HubSpot (NYSE:HUBS) Issues FY 2026 Earnings Guidance

HubSpot (NYSE:HUBS) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 12.380-12.460 for the period, compared to the consensus estimate of 7.790. The company issued revenue guidance of $3.7 billion-$3.7 billion, compared to the consensus revenue estimate of $3.6 billion. HubSpot also updated its Q1 2026 guidance to 2.460-2.480 EPS.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on HUBS. 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. KeyCorp reduced their price objective on shares of HubSpot from $400.00 to $340.00 and set an “overweight” rating for the company in a research note on Thursday. Needham & Company LLC dropped their target price on shares of HubSpot from $700.00 to $300.00 and set a “buy” rating on the stock in a research report on Thursday. Piper Sandler reduced their price target on shares of HubSpot from $400.00 to $280.00 and set an “overweight” rating for the company in a research report on Thursday. Finally, Morgan Stanley reiterated an “overweight” rating on shares of HubSpot in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, one has issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $452.70.

HubSpot Stock Performance

NYSE:HUBS opened at $243.31 on Friday. The company has a market capitalization of $12.83 billion, a price-to-earnings ratio of 279.67, a PEG ratio of 5.44 and a beta of 1.44. The company has a 50-day moving average of $337.83 and a 200-day moving average of $412.48. HubSpot has a 52 week low of $207.20 and a 52 week high of $820.00.

HubSpot (NYSE:HUBS) last posted its earnings results on Wednesday, February 11th. The software maker reported $3.09 earnings per share for the quarter, topping the consensus estimate of $2.99 by $0.10. The business had revenue of $846.75 million for the quarter, compared to analyst estimates of $830.65 million. HubSpot had a net margin of 1.47% and a return on equity of 3.64%. The firm’s quarterly revenue was up 20.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.32 EPS. Sell-side analysts forecast that HubSpot will post 1.01 EPS for the current year.

Insider Buying and Selling

In related news, insider Erika Ashley Fisher sold 841 shares of the firm’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $238.01, for a total transaction of $200,166.41. Following the sale, the insider owned 10,119 shares of the company’s stock, valued at approximately $2,408,423.19. This trade represents a 7.67% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $303.38, for a total value of $2,578,730.00. Following the transaction, the director owned 487,344 shares in the company, valued at approximately $147,850,422.72. This represents a 1.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 26,930 shares of company stock worth $9,175,604. Insiders own 4.00% of the company’s stock.

More HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4 beat and aggressive FY‑2026 guidance — HubSpot reported Q4 EPS $3.09 and revenue $846.7M (both above estimates) and gave FY‑2026 revenue and EPS guidance well ahead of consensus, which investors view as proof of continued growth acceleration. HubSpot rallies in premarket on earnings beat and upbeat 2026 outlook
• Positive Sentiment: $1B buyback and margin targets boost upside — Management approved a $1B repurchase program alongside targets for ~20% pro‑forma margins and strong FCF, signaling capital return confidence that supports valuation recovery narratives. HubSpot shares jump as Q4 earnings beat estimates
• Positive Sentiment: Enterprise CRM adoption pickup — HubSpot is seeing adoption growth inside the Russell 1000 and stronger multi‑hub customer adoption, suggesting larger deal traction and improving retention/expandability. HubSpot Sees Adoption Growth in Russell 1000 CRM Push
• Neutral Sentiment: Analyst bull/bear debate and valuation review — Coverage is polarized: some analysts raised targets (Citigroup), while others trimmed PTs substantially; independent writeups are reassessing valuation given the buyback and lowered multiples after the stock drawdown. Assessing HubSpot Valuation After Earnings Beat
• Negative Sentiment: Widespread price‑target cuts — Multiple sell‑side firms slashed targets (Goldman, UBS, Mizuho, Truist, Piper, BTIG and others), reflecting persistent skepticism on longer‑term multiples despite the beat; that keeps downside risk if sentiment doesn’t improve. Benzinga roundup of analyst changes
• Negative Sentiment: Near‑term volatility and profit‑taking — Despite the beat and strong guidance, headlines reported a volatile intra‑day reaction (initial tumble in some sessions) as investors weigh valuation, prompting short‑term swings. HubSpot shares tumble despite earnings beat and strong guidance

Institutional Trading of HubSpot

Hedge funds and other institutional investors have recently modified their holdings of the stock. State Street Corp grew its stake in HubSpot by 3.7% in the fourth quarter. State Street Corp now owns 1,191,843 shares of the software maker’s stock valued at $478,287,000 after purchasing an additional 42,948 shares in the last quarter. Alyeska Investment Group L.P. increased its holdings in HubSpot by 408.1% during the fourth quarter. Alyeska Investment Group L.P. now owns 560,088 shares of the software maker’s stock worth $224,763,000 after buying an additional 449,864 shares during the last quarter. AQR Capital Management LLC raised its position in HubSpot by 89.2% during the third quarter. AQR Capital Management LLC now owns 546,436 shares of the software maker’s stock worth $255,623,000 after acquiring an additional 257,577 shares in the last quarter. Morgan Stanley lifted its stake in HubSpot by 50.1% in the fourth quarter. Morgan Stanley now owns 497,214 shares of the software maker’s stock valued at $199,533,000 after acquiring an additional 165,931 shares during the last quarter. Finally, Amundi raised its stake in HubSpot by 57.6% in the third quarter. Amundi now owns 452,252 shares of the software maker’s stock valued at $209,660,000 after buying an additional 165,315 shares during the period. Institutional investors and hedge funds own 90.39% of the company’s stock.

About HubSpot

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.