HubSpot Q1 EPS Estimate Reduced by Capital One Financial

Key Points

• Capital One Financial has cut its Q1 2026 earnings estimates for HubSpot from $0.25 to $0.20 per share, while the consensus estimate for the full year is $1.01 per share.
• HubSpot's recent earnings report showed $2.19 EPS, exceeding estimates of $2.12, with a year-over-year revenue growth of 19.4%.
• Multiple brokerages have lowered their target prices for HubSpot, with average analyst ratings indicating a "Moderate Buy" and a median price target of $722.93.

HubSpot, Inc. (NYSE:HUBS - Free Report) - Equities researchers at Capital One Financial cut their Q1 2026 earnings per share estimates for shares of HubSpot in a research note issued to investors on Wednesday, September 3rd. Capital One Financial analyst C. Murphy now expects that the software maker will post earnings of $0.20 per share for the quarter, down from their previous estimate of $0.25. The consensus estimate for HubSpot's current full-year earnings is $1.01 per share.

A number of other research analysts have also commented on HUBS. Raymond James Financial decreased their price objective on HubSpot from $825.00 to $655.00 and set an "outperform" rating on the stock in a report on Thursday, August 7th. Stifel Nicolaus reduced their target price on HubSpot from $750.00 to $700.00 and set a "buy" rating on the stock in a report on Monday, July 14th. Citigroup reduced their target price on HubSpot from $700.00 to $650.00 and set a "buy" rating on the stock in a report on Friday, August 8th. BMO Capital Markets reduced their target price on HubSpot from $650.00 to $600.00 and set an "outperform" rating on the stock in a report on Thursday, August 7th. Finally, Barclays dropped their price objective on HubSpot from $745.00 to $675.00 and set an "overweight" rating for the company in a research report on Monday, July 21st. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $722.93.

HubSpot Stock Up 5.0%

Shares of HUBS stock traded up $23.27 during trading on Friday, reaching $487.58. 1,132,340 shares of the company's stock were exchanged, compared to its average volume of 914,335. The stock has a market capitalization of $25.69 billion, a PE ratio of -2,119.90, a PEG ratio of 16.80 and a beta of 1.58. HubSpot has a twelve month low of $418.34 and a twelve month high of $881.13. The firm's fifty day moving average price is $504.15 and its 200-day moving average price is $566.55.

HubSpot (NYSE:HUBS - Get Free Report) last announced its quarterly earnings data on Wednesday, August 6th. The software maker reported $2.19 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $2.12 by $0.07. The company had revenue of $760.87 million for the quarter, compared to analysts' expectations of $739.94 million. HubSpot had a positive return on equity of 1.74% and a negative net margin of 0.42%.The business's revenue was up 19.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.94 EPS.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in HUBS. Price T Rowe Associates Inc. MD boosted its position in HubSpot by 17.0% in the first quarter. Price T Rowe Associates Inc. MD now owns 4,910,062 shares of the software maker's stock worth $2,805,070,000 after purchasing an additional 714,980 shares during the last quarter. Jennison Associates LLC boosted its holdings in shares of HubSpot by 548.6% in the 2nd quarter. Jennison Associates LLC now owns 794,677 shares of the software maker's stock worth $442,341,000 after buying an additional 672,158 shares during the last quarter. Norges Bank bought a new position in HubSpot during the second quarter valued at about $269,941,000. Massachusetts Financial Services Co. MA increased its holdings in HubSpot by 37.3% during the first quarter. Massachusetts Financial Services Co. MA now owns 927,927 shares of the software maker's stock worth $530,115,000 after buying an additional 251,853 shares during the last quarter. Finally, Vanguard Group Inc. raised its position in HubSpot by 4.0% in the first quarter. Vanguard Group Inc. now owns 5,246,734 shares of the software maker's stock worth $2,997,407,000 after acquiring an additional 201,994 shares during the period. 90.39% of the stock is owned by institutional investors.

Insider Transactions at HubSpot

In related news, CEO Yamini Rangan sold 2,383 shares of the company's stock in a transaction that occurred on 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 transaction, the chief executive officer directly owned 63,918 shares of the company's stock, valued at approximately $35,269,313.22. This represents a 3.59% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Brian Halligan sold 8,500 shares of the company's stock in a transaction that occurred on Tuesday, August 19th. The stock was sold at an average price of $449.84, for a total value of $3,823,640.00. Following the transaction, the director directly owned 522,435 shares in the company, valued at $235,012,160.40. The trade was a 1.60% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 28,498 shares of company stock worth $14,752,256. Company insiders own 4.00% 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.