HubSpot (NYSE:HUBS) Announces FY 2026 Earnings Guidance

HubSpot (NYSE:HUBS) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 13.590-13.610 for the period, compared to the consensus EPS estimate of 11.840. The company issued revenue guidance of $3.7 billion, compared to the consensus revenue estimate of $3.7 billion. HubSpot also updated its Q4 2026 guidance to 3.850-3.870 EPS.

Analyst Ratings Changes

A number of equities analysts have commented on HUBS shares. BMO Capital Markets upped their price objective on shares of HubSpot from $215.00 to $250.00 and gave the stock a “market perform” rating in a research report on Monday, September 21st. BTIG Research downgraded shares of HubSpot from a “buy” rating to a “neutral” rating in a report on Thursday, November 5th. Royal Bank Of Canada dropped their price target on shares of HubSpot from $300.00 to $260.00 and set an “outperform” rating on the stock in a research note on Thursday, November 5th. Stifel Nicolaus increased their price target on shares of HubSpot from $200.00 to $225.00 and gave the stock a “hold” rating in a report on Friday, September 11th. Finally, Citigroup reduced their price objective on shares of HubSpot from $287.00 to $230.00 and set a “neutral” rating for the company in a research report on Friday, November 6th. Eight equities research analysts have rated the stock with a Buy rating, twenty-two have assigned a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $251.23.

HubSpot Price Performance

Shares of HUBS stock opened at $210.09 on Thursday. The business’s fifty day moving average price is $228.74 and its 200 day moving average price is $228.20. The firm has a market capitalization of $10.26 billion, a PE ratio of 50.02, a P/E/G ratio of 1.88 and a beta of 1.14. HubSpot has a 1-year low of $169.63 and a 1-year high of $406.94.

HubSpot (NYSE:HUBS) last released its earnings results on Wednesday, November 4th. The software maker reported $3.81 EPS for the quarter, beating analysts’ consensus estimates of $3.27 by $0.54. The company had revenue of $947.57 million during the quarter, compared to the consensus estimate of $925.50 million. HubSpot had a return on equity of 12.18% and a net margin of 5.95%. HubSpot’s quarterly revenue was up 17.1% compared to the same quarter last year. During the same quarter last year, the company earned $2.66 earnings per share. Equities research analysts expect that HubSpot will post 5.12 earnings per share for the current fiscal year.

Insider Transactions at HubSpot

In other HubSpot news, Director Brian Halligan sold 8,500 shares of the company’s stock in a transaction dated Tuesday, October 20th. The shares were sold at an average price of $239.57, for a total transaction of $2,036,345.00. Following the transaction, the director directly owned 59,500 shares in the company, valued at approximately $14,254,415. This represents a 12.50% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Erika Fisher sold 702 shares of the company’s stock in a transaction dated Tuesday, November 3rd. The stock was sold at an average price of $227.72, for a total transaction of $159,859.44. Following the transaction, the insider owned 12,829 shares in the company, valued at $2,921,419.88. The trade was a 5.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 26,202 shares of company stock valued at $6,149,894 in the last quarter. Insiders own 3.70% of the company’s stock.

Top HubSpot Stories

Here are a few of the latest stories about HUBS:

• Positive Sentiment: HubSpot forecast FY 2026 EPS of $13.59–$13.61, well above the $11.84 consensus estimate. Its Q4 2026 EPS guidance of $3.85–$3.87 also exceeds the $3.44 consensus, indicating stronger expected earnings than analysts had modeled.
• Neutral Sentiment: Revenue guidance is close to expectations: FY 2026 revenue is projected at $3.7 billion versus $3.7 billion consensus, while Q4 revenue guidance of $945 million–$947 million brackets the $946.8 million estimate. This provides little additional top-line surprise.

HubSpot Company Profile

HubSpot, Inc. develops cloud-based customer relationship management software designed to help businesses attract and engage customers, manage sales, and provide customer support. Founded in 2006 by Brian Halligan and Dharmesh Shah, the company helped popularize inbound marketing, an approach focused on drawing customers in with useful content and experiences. Its platform combines a central CRM with products for marketing, sales, customer service, content management, operations, and commerce. HubSpot also offers automation, analytics, and artificial intelligence features to help organizations manage customer interactions and coordinate business processes.