Citi and Piper Sandler Adjust HubSpot Price Targets
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4h ago
0mins
Should l Buy HUBS?
Source: Yahoo Finance
- Price Target Adjustment: Citi lowered HubSpot's (NYSE:HUBS) price target from $660 to $600 while maintaining a Buy rating, reflecting a cautious outlook on the company's future growth despite its market potential.
- Rating Update: Piper Sandler revised HubSpot's price target from $590 to $400 on February 2, keeping an Overweight rating, indicating a complex view on the software industry, especially in the current market environment.
- Market Outlook Analysis: Analysts noted that seat compression and vibe coding narratives could limit HubSpot's valuation multiples, and despite a pessimistic outlook on the software sector, they recommend focusing on hyperscaler, consumption, and vertical sub-sectors.
- Competitive Landscape: While HubSpot remains competitive in the customer service and sales software market, analysts believe certain AI stocks offer greater upside potential, suggesting investors consider more attractive investment options.
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Analyst Views on HUBS
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
24 Buy
3 Hold
0 Sell
Strong Buy
Current: 223.490
Low
450.00
Averages
582.08
High
800.00
Current: 223.490
Low
450.00
Averages
582.08
High
800.00
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.
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- Microsoft's Strong Performance: Microsoft has seen a 160% increase in paid users for its generative AI copilots in products like Microsoft 365, and despite a 27% drop from its high, its adjusted earnings grew by 24% in the last quarter, showcasing the company's robust performance in the AI sector.
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- Rating Update: Piper Sandler revised HubSpot's price target from $590 to $400 on February 2, keeping an Overweight rating, indicating a complex view on the software industry, especially in the current market environment.
- Market Outlook Analysis: Analysts noted that seat compression and vibe coding narratives could limit HubSpot's valuation multiples, and despite a pessimistic outlook on the software sector, they recommend focusing on hyperscaler, consumption, and vertical sub-sectors.
- Competitive Landscape: While HubSpot remains competitive in the customer service and sales software market, analysts believe certain AI stocks offer greater upside potential, suggesting investors consider more attractive investment options.
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- Increased Competition: The launch of new legal and marketing features for Anthropic's Claude Cowork productivity tool has made investors more cautious, fearing that AI could replace traditional software solutions, leading to significant stock declines for companies like HubSpot and Figma, which fell 39% and 40%, respectively.
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- Market Performance Decline: Box's stock has dropped 17% in 2026, reflecting investor concerns about the future of software companies amid the rise of AI, leading to significant market value erosion and impacting company confidence.
- Intensifying Industry Competition: With the launch of new tools like Anthropic's Claude Cowork, software companies face direct competition from AI technologies, and despite efforts from Salesforce and ServiceNow to maintain market share, their valuations have fallen by about 25%, indicating weakened market confidence in traditional software.
- Shift in Investor Sentiment: While some analysts believe companies like HubSpot remain robust, the overall market sentiment towards the software sector has turned pessimistic, resulting in significant stock price declines for many firms, reflecting fears of AI replacing traditional software solutions.
- Pressure to Adapt Technologically: Box CEO Levie emphasizes that software companies must rapidly embrace AI to remain competitive, and this pressure is driving innovation in products and services to meet growing customer demands, potentially reshaping the industry landscape in the long term.
See More
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- Market Overreaction: Nvidia CEO Jensen Huang argues that the sell-off in software stocks due to the introduction of AI tools is irrational, as these tools are designed to work alongside existing software rather than replace it, indicating a lack of rationality in the market's pessimism towards the software industry.
- Microsoft's Strong Performance: Microsoft has seen a 160% increase in paid users for its generative AI copilots in products like Microsoft 365, and despite a 27% drop from its high, its adjusted earnings grew by 24% in the last quarter, showcasing the company's robust performance in the AI sector.
- AppLovin's Rapid Growth: AppLovin's Axon machine learning engine provides a competitive edge in its ad tech software, and although its stock is down 52%, its earnings surged by 96% in the last quarter, indicating strong potential in the advertising technology space.
- HubSpot's Innovative Leadership: HubSpot has become the first CRM vendor to integrate its platform with three leading generative AI tools, and despite a 73% decline in stock price, its adjusted earnings increased by 22%, demonstrating its ongoing innovation capabilities in customer relationship management.
See More
Citi and Piper Sandler Adjust HubSpot Price Targets
- Price Target Adjustment: Citi lowered HubSpot's (NYSE:HUBS) price target from $660 to $600 while maintaining a Buy rating, reflecting a cautious outlook on the company's future growth despite its market potential.
- Rating Update: Piper Sandler revised HubSpot's price target from $590 to $400 on February 2, keeping an Overweight rating, indicating a complex view on the software industry, especially in the current market environment.
- Market Outlook Analysis: Analysts noted that seat compression and vibe coding narratives could limit HubSpot's valuation multiples, and despite a pessimistic outlook on the software sector, they recommend focusing on hyperscaler, consumption, and vertical sub-sectors.
- Competitive Landscape: While HubSpot remains competitive in the customer service and sales software market, analysts believe certain AI stocks offer greater upside potential, suggesting investors consider more attractive investment options.
See More
Testing the AI Threat to Software Companies
- AI Tool Threat: CNBC tested the threat of AI to software companies using Anthropic's AI coding tool Claude Code, which demonstrated the ability to generate functional prototypes in a short time, posing a challenge to traditional software like Monday.com, valued at $5 billion.
- Market Reaction: Recent sell-offs in software, legal services, and video game stocks stem from fears of AI's new features, with investors particularly concerned about tools like Atlassian, Adobe, and HubSpot that are seen as more vulnerable to disruption.
- System Security Analysis: While record systems like Salesforce are relatively secure due to their core enterprise data, they are not immune; analysts suggest that the rapid advancement of AI could impact these systems' market positions, especially in a fast-evolving tech landscape.
- Investment Opportunities: The wholesale sell-off in the software sector presents investors with the chance to differentiate between 'need-to-haves' and 'nice-to-haves', allowing them to identify companies that maintain competitive advantages amid the AI wave for long-term returns.
See More
Analysis of AI Tools' Threat to Software Industry
- Software Sell-off: Recent sell-offs in software, legal services, and video game stocks highlight market fears that new AI features could replace traditional tools, indicating a heightened sensitivity to technological disruption.
- AI Prototype Development: CNBC's team successfully created a project management dashboard similar to Monday.com using Anthropic's AI coding tool 'Claude Code' in under an hour, showcasing AI's potential to simplify the development process.
- Cost Efficiency Analysis: The development cost using AI tools ranges from $5 to $15, and as more data centers are built, this cost is expected to decrease further, making it more accessible for users.
- Investor Focus: Analysts suggest that companies like Atlassian, Adobe, and HubSpot face significant risks as their tools are not core to business operations, prompting investors to pay attention to the market performance of these 'nice-to-have' products.
See More
WisdomTree Cloud Fund Plummets 20% in 2026 Amid AI Concerns
- Cloud Fund Decline: The WisdomTree Cloud Computing Fund has dropped approximately 20% in 2026, including a 6.5% decline this week, reflecting investor concerns over potential disruptions from AI technology, which has negatively impacted confidence across the sector.
- Box's Poor Performance: Box's stock has fallen 17% in 2026, experiencing its steepest monthly drop since 2023, and while CEO Aaron Levie describes this as the most exciting moment in the company's 20-year history, the market remains pessimistic about its future prospects.
- Increased Competition: The launch of new legal and marketing features for Anthropic's Claude Cowork productivity tool has made investors more cautious, fearing that AI could replace traditional software solutions, leading to significant stock declines for companies like HubSpot and Figma, which fell 39% and 40%, respectively.
- Divergent Market Reactions: Despite escalating fears of AI-related disruption, analysts highlight that many software companies maintain solid fundamentals, with HubSpot showing strong business performance and Monday.com being viewed as a profitable grower benefiting from digital and AI collaboration trends, indicating a divergence in market reactions.
See More
Software Sector Faces AI Disruption
- Market Performance Decline: Box's stock has dropped 17% in 2026, reflecting investor concerns about the future of software companies amid the rise of AI, leading to significant market value erosion and impacting company confidence.
- Intensifying Industry Competition: With the launch of new tools like Anthropic's Claude Cowork, software companies face direct competition from AI technologies, and despite efforts from Salesforce and ServiceNow to maintain market share, their valuations have fallen by about 25%, indicating weakened market confidence in traditional software.
- Shift in Investor Sentiment: While some analysts believe companies like HubSpot remain robust, the overall market sentiment towards the software sector has turned pessimistic, resulting in significant stock price declines for many firms, reflecting fears of AI replacing traditional software solutions.
- Pressure to Adapt Technologically: Box CEO Levie emphasizes that software companies must rapidly embrace AI to remain competitive, and this pressure is driving innovation in products and services to meet growing customer demands, potentially reshaping the industry landscape in the long term.
See More
