HubSpot (NYSE:HUBS) Updates Q2 2026 Earnings Guidance

HubSpot (NYSE:HUBS - Get Free Report) issued an update on its second quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 3.000-3.020 for the period, compared to the consensus EPS estimate of 2.400. The company issued revenue guidance of $897.0 million-$898.0 million, compared to the consensus revenue estimate of $898.4 million.

HubSpot Stock Up 3.6%

Shares of NYSE:HUBS traded up $8.58 during trading on Thursday, reaching $243.74. 2,881,515 shares of the company's stock traded hands, compared to its average volume of 1,650,943. HubSpot has a fifty-two week low of $187.45 and a fifty-two week high of $682.57. The firm has a market cap of $12.55 billion, a PE ratio of 280.16, a P/E/G ratio of 3.36 and a beta of 1.23. The company has a 50-day simple moving average of $243.38 and a 200-day simple moving average of $319.31.

HubSpot (NYSE:HUBS - Get Free Report) last posted its earnings results on Wednesday, February 11th. The software maker reported $3.09 EPS for the quarter, beating analysts' consensus estimates of $2.99 by $0.10. HubSpot had a return on equity of 3.64% and a net margin of 1.47%.The firm had revenue of $846.75 million for the quarter, compared to analysts' expectations of $830.65 million. During the same period last year, the firm earned $2.32 EPS. The company's quarterly revenue was up 20.4% on a year-over-year basis. On average, equities research analysts forecast that HubSpot will post 3.66 EPS for the current year.

Analyst Upgrades and Downgrades

Several analysts have recently commented on the stock. Morgan Stanley reaffirmed an "overweight" rating on shares of HubSpot in a research report on Thursday, February 12th. Stifel Nicolaus reduced their price target on shares of HubSpot from $375.00 to $325.00 and set a "buy" rating on the stock in a research report on Thursday, April 2nd. Oppenheimer cut their target price on HubSpot from $550.00 to $350.00 and set an "outperform" rating on the stock in a research report on Wednesday, February 4th. Royal Bank Of Canada reissued an "outperform" rating and issued a $400.00 target price on shares of HubSpot in a research report on Thursday, April 16th. Finally, Truist Financial cut their target price on HubSpot from $650.00 to $300.00 and set a "buy" rating on the stock in a research report on Thursday, February 12th. Twenty-five equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $388.07.

Insider Buying and Selling at HubSpot

In related news, insider Erika Ashley Fisher sold 915 shares of the stock in a transaction on Monday, May 4th. The stock was sold at an average price of $236.66, for a total value of $216,543.90. Following the transaction, the insider owned 16,270 shares of the company's stock, valued at $3,850,458.20. This represents a 5.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Brian Halligan sold 8,500 shares of the stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $262.75, for a total value of $2,233,375.00. Following the completion of the transaction, the director directly owned 370,558 shares in the company, valued at $97,364,114.50. This trade represents a 2.24% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 25,968 shares of company stock worth $6,453,082 in the last three months. 4.00% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On HubSpot

Hedge funds have recently added to or reduced their stakes in the company. Turning Point Benefit Group Inc. acquired a new stake in HubSpot in the third quarter valued at about $25,000. Rakuten Securities Inc. lifted its position in HubSpot by 783.3% in the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker's stock valued at $30,000 after purchasing an additional 47 shares during the period. Osterweis Capital Management Inc. acquired a new stake in shares of HubSpot during the 2nd quarter valued at approximately $34,000. Hollencrest Capital Management acquired a new stake in shares of HubSpot during the 4th quarter valued at approximately $40,000. Finally, Sfam LLC acquired a new stake in shares of HubSpot during the 4th quarter valued at approximately $56,000. Institutional investors and hedge funds own 90.39% of the company's stock.

HubSpot Company Profile

HubSpot, Inc is a software company that develops a cloud-based customer relationship management (CRM) platform designed to help organizations attract, engage and delight customers. Its primary business activities center on providing integrated marketing, sales and customer service tools that support inbound marketing strategies, content management, lead nurturing, sales automation and customer support workflows.

The company's product suite is organized around modular “hubs” built on a central CRM: Marketing Hub, Sales Hub, Service Hub, CMS Hub and Operations Hub.

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