HubSpot price target lowered to $325 from $375 at Stifel

Stifel analyst J. Parker Lane lowered the firm’s price target on HubSpot (HUBS) to $325 from $375 and keeps a Buy rating on the shares. The firm spoke with four Elite partners to get updates on Q1 performance and AI momentum, reporting that they said the quarter itself played out well and adding that the partners were “clear in their belief that LLM/vibe-coding tools do not, at least in their current state, present a material threat to HubSpot.”