HubSpot (NYSE:HUBS) Releases Quarterly Earnings Results, Beats Estimates By $0.10 EPS

HubSpot (NYSE:HUBS) announced its earnings results on Wednesday. The software maker reported $3.09 earnings per share for the quarter, beating analysts’ consensus estimates of $2.99 by $0.10, FiscalAI reports. HubSpot had a positive return on equity of 1.21% and a negative net margin of 0.12%.The company had revenue of $846.75 million during the quarter, compared to analyst estimates of $830.65 million. During the same period last year, the company posted $2.32 earnings per share. The firm’s quarterly revenue was up 20.4% compared to the same quarter last year.

Here are the key takeaways from HubSpot’s conference call:

• Strong financial and customer results: Q4 and full‑year 2025 revenue grew 18.2% YoY in constant currency, operating margins expanded (22.6% Q4, 18.6% FY), and HubSpot added 9,800 net new customers in Q4 to exceed 288,000 total customers.
• Capital return and cash strength: Board authorized a up to $1.0 billion share repurchase program; HubSpot ended FY2025 with $1.8 billion in cash/marketable securities and strong free cash flow generation, with ~ $740M FCF expected for 2026.
• AI adoption creating new monetization levers: Agent products showed early traction (Customer Agent ~8k activations, Prospecting Agent ~10k, Data Agent ~2.5k), usage‑based credits are scaling (Customer Agent ≈60% of credits) and Core‑seat adoption is rising—positioning credits and Core seats as durable expansion drivers.
• Cautious 2026 guidance and modest headwinds: FY2026 revenue guidance of $3.69–3.70B implies ~16% constant‑currency growth (below the company’s 20% target), includes a ~40 bps Clearbit revenue headwind, and NRR is guided to rise only 1–2 points.

HubSpot Stock Performance

Shares of NYSE HUBS traded down $23.12 during mid-day trading on Wednesday, reaching $208.84. The company had a trading volume of 3,974,163 shares, compared to its average volume of 1,710,498. The business’s 50-day simple moving average is $343.50 and its 200 day simple moving average is $415.97. HubSpot has a one year low of $207.20 and a one year high of $881.13. The firm has a market cap of $10.94 billion, a price-to-earnings ratio of 644.31, a PEG ratio of 5.51 and a beta of 1.44.

Wall Street Analyst Weigh In

HUBS has been the topic of several recent research reports. Wall Street Zen upgraded HubSpot from a “hold” rating to a “buy” rating in a report on Saturday. Citigroup cut their price target 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. Sanford C. Bernstein set a $448.00 price objective on HubSpot in a report on Monday. Barclays cut their price target on shares of HubSpot from $575.00 to $525.00 and set an “overweight” rating on the stock in a research report on Monday, January 12th. Finally, Argus decreased their target price on shares of HubSpot from $650.00 to $525.00 and set a “buy” rating for the company in a research note on Thursday, November 20th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, one has given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $572.87.

Insider Buying and Selling at HubSpot

In related news, insider Erika Ashley Fisher sold 841 shares of the company’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 transaction of $200,166.41. Following the completion of the transaction, the insider directly owned 10,119 shares in the company, valued at $2,408,423.19. This represents a 7.67% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Brian Halligan sold 8,500 shares of the stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $303.38, for a total value of $2,578,730.00. Following the completion of the transaction, the director owned 487,344 shares of the company’s stock, valued at $147,850,422.72. The trade was a 1.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 26,930 shares of company stock worth $9,175,604. Corporate insiders own 4.00% of the company’s stock.

Hedge Funds Weigh In On HubSpot

A number of institutional investors and hedge funds have recently bought and sold shares of HUBS. Turning Point Benefit Group Inc. bought a new stake in shares of HubSpot in the 3rd quarter valued at $25,000. Rakuten Securities Inc. lifted its holdings in HubSpot by 783.3% in the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock valued at $30,000 after buying an additional 47 shares during the period. Osterweis Capital Management Inc. bought a new stake in HubSpot during the second quarter valued at $34,000. State of Wyoming grew its holdings in HubSpot by 1,600.0% during the 2nd quarter. State of Wyoming now owns 102 shares of the software maker’s stock worth $57,000 after acquiring an additional 96 shares during the period. Finally, Tower Research Capital LLC TRC raised its position in shares of HubSpot by 226.5% in the 2nd quarter. Tower Research Capital LLC TRC now owns 111 shares of the software maker’s stock worth $62,000 after acquiring an additional 77 shares in the last quarter. Institutional investors and hedge funds own 90.39% of the company’s stock.

Trending Headlines about HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Reported Q4 beats — HubSpot posted EPS of $3.09 vs. a $2.99 consensus and revenue of $846.7M (subscription revenue +21% YoY), showing continued top-line growth. This is the main fundamental driver supporting the stock. HubSpot Reports Strong Q4 and Full Year 2025 Results
• Positive Sentiment: Analysts and strategists view recent software-sector weakness as a buying opportunity for quality names like HubSpot, which may attract value-seeking investors if sentiment stabilizes. AI disruption fears create buying chance in US software stocks, strategists say
• Positive Sentiment: Media and retail commentary is highlighting HubSpot’s steep share-price decline from last year as a potential value entry, which can spur retail interest. Is HubSpot (HUBS) Now Attractive After A 71% One Year Share Price Fall?
• Neutral Sentiment: HubSpot marketing data (e.g., Super Bowl attention analysis) reinforces product relevance for customers but is unlikely to move the stock near term. It’s not worth doing marketing campaigns against Super Bowl competition…
• Negative Sentiment: Shares fell in extended trading and intraday as the broader software pullback and investor risk-off outweighed the beat — indicating sentiment and macro/sector forces are weighing on the stock. HubSpot Stock Takes The Software Slide After Q4 Earnings
• Negative Sentiment: Ongoing AI disruption worries and sector rotation have pressured software multiples broadly; HubSpot’s technicals (50‑day and 200‑day moving averages well above current price) and proximity to its 52‑week low add downside risk until sentiment improves. Software Stocks Look Primed for a Short Squeeze

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.