Analysts Recognize HubSpot (HUBS) Strength As Software Valuations Reset

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Analysts Recognize HubSpot (HUBS) Strength As Software Valuations Reset

Jabran Kundi

Sun, February 1, 2026 at 9:08 AM EST

2 min read

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HubSpot, Inc.(NYSE:HUBS) is one of the 12 tech stocks with the biggest upside potential. On January 28, UBS analyst Taylor McGinnis lowered the firm’s price target for the HubSpot, Inc. (NYSE: HUBS) shares from $600 to $450 while maintaining a Buy rating. The adjusted price target offers a further 60.14% upside from the current levels. Moreover, the stock is trading below the lowest Wall Street analyst price target of $386, implying an additional 37.37% upside, according to 37 analysts covering the stock.

Analyst Explains Catalysts for ‘Significant’ Revenue Upside for HubSpot (HUBS)
Analyst Explains Catalysts for ‘Significant’ Revenue Upside for HubSpot (HUBS)

In addition to UBS, Goldman Sachs also reiterated a Buy rating on the stock while decreasing the firm’s price target on January 28. Gabriela Borges, an analyst at Goldman Sachs, reduced the firm’s price target for the shares from $612 to $517. The downward-revised price target suggests a further 83.27% upside from current levels.

In a research note to investors, the analyst highlighted that Software mergers and acquisitions are anticipated to pick up pace in 2026, fueled by compressed valuations. She added that the inherent structural advantages of software companies, such as domain expertise, established brand equity, strong distribution channels, and data moats, will further support this trend.

HubSpot, Inc. (NYSE: HUBS) provides a cloud-based customer relationship management (CRM) platform for businesses in the Asia-Pacific, Europe, and the Americas. The company’s CRM platform consists of Sales Hub, Marketing Hub, Service Hub, and Content Hub. The company serves mid-market business-to-business companies.

While we acknowledge the potential of HUBS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: Cathie Wood’s Stock Portfolio: Top 10 Stocks to Buy and 30 Most Fantastic Stocks Every Investor Should Pay Attention To.

Disclosure: None. This article is originally published at Insider Monkey.

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