Citigroup Lowers HubSpot Price Target to $650, Analyst Maintains "Buy" Rating

Citigroup analyst Tyler Radke lowered HubSpot's (HUBS) price target from $700 to $650, a 7.14% decrease. This follows recent price target adjustments from other analysts, with some maintaining "Buy" ratings and others lowering their targets. HubSpot provides a cloud-based marketing, sales, and customer service software platform, and the average one-year price target is $697.09, indicating a 55% upside from the current price of $449.72.

HubSpot Inc. (NYSE: HUBS), a leading provider of cloud-based marketing, sales, and customer service software, has seen a series of price target revisions from analysts in recent months. The latest update comes from Citigroup analyst Tyler Radke, who lowered the price target from $700 to $650, a 7.14% decrease. This adjustment follows a broader trend among analysts who have been revising their projections for HubSpot.

The average one-year price target for HubSpot is now $697.09, indicating a potential 55% upside from the current price of $449.72 [1]. The range of price targets varies widely, with estimates ranging from a low of $593 to a high of $910 [1]. Despite the recent downward revisions, the average brokerage recommendation remains at 1.8, indicating an "Outperform" status [1].

HubSpot has been the focus of analyst attention due to its solid financial performance and strategic initiatives. For the second quarter of 2025, the company reported earnings per share (EPS) of $2.23, surpassing the forecast of $2.12, and revenue of $760.9 million, exceeding expectations by approximately 2.91% [2]. Despite these positive results, the company has experienced an 8% decline in its stock price over the past week, as broader market conditions have weighed heavily [3].

The recent price target reductions reflect a mix of optimism and caution among analysts regarding HubSpot's financial trajectory and market positioning. While some analysts, such as Piper Sandler, maintain bullish stances, others, like BMO Capital and UBS, have cited valuation concerns and broader market sentiment as reasons for their reductions [2, 4].

HubSpot's recent revision of its earnings guidance signals an upbeat outlook, with projected Q3 2025 revenue between $785 million and $787 million, alongside a year-over-year growth expectation of 17% for the full year 2025 [3]. However, the company has experienced an 8% decline in its stock price over the past week, as broader market conditions have weighed heavily [3].

Despite the recent price fluctuations, HubSpot's long-term performance remains robust, with a total return of 92.44% over the past five years [3]. The acquisition of frame.ai and integration of AI technologies are expected to enhance operational efficiency and customer engagement, potentially bolstering future revenue and earnings. However, execution risks associated with these strategic initiatives, alongside upcoming tariff news, could impact revenue and earnings forecasts if not managed effectively [3].

In conclusion, HubSpot's recent earnings reports have generally exceeded analyst expectations, but the company has experienced an 8% decline in its stock price over the past week due to broader market conditions. Analysts have revised their price targets, reflecting a mix of optimism and caution regarding HubSpot's financial trajectory and market positioning. The estimated GF Value for HubSpot in one year is $777.24, suggesting an upside of 66.4% from the current price [1].

References:
[1] https://www.ainvest.com/news/truist-securities-lowers-hubspot-price-target-675-maintaining-buy-rating-2508/
[2] https://ca.investing.com/news/analyst-ratings/hubspot-stock-price-target-lowered-to-775-by-keybanc-on-market-conditions-93CH-4143913
[3] https://finance.yahoo.com/news/hubspot-hubs-reports-increased-revenue-055339565.html
[4] https://www.gurufocus.com/news/3045095/raymond-james-lowers-price-target-for-hubspot-hubs-while-maintaining-outperform-rating-hubs-stock-news