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Stifel analysts have revised their price target on HubSpot Inc. (NYSE:HUBS), lowering it from $750 to $700, while reiterating a Buy rating ahead of the company’s upcoming Q2 earnings report. Despite the reduced target, analysts remain bullish on the enterprise software firm due to encouraging adoption trends and long-term growth drivers.
Conversations with HubSpot partners revealed stronger-than-expected uptake of its enterprise software services during the second quarter. Key investor focus will be on the company’s AI agent offerings, particularly how artificial intelligence could affect seat counts. However, feedback on HUBS’ AI functionality was mixed, with only the customer agent service currently available.
Stifel noted that customer acquisition continues to be a strong point for HubSpot, even though there’s been a slight slowdown in overall customer count growth and fewer net additions compared to late 2023 and early 2024. The firm sees significant growth potential due to a large, under-penetrated total addressable market (TAM), growing demand for products beyond the Marketing Hub, and increasing AI-driven adoption.
Analysts anticipate improved sentiment around average subscription revenue per customer, while net revenue retention is expected to remain stable. HubSpot, along with other enterprise software providers, stands to gain from the broader trend of AI adoption in corporate workflows, particularly the use of autonomous AI agents to streamline operations and increase efficiency.
The updated outlook suggests that while short-term headwinds exist, HubSpot’s AI strategy, product expansion, and market opportunity continue to support long-term bullish expectations.
