expectations: adjusted EPS was $3.26 versus the $3.02 consensus, while revenue reached $911.7 million, up 19.8% year over year and ahead of estimates. Customer additions, subscription growth and demand for AI-powered CRM tools supported the quarter. HubSpot Q2 Earnings Beat Estimates
• Positive Sentiment: KeyCorp retained an “overweight” rating with a $285 target, and BTIG maintained a “buy” rating with a $250 target. These analysts see substantial upside if HubSpot converts its AI investments into sustained growth and margin expansion.
• Neutral Sentiment: Management is expanding AI product trials and lowering entry prices to accelerate adoption. The initiatives could strengthen long-term demand, but longer sales cycles and tighter customer software budgets are creating near-term pressure. HUBS Q2 Earnings Call Highlights
• Neutral Sentiment: Jerry Dischler, an experienced AI and digital advertising executive, joined HubSpot’s board, potentially adding strategic expertise as the company develops its AI platform. A director’s sale of 702 shares was relatively small but adds limited insider-selling noise.
• Negative Sentiment: Third-quarter revenue guidance of approximately $924 million-$925 million was below the $941.2 million analyst consensus. The shortfall overshadowed the earnings beat and fueled fears that HubSpot’s growth is slowing as customers delay or scrutinize technology purchases. HubSpot Guidance Report
• Negative Sentiment: Analysts including Stifel, TD Cowen and Piper Sandler downgraded or lowered price targets, citing slower net additions, execution risks and a transition from a premium growth valuation toward a more value-oriented profile.
• Negative Sentiment: Block & Leviton announced an investigation into possible securities-law violations following the sharp decline. The announcement creates headline and legal risk, although it does not establish wrongdoing by HubSpot. HubSpot Investigation Announcement

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.