HubSpot (NYSE:HUBS) Announces Quarterly Earnings Results, Beats Estimates By $0.10 EPS

HubSpot (NYSE:HUBS) announced its quarterly earnings results on Wednesday. The software maker reported $3.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.99 by $0.10, FiscalAI reports. The company had revenue of $846.75 million during the quarter, compared to the consensus estimate of $830.65 million. HubSpot had a positive return on equity of 1.21% and a negative net margin of 0.12%.HubSpot’s revenue for the quarter was up 20.4% on a year-over-year basis. During the same period in the previous year, the company posted $2.32 earnings per share.

Here are the key takeaways from HubSpot’s conference call:

• Strong financial and customer results: Q4 and full‑year 2025 revenue grew 18.2% YoY in constant currency, operating margins expanded (22.6% Q4, 18.6% FY), and HubSpot added 9,800 net new customers in Q4 to exceed 288,000 total customers.
• Capital return and cash strength: Board authorized a up to $1.0 billion share repurchase program; HubSpot ended FY2025 with $1.8 billion in cash/marketable securities and strong free cash flow generation, with ~ $740M FCF expected for 2026.
• AI adoption creating new monetization levers: Agent products showed early traction (Customer Agent ~8k activations, Prospecting Agent ~10k, Data Agent ~2.5k), usage‑based credits are scaling (Customer Agent ≈60% of credits) and Core‑seat adoption is rising—positioning credits and Core seats as durable expansion drivers.
• Cautious 2026 guidance and modest headwinds: FY2026 revenue guidance of $3.69–3.70B implies ~16% constant‑currency growth (below the company’s 20% target), includes a ~40 bps Clearbit revenue headwind, and NRR is guided to rise only 1–2 points.

HubSpot Trading Up 7.2%

NYSE HUBS traded up $14.98 on Thursday, reaching $224.31. 2,937,021 shares of the company were exchanged, compared to its average volume of 1,638,924. The business’s fifty day moving average price is $343.50 and its 200 day moving average price is $415.97. The stock has a market capitalization of $11.75 billion, a P/E ratio of -2,804.83, a price-to-earnings-growth ratio of 5.51 and a beta of 1.44. HubSpot has a fifty-two week low of $207.20 and a fifty-two week high of $881.13.

Insider Buying and Selling at HubSpot

In other HubSpot news, insider Erika Ashley Fisher sold 841 shares of HubSpot stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $238.01, for a total transaction of $200,166.41. Following the transaction, the insider directly owned 10,119 shares of the company’s stock, valued at $2,408,423.19. The trade was a 7.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Brian Halligan sold 8,500 shares of the business’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $303.38, for a total transaction of $2,578,730.00. Following the completion of the transaction, the director owned 487,344 shares in the company, valued at $147,850,422.72. The trade was a 1.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 26,930 shares of company stock worth $9,175,604. Insiders own 4.00% of the company’s stock.

Institutional Investors Weigh In On HubSpot

A number of institutional investors and hedge funds have recently added to or reduced their stakes in HUBS. Bank of Montreal Can grew its holdings in shares of HubSpot by 1,148.5% during the 4th quarter. Bank of Montreal Can now owns 77,431 shares of the software maker’s stock worth $31,073,000 after purchasing an additional 71,229 shares during the period. Alps Advisors Inc. boosted its stake in HubSpot by 11.0% during the fourth quarter. Alps Advisors Inc. now owns 4,004 shares of the software maker’s stock worth $1,607,000 after buying an additional 396 shares during the period. Aviva PLC boosted its stake in HubSpot by 17.1% during the fourth quarter. Aviva PLC now owns 46,180 shares of the software maker’s stock worth $18,532,000 after buying an additional 6,747 shares during the period. Caerus Investment Advisors LLC increased its position in shares of HubSpot by 102.9% during the fourth quarter. Caerus Investment Advisors LLC now owns 1,248 shares of the software maker’s stock valued at $501,000 after acquiring an additional 633 shares during the last quarter. Finally, Nuveen LLC raised its stake in shares of HubSpot by 3.8% in the 4th quarter. Nuveen LLC now owns 228,079 shares of the software maker’s stock valued at $91,528,000 after acquiring an additional 8,292 shares during the period. Hedge funds and other institutional investors own 90.39% of the company’s stock.

HubSpot News Roundup

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4 beat and revenue growth: HubSpot reported EPS of $3.09 vs. $2.99 est. and revenue of $846.7M (up ~20% YoY), beating top‑line and bottom‑line consensus — a core reason investors pushed the stock higher. Read More.
• Positive Sentiment: $1 billion buyback: The board authorized a $1B share repurchase program, which supports EPS and shareholder returns and is a direct bullish catalyst. Read More.
• Positive Sentiment: Strong forward guidance: HubSpot raised guidance sharply — Q1 EPS and FY 2026 EPS and revenue targets materially above Street expectations — signaling confidence in AI‑powered product traction and customer growth. (See company release for full guidance.) Read More.
• Positive Sentiment: AI product momentum cited: Analyst coverage and writeups point to AI-enabled tools and customer expansion as drivers of ~19–20% sales growth, supporting the upbeat outlook. Read More.
• Neutral Sentiment: Partner momentum: A HubSpot partner (Orange Marketing) highlighted strong customer satisfaction (151 five‑star reviews), which is positive for brand/partner ecosystem but unlikely to move the stock materially on its own. Read More.
• Neutral Sentiment: Conference call/transcript available: Investors can review the earnings call transcript and slide deck for color on churn, net retention and product uptake (useful for conviction but informational). Read More.
• Negative Sentiment: Analyst price‑target downgrades: Several firms (Truist, Wells Fargo, Mizuho, Needham, BTIG, Piper Sandler, others) cut price targets materially from prior highs — even while many kept buy/overweight ratings — which can restrain near‑term upside and create headline risk. Read More.
• Negative Sentiment: Mixed market reaction/after‑hours weakness: Despite the beats and guidance, the stock showed volatility and some downward pressure in extended trading — reflecting profit‑taking, sector rotation and lingering macro/AI disruption concerns. Read More.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on HUBS shares. Cantor Fitzgerald lowered their price target on shares of HubSpot from $500.00 to $280.00 and set an “overweight” rating on the stock in a report on Thursday. KeyCorp decreased their price objective on shares of HubSpot from $400.00 to $340.00 and set an “overweight” rating for the company in a research report on Thursday. Jefferies Financial Group restated a “buy” rating and set a $325.00 target price on shares of HubSpot in a research report on Thursday. Sanford C. Bernstein restated an “outperform” rating on shares of HubSpot in a research note on Thursday. Finally, Citigroup reduced their price target on HubSpot from $660.00 to $600.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, one has given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $483.70.

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.