HubSpot Inc (NYSE:HUBS) shares rallied in early trading on Thursday after the company reported its fourth-quarter results.

Here are the key analyst insights:

  • Needham analyst Joshua Reilly maintained a Buy rating, while cutting the price target from $700 to $300.
  • BTIG analyst Nick Altmann reiterated a Buy rating, while slashing the price target from $500 to $300.

Needham: HubSpot reported total revenue growth of 20.4% year-on-year, driven by subscription revenue growth of 20.6% and professional services growth of 12.0%, Reilly said in a note. The company guided to 2026 revenue of $3,690-$3,700 billion, representing 18% growth at the midpoint, below Street expectations of 15.3% growth, he added.

The price target has …

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