HubSpot (NYSE:HUBS) Releases FY 2026 Earnings Guidance

Key Points

• HubSpot issued FY 2026 EPS guidance of $13.59–$13.61, above the $11.84 consensus estimate; revenue guidance of $3.7 billion matched expectations. Q4 EPS guidance is $3.85–$3.87.
• In its latest quarter, HubSpot reported EPS of $3.81 versus the $3.27 estimate and revenue of $947.57 million versus $925.50 million expected; revenue rose 17.1% year over year.
• Analysts have a consensus Hold rating and an average price target of $251.23, with 8 Buy, 22 Hold, and 3 Sell ratings.

HubSpot (NYSE:HUBS - Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 13.590-13.610 for the period, compared to the consensus estimate of 11.840. The company issued revenue guidance of $3.7 billion, compared to the consensus revenue estimate of $3.7 billion. HubSpot also updated its Q4 2026 guidance to 3.850-3.870 EPS.

HubSpot Stock Up 2.8%

Shares of HubSpot stock opened at $202.60 on Thursday. The business's fifty day moving average is $228.74 and its two-hundred day moving average is $228.20. HubSpot has a fifty-two week low of $169.63 and a fifty-two week high of $406.94. The firm has a market cap of $9.89 billion, a PE ratio of 48.35, a P/E/G ratio of 1.88 and a beta of 1.14.

HubSpot (NYSE:HUBS - Get Free Report) last announced its quarterly earnings data on Wednesday, November 4th. The software maker reported $3.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.27 by $0.54. The company had revenue of $947.57 million during the quarter, compared to analysts' expectations of $925.50 million. HubSpot had a net margin of 5.95% and a return on equity of 12.18%. The business's quarterly revenue was up 17.1% compared to the same quarter last year. During the same period in the previous year, the company earned $2.66 EPS. Equities research analysts anticipate that HubSpot will post 5.12 EPS for the current year.

Wall Street Analyst Weigh In

HUBS has been the topic of several research reports. Canaccord Genuity Group cut their price target on shares of HubSpot from $335.00 to $300.00 and set a "buy" rating on the stock in a report on Thursday, August 6th. Royal Bank Of Canada dropped their price objective on shares of HubSpot from $300.00 to $260.00 and set an "outperform" rating for the company in a research report on Thursday, November 5th. Bank of America reissued an "underperform" rating and issued a $200.00 target price on shares of HubSpot in a research note on Thursday, August 6th. Barclays lowered their price target on HubSpot from $240.00 to $222.00 and set an "equal weight" rating for the company in a report on Thursday, November 5th. Finally, FBN Securities assumed coverage on HubSpot in a research note on Wednesday, September 23rd. They issued a "sector perform" rating and a $230.00 target price for the company. Eight analysts have rated the stock with a Buy rating, twenty-two have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Hold" and a consensus price target of $251.23.

Insiders Place Their Bets

In other HubSpot news, insider Erika Fisher sold 702 shares of the company's stock in a transaction dated Tuesday, November 3rd. The shares were 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. This represents a 5.19% 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 firm's 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 sale, the director 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 disclosure for this sale is available in the SEC filing. Insiders sold a total of 26,202 shares of company stock worth $6,149,894 in the last quarter. 3.70% of the stock is currently owned by company insiders.

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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