Research Analysts Issue Forecasts for HubSpot Q2 Earnings

Key Points

• Capital One Financial has lowered its earnings estimate for HubSpot's Q2 2026 to $0.45 per share, down from a previous estimate of $0.47.
• Analysts indicate a mixed outlook for HubSpot, with price targets ranging from $600 to $900, reflecting varying sentiments on the stock’s performance.
• HubSpot's stock has seen a recent increase of 5%, with shares opening at $487.58 after reporting quarterly earnings that exceeded analyst expectations.

HubSpot, Inc. (NYSE:HUBS - Free Report) - Equities researchers at Capital One Financial decreased their Q2 2026 earnings estimates for shares of HubSpot in a research report issued to clients and investors on Wednesday, September 3rd. Capital One Financial analyst C. Murphy now forecasts that the software maker will post earnings per share of $0.45 for the quarter, down from their prior forecast of $0.47. The consensus estimate for HubSpot's current full-year earnings is $1.01 per share. Capital One Financial also issued estimates for HubSpot's Q3 2026 earnings at $0.67 EPS, Q4 2026 earnings at $1.00 EPS and FY2026 earnings at $2.32 EPS.

Other equities research analysts also recently issued research reports about the company. Piper Sandler assumed coverage on HubSpot in a report on Thursday, September 4th. They set an "overweight" rating and a $675.00 price objective for the company. Needham & Company LLC reaffirmed a "buy" rating and set a $900.00 price target on shares of HubSpot in a research report on Thursday, September 4th. Barclays cut their price objective on HubSpot from $745.00 to $675.00 and set an "overweight" rating on the stock in a research report on Monday, July 21st. Wells Fargo & Company upped their price objective on HubSpot from $675.00 to $680.00 and gave the company an "overweight" rating in a research note on Thursday, August 7th. Finally, Raymond James Financial lowered their target price on HubSpot from $825.00 to $655.00 and set an "outperform" rating on the stock in a research note on Thursday, August 7th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and two have assigned a Hold rating to the company's stock. According to data from MarketBeat, HubSpot currently has an average rating of "Moderate Buy" and a consensus target price of $722.93.

HubSpot Trading Down 2.4%

HUBS stock traded down $12.31 during midday trading on Monday, hitting $489.99. The stock had a trading volume of 814,388 shares, compared to its average volume of 745,332. The firm has a market cap of $25.82 billion, a P/E ratio of -2,130.37, a price-to-earnings-growth ratio of 17.17 and a beta of 1.58. The business has a fifty day moving average price of $501.87 and a two-hundred day moving average price of $564.53. HubSpot has a 1-year low of $418.34 and a 1-year high of $881.13.

HubSpot (NYSE:HUBS - Get Free Report) last announced its quarterly earnings results on Wednesday, August 6th. The software maker reported $2.19 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.12 by $0.07. HubSpot had a negative net margin of 0.42% and a positive return on equity of 1.74%. The firm had revenue of $760.87 million during the quarter, compared to analysts' expectations of $739.94 million. During the same period in the prior year, the company posted $1.94 EPS. The company's revenue was up 19.4% on a year-over-year basis.

Hedge Funds Weigh In On HubSpot

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Highview Capital Management LLC DE increased its stake in HubSpot by 4.5% in the 4th quarter. Highview Capital Management LLC DE now owns 3,011 shares of the software maker's stock worth $2,098,000 after acquiring an additional 129 shares during the last quarter. Captrust Financial Advisors increased its position in shares of HubSpot by 41.8% in the fourth quarter. Captrust Financial Advisors now owns 1,933 shares of the software maker's stock worth $1,347,000 after purchasing an additional 570 shares during the last quarter. Cetera Investment Advisers raised its stake in HubSpot by 3.2% in the fourth quarter. Cetera Investment Advisers now owns 4,152 shares of the software maker's stock valued at $2,893,000 after purchasing an additional 127 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its stake in HubSpot by 49.9% in the fourth quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,539 shares of the software maker's stock valued at $1,769,000 after purchasing an additional 845 shares in the last quarter. Finally, Fiduciary Trust Co bought a new stake in HubSpot during the fourth quarter valued at approximately $350,000. 90.39% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at HubSpot

In other news, CFO Kathryn Bueker sold 615 shares of the business's stock in a transaction that occurred on Wednesday, July 2nd. The shares were sold at an average price of $551.79, for a total value of $339,350.85. Following the sale, the chief financial officer owned 41,086 shares of the company's stock, valued at $22,670,843.94. The trade was a 1.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Brian Halligan sold 8,500 shares of the firm's stock in a transaction that occurred on Tuesday, August 19th. The stock was sold at an average price of $449.84, for a total transaction of $3,823,640.00. Following the completion of the transaction, the director directly owned 522,435 shares of the company's stock, valued at approximately $235,012,160.40. This trade represents a 1.60% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 28,498 shares of company stock valued at $14,752,256 over the last three months. 4.00% of the stock is currently owned by insiders.

HubSpot Company Profile

HubSpot, Inc, together with its subsidiaries, provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific. The company's CRM platform includes Marketing Hub, a toolset for marketing automation and email, social media, SEO, and reporting and analytics; Sales Hub offers email templates and tracking, conversations and live chat, meeting and call scheduling, lead and website visit alerts, lead scoring, sales automation, pipeline management, quoting, forecasting, and reporting; Service Hub, a service software designed to help businesses manage, respond, and connect with customers; and Content Management Systems Hub enables businesses to create new and edit existing web content.