14 HubSpot updates from June 2025 you can’t miss
This article details 14 significant HubSpot updates from June 2025, focusing on advancements in AI, CRM flexibility, and cross-team efficiency. Key updates include expanded availability of Breeze Customer Agent, new analytics capabilities, improved data management tools like automated deduplication, and enhanced content creation features. These changes aim to help marketing, sales, and service teams operate more effectively and gain better insights from the platform.
Intel vs. HubSpot: Which AI-Driven Tech Stock Has More Upside?
This article compares Intel (INTC) and HubSpot (HUBS) as AI-driven tech stocks, analyzing their strategies, strengths, and weaknesses in leveraging artificial intelligence. While Intel focuses on AI chips for data centers and PCs, HubSpot integrates AI across its product suites and uses a seat pricing model for customer growth. The analysis concludes that despite Intel's valuation appeal, HubSpot appears to be a better investment option due to its anticipated revenue growth, contrasting with Intel's projected decline.
Halligan Brian sells HubSpot (HUBS) stock worth $2.09 million
HubSpot Director Brian Halligan sold 8,261 shares of HUBS stock for $2.09 million on February 17, 2026. This sale occurred while the stock has declined 68% over the past year, trading below Halligan's sale price, although InvestingPro analysis suggests the stock is undervalued with a "GOOD" financial health score. Analysts have recently adjusted price targets for HubSpot downwards, despite the company exceeding expectations in some areas, reflecting a cautious outlook amidst sector pressures and AI disruption concerns.
HubSpot's (NYSE:HUBS) Strong Earnings Are Of Good Quality
HubSpot's recent strong earnings report led to a positive stock price movement, with an analysis revealing the quality of its profits. The company displayed a strong accrual ratio of -1.61, indicating free cash flow significantly exceeded reported statutory profit, and unusual items impact on profit suggests its underlying earnings potential is likely better than statutory figures suggest. This analysis highlights conservative statutory earnings and strong cash conversion, leading to an optimistic outlook for the company's financial performance.
The 5 Most Interesting Analyst Questions From HubSpot's Q4 Earnings Call
HubSpot's Q4 results exceeded analyst expectations with strong revenue growth and adjusted EPS, driven by demand for its customer platform, AI solutions, and multihub adoption. The article highlights key analyst questions from the earnings call, focusing on HubSpot's defense against AI disruption, monetization of third-party agents, growth drivers beyond seat expansion, and strategies for maintaining top-of-funnel growth despite SEO declines. Future catalysts include AI agent adoption, cross-sell rates, and sustained upmarket gains.
Why HubSpot (HUBS) is a Top Growth Stock for the Long-Term
This article from Zacks Investment Research suggests that HubSpot (HUBS) is a top growth stock due to its strong financial outlook and favorable Zacks Style Scores. It highlights how the Zacks Rank and Style Scores (Value, Growth, Momentum, and VGM) help investors identify stocks with high potential to outperform the market. HubSpot, specifically, receives a Growth Style Score of A and a VGM Score of A, with analysts forecasting significant year-over-year earnings growth, making it an attractive option for growth-oriented investors.
A Look Into HubSpot Inc's Price Over Earnings
HubSpot Inc. (NYSE: HUBS) saw a slight increase in its stock price during the current market session but has experienced significant declines over the past month and year. Its P/E ratio of 266.22 is considerably higher than the software industry's aggregate P/E of 65.35, suggesting it might be overvalued, although a high P/E could also imply better future performance expectations. Investors are cautioned to use the P/E ratio alongside other financial metrics and qualitative factors for comprehensive decision-making.
HubSpot (HUBS) Is Up 5.5% After Strong Q4 Results, 2026 Outlook And $1B Buyback - Has The Bull Case Changed?
HubSpot (HUBS) reported strong Q4 2025 results with revenue of US$846.75 million and full-year revenue of US$3.13 billion, coupled with significantly higher net income and EPS. The company also provided upbeat 2026 revenue guidance and announced a new US$1 billion share repurchase program, boosting confidence in its AI-powered CRM platform. This performance and outlook support the bull case, but risks related to SMB spending remain.
HubSpot Earnings Call Highlights Profitable AI-Fueled Growth
HubSpot's recent Q4 earnings call revealed strong double-digit growth, expanding margins, and substantial cash generation, with revenue up 18% year over year and a significant increase in its customer base. The company emphasized powerful demand for its multi-hub platform and early monetization of new AI agents, despite acknowledging conservative 2026 guidance and manageable near-term headwinds from marketing channel shifts and Clearbit. HubSpot continues to see upmarket momentum, healthy cross-sell trends, and strong free cash flow, with a $1.0 billion share repurchase program signaling confidence in its long-term prospects.
Assessing HubSpot (HUBS) Valuation After A Sharp Share Price Pullback
HubSpot (HUBS) has experienced a significant share price pullback, with negative returns across multiple short-term periods despite positive annual revenue and net income growth. The article suggests that HubSpot is currently undervalued, with a fair value of $543.54 against its last close of $243.85, driven by the potential of new AI features and continued business model compounding. However, its current P/S ratio of 4.1x appears expensive compared to the US Software industry average, leading to questions about whether the market is accurately pricing its future growth.
HubSpot Analysts Slash Price Target, Point To 'Multiple Drivers To Growth Re-Acceleration'
HubSpot's stock rallied after its Q4 results, despite two analysts cutting their price targets. Needham and BTIG both maintained Buy ratings but reduced targets due to broader software multiple compression and market pullback, while still highlighting "multiple drivers to growth re-acceleration" and strong underlying KPIs.
Envestnet Asset Management Inc. Sells 7,633 Shares of HubSpot, Inc. $HUBS
Envestnet Asset Management Inc. has reduced its stake in HubSpot by selling 7,633 shares, bringing its total holding to 54,510 shares valued at approximately $25.5 million. This sale comes despite HubSpot reporting strong Q4 earnings, aggressive FY26 targets, and a $1 billion share buyback program. Analyst price targets have been cut by several firms, although the consensus remains a "Moderate Buy."
HubSpot, Inc. (NYSE:HUBS) Q4 2025 Earnings Call Transcript
HubSpot, Inc. (NYSE:HUBS) released its Q4 2025 earnings, reporting a revenue growth of 18.2% year-over-year in constant currency and 288,000 global customers. The company discussed its strong upmarket momentum, increasing multi-hub adoption, and a strategic focus on integrating AI to drive growth for businesses with 2 to 2,000 employees. HubSpot also announced a $1 billion share repurchase program, reflecting confidence in its future growth, and provided Q1 and full-year 2026 guidance, expecting continued revenue acceleration despite initial conservative projections.
HubSpot stock price target lowered to $375 by Stifel on mixed growth outlook
Stifel has lowered its price target for HubSpot Inc (NYSE:HUBS) to $375 from $500, while maintaining a Buy rating on the stock. This adjustment follows HubSpot's fiscal year 2026 constant currency revenue growth guidance of 16%, which was lower than the 17% growth that would have indicated a clear acceleration. Despite this, Stifel still believes in HubSpot's reacceleration potential, citing strong NNARR growth and NRR, and attributing the price target reduction to broader "SaaS group multiple compression" rather than company-specific issues.
Why HubSpot (HUBS) Stock Is Up Today
HubSpot's stock (HUBS) increased by 5.6% following its strong fourth-quarter results, which exceeded analyst expectations for revenue and adjusted earnings per share. The company reported a 20.4% year-on-year revenue growth to $846.7 million and 26.3% billings growth, alongside optimistic guidance for the first quarter and full-year adjusted earnings. This positive report comes after a recent dip due to concerns about AI models potentially cannibalizing traditional software.
RBC Capital downgrades HubSpot stock to Sector Perform on growth concerns
RBC Capital has downgraded HubSpot Inc (NYSE:HUBS) from Outperform to Sector Perform, significantly reducing its price target to $189.00 from $322.00 due to concerns over future growth. Despite HubSpot’s strong past earnings and high gross profit margins, RBC sees a more balanced risk/reward setup given its current valuation and the uncertain reimbursement landscape. The new price target reflects a 10% discount from the current price, with shares already down over 73% in the past year.
HubSpot Inc (NYSE:HUBS) Reports Q4 Beat, Muted Reaction to In-Line 2026 Guidance
HubSpot Inc (NYSE:HUBS) reported a Q4 beat with revenue of $846.7 million and non-GAAP EPS of $3.09, exceeding analyst expectations. Despite strong performance including 20% year-over-year revenue growth and increased GAAP profitability, the market reaction was muted due to 2026 guidance that was largely in line with analyst estimates. Key highlights include robust customer growth, increased average subscription revenue per customer, strong cash generation, and a new $1.0 billion share repurchase program.
HubSpot Beats Q4 Earnings and Revenue Forecasts with Solid Growth
HubSpot reported strong Q4 2025 results, exceeding revenue and earnings forecasts, with a 20% year-over-year revenue increase to $846.7 million and adjusted earnings of $3.09 per diluted share. Despite the positive financial performance, shares fell 4.7% in after-hours trading due to broader software sector rotation. The company highlighted AI-driven growth in its customer platform and significant margin expansion, signaling robust future revenue potential.
HubSpot rallies in premarket on earnings beat and upbeat 2026 outlook
HubSpot's stock is rallying in premarket trading after the company reported an earnings beat and provided an upbeat outlook for 2026. This positive financial performance and optimistic forecast are contributing to investor confidence.
HubSpot, Inc. (NYSE:HUBS) Given Consensus Rating of "Moderate Buy" by Analysts
Analysts have assigned HubSpot, Inc. (NYSE:HUBS) a consensus "Moderate Buy" rating, with an average one-year price target significantly higher than its current share price. The company recently beat Q4 earnings and revenue estimates and provided positive guidance for next year's revenue growth, despite facing market weakness and AI concerns. Insider selling and target reductions from some firms indicate mixed sentiment surrounding the stock.
HubSpot (HUBS) Q4 2025 Earnings Call Transcript
HubSpot (HUBS) reported strong Q4 and full-year 2025 results, demonstrating double-digit revenue and operating profit growth, fueled by upmarket performance and accelerated multihub adoption. The company emphasized its strategic advantage in AI with its agentic customer platform, which leverages unified customer data and context to drive measurable outcomes for growing businesses. HubSpot also announced a new $1 billion share repurchase program and provided optimistic 2026 guidance, expecting continued net new ARR growth to outpace revenue.
HubSpot shares tumble despite earnings beat and strong guidance
HubSpot Inc. (NYSE:HUBS) reported strong fourth-quarter earnings and higher-than-expected guidance for fiscal year 2026, yet its shares fell 4.7% in after-hours trading. This decline is attributed to a broader market rotation out of software stocks due to AI-related concerns, despite the company's robust financial performance, including a 20% YoY revenue increase and significant customer growth. HubSpot also announced a new $1 billion share repurchase program.
HubSpot Inc. Announces Climb In Q4 Profit
HubSpot Inc. reported a significant increase in its Q4 profit, with earnings totaling $54.42 million compared to $4.93 million in the prior year. Adjusted earnings for the period were $162.52 million or $3.09 per share, while revenue rose 20.4% to $846.74 million. The company also provided optimistic guidance for the next quarter and full year 2026.
Exploring HubSpot's Earnings Expectations
HubSpot (NYSE: HUBS) is set to release its quarterly earnings on February 11, 2026, with analysts forecasting an EPS of $2.16. Despite previous share price drops after beating EPS estimates, the market anticipates strong guidance. The company holds a consensus "Buy" rating with a significant upside potential, and it leads its peers in Gross Profit and Return on Equity, although its revenue growth rate is below industry averages.
HubSpot (NYSE:HUBS) Sets New 1-Year Low - What's Next?
HubSpot (NYSE:HUBS) recently hit a new 52-week low of $215, trading significantly below its moving averages. Despite a "Moderate Buy" consensus rating and an average price target of $572.87 from analysts, insider selling has occurred, and institutional investors hold a substantial portion of the company. The company is a cloud-based CRM provider offering integrated marketing, sales, and customer service tools.
Jim Cramer on HubSpot: "It Pops Up on Our Screen as Very Cheap"
Jim Cramer identified HubSpot (HUBS) as a potentially undervalued software stock, noting its significant drop from its high and its attractive valuation at 20 times this year's earnings growth. However, he advises caution, suggesting investors wait for its upcoming earnings report before buying, especially given recent market trends where good numbers have sometimes led to sell-offs. Despite it not being a personal favorite, Cramer acknowledged that his screening tools highlight HubSpot as "very cheap."
HubSpot (HUBS) Q4 Earnings: What To Expect
HubSpot (HUBS) is expected to report its Q4 earnings on Wednesday, with analysts forecasting an 18% year-on-year revenue growth to $829.9 million and adjusted earnings of $2.99 per share. The company has a strong history of beating revenue estimates, and peer results from ZoomInfo and LiveRamp offer mixed insights into the sales and marketing software segment. Despite a general downturn in sales and marketing software stocks, HubSpot's average analyst price target remains significantly higher than its current share price.
HubSpot stock price target lowered to $448 by Bernstein ahead of earnings
Bernstein SocGen Group has reduced its price target for HubSpot Inc (NYSE:HUBS) to $448 from $602, while maintaining an Outperform rating, ahead of its Q4 2025 earnings report. Despite a significant stock decline of nearly 70% over the past year and current trading near its 52-week low, analysts generally hold a "Strong Buy" recommendation with a potential 122% upside. The firm noted that HubSpot's valuation, combined with high gross profit margins and a strong cash position, still presents a compelling risk-reward profile, despite concerns about AI's impact and conservative FY26 guidance.
Allianz Asset Management GmbH Has $15.08 Million Stock Position in HubSpot, Inc. $HUBS
Allianz Asset Management GmbH reduced its stake in HubSpot, Inc. by 36.7% in the third quarter, now holding 32,237 shares valued at approximately $15.08 million. Meanwhile, insider selling of HubSpot stock totaled $9.18 million in the last quarter, though insiders still own about 4% of the company. Analyst ratings for HubSpot currently stand at a "Moderate Buy" with a consensus price target of $578.13, despite some recent downward adjustments by various firms.
Here's What Analysts Are Saying About Hubspot (HUBS)
Analysts have adjusted their price targets for HubSpot (HUBS), with Citi lowering its target to $600 while maintaining a Buy rating and Piper Sandler revising its target to $400 with an Overweight rating due to concerns about "seat-compression and vibe coding narratives." Despite these adjustments and mixed views on the software sector, HubSpot is recognized for its robust marketing, customer service, and sales software platform, incorporating AI-powered features and extensive app integrations. The company, however, faces a backdrop of general pessimism in the software industry, prompting recommendations for investors to focus on hyperscaler, consumption, and vertical sub-sectors.
HubSpot (HUBS) Price Target Cut in Broad Sweep by Piper Sandler
Piper Sandler has cut its price target for HubSpot (HUBS) to $400 from $590, maintaining an "Overweight" rating. This move comes as part of a broader revision across the software sub-sector, with several other firms also lowering their price targets for HubSpot due to market pessimism. Despite HubSpot's role as a customer platform company, the article suggests that certain AI stocks may offer greater upside potential with less downside risk.
13 Most Promising Future Stocks to Buy Now
This article identifies HubSpot, Inc. (NYSE: HUBS) as one of the most promising future stocks to buy. It details recent analyst ratings from Citi and Piper Sandler, both maintaining positive outlooks despite adjusted price targets due to broader software sector pessimism. HubSpot is highlighted for its unified platform, AI-powered engagement hubs, and extensive CRM integrations.
Assessing HubSpot (HUBS) Valuation As AI Hiring And Multi Hub Adoption Gain Traction
HubSpot's valuation is being assessed following a significant drop in its share price despite its focus on AI innovation and multi-hub adoption within its CRM platform. While some analysts view the stock as undervalued, with a fair value target of $543.54 compared to its current $223.49, this outlook is contingent on sustained revenue growth and improved margins driven by AI monetization. The article also encourages investors to build their own narratives and explore other investment opportunities if HubSpot's current story doesn't align with their views.
HubSpot (HUBS) Price Target Cut in Broad Sweep by Piper Sandler
Piper Sandler has cut its price target for HubSpot (HUBS) to $400 from $590, while maintaining an Overweight rating. This move is part of a broader re-evaluation across the sub-sector due to concerns over "seat-compression and vibe coding narratives" potentially capping multiples. Several other research firms, including BMO Capital, UBS, Goldman Sachs, and Morgan Stanley, have also recently lowered their price targets for HubSpot.
HubSpot (NYSE:HUBS) Upgraded to "Buy" at Wall Street Zen
Wall Street Zen has upgraded HubSpot (NYSE:HUBS) from a "hold" to a "buy" rating, despite other analysts issuing varied ratings ranging from "strong sell" to "outperform." HubSpot recently surpassed Q4 earnings and revenue expectations, reporting $2.66 EPS against $2.58 expected and $809.52 million in revenue, exceeding the $786.80 million consensus. The company's stock trades below its 50- and 200-day moving averages, and institutional investors have been actively adjusting their positions.
HubSpot (HUBS) Price Target Cut in Broad Sweep by Piper Sandler
Piper Sandler has significantly cut its price target for HubSpot (HUBS) from $590 to $400, while maintaining an Overweight rating, citing industry-wide "seat-compression and vibe coding narratives" limiting valuation multiples in the software sector. Several other research firms, including BMO Capital, UBS, Goldman Sachs, and Morgan Stanley, have also lowered their price targets for HubSpot recently. The article notes HubSpot's position as a cloud-based customer relationship management provider and highlights that while HUBS carries investment risk, other AI stocks may offer higher returns in a shorter timeframe.
Erika Ashley Fisher Sells 841 Shares of HubSpot (NYSE:HUBS) Stock
HubSpot insider Erika Ashley Fisher sold 841 shares of the company's stock on February 4th at an average price of $238.01, totaling $200,166.41. This sale occurred just a day after she sold 589 shares on February 3rd. Following these transactions, her ownership in HubSpot decreased by 7.67%, and the stock currently trades near its 52-week low despite the company recently beating analyst estimates for both EPS and revenue.
HubSpot stock hits 52-week low at $227.66 amid challenging year
HubSpot's stock has hit a 52-week low of $227.66, reflecting a 68.72% decline over the past year despite impressive gross profit margins and a cash-rich balance sheet. While analysts maintain optimistic price targets and management is aggressively buying back shares, BMO Capital, Stifel, and Oppenheimer have adjusted their outlooks due to market conditions, though Raymond James and Citi remain positive.
Zeta Global, HubSpot, Unity, Domo, and Upstart Shares Are Falling, What You Need To Know
Shares of several tech companies, including Zeta Global, HubSpot, Unity, Domo, and Upstart, declined significantly following the release of advanced AI models from Anthropic and OpenAI. These new AI agents, particularly Claude Opus 4.6 and OpenAI's "Frontier" platform, are perceived as potential "AI replacements" that could cannibalize traditional software and disrupt existing software-as-a-service (SaaS) business models. The market is reacting to the threat of AI commoditizing sophisticated workflows, leading to aggressive repricing of the software application layer.
Thrivent Financial for Lutherans Increases Stock Position in HubSpot, Inc. $HUBS
Thrivent Financial for Lutherans significantly increased its stake in HubSpot, Inc. by 23.7% in the third quarter, acquiring an additional 4,559 shares, bringing their total holdings to 23,789 shares valued at $11.13 million. Despite institutional ownership of 90.39% and HubSpot beating Q3 earnings estimates, the stock has experienced price target cuts from analysts and insider selling, leading to a "Moderate Buy" consensus but a cautious sentiment. The company's stock currently trades at $243.48, well below its 52-week high, amidst broader declines in the mid-cap SaaS sector.
HubSpot (HUBS) Analyst Rating: Citigroup Lowers Price Target | H
Citigroup has lowered its price target for HubSpot (HUBS) from $660.00 to $600.00 but maintains a "Buy" rating, indicating continued confidence in the company's prospects. This adjustment comes amidst similar price target reductions from other firms like Piper Sandler, UBS, and Goldman Sachs, whose analysts also maintained "Overweight" or "Buy" ratings. Despite these revisions, the average one-year price target from 33 analysts suggests a significant upside of 120.15% from HubSpot's current price, with a consensus "Outperform" brokerage recommendation.
HUBS: Oppenheimer Reduces HubSpot Price Target to $350 | HUBS St
Oppenheimer has lowered its price target for HubSpot (HUBS) to $350 from $550, while maintaining an "Outperform" rating. This adjustment reflects a broader trend of analysts reducing price targets for HubSpot. Despite these reductions, the average target price from 33 analysts suggests a significant upside of 115.03% from the current price, with a consensus "Outperform" recommendation.
HubSpot (NYSE:HUBS) Given New $350.00 Price Target at Oppenheimer
Oppenheimer has lowered its price target for HubSpot (NYSE:HUBS) from $550 to $350, while maintaining an "outperform" rating, indicating a potential 40% upside. Despite several analysts trimming their targets, the consensus remains a "Moderate Buy" with an average target price of $580.07. HubSpot recently exceeded revenue and EPS expectations, although insiders have been selling shares, and institutions hold about 90.4% of the stock.
Fund Update: 14,014 HUBSPOT (HUBS) shares added to Ballentine Partners, LLC portfolio
Ballentine Partners, LLC has significantly increased its holding in HUBSPOT (HUBS) by adding 14,014 shares to its portfolio, according to a recent SEC 13F filing. This move comes as other institutional investors have both added and removed substantial amounts of HUBS shares, and insiders have predominantly sold their holdings. Wall Street analysts maintain a largely positive outlook on HUBSPOT, with a median price target of $550.0.
New York State Common Retirement Fund Sells 6,742 Shares of HubSpot, Inc. $HUBS
The New York State Common Retirement Fund reduced its stake in HubSpot (NYSE:HUBS) by 18.8% in Q3, selling 6,742 shares and retaining 29,043 shares valued at approximately $13.59 million. Despite HubSpot beating Q3 earnings expectations with EPS of $2.66 and revenue of $809.5 million, the stock remains significantly below its 52-week high. Analysts have a "Moderate Buy" consensus with an average price target of $586.73, while insider selling has been noted, though institutional ownership remains high at 90.39%.
Mirae Asset Global Investments Co. Ltd. Has $2.47 Million Stake in HubSpot, Inc. $HUBS
Mirae Asset Global Investments Co. Ltd. reduced its stake in HubSpot, Inc. by 42.0% in the third quarter, now holding 5,279 shares valued at $2.47 million. Despite insider selling, analysts maintain a "Moderate Buy" rating with an average price target of $586.73 for HubSpot. The software maker recently reported strong Q3 earnings, exceeding analyst estimates for both EPS and revenue.
Piper Sandler Lowers Target Price for HubSpot (HUBS) to $400 | H
Piper Sandler has maintained its "Overweight" rating for HubSpot (HUBS) but significantly lowered its price target from $590 to $400. This adjustment follows a trend of reduced price targets from other analysts recently, including UBS, Goldman Sachs, Stifel, Morgan Stanley, and Barclays. Despite these reductions, the average analyst target price for HUBS remains higher than its current price, and the average brokerage recommendation indicates "Outperform" status.
(HUBS) Price Dynamics and Execution-Aware Positioning
Stock Traders Daily presents an AI-driven analysis of Hubspot Inc. (NASDAQ: HUBS), indicating weak sentiment across all horizons and supporting a short bias. The analysis outlines distinct trading strategies for different risk profiles, including long, breakout, and short positions, along with multi-timeframe signal analysis. It also highlights an exceptional risk-reward setup targeting a 22.6% gain against minimal risk.
Short Interest in HubSpot, Inc. (NYSE:HUBS) Rises By 28.3%
HubSpot, Inc. (NYSE:HUBS) experienced a significant 28.3% increase in short interest in January, reaching 1,819,569 shares, which represents about 3.6% of its outstanding shares. This rise occurs as the stock trades near its 52-week low, with a market capitalization of $14.34 billion. Despite recent price target trims by brokerages, the consensus analyst rating remains a "Moderate Buy" with a target price of $586.73, while company insiders and institutional investors hold substantial stakes.
Analysts weigh HubSpot, Inc. (HUBS)’s growth prospects despite target cuts
This article analyzes HubSpot, Inc.'s growth prospects after several analysts reduced their price targets for the company. Despite these target cuts, the article suggests that analysts still see potential for growth in HubSpot. The content implies a deeper look into the reasons behind the target adjustments and the underlying strength of the company's business model.
