Ukraine proposes $100 bln US weapons deal for security guarantees - FT
On Thursday, Needham analysts increased their price target on HubSpot Inc (NYSE:HUBS) shares to $900 from the previous $730, while maintaining a Buy rating on the stock. The revision followed HubSpot’s announcement of strong fourth-quarter results, which surpassed revenue expectations. According to InvestingPro data, the stock is currently trading near its 52-week high of $811.79, though analysis suggests it may be trading above its Fair Value.
HubSpot’s revenue for the quarter outperformed the mid-point of its guidance by 450 basis points, signaling a return to a more typical pattern of exceeding expectations after two years of challenging macroeconomic conditions. The company maintains impressive gross profit margins of 84.66% and has achieved 21.78% revenue growth over the last twelve months. Needham analysts believe that HubSpot is in a prime position to boost subscription growth earlier than many of its SaaS counterparts as the economic cycle begins to shift. InvestingPro subscribers can access 12 additional key insights about HubSpot’s financial health and growth prospects.
The company’s first-quarter guidance for 2025 is seen as the nadir for subscription growth in the current economic cycle. Analysts anticipate that net new Annual Recurring Revenue (ARR) and subsequent subscription growth will pick up speed in the second quarter of 2025, offering more potential for upside compared to the current guidance and estimates than was observed in the years 2023 and 2024.
However, foreign exchange headwinds are expected to impact fiscal year 2025 guidance, with the strengthening of the U.S. dollar presenting a 200 basis points challenge. Despite this, Needham remains optimistic about HubSpot’s performance and has accordingly raised their price target to reflect this confidence.
In other recent news, HubSpot Inc has been the focus of several analysts’ updates. BMO Capital Markets raised their stock price target for the company to $885, citing HubSpot’s strong performance in the recent quarter and the potential for leveraging artificial intelligence (AI) in the future. Mizuho (NYSE:MFG) Securities also showed confidence in HubSpot, increasing its price target to $900, following the company’s robust fourth-quarter performance and promising growth outlook.
Meanwhile, Piper Sandler increased its price target on HubSpot to $808, pointing to the potential of AI and a stronger performance in the second half of 2025. In contrast, Goldman Sachs reduced its price target for HubSpot to $783, despite maintaining a bullish Buy rating on the shares, after the company’s recent earnings release.
Lastly, KeyBanc Capital Markets upgraded HubSpot’s stock rating to Overweight and set a price target of $920, acknowledging that the market favors small to mid-cap growth stocks like HubSpot. These updates are part of the recent developments surrounding HubSpot, with analysts from different firms providing their insights and expectations for the company’s future.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.