HubSpot Inc. (NYSE: HUBS) has seen a sharp reversal from its highs. After peaking near $881/share, the stock now trades around $443/share, down almost 50% over the past three years. Strong customer demand and industry-leading gross margins near 85% remain intact, but losses and competitive pressure have weighed on sentiment.
Recently, HubSpot used its INBOUND 2025 event to unveil more than 200 new product updates, including a Data Hub and over 20 AI-powered Breeze agents designed to reshape sales and marketing workflows. It also introduced “The Loop,” a new playbook aimed at replacing the traditional funnel with an AI-driven approach to growth. These moves underscore HubSpot’s ambition to lead the next era of CRM and AI-enabled business software.
This article explores where Wall Street analysts think HubSpot could trade by 2027. We have pulled together consensus targets, growth forecasts, and valuation models to assess the stock’s possible path forward. These figures reflect current analyst expectations and are not TIKR’s own predictions.
Unlock our Free Report: 5 AI compounders that analysts believe are undervalued and could deliver years of outperformance with accelerating AI adoption (Sign up for TIKR, it’s free) >>>
Analyst Price Targets Suggest Meaningful Upside
HubSpot trades at about $443/share today. The average analyst price target is $689/share, which points to around 56% upside. Forecasts show a wide spread and reflect mixed sentiment:
- High estimate: ~$900/share
- Low estimate: ~$577/share
- Median target: ~$678/share
- Ratings: 24 Buys, 9 Outperforms, 2 Holds, 1 Underperform, 1 Sell
It looks like analysts see solid room for gains, but the broad range suggests conviction is not universal. The takeaway is that Wall Street still believes in HubSpot’s recovery story, though the risks tied to competition and profitability weigh on some estimates. For investors, that means the stock has meaningful upside potential, but it may require patience while sentiment rebuilds.
See analysts’ growth forecasts and price targets for HubSpot (It’s free!) >>>
HubSpot: Growth Outlook and Valuation
The company’s fundamentals show both challenges and opportunities:
- Revenue is projected to grow ~17% annually through 2027
- Operating margins expected to improve to ~20% by 2027 (from -2.3% today)
- Shares trade at ~42x forward earnings, far below past peaks of 90–150x
- Based on analysts’ average estimates, TIKR’s Guided Valuation Model using a 41.7x forward P/E suggests ~$686/share by 2027
- That implies ~56% upside, or about 22% annualized returns
These forecasts suggest HubSpot could steadily compound if profitability improves. The valuation looks demanding relative to peers but not extreme compared to its own history, which shows investors have paid far higher multiples in periods of confidence. For investors, the key question is whether management can finally turn strong gross margins into consistent earnings, which would help justify the premium.
Value stocks like HubSpot in as little as 60 seconds with TIKR (It’s free) >>>
What’s Driving the Optimism?
HubSpot has continued to grow even as SaaS markets have matured. Its customer base of small and mid-sized businesses remains loyal, supported by an expanding suite of CRM, marketing, and service tools that encourage engagement and cross-selling.
The company is also leaning into AI-driven features and international expansion, two areas analysts believe could drive its next phase of growth. These efforts aim to improve efficiency, deepen adoption, and strengthen HubSpot’s position against larger enterprise rivals.
These factors help explain why many bulls expect HubSpot to steadily improve profitability and justify a premium valuation, even in a crowded competitive landscape. For investors, the optimism rests on the belief that HubSpot’s sticky products and long runway for adoption will ultimately translate into durable earnings growth.
Bear Case: Profitability and Competition
Despite the positives, HubSpot’s path to consistent profitability remains a key risk. While forecasts call for improvement, execution challenges could make that progress uneven.
Competition is also fierce. Salesforce, Adobe, and smaller CRM rivals continue to invest aggressively, making it harder for HubSpot to defend its market share. If growth slows or margins fail to improve as expected, investor confidence could weaken.
The bear case is that HubSpot’s valuation already assumes a successful turnaround. If momentum fades or profitability lags, the stock could face a meaningful reset. For investors, this highlights the narrow margin for error, where even small disappointments could trigger a sell-off.
Outlook for 2027: What Could HubSpot Be Worth?
Based on analysts’ average estimates, TIKR’s Guided Valuation Model using a 41.7x forward P/E suggests HubSpot could trade near $686/share by 2027. That would represent about a 56% gain from today’s level, or roughly 22% annualized returns.
While this would mark strong performance, the scenario already reflects optimism. To deliver more upside, HubSpot would need to beat expectations through faster international adoption, stronger AI-driven tools, or faster operating leverage. Without that, returns may be healthy but not spectacular.
For investors, HubSpot looks like a high-upside growth story, but one that depends heavily on execution. The next two years will be critical for proving whether management can translate revenue growth into sustainable profits.
AI Compounders With Massive Upside That Wall Street Is Overlooking
Everyone wants to cash in on AI. But while the crowd chases the obvious names benefiting from AI like NVIDIA, AMD, or Taiwan Semiconductor, the real opportunity may lie on the AI application layer where a handful of compounders are quietly embedding AI into products people already use every day.
TIKR just released a new free report on 5 undervalued compounders that analysts believe could deliver years of outperformance as AI adoption accelerates.
Inside the report, you’ll find:
- Businesses already turning AI into revenue and earnings growth
- Stocks trading below fair value despite strong analyst forecasts
- Unique picks most investors haven’t even considered
If you want to catch the next wave of AI winners, this report is a must-read.
Click here to sign up for TIKR and get your free copy of TIKR’s 5 AI Compounders report today.
