HubSpot (NYSE:HUBS) Releases Q3 2025 Earnings Guidance

Key Points

• HubSpot has issued earnings guidance for Q3 2025, forecasting EPS between $2.560 to $2.580, which exceeds the consensus estimate of $2.534.
• The stock of HubSpot (NYSE:HUBS) fell by 4.7% during trading, reaching $469.70, due to market reactions following the earnings guidance update.
• Several brokerages have revised their price targets for HubSpot, with Oppenheimer raising its target from $700.00 to $750.00, while others reduced their targets significantly.

HubSpot (NYSE:HUBS - Get Free Report) updated its third quarter 2025 earnings guidance on Thursday. The company provided EPS guidance of 2.560-2.580 for the period, compared to the consensus EPS estimate of 2.534. The company issued revenue guidance of $785.0 million-$787.0 million, compared to the consensus revenue estimate of $775.4 million. HubSpot also updated its FY 2025 guidance to 9.470-9.530 EPS.

Analysts Set New Price Targets

Several research analysts have weighed in on the company. Cantor Fitzgerald assumed coverage on HubSpot in a research report on Tuesday, June 3rd. They set an "overweight" rating and a $775.00 price objective on the stock. Needham & Company LLC reiterated a "buy" rating and set a $900.00 price objective on shares of HubSpot in a research report on Friday, May 9th. Citigroup lowered their price objective on HubSpot from $700.00 to $650.00 and set a "buy" rating on the stock in a research report on Friday. Piper Sandler upgraded HubSpot from a "neutral" rating to an "overweight" rating and increased their price objective for the stock from $645.00 to $675.00 in a research report on Thursday. Finally, Canaccord Genuity Group lowered their price objective on HubSpot from $765.00 to $700.00 and set a "buy" rating on the stock in a research report on Thursday. Four equities research analysts have rated the stock with a hold rating, twenty-six have given a buy rating and one has assigned a strong buy rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $726.04.

HubSpot Stock Down 2.8%

Shares of HUBS traded down $12.77 during midday trading on Friday, hitting $449.10. The company's stock had a trading volume of 1,284,983 shares, compared to its average volume of 892,736. HubSpot has a one year low of $444.25 and a one year high of $881.13. The company's fifty day simple moving average is $547.87 and its two-hundred day simple moving average is $613.34. The stock has a market capitalization of $23.69 billion, a price-to-earnings ratio of -1,952.61, a price-to-earnings-growth ratio of 16.67 and a beta of 1.66.

HubSpot (NYSE:HUBS - Get Free Report) last announced its quarterly earnings results on Wednesday, August 6th. The software maker reported $2.19 EPS for the quarter, beating analysts' consensus estimates of $2.12 by $0.07. HubSpot had a positive return on equity of 1.74% and a negative net margin of 0.42%. The company 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 earned $1.94 EPS. HubSpot's revenue was up 19.4% compared to the same quarter last year. On average, research analysts predict that HubSpot will post 1.01 earnings per share for the current year.

Insider Activity

In other news, CEO Yamini Rangan sold 2,383 shares of the business's stock in a transaction dated Wednesday, July 2nd. The stock was sold at an average price of $551.79, for a total transaction of $1,314,915.57. Following the sale, the chief executive officer directly owned 63,918 shares in the company, valued at approximately $35,269,313.22. The trade was a 3.59% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Brian Halligan sold 8,500 shares of the firm's stock in a transaction that occurred on Tuesday, July 15th. The shares were sold at an average price of $543.07, for a total transaction of $4,616,095.00. Following the completion of the transaction, the director owned 522,435 shares of the company's stock, valued at approximately $283,718,775.45. This trade represents a 1.60% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 19,998 shares of company stock valued at $10,928,616. 4.50% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On HubSpot

An institutional investor recently raised its position in HubSpot stock. Empowered Funds LLC boosted its stake in HubSpot, Inc. (NYSE:HUBS - Free Report) by 88.5% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,570 shares of the software maker's stock after purchasing an additional 737 shares during the period. Empowered Funds LLC's holdings in HubSpot were worth $897,000 at the end of the most recent reporting period. Institutional investors own 90.39% of the company's stock.

About HubSpot

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.