"BofA lowered the firm's price target on HubSpot () to $640 from $740 and keeps a Buy rating on the shares. While "comfortable concluding" that the new credit-based pricing model will lead to Breeze agents monetization, the firm notes that the stock "continues to languish" on concerns about both agentic AI disruption and the negative impact from Search Engine Optimization weakness and it lowers its HubSpot price target on multiple compression across the apps group."
"While "comfortable concluding" that the new credit-based pricing model will lead to Breeze agents monetization, the firm notes that the stock "continues to languish" on concerns about both agentic AI disruption and the negative impact from Search Engine Optimization weakness and it lowers its HubSpot price target on multiple compression across the apps group."
Bank of America lowered its price target on HubSpot from $740 to $640 while maintaining a Buy rating. BofA is comfortable concluding that HubSpot's new credit-based pricing model will drive monetization of Breeze agents. Despite that confidence, HubSpot's stock continues to languish amid investor concerns about agentic AI disrupting the business model and about weakness in Search Engine Optimization dynamics. The price target reduction primarily reflects multiple compression within the apps group rather than a fundamental change to revenue or product expectations. Ongoing AI risk and SEO headwinds remain key investor focus areas for HubSpot's valuation outlook.
Read at TipRanks Financial
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