What is KeyCorp's Forecast for HubSpot FY2026 Earnings?

Key Points

• KeyCorp raised its FY2026 EPS forecast for HubSpot to $5.11 from $4.60, above the $4.71 consensus estimate. It also forecasts $1.56 EPS for Q4 2026 and $7.53 for FY2027, while maintaining a “Sector Weight” rating.
• HubSpot reported quarterly EPS of $3.81, beating the $3.27 estimate, and revenue of $947.57 million, above forecasts; revenue grew 17.1% year over year.
• Analyst sentiment is broadly cautious: MarketBeat reports a consensus “Hold” rating and a $251.23 average price target.

HubSpot, Inc. (NYSE:HUBS - Free Report) - Research analysts at KeyCorp lifted their FY2026 earnings estimates for HubSpot in a report issued on Wednesday, November 4th. KeyCorp analyst J. Ader now expects that the software maker will post earnings per share of $5.11 for the year, up from their prior forecast of $4.60. KeyCorp has a "Sector Weight" rating on the stock. The consensus estimate for HubSpot's current full-year earnings is $4.71 per share. KeyCorp also issued estimates for HubSpot's Q4 2026 earnings at $1.56 EPS and FY2027 earnings at $7.53 EPS.

HubSpot (NYSE:HUBS - Get Free Report) last released its quarterly earnings data on Wednesday, November 4th. The software maker reported $3.81 earnings per share for the quarter, beating the consensus estimate of $3.27 by $0.54. The company had revenue of $947.57 million for the quarter, compared to analyst estimates of $925.50 million. HubSpot had a return on equity of 12.18% and a net margin of 5.95%. The company's revenue was up 17.1% compared to the same quarter last year. During the same period in the prior year, the company posted $2.66 EPS.

Several other equities research analysts also recently commented on HUBS. Oppenheimer downgraded shares of HubSpot from an "outperform" rating to a "market perform" rating in a research note on Thursday, August 6th. Zacks Research lowered shares of HubSpot from a "strong-buy" rating to a "hold" rating in a report on Wednesday, August 12th. Stifel Nicolaus increased their target price on shares of HubSpot from $200.00 to $225.00 and gave the stock a "hold" rating in a research report on Friday, September 11th. Barclays cut their price target on shares of HubSpot from $240.00 to $222.00 and set an "equal weight" rating for the company in a report on Thursday, November 5th. Finally, William Blair restated a "market perform" rating on shares of HubSpot in a research report on Tuesday, October 6th. Eight analysts have rated the stock with a Buy rating, twenty-two have issued a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of "Hold" and a consensus price target of $251.23.

HubSpot Price Performance

Shares of NYSE:HUBS opened at $197.21 on Wednesday. The business's fifty day moving average price is $229.70 and its two-hundred day moving average price is $228.80. HubSpot has a fifty-two week low of $169.63 and a fifty-two week high of $406.94. The stock has a market capitalization of $9.63 billion, a price-to-earnings ratio of 47.07, a price-to-earnings-growth ratio of 2.13 and a beta of 1.14.

Institutional Investors Weigh In On HubSpot

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. BlackRock Inc. acquired a new position in shares of HubSpot during the second quarter worth approximately $631,386,000. Arrowstreet Capital Limited Partnership increased its holdings in shares of HubSpot by 352.1% in the first quarter. Arrowstreet Capital Limited Partnership now owns 903,559 shares of the software maker's stock valued at $220,559,000 after purchasing an additional 703,706 shares in the last quarter. Connor Clark & Lunn Investment Management Ltd. acquired a new stake in shares of HubSpot in the second quarter valued at approximately $112,671,000. Bank of America Corp DE bought a new position in HubSpot in the 2nd quarter worth approximately $70,174,000. Finally, Edmond DE Rothschild Holding S.A. bought a new position in HubSpot in the 2nd quarter worth approximately $64,616,000. Institutional investors and hedge funds own 90.39% of the company's stock.

Insider Buying and Selling at HubSpot

In related news, insider Erika Fisher sold 702 shares of HubSpot stock in a transaction dated Tuesday, November 3rd. The stock was sold at an average price of $227.72, for a total value of $159,859.44. Following the completion of the transaction, the insider directly owned 12,829 shares of the company's stock, valued at $2,921,419.88. The trade was a 5.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction dated Tuesday, October 20th. The shares were sold at an average price of $239.57, for a total value of $2,036,345.00. Following the completion of the transaction, the director directly owned 59,500 shares of the company's stock, valued at $14,254,415. This represents a 12.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 26,202 shares of company stock worth $6,149,894 in the last 90 days. Company insiders own 3.70% of the company's stock.

HubSpot Company Profile

HubSpot, Inc. develops cloud-based customer relationship management software designed to help businesses attract and engage customers, manage sales, and provide customer support. Founded in 2006 by Brian Halligan and Dharmesh Shah, the company helped popularize inbound marketing, an approach focused on drawing customers in with useful content and experiences. Its platform combines a central CRM with products for marketing, sales, customer service, content management, operations, and commerce. HubSpot also offers automation, analytics, and artificial intelligence features to help organizations manage customer interactions and coordinate business processes.

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