HubSpot (NYSE:HUBS) Releases Q4 2026 Earnings Guidance

Key Points

• HubSpot guided Q4 2026 EPS to $3.85–$3.87, above the $3.44 analyst consensus. Revenue guidance of $945 million–$947 million is broadly in line with the $946.8 million consensus.
• The company also set FY 2026 EPS guidance at $13.59–$13.61.
• In its most recent reported quarter, HubSpot earned $3.81 per share, beating the $3.27 estimate, while revenue rose 17.1% year over year to $947.57 million.

HubSpot (NYSE:HUBS - Get Free Report) updated its fourth quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 3.850-3.870 for the period, compared to the consensus earnings per share estimate of 3.440. The company issued revenue guidance of $945.0 million-$947.0 million, compared to the consensus revenue estimate of $946.8 million. HubSpot also updated its FY 2026 guidance to 13.590-13.610 EPS.

HubSpot Price Performance

Shares of HUBS opened at $202.60 on Thursday. The firm has a 50 day simple moving average of $228.74 and a two-hundred day simple moving average of $228.20. HubSpot has a one year low of $169.63 and a one year high of $406.94. The company has a market cap of $9.89 billion, a P/E 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 issued its quarterly earnings results 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 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 for the quarter was up 17.1% compared to the same quarter last year. During the same quarter last year, the company posted $2.66 EPS. On average, analysts expect that HubSpot will post 5.12 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on HUBS. Royal Bank Of Canada decreased their price target on shares of HubSpot from $300.00 to $260.00 and set an "outperform" rating on the stock in a report on Thursday, November 5th. Oppenheimer downgraded shares of HubSpot from an "outperform" rating to a "market perform" rating in a research note on Thursday, August 6th. UBS Group restated a "hold" rating on shares of HubSpot in a research report on Thursday, November 5th. William Blair restated a "market perform" rating on shares of HubSpot in a research report on Tuesday, October 6th. Finally, Capital One Financial cut shares of HubSpot from an "overweight" rating to an "equal weight" rating and set a $206.00 target price on the stock. in a research note on Thursday, August 6th. Eight investment analysts have rated the stock with a Buy rating, twenty-two have assigned a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, HubSpot currently has a consensus rating of "Hold" and an average target price of $251.23.

Insider Buying and Selling

In other HubSpot news, insider Erika Fisher sold 702 shares of the company's stock in a transaction that occurred on 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 in the company, valued at approximately $2,921,419.88. This represents a 5.19% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Brian Halligan sold 8,500 shares of the company's stock in a transaction that occurred on Tuesday, October 20th. The shares were sold at an average price of $239.57, for a total transaction of $2,036,345.00. Following the completion of the transaction, the director owned 59,500 shares of the company's stock, valued at approximately $14,254,415. This trade represents a 12.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 26,202 shares of company stock valued at $6,149,894. 3.70% of the stock is owned by company insiders.

About HubSpot

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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