Sep. 4 at 10:19 PM
$HUBS Bernstein upgraded HubSpot's stock (HUBS) to "Outperform" from "Market Perform" on September 3, 2025. Analyst Firoz Valliji cited stabilizing macroeconomic conditions, a more favorable valuation, and a strong second-half outlook for the upgrade.
Key details from the Bernstein analysis:
Price Target: Bernstein set a price target of
$606.00 for HubSpot.
Improving macro environment: Analysts noted that many macroeconomic issues affecting the business-to-small-and-medium-business (SMB) market, HubSpot's core customer base, have started to stabilize. This lowers the downside risk for the company.
More attractive valuation: The stock's valuation has decreased, making the risk-reward tradeoff more favorable for investors.
AI as a tailwind: The report views artificial intelligence as an incremental tailwind for growth rather than a threat. Bernstein is positive on management's strategy for integrating AI into its platform.
