HubSpot (NYSE:HUBS) Issues FY 2026 Earnings Guidance

HubSpot (NYSE:HUBS) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 12.380-12.460 for the period, compared to the consensus estimate of 7.790. The company issued revenue guidance of $3.7 billion-$3.7 billion, compared to the consensus revenue estimate of $3.6 billion. HubSpot also updated its Q1 2026 guidance to 2.460-2.480 EPS.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the stock. Sanford C. Bernstein reiterated an “outperform” rating on shares of HubSpot in a research note on Thursday. Bank of America cut their target price on HubSpot from $640.00 to $515.00 and set a “buy” rating for the company in a research note on Thursday, November 6th. Rothschild & Co Redburn lowered shares of HubSpot from a “strong-buy” rating to a “hold” rating in a report on Monday, November 10th. Barclays reaffirmed an “overweight” rating and issued a $300.00 price target on shares of HubSpot in a research note on Thursday. Finally, Citigroup reduced their target price on shares of HubSpot from $660.00 to $600.00 and set a “buy” rating on the stock in a research note on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, one has given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $451.37.

HubSpot Stock Up 5.9%

HubSpot stock traded up $13.60 during mid-day trading on Friday, hitting $242.55. 856,482 shares of the stock were exchanged, compared to its average volume of 1,754,759. The stock has a market capitalization of $12.71 billion, a price-to-earnings ratio of 287.92, a PEG ratio of 4.97 and a beta of 1.44. HubSpot has a 12 month low of $207.20 and a 12 month high of $820.00. The firm’s fifty day simple moving average is $340.55 and its two-hundred day simple moving average is $414.68.

HubSpot (NYSE:HUBS) last announced its quarterly earnings data on Wednesday, February 11th. The software maker reported $3.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.99 by $0.10. The company had revenue of $846.75 million for the quarter, compared to the consensus estimate of $830.65 million. HubSpot had a return on equity of 3.69% and a net margin of 1.47%.The firm’s revenue was up 20.4% compared to the same quarter last year. During the same period in the previous year, the business earned $2.32 EPS. As a group, analysts forecast that HubSpot will post 1.01 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other HubSpot news, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $303.38, for a total transaction of $2,578,730.00. Following the completion of the sale, the director directly owned 487,344 shares of the company’s stock, valued at approximately $147,850,422.72. The trade was a 1.71% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Erika Ashley Fisher sold 841 shares of the firm’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $238.01, for a total value of $200,166.41. Following the completion of the transaction, the insider owned 10,119 shares in the company, valued at $2,408,423.19. This represents a 7.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 26,930 shares of company stock worth $9,175,604 over the last ninety days. Insiders own 4.00% of the company’s stock.

Key HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4 beat and $1B buyback — HubSpot posted Q4 EPS and revenue above estimates and approved a $1 billion repurchase program, a clear capital-return signal that supports near-term share demand. BusinessWire: HubSpot Reports Strong Q4
• Positive Sentiment: Raised guidance — management issued FY26 and Q1 guidance well above Street consensus (FY26 revenue target ≈ $3.7B and stronger EPS guidance), which supports the case for re-rating if execution continues. MarketBeat: Q4 results & guidance
• Positive Sentiment: Customer growth & AI tailwinds — multiple write-ups note accelerating multi-hub adoption and AI-powered product momentum that should help revenue retention and upsell over time. Seeking Alpha: HubSpot targets $3.7B, AI adoption
• Neutral Sentiment: Analysts trimming targets — dozens of firms cut price targets (e.g., Goldman, UBS, JPMorgan, Wells Fargo et al.) but many retained buy/overweight ratings, leaving mixed signals: lower near-term valuation expectations but continued long-term conviction from some shops. Benzinga: analyst target moves
• Negative Sentiment: Sector/market reaction and volatility — despite the beat and guidance, HubSpot briefly sold off in extended trading and commentary points to broader “SaaSpocalypse”/software sentiment and prior large drawdowns that keep downside risk and short-interest sensitivity elevated. Yahoo Finance: shares tumble despite earnings

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of HUBS. Turning Point Benefit Group Inc. bought a new position in shares of HubSpot during the 3rd quarter worth $25,000. Rakuten Securities Inc. lifted its holdings in HubSpot by 783.3% during the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock valued at $30,000 after purchasing an additional 47 shares during the last quarter. Osterweis Capital Management Inc. purchased a new stake in HubSpot during the second quarter valued at about $34,000. Hollencrest Capital Management bought a new position in HubSpot during the fourth quarter worth about $40,000. Finally, Sfam LLC purchased a new position in shares of HubSpot in the fourth quarter worth about $56,000. Hedge funds and other institutional investors own 90.39% of the company’s stock.

About HubSpot

HubSpot, Inc is a software company that develops a cloud-based customer relationship management (CRM) platform designed to help organizations attract, engage and delight customers. Its primary business activities center on providing integrated marketing, sales and customer service tools that support inbound marketing strategies, content management, lead nurturing, sales automation and customer support workflows.

The company’s product suite is organized around modular “hubs” built on a central CRM: Marketing Hub, Sales Hub, Service Hub, CMS Hub and Operations Hub.