HubSpot stock price target maintained at $820 by UBS on stable demand
Investing.com
Published Jul 10, 2025 09:50AM ET
Investing.com - UBS has reiterated its Buy rating and $820.00 price target on HubSpot Inc (NYSE:HUBS), representing a 51% upside from the current price of $543.84, ahead of the company's upcoming earnings report on July 30, citing stable demand trends in the second quarter of fiscal 2025. According to InvestingPro data, analyst consensus remains strongly bullish with price targets ranging from $605 to $910.
The investment firm's analysis is based on three partner checks indicating the demand environment in Q2F25 was stable to modestly better than Q1F25, suggesting HubSpot could achieve a typical revenue beat of approximately 3% to 19% on a constant currency basis. The company has maintained impressive growth, with revenue increasing 19.17% over the last twelve months to $2.72 billion, supported by robust gross profit margins of 84.83%.
UBS noted that customer perception of the macroeconomic environment appears better than initially feared and isn't having a material impact on deals, with two partners exceeding their Q2F25 targets and only one falling short due to elongated sales cycles as customers evaluate the impact from AI.
The firm expressed optimism about HubSpot's setup heading into earnings, highlighting the potential for high-teens growth in fiscal year 2025, potentially setting up 20%+ growth in fiscal year 2026.
UBS believes recent company-specific concerns about CRM competition and SEO changes are overblown, noting that HubSpot shares have declined approximately 16% since mid-May and now trade at 9 times calendar year 2025 enterprise value to sales.
In other recent news, HubSpot's shareholders have approved significant changes to the company's corporate governance structure, including the declassification of its Board of Directors and the elimination of supermajority voting provisions. These amendments have been filed with the Secretary of State of Delaware and are effective immediately. Additionally, HubSpot has launched a deep research connector with ChatGPT, enhancing its CRM capabilities for over 250,000 businesses by providing actionable insights through advanced AI integration. This tool is designed to support marketing, sales, customer success, and support teams by streamlining data analysis.
Cantor Fitzgerald has reiterated its Overweight rating on HubSpot with a price target of $775, emphasizing the company's strategic positioning and potential for continued growth. Similarly, Oppenheimer has maintained its Outperform rating with a $750 price target, noting stable demand trends and improving deal quality. The analysts from both firms highlight HubSpot's leadership in AI integration and its strategic expansion into various business areas. Furthermore, HubSpot's partner network development is seen as a key factor in its market expansion efforts. These developments reflect HubSpot's ongoing initiatives to enhance its platform and maintain its competitive edge in the CRM industry.
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Written By: Investing.com
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