HubSpot Inc. experienced a significant decline, hitting a 52-week low as investors reacted to broader market pressures affecting software stocks.
The software sector is currently facing downward pressure, with major companies like Salesforce and ServiceNow seeing substantial stock declines. This has led to increased concerns about the industry's future, prompting investors to seek acquisition opportunities. Despite the overall market showing slight strength, HubSpot's stock fell due to sector rotation as investors reassess their positions in the software market.
The implications of this decline suggest that HubSpot may need to explore strategic alternatives or enhance its offerings to regain investor confidence. The current market sentiment indicates a cautious approach towards software investments, particularly for companies not effectively integrating AI solutions.
Wall Street analysts forecast HUBS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for HUBS is 582.08 USD with a low forecast of 450.00 USD and a high forecast of 800.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
27 Analyst Rating
Wall Street analysts forecast HUBS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for HUBS is 582.08 USD with a low forecast of 450.00 USD and a high forecast of 800.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
24 Buy
3 Hold
0 Sell
Strong Buy
Current: 317.110
Low
450.00
Averages
582.08
High
800.00
Current: 317.110
Low
450.00
Averages
582.08
High
800.00
Goldman Sachs
Gabriela Borges
Buy
downgrade
$612 -> $517
2026-01-28
New
Reason
Goldman Sachs
Gabriela Borges
Price Target
$612 -> $517
AI Analysis
2026-01-28
New
downgrade
Buy
Reason
Goldman Sachs analyst Gabriela Borges lowered the firm's price target on HubSpot to $517 from $612 and keeps a Buy rating on the shares. Software M&A activity is expected to accelerate in 2026, driven by compressed public valuations and the structural advantages of software businesses, including distribution, domain expertise, data moats, and brand equity, the analyst tells investors in a research note This could enable value creation through cross-portfolio synergies, acquisitions of top private-market technologies, and leveraging SaaS incumbents at more attractive multiples, the firm says.
UBS
Buy -> Buy
downgrade
$600 -> $450
2026-01-28
New
Reason
UBS
Price Target
$600 -> $450
2026-01-28
New
downgrade
Buy -> Buy
Reason
UBS lowered the firm's price target on HubSpot to $450 from $600 and keeps a Buy rating on the shares.
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BTIG
Nick Altmann
initiated
$500
2025-12-16
Reason
BTIG
Nick Altmann
Price Target
$500
2025-12-16
initiated
Reason
BTIG analyst Nick Altmann initiated coverage of HubSpot with a Buy rating and $500 price target.
BTIG
NULL -> Buy
initiated
$500
2025-12-16
Reason
BTIG
Price Target
$500
2025-12-16
initiated
NULL -> Buy
Reason
BTIG assumed coverage of HubSpot with a Buy rating and $500 price target. The company has been a best-in-class software asset driven by durable growth, margin expansion, and consistent execution, but shares have meaningfully underperformed year-to-date driven by broader concerns over potential GenAI disruption and as growth has slowed, the analyst tells investors in a research note. HubSpot has one of the best product expansion track records in all software, which bolsters the firm's confidence in the company being able to embed and monetize GenAI across the entire front-office, the firm added.
About HUBS
HubSpot, Inc. provides a customer platform that helps businesses connect and grow better. The Company delivers seamless connection for customer-facing teams with a unified platform that includes artificial intelligence (AI)-powered engagement hubs, a Smart CRM, and a connected ecosystem with over 1,700 app marketplace integrations, a community network, and educational content. Its AI-powered engagement hubs include Marketing, Sales, Service, Operations, Content, and Commerce, as well as other tools and integrations that enable companies to attract, engage, and delight customers throughout the customer lifecycle. Its customer platform features a central database of lead and customer interactions, and integrated applications designed to help businesses attract visitors to their websites, convert visitors into leads, close leads into customers, transact with those customers, and delight them so they become promoters of those businesses. Breeze is its AI that powers the customer platform.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
