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 guidance of 13.040-13.120 for the period, compared to the consensus earnings per share 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 Analyst Weigh In

A number of brokerages recently commented on HUBS. Needham & Company LLC dropped their price objective 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. BMO Capital Markets dropped their target price on shares of HubSpot from $285.00 to $230.00 and set an “outperform” rating on the stock in a report on Friday. JPMorgan Chase & Co. cut their price target on HubSpot from $650.00 to $530.00 and set an “overweight” rating for the company in a report on Thursday, February 12th. Cantor Fitzgerald downgraded HubSpot from an “overweight” rating to a “neutral” rating and decreased their target price for the company from $325.00 to $200.00 in a research report on Friday. Finally, Royal Bank Of Canada lowered their price target on shares of HubSpot from $400.00 to $350.00 and set an “outperform” rating on the stock in a research report on Friday. Twenty-two equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $319.74.

HubSpot Stock Down 19.1%

NYSE HUBS traded down $46.63 on Friday, hitting $197.09. The company’s stock had a trading volume of 4,876,297 shares, compared to its average volume of 1,687,074. The firm has a market cap of $10.15 billion, a PE ratio of 225.99, a PEG ratio of 3.21 and a beta of 1.23. HubSpot has a 1-year low of $180.50 and a 1-year high of $682.57. The company’s 50-day moving average is $243.61 and its 200 day moving average is $317.94.

HubSpot (NYSE:HUBS) last announced its earnings results on Thursday, May 7th. The software maker reported $2.72 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 the consensus estimate of $863.32 million. HubSpot had a return on equity of 3.64% and a net margin of 1.47%.The business’s quarterly revenue was up 23.4% compared to the same quarter last year. During the same period in the previous year, the business earned $1.84 EPS. HubSpot has set its Q2 2026 guidance at 3.000-3.020 EPS and its FY 2026 guidance at 13.040-13.120 EPS. On average, equities analysts expect that HubSpot will post 3.66 EPS for the current year.

Insiders Place Their Bets

In other news, insider Erika Ashley Fisher sold 915 shares of the firm’s 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 completion of the sale, the insider owned 16,270 shares of the company’s stock, valued at $3,850,458.20. This trade represents a 5.32% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. 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 company’s stock in a transaction dated 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 transaction, the director owned 370,558 shares in the company, valued at $97,364,114.50. This represents a 2.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 25,968 shares of company stock valued at $6,453,082 in the last three months. 4.00% of the stock is owned by insiders.

HubSpot News Summary

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q1 beat and upgraded guidance — HubSpot reported $2.72 EPS (vs. $2.47 est.) and $881M revenue (+23% y/y) and issued stronger Q2 and FY?2026 guidance, supporting the company’s growth narrative. BusinessWire: HubSpot Reports Strong Q1 2026 Results
• Positive Sentiment: Some sell?side bulls remain — several firms kept outperform/overweight ratings and still assign material upside even after trimming targets (e.g., Morgan Stanley, Wells Fargo). This leaves potential recovery catalysts if execution steadies. Analyst notes summary
• Neutral Sentiment: AI agents are central to the strategy — coverage highlights the long?term bull case that Breeze/agentic CRM features could expand wallet share, but timing and monetization remain debated. Yahoo: Breeze AI Agents Driving HubSpot’s Bull Thesis
• Neutral Sentiment: Analyst/value comparisons — some outlets compared HubSpot to peers (e.g., OneSpan) and discussed valuation vs. risk, offering mixed views for investors weighing entry points. Zacks: OSPN vs. HUBS
• Negative Sentiment: Analysts and investor caution hit the stock — BofA warned the pivot to an AI agent?focused sales strategy could create near?term execution risk; coverage noted weaker?than?expected near?term guidance implications, prompting downgrades and headline selling. Benzinga: HubSpot Crashes To 52?Week Low
• Negative Sentiment: Multiple price?target cuts and a Citi downgrade to neutral increased selling pressure — several firms trimmed targets (BMO, Mizuho, Piper, Morgan Stanley lowered targets; BofA kept an underperform view at a reduced target), amplifying the rout. TickerReport: Analyst target changes
• Negative Sentiment: Insider sell noted — a disclosed insider sale (~$216K) adds a small additional headwind amid the selloff. AmericanBankingNews: Insider Sells

Institutional Investors Weigh In On HubSpot

A number of institutional investors and hedge funds have recently bought and sold shares of HUBS. Turning Point Benefit Group Inc. bought a new position in shares of HubSpot during the 3rd quarter worth approximately $25,000. Rakuten Securities Inc. increased its position in shares of HubSpot by 783.3% during the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock valued at $30,000 after acquiring an additional 47 shares during the last quarter. Osterweis Capital Management Inc. purchased a new stake in shares of HubSpot during the second quarter valued at approximately $34,000. Hollencrest Capital Management bought a new stake in HubSpot during the fourth quarter worth $40,000. Finally, Sfam LLC bought a new stake in HubSpot during the fourth quarter worth $56,000. 90.39% of the stock is owned by hedge funds and other institutional investors.

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.