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

HubSpot (NYSE:HUBS) issued its quarterly earnings data on Wednesday. The software maker reported $3.09 EPS for the quarter, topping analysts’ consensus estimates of $2.99 by $0.10, FiscalAI reports. HubSpot had a negative net margin of 0.12% and a positive return on equity of 1.21%. The firm had revenue of $846.75 million for the quarter, compared to analyst estimates of $830.65 million. During the same quarter in the prior year, the firm earned $2.32 EPS. The company’s revenue was up 20.4% on a year-over-year basis.

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 Trading Down 10.0%

Shares of NYSE HUBS traded down $23.12 during mid-day trading on Wednesday, reaching $208.84. 3,974,163 shares of the company’s stock were exchanged, compared to its average volume of 1,601,963. HubSpot has a twelve month low of $207.20 and a twelve month high of $881.13. The firm has a market capitalization of $10.94 billion, a price-to-earnings ratio of -2,610.44, a PEG ratio of 5.49 and a beta of 1.44. The business has a fifty day simple moving average of $343.50 and a 200 day simple moving average of $415.97.

Wall Street Analyst Weigh In

Several research analysts have issued reports on HUBS shares. Barclays reduced their price objective on HubSpot from $575.00 to $525.00 and set an “overweight” rating on the stock in a report on Monday, January 12th. Needham & Company LLC decreased their price target on HubSpot from $900.00 to $700.00 and set a “buy” rating on the stock in a report on Thursday, November 6th. The Goldman Sachs Group lowered their price objective on HubSpot from $612.00 to $517.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Weiss Ratings restated a “sell (e+)” rating on shares of HubSpot in a research report on Friday, January 9th. Finally, UBS Group lowered their price target on shares of HubSpot from $600.00 to $450.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, one has issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $572.87.

Insider Buying and Selling

In other HubSpot news, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $303.38, for a total value of $2,578,730.00. Following the sale, the director owned 487,344 shares of the company’s stock, valued at $147,850,422.72. This trade represents a 1.71% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Erika Ashley Fisher sold 841 shares of the business’s stock in a transaction dated 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 sale, the insider owned 10,119 shares in the company, valued at approximately $2,408,423.19. This trade represents a 7.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 26,930 shares of company stock valued at $9,175,604. 4.00% of the stock is owned by company insiders.

Institutional Investors Weigh In On HubSpot

Several institutional investors have recently bought and sold shares of the company. Turning Point Benefit Group Inc. acquired a new stake in shares of HubSpot in the third quarter valued at approximately $25,000. Rakuten Securities Inc. grew its position 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 purchasing an additional 47 shares in the last quarter. Osterweis Capital Management Inc. acquired a new stake in HubSpot in the 2nd quarter valued at $34,000. State of Wyoming lifted its position 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 buying an additional 96 shares in the last quarter. Finally, Tower Research Capital LLC TRC boosted its stake in shares of HubSpot by 226.5% during the 2nd quarter. Tower Research Capital LLC TRC now owns 111 shares of the software maker’s stock worth $62,000 after buying an additional 77 shares during the last quarter. Institutional investors own 90.39% of the company’s stock.

More HubSpot News

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.