Analyst Price Target Change at HubSpot (HUBS) Precedes Q4 Earnings Call

HubSpot Inc. (NYSE:HUBS) is among the 12 best stocks to buy and hold for the next 2 years.

On February 14, HubSpot Inc. (NYSE:HUBS) held its fourth-quarter 2025 earnings call, where it reported a revenue increase of about 18% year over year in constant currency and 20% as reported. For the full year 2025, revenue climbed 18.2% to $3.1 billion.

On February 12, Stifel lowered its price target on HubSpot Inc. (NYSE:HUBS) to $375 from $500 while maintaining a Buy rating on the company’s stock. The price target reduction follows HubSpot’s fiscal year 2026 constant currency revenue growth guidance of 16%, which was met with mixed after-hours trading, Stifel analyst J. Parker Lane noted. The firm had previously indicated that 17% growth would have signaled clear acceleration. This guidance comes as HubSpot has demonstrated 19.21% revenue growth over the last 12 months.

Despite the lower-than-hoped-for guidance, Stifel maintains that the HubSpot Inc. (NYSE:HUBS) acceleration thesis remains structurally intact, pointing to fiscal year 2025 net new annualized recurring revenue growing 24% – a 600 basis point premium over constant currency revenue – and fourth-quarter net revenue retention reaching 105%.

HubSpot Inc. (NYSE:HUBS) provides cloud-based customer relationship management software. Its platform includes marketing, sales, service, operations, and a content management system, as well as other tools, integrations, and native payment solutions.

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