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Investing.com - Truist Securities has reiterated its Buy rating and $675.00 price target on HubSpot Inc (NYSE:HUBS), currently trading at $495.16 with a market cap of $26 billion, following the company’s annual INBOUND customer conference in San Francisco. InvestingPro data shows the stock has demonstrated strong momentum recently.
The firm reported that conversations with HubSpot partners indicate pent-up demand has begun to "positively unwind" after decision-making slowdowns in the first half of the year.
Truist noted that customer cost consciousness appears to be driving market share gains for HubSpot in upmarket segments, potentially expanding its customer base.
The research firm observed that artificial intelligence adoption among HubSpot users remains "early/uneven," suggesting room for growth in this area as adoption matures.
Based on these interactions, Truist expressed increased confidence that HubSpot will "solidly exceed" their second-half assumptions, with potential for "beat and raise activity" in fiscal year 2026 while trading at "attractive multi-year valuation lows."
In other recent news, HubSpot has garnered attention from several analyst firms, each reiterating positive ratings on the company’s stock. BMO Capital maintained its Outperform rating with a price target of $600, addressing concerns about artificial intelligence’s impact on the front office software industry. Canaccord Genuity also reiterated a Buy rating, setting a higher price target of $700, while acknowledging that HubSpot’s long-term margin target of 25% may not satisfy investors focused on terminal cash generation. Truist Securities echoed this positive sentiment with a Buy rating and a $675 price target, following HubSpot’s 2025 Analyst Day where the company introduced its new Loop playbook for the AI era.
RBC Capital reaffirmed its Outperform rating with a price target of $800, expressing confidence in HubSpot’s hybrid monetization strategy and its ability to drive sustainable growth through AI adoption. Piper Sandler maintained an Overweight rating and a $675 price target, highlighting new growth vectors such as new core seat personas and AI consumption credits, which could significantly increase the user base’s paid seats attach rate. These developments reflect a broad consensus among analysts that HubSpot is well-positioned to navigate and capitalize on current industry trends.
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