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

HubSpot (NYSE:HUBS) had its price target lowered by Citigroup from $230.00 to $217.00 in a research note released on Friday,Benzinga reports. The brokerage currently has a buy rating on the software maker’s stock.

Other analysts have also issued research reports about the company. JPMorgan Chase & Co. reduced their target price on HubSpot from $530.00 to $425.00 and set an “overweight” rating for the company in a report on Friday, May 8th. William Blair downgraded HubSpot from an “outperform” rating to a “market perform” rating in a report on Friday, May 8th. Morgan Stanley dropped their price objective on HubSpot from $405.00 to $350.00 and set an “overweight” rating on the stock in a research report on Friday, May 8th. Canaccord Genuity Group set a $335.00 price objective on HubSpot in a report on Friday, May 8th. Finally, Zacks Research raised HubSpot from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, HubSpot presently has a consensus rating of “Moderate Buy” and an average price target of $307.86.

HubSpot Trading Up 0.2%

HUBS opened at $205.38 on Friday. The stock has a fifty day simple moving average of $200.86 and a two-hundred day simple moving average of $237.50. The company has a market cap of $10.52 billion, a price-to-earnings ratio of 107.53, a price-to-earnings-growth ratio of 2.24 and a beta of 1.22. HubSpot has a 12-month low of $169.63 and a 12-month high of $568.16.

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

Insider Activity

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

Institutional Investors Weigh In On HubSpot

A number of large investors have recently made changes to their positions in the company. Turning Point Benefit Group Inc. bought a new position in shares of HubSpot in the 3rd quarter worth approximately $25,000. Rakuten Securities Inc. boosted its holdings in shares of HubSpot by 783.3% in the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock worth $30,000 after buying an additional 47 shares during the last quarter. Cary Street Partners Investment Advisory LLC bought a new stake in HubSpot during the fourth quarter valued at approximately $33,000. Osterweis Capital Management Inc. bought a new stake in HubSpot during the second quarter valued at approximately $34,000. Finally, Larson Financial Group LLC increased its holdings in HubSpot by 378.9% during the fourth quarter. Larson Financial Group LLC now owns 91 shares of the software maker’s stock valued at $37,000 after buying an additional 72 shares during the last quarter. 90.39% of the stock is currently owned by institutional investors.

HubSpot News Roundup

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.