HubSpot (NYSE:HUBS) Issues FY 2026 Earnings Guidance

HubSpot (NYSE:HUBS) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 13.040-13.120 for the period, compared to the consensus EPS estimate of 10.690. The company issued revenue guidance of $3.7 billion-$3.7 billion, compared to the consensus revenue estimate of $3.7 billion. HubSpot also updated its Q2 2026 guidance to 3.000-3.020 EPS.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the stock. BTIG Research reissued a “buy” rating and issued a $300.00 target price on shares of HubSpot in a report on Tuesday, April 21st. Needham & Company LLC cut their target price on shares of HubSpot from $700.00 to $300.00 and set a “buy” rating on the stock in a report on Thursday, February 12th. Cantor Fitzgerald cut shares of HubSpot from an “overweight” rating to a “neutral” rating and cut their target price for the stock from $325.00 to $200.00 in a report on Friday. Raymond James Financial reissued an “outperform” rating and issued a $250.00 target price on shares of HubSpot in a report on Friday. Finally, Mizuho cut their price target on HubSpot from $300.00 to $260.00 and set an “outperform” rating on the stock in a report on Friday. Twenty-two equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $315.85.

HubSpot Stock Down 19.2%

HubSpot stock traded down $46.85 during mid-day trading on Friday, hitting $196.87. The company’s stock had a trading volume of 6,507,823 shares, compared to its average volume of 1,544,984. The stock has a market capitalization of $10.13 billion, a P/E ratio of 103.07, a P/E/G ratio of 3.33 and a beta of 1.23. HubSpot has a twelve month low of $180.50 and a twelve month high of $682.57. The stock’s fifty day moving average price is $243.61 and its two-hundred day moving average price is $317.94.

HubSpot (NYSE:HUBS) last posted its quarterly earnings results on Thursday, May 7th. The software maker reported $2.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.47 by $0.25. The firm had revenue of $881.00 million for the quarter, compared to analyst estimates of $863.32 million. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. The firm’s quarterly revenue was up 23.4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.84 earnings per share. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. Equities analysts expect that HubSpot will post 3.66 earnings per share for the current year.

Insider Activity at HubSpot

In other HubSpot news, insider Erika Ashley Fisher sold 915 shares of HubSpot stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $236.66, for a total transaction of $216,543.90. Following the transaction, the insider directly owned 16,270 shares in the company, valued at approximately $3,850,458.20. The trade was a 5.32% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible 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 HubSpot stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $262.75, for a total transaction of $2,233,375.00. Following the sale, the director directly owned 370,558 shares of the company’s stock, valued at $97,364,114.50. This trade represents a 2.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 25,968 shares of company stock worth $6,453,082. Corporate insiders own 4.00% of the company’s stock.

Key HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot beat Q1 estimates, with EPS of $2.72 versus $2.47 expected and revenue of $881 million versus $863.3 million expected, while revenue rose 23.4% year over year. HubSpot Reports Strong Q1 2026 Results
• Positive Sentiment: The company also raised guidance, projecting Q2 EPS of $3.00-$3.02 and FY2026 EPS of $13.04-$13.12, both above analyst expectations, which supports the long-term growth thesis. HubSpot (HUBS) Q1 Earnings and Revenues Beat Estimates
• Positive Sentiment: Several firms still maintain bullish ratings despite cutting price targets, including JPMorgan, RBC, Wells Fargo, Mizuho, Morgan Stanley and Piper Sandler, signaling Wall Street still sees upside from current levels. Analyst price target updates

Institutional Investors Weigh In On HubSpot

Institutional investors and hedge funds have recently modified their holdings of the business. Rakuten Securities Inc. lifted its stake in shares of HubSpot by 783.3% in the 2nd 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 last quarter. Turning Point Benefit Group Inc. bought a new position in shares of HubSpot during the 3rd quarter worth about $25,000. Osterweis Capital Management Inc. bought a new position in shares of HubSpot during the 2nd quarter worth about $34,000. Hollencrest Capital Management bought a new position in shares of HubSpot during the 4th quarter worth about $40,000. Finally, State of Wyoming increased its holdings in shares of HubSpot by 1,600.0% during the 2nd quarter. State of Wyoming now owns 102 shares of the software maker’s stock worth $57,000 after purchasing an additional 96 shares during the period. 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.