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Piper Sandler Sees Comeback Potential in Beaten-Down HubSpot and GoDaddy Stocks

by Crypto Hobby

Updated August 12, 2025

HubSpot and GoDaddy logos ascend from downward trends.

Despite a generally positive market trend in early 2025, several stocks have lagged, presenting potential opportunities for investors.

Piper Sandler analysts are highlighting two such companies, HubSpot and GoDaddy, both of which have seen their stock prices decline by over 30% this year.

The firm believes these beaten-down stocks are poised for a comeback, driven by solid fundamentals and potential catalysts.

HubSpot Poised for Rebound

HubSpot, a leading marketing software platform, offers a comprehensive suite of tools for CRM, social media management, content management, and SEO.

The company has integrated AI technology, notably its Breeze AI, which has reportedly led to significant improvements in customer contact resolutions for users.

HubSpot operates on a successful freemium model, generating substantial revenue and boasting a large customer base.

Financial Performance: HubSpot reported strong Q2 2025 results with revenue exceeding expectations, driven by a 19% year-over-year increase in subscription revenue. The company maintains a healthy cash position.
Analyst Outlook: Piper Sandler analyst Brent Bracelin maintains an Overweight rating on HubSpot, citing a potential for growth and margin recovery in 2026. He has set a price target of $675, suggesting a 50% upside potential. The stock currently has a Strong Buy consensus rating from analysts.

GoDaddy's Undervalued Potential

GoDaddy, a prominent internet services company, provides domain hosting and website building services.

It manages a vast number of domain names and offers a range of additional services, including web security and marketing tools.

Despite a recent dip in its stock price, GoDaddy is recognized for its consistent business model.

Recent Performance: While GoDaddy's revenue has shown a modest upward trend, its stock has fallen 32% year-to-date, partly due to missing profit expectations in its Q4 2024 report and a less-than-expected beat in Q2 2025. However, the company reported a 40% year-over-year increase in GAAP EPS and a 21% rise in free cash flow.
Analyst View: Clarke Jeffries of Piper Sandler views GoDaddy's shares as oversold, highlighting its consistent business and progress in AI product packaging and margin improvement. He has an Overweight rating with a price target of $182, indicating a potential 36.5% upside. The stock holds a Moderate Buy consensus rating.

Key Takeaways

Both HubSpot and GoDaddy have experienced significant stock price declines, presenting potential buying opportunities.
Piper Sandler analysts are optimistic about the future prospects of both companies, issuing Overweight ratings and favorable price targets.
HubSpot's strength lies in its innovative AI integration and solid financial performance, while GoDaddy is seen as a consistent business with undervalued potential.

Investors considering these stocks should conduct their own thorough analysis before making investment decisions.