HubSpot (NYSE:HUBS) Updates FY 2026 Earnings Guidance

HubSpot (NYSE:HUBS) updated its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 13.230-13.310 for the period, compared to the consensus earnings per share estimate of 11.370. The company issued revenue guidance of $3.7 billion-$3.7 billion, compared to the consensus revenue estimate of $3.7 billion. HubSpot also updated its Q3 2026 guidance to 3.250-3.270 EPS.

HubSpot Trading Up 0.9%

Shares of HubSpot stock traded up $2.25 during mid-day trading on Wednesday, reaching $251.14. 4,031,521 shares of the stock were exchanged, compared to its average volume of 1,510,371. HubSpot has a fifty-two week low of $169.63 and a fifty-two week high of $525.51. The company has a market cap of $12.86 billion, a price-to-earnings ratio of 131.49, a price-to-earnings-growth ratio of 2.72 and a beta of 1.19. The firm has a 50-day simple moving average of $206.87 and a 200 day simple moving average of $230.28.

HubSpot (NYSE:HUBS) last issued its quarterly earnings data on Wednesday, August 5th. The software maker reported $3.26 earnings per share for the quarter, topping the consensus estimate of $3.02 by $0.24. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. The firm had revenue of $911.74 million for the quarter, compared to analysts’ expectations of $898.31 million. The company’s quarterly revenue was up 19.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.19 earnings per share. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. On average, research analysts predict that HubSpot will post 4.39 EPS for the current fiscal year.

Analysts Set New Price Targets

Several analysts have recently commented on the stock. KeyCorp decreased their price target on shares of HubSpot from $340.00 to $290.00 and set an “overweight” rating on the stock in a research note on Friday, May 8th. Barclays reduced their price objective on HubSpot from $300.00 to $270.00 and set an “overweight” rating on the stock in a report on Monday, May 11th. Evercore set a $225.00 target price on HubSpot in a research report on Friday, May 8th. Truist Financial lowered their price objective on HubSpot from $300.00 to $230.00 and set a “buy” rating for the company in a research report on Friday, May 8th. Finally, Cantor Fitzgerald downgraded shares of HubSpot from an “overweight” rating to a “neutral” rating and dropped their price target for the stock from $325.00 to $200.00 in a research note on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $307.86.

Insider Buying and Selling at HubSpot

In other HubSpot news, CTO Dharmesh Shah purchased 10,000 shares of the company’s stock in a transaction that occurred on Tuesday, May 12th. The shares were acquired at an average price of $181.37 per share, for a total transaction of $1,813,700.00. Following the purchase, the chief technology officer owned 1,295,400 shares in the company, valued at approximately $234,946,698. The trade was a 0.78% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this link. Also, CEO Yamini Rangan bought 2,750 shares of the firm’s stock in a transaction dated Tuesday, May 12th. The stock was purchased at an average cost of $189.84 per share, for a total transaction of $522,060.00. Following the transaction, the chief executive officer directly owned 102,982 shares of the company’s stock, valued at $19,550,102.88. The trade was a 2.74% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders bought 14,063 shares of company stock valued at $2,585,781 and sold 25,500 shares valued at $5,316,835. 3.70% of the stock is currently owned by corporate insiders.

Institutional Trading of HubSpot

Several institutional investors have recently made changes to their positions in the company. Price T Rowe Associates Inc. MD increased its position in shares of HubSpot by 36.5% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 4,581,922 shares of the software maker’s stock valued at $1,838,727,000 after acquiring an additional 1,224,424 shares during the last quarter. State Street Corp boosted its holdings in shares of HubSpot by 3.7% in the 4th quarter. State Street Corp now owns 1,191,843 shares of the software maker’s stock worth $478,287,000 after buying an additional 42,948 shares during the last quarter. AQR Capital Management LLC grew its position in HubSpot by 117.6% during the fourth quarter. AQR Capital Management LLC now owns 1,188,981 shares of the software maker’s stock valued at $477,138,000 after buying an additional 642,545 shares during the period. Alyeska Investment Group L.P. grew its position in HubSpot by 408.1% during the fourth quarter. Alyeska Investment Group L.P. now owns 560,088 shares of the software maker’s stock valued at $224,763,000 after buying an additional 449,864 shares during the period. Finally, Morgan Stanley increased its holdings in HubSpot by 50.1% during the fourth quarter. Morgan Stanley now owns 497,214 shares of the software maker’s stock worth $199,533,000 after buying an additional 165,931 shares during the last quarter. Institutional investors own 90.39% of the company’s stock.

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.