Analyst Price Target Change at HubSpot (HUBS) Precedes Q4 Earnings Call

HubSpot Inc. (NYSE:HUBS) is among the 12 best stocks to buy and hold for the next 2 years.

On February 14, HubSpot Inc. (NYSE:HUBS) held its fourth-quarter 2025 earnings call, where it reported a revenue increase of about 18% year over year in constant currency and 20% as reported. For the full year 2025, revenue climbed 18.2% to $3.1 billion.

On February 12, Stifel lowered its price target on HubSpot Inc. (NYSE:HUBS) to $375 from $500 while maintaining a Buy rating on the company’s stock. The price target reduction follows HubSpot’s fiscal year 2026 constant currency revenue growth guidance of 16%, which was met with mixed after-hours trading, Stifel analyst J. Parker Lane noted. The firm had previously indicated that 17% growth would have signaled clear acceleration. This guidance comes as HubSpot has demonstrated 19.21% revenue growth over the last 12 months.

Despite the lower-than-hoped-for guidance, Stifel maintains that the HubSpot Inc. (NYSE:HUBS) acceleration thesis remains structurally intact, pointing to fiscal year 2025 net new annualized recurring revenue growing 24% – a 600 basis point premium over constant currency revenue – and fourth-quarter net revenue retention reaching 105%.

HubSpot Inc. (NYSE:HUBS) provides cloud-based customer relationship management software. Its platform includes marketing, sales, service, operations, and a content management system, as well as other tools, integrations, and native payment solutions.

While we acknowledge the potential of HUBS to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than HUBS and that has 100x upside potential, check out our report about this cheapest AI stock.

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