Barclays analyst Raimo Lenschow has maintained their bullish stance on HUBS stock, giving a Buy rating today.
Meet Samuel – Your Personal Investing Prophet
- Start a conversation with TipRanks’ trusted, data-backed investment intelligence
- Ask Samuel about stocks, your portfolio, or the market and get instant, personalized insights in seconds
Raimo Lenschow has given his Buy rating due to a combination of factors that, in his view, point to strengthening fundamentals and attractive valuation. He highlights that HubSpot’s net new ARR is expanding faster than reported revenue, supported by growing traction with larger customers, broader multi-hub adoption, and improved pricing structures, all of which underpin a healthier medium‑term growth profile despite near‑term macro noise.
He also notes that management expects revenue growth and net retention to improve over the course of FY26, while simultaneously expanding non‑GAAP operating margins through cost discipline and productivity gains. Combined with a sizable new share repurchase authorization and a relatively undemanding sales multiple versus its growth prospects, these elements lead him to see a favorable risk‑reward and to reaffirm a Buy recommendation even after trimming the target price to reflect sector‑wide multiple compression.
In another report released today, TipRanks – OpenAI also upgraded the stock to a Buy with a $254.00 price target.
Based on the recent corporate insider activity of 84 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of HUBS in relation to earlier this year.