HubSpot (NYSE:HUBS) Issues FY 2026 Earnings Guidance

HubSpot (NYSE:HUBS) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 12.380-12.460 for the period, compared to the consensus EPS 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.

HubSpot Stock Up 9.5%

Shares of NYSE HUBS traded up $19.93 during midday trading on Thursday, hitting $229.26. The company had a trading volume of 7,123,219 shares, compared to its average volume of 1,792,934. The business has a 50-day simple moving average of $343.50 and a two-hundred day simple moving average of $415.97. HubSpot has a twelve month low of $207.20 and a twelve month high of $881.13. The firm has a market capitalization of $12.01 billion, a price-to-earnings ratio of -2,865.70, a price-to-earnings-growth ratio of 5.51 and a beta of 1.44.

HubSpot (NYSE:HUBS) last released its quarterly earnings results on Wednesday, February 11th. The software maker reported $3.09 earnings per share for the quarter, topping analysts’ consensus estimates of $2.99 by $0.10. The business had revenue of $846.75 million for the quarter, compared to analysts’ expectations of $830.65 million. HubSpot had a positive return on equity of 1.21% and a negative net margin of 0.12%.The company’s revenue was up 20.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.32 EPS. On average, equities analysts forecast that HubSpot will post 1.01 EPS for the current year.

Analysts Set New Price Targets

Several analysts have issued reports on the stock. JPMorgan Chase & Co. reduced their price target on shares of HubSpot from $650.00 to $530.00 and set an “overweight” rating on the stock in a report on Thursday. Wells Fargo & Company decreased their price target on HubSpot from $600.00 to $350.00 and set an “overweight” rating on the stock in a research note on Thursday. UBS Group reaffirmed an “overweight” rating on shares of HubSpot in a research note on Thursday. The Goldman Sachs Group reduced their price objective on HubSpot from $517.00 to $442.00 and set a “buy” rating on the stock in a research note on Thursday. Finally, Zacks Research cut shares of HubSpot from a “hold” rating to a “strong sell” rating in a research report on Monday, January 19th. One analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, one has assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, HubSpot presently has a consensus rating of “Moderate Buy” and an average price target of $451.37.

Insiders Place Their Bets

In other HubSpot news, insider Erika Ashley Fisher sold 841 shares of the company’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 transaction, the insider directly owned 10,119 shares of the company’s stock, valued at $2,408,423.19. This represents a 7.67% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Brian Halligan sold 8,500 shares of the business’s 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 completion of the transaction, the director owned 487,344 shares in the company, valued at approximately $147,850,422.72. This trade represents a 1.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 26,930 shares of company stock valued at $9,175,604. Company insiders own 4.00% of the company’s stock.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4 results topped estimates — EPS $3.09 vs. $2.99 consensus and revenue $846.7M (+20% y/y). Management highlighted 105% net revenue retention and AI-enabled product traction, supporting the core subscription growth narrative. HubSpot Reports Strong Q4 and Full Year 2025 Results
• Positive Sentiment: Management set FY26 revenue guidance ~ $3.69–$3.70B (≈ +18% y/y) with materially higher EPS guidance and margin/FY free-cash-flow targets — a growth + profitability roadmap that supports re-rating if execution continues. HubSpot targets $3.7B revenue in 2026 as AI adoption accelerates
• Positive Sentiment: Board approved a $1B share repurchase program — a clear signal of confidence that can mechanically support the stock and offset dilution; buyback size and execution speed will be key. Hubspot stock has imploded: can the $1 billion buyback reverse the trend?
• Neutral Sentiment: Positive product/market signals — multi-hub adoption and AI-powered tools — support longer-term revenue durability, but investors will watch cadence of AI monetization and upsell conversion. HubSpot customer growth soars as multi-hub adoption becomes the norm
• Negative Sentiment: Multiple sell-side firms sharply cut price targets this morning (UBS, Goldman, Truist, Wells Fargo, Mizuho, Piper, Needham, BTIG), citing lower valuation anchors and sector risk — cuts weigh on sentiment despite maintained buy/overweight ratings. Benzinga coverage of analyst price-target changes
• Negative Sentiment: Sector-wide “SaaSpocalypse” fears and software de-rating triggered intraday weakness after hours even though HubSpot beat — momentum and hedge/short activity could amplify volatility near-term. HubSpot shares tumble despite earnings beat and strong guidance

Institutional Trading of HubSpot

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Turning Point Benefit Group Inc. bought a new position in shares of HubSpot during the third quarter worth about $25,000. Rakuten Securities Inc. grew its stake in shares of HubSpot by 783.3% in the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock worth $30,000 after purchasing an additional 47 shares in the last quarter. Osterweis Capital Management Inc. acquired a new position in shares of HubSpot during the second quarter valued at $34,000. Sfam LLC bought a new stake in shares of HubSpot during the fourth quarter valued at about $56,000. Finally, State of Wyoming lifted its holdings in HubSpot by 1,600.0% in the second quarter. State of Wyoming now owns 102 shares of the software maker’s stock worth $57,000 after purchasing an additional 96 shares during the period. 90.39% of the stock is owned by institutional investors.

HubSpot Company Profile

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.