HubSpot stock holds steady as analysts trim price targets but guidance stays robust
Published on 09/04/2026 at 20:20 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
HubSpot stock (ISIN US4435731009) is trading around 255.12 dollars as of September 4, 2026, leaving the marketing and CRM platform provider valued at about 13.06 billion dollars according to data compiled by StrongBuyAnalytics.
Analyst targets ease while valuation remains rich
According to an updated analyst framework published by Simply Wall St on September 4, 2026, the consensus fair value estimate for HubSpot has been revised to about 243 dollars per share, down from roughly 278 dollars previously.
The same analysis highlights that this new 243 dollar framework implies HubSpot shares are about 5 percent above the intrinsic fair value level at the current price of 255.12 dollars, signalling a modest overvaluation after the recent rally.
MarketBeat data cited by MarketBeat on September 4, 2026 shows that HubSpot currently carries a consensus Hold rating from analysts, with an average published price target of 271.07 dollars, implying upside of about 6 percent from the latest 255.24 dollar opening price.
Guidance points to strong 2026 growth despite AI execution risks
The Simply Wall St update also summarizes HubSpot's latest guidance, noting that for the third quarter of 2026 the company expects total revenue in a range of 924.0 million to 925.0 million dollars and GAAP operating income between 37.563 million and 38.563 million dollars.
For the full fiscal year 2026, HubSpot has guided to total revenue between 3.678 billion and 3.686 billion dollars and GAAP operating income of 197.156 million to 201.156 million dollars, underscoring double digit top line expansion compared with historical levels.
The same analyst discussion explains that the downward adjustment of the fair value estimate from about 278 dollars to around 243 dollars is driven by softer revenue growth expectations, a lower assumed future price to earnings multiple of roughly 21 times and ongoing budget sensitivity and AI related execution risks that have surfaced in recent research.
Valuation multiples and consensus view
StrongBuyAnalytics lists HubSpot's current trailing price to earnings ratio at approximately 87.7 times and the forward price to earnings ratio at about 15.4 times as of September 4, 2026, metrics that underline a rich valuation relative to more mature software peers.
The MarketBeat overview reports that fifteen analysts currently rate HubSpot as a Buy, sixteen assign a Hold rating and two recommend Sell, resulting in the consensus Hold stance and a relatively balanced sentiment picture.
For investors, the key question is whether HubSpot can deliver on the 2026 revenue target corridor of 3.678 billion to 3.686 billion dollars and convert more of that growth into the guided GAAP operating income band of 197.156 million to 201.156 million dollars, which would help justify the premium multiples.
More background on HubSpot stock
Read further articles and filings related to HubSpot shares and recent financial developments.
HubSpot platform as a growth driver
HubSpot, Inc., headquartered in Cambridge, Massachusetts, provides a unified cloud based platform that combines marketing, sales, service and operations hubs aimed primarily at mid market business to business customers.
The company offers subscription based access to its Marketing Hub, Sales Hub, Service Hub and Operations Hub, which together help clients attract website visitors, convert leads and manage customer relationships more efficiently across the full funnel.
HubSpot's revenue guidance for 2026 in the 3.678 billion to 3.686 billion dollar range indicates that demand for these interconnected hubs remains strong, especially as companies continue to invest in automation, analytics and AI capabilities within their go to market stacks.
Stock price snapshot and investor perspective
As of September 4, 2026, HubSpot stock is quoted around 255.12 dollars on the New York Stock Exchange, positioning the shares slightly above the 243 dollar intrinsic value level highlighted in the Simply Wall St analyst framework but still below the 271.07 dollar average published target compiled by MarketBeat.
HubSpot stock fact box
- Company: HubSpot, Inc.
- ISIN: US4435731009
- Ticker: HUBS
- Trading venue: NYSE
- Price (as of September 4, 2026): 255.12 USD
- Market capitalization: 13.06 billion USD (as of September 4, 2026)
- Sector / Industry: Technology / Software - Application
- Index membership: S&P 500
