Truist Securities Lowers HubSpot's Price Target to $675, Maintaining "Buy" Rating

Truist Securities analyst Terry Tillman maintained a "Buy" rating for HubSpot (HUBS) but lowered the price target from $720 to $675. This is part of a broader trend among analysts revising their projections for HubSpot in recent months. The average target price is $707.60 with a high estimate of $910 and a low estimate of $593. The average brokerage recommendation is 1.8, indicating "Outperform" status. The estimated GF Value for HubSpot in one year is $777.24, suggesting a upside of 66.4% from the current price.

HubSpot Inc. (NYSE: HUBS) has been the focus of recent analyst revisions, with several firms lowering their price targets despite the company's solid financial performance. The latest update comes from Truist Securities analyst Terry Tillman, who maintained a "Buy" rating but reduced the price target from $720 to $675. This adjustment aligns with a broader trend among analysts revising their projections for HubSpot in recent months.

The average target price for HubSpot is now $707.60, with a high estimate of $910 and a low estimate of $593. The average brokerage recommendation is 1.8, indicating an "Outperform" status. The estimated GF Value for HubSpot in one year is $777.24, suggesting an upside of 66.4% from the current price [1].

HubSpot's recent earnings reports have generally exceeded analyst expectations. 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 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 Needham and Wolfe Research, 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.investing.com/news/analyst-ratings/hubspot-stock-price-target-lowered-to-600-by-bmo-capital-on-solid-results-93CH-4176755
[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