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Investing.com - Bernstein SocGen Group has reiterated an Outperform rating and $606.00 price target on HubSpot Inc (NYSE:HUBS) ahead of the company’s third-quarter earnings report. The stock, currently trading at $471.94, shows significant upside potential, with analyst targets ranging from $577 to $900. InvestingPro analysis reveals impressive gross profit margins of 84.55%.
The firm cited a favorable setup for HubSpot as it approaches its Q3 2025 earnings release, scheduled for November 5 after market close. Bernstein believes the company is well-positioned to exceed expectations and raise guidance on the top line. With revenue growing at nearly 19% year-over-year and analysts expecting profitability this year, InvestingPro data suggests strong fundamental momentum. Discover 10+ additional exclusive insights with an InvestingPro subscription.
According to Bernstein, HubSpot benefits from a conservative guide, moderate expectations, and a net revenue retention tailwind anticipated in the second half of 2025 and fiscal year 2026. The firm views the current earnings setup and reset valuation as providing an attractive risk-reward trade-off.
Bernstein expressed confidence in HubSpot’s position as a consolidation platform in the small and medium business space, noting its potential to deliver above-market growth. The firm also suggested that artificial intelligence is likely to be a long-term tailwind for the company.
HubSpot’s valuation has decreased significantly from recent highs, which Bernstein believes enhances the stock’s appeal from a risk-reward perspective.
In other recent news, HubSpot Inc has reported strong business momentum, with a partner noting record deal activity in the third quarter of 2025. This includes the highest quarterly net new business on record for the company, highlighting robust performance. Meanwhile, Stifel has adjusted its price target for HubSpot to $600 from $650, maintaining a Buy rating, following mixed feedback from HubSpot Elite partners. Cantor Fitzgerald has reiterated its Overweight rating and a $775.00 price target, citing HubSpot as a "premier software asset" with historically low profitability multiples. The firm also hosted RevPartners’ COO, who shared a positive outlook, indicating healthy third-quarter demand and a strong pipeline for the fourth quarter.
Additionally, Oppenheimer has maintained an Outperform rating with a $750.00 price target, acknowledging competition from OpenAI’s new marketing tool, Tailor Assist. Despite these challenges, the firm remains confident in HubSpot’s positioning within the market. These developments reflect the company’s ongoing navigation of an AI-driven software landscape, with analysts offering varied perspectives on its future performance.
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