HubSpot (NYSE:HUBS) Issues FY 2026 Earnings Guidance

HubSpot (NYSE:HUBS) updated its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 13.230-13.310 for the period, compared to the consensus earnings per share estimate of 11.370. 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 Q3 2026 guidance to 3.250-3.270 EPS.

Analyst Ratings Changes

HUBS has been the subject of a number of research reports. Weiss Ratings reiterated a “sell (d)” rating on shares of HubSpot in a report on Wednesday, June 24th. Oppenheimer cut shares of HubSpot from an “outperform” rating to a “market perform” rating in a report on Thursday. Morgan Stanley set a $287.00 target price on shares of HubSpot in a research report on Thursday. Bank of America reiterated an “underperform” rating and issued a $200.00 price target on shares of HubSpot in a research note on Thursday. Finally, BNP Paribas Exane cut shares of HubSpot from an “outperform” rating to a “neutral” rating and set a $210.00 price target for the company. in a research report on Monday, May 11th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, fifteen have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, HubSpot presently has an average rating of “Hold” and an average target price of $269.13.

HubSpot Price Performance

HUBS stock traded up $7.53 on Friday, reaching $209.96. 2,839,466 shares of the company traded hands, compared to its average volume of 1,830,670. The firm has a fifty day simple moving average of $206.96 and a 200-day simple moving average of $229.50. The company has a market cap of $10.75 billion, a P/E ratio of 74.19, a price-to-earnings-growth ratio of 2.73 and a beta of 1.19. HubSpot has a one year low of $169.63 and a one year high of $525.51.

HubSpot (NYSE:HUBS) last released its earnings results on Wednesday, August 5th. The software maker reported $3.26 EPS for the quarter, topping the consensus estimate of $3.02 by $0.24. HubSpot had a return on equity of 8.32% and a net margin of 4.26%.The business had revenue of $911.74 million for the quarter, compared to the consensus estimate of $898.31 million. During the same period in the previous year, the company posted $2.19 earnings per share. The company’s revenue for the quarter was up 19.8% compared to the same quarter last year. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. On average, sell-side analysts forecast that HubSpot will post 4.39 EPS for the current year.

Insider Buying and Selling

In other news, CEO Yamini Rangan purchased 2,750 shares of the company’s stock in a transaction that occurred on Tuesday, May 12th. The shares were bought at an average price of $189.84 per share, for a total transaction of $522,060.00. Following the purchase, the chief executive officer directly owned 102,982 shares in the company, valued at approximately $19,550,102.88. This trade represents a 2.74% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Lorrie M. Norrington acquired 1,313 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The shares were purchased at an average cost of $190.42 per share, for a total transaction of $250,021.46. Following the completion of the transaction, the director directly owned 2,838 shares in the company, valued at $540,411.96. The trade was a 86.10% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders have purchased 14,063 shares of company stock worth $2,585,781 and have sold 26,202 shares worth $5,481,959. 3.70% of the stock is currently owned by company insiders.

HubSpot News Summary

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot delivered a second-quarter earnings and revenue beat. Adjusted EPS was $3.26 versus the $3.02 consensus, while revenue rose approximately 20% year over year to $911.7 million, supported by subscription growth, customer additions and demand for AI-powered CRM products. HubSpot Reports Q2 2026 Results
• Positive Sentiment: Management’s third-quarter and full-year adjusted EPS outlook exceeded analyst expectations, and HubSpot outlined potential 2% to 3% non-GAAP operating-margin expansion in 2027. KeyCorp and BTIG maintained constructive ratings despite lowering their price targets.
• Neutral Sentiment: HubSpot is broadening AI product trials and lowering entry prices to accelerate adoption. The initiatives could improve long-term growth, but management said customers are taking longer to make purchasing decisions and are scrutinizing software budgets more closely. HUBS Q2 Earnings Call Highlights
• Neutral Sentiment: Jerry Dischler joined HubSpot’s board, adding experience in artificial intelligence and digital advertising. Separately, insider Erika Ashley Fisher sold 702 shares for approximately $165,000, a relatively small reduction that leaves her with 14,581 shares.
• Negative Sentiment: Third-quarter revenue guidance of $924 million to $925 million was below the $941.2 million consensus estimate. Analysts interpreted the outlook as evidence that growth is slowing, with AI-related investment, execution challenges and longer sales cycles weighing on near-term performance. HubSpot Guidance Report
• Negative Sentiment: Several analysts reduced targets or ratings after the earnings report. Stifel downgraded HUBS to “hold” and cut its target to $200, while TD Cowen lowered its target to $220 and also rated the shares “hold.” A law firm’s investigation into possible securities-law violations adds further headline risk, though it does not establish wrongdoing. HubSpot Investigation Announcement

Hedge Funds Weigh In On HubSpot

A number of hedge funds have recently added to or reduced their stakes in the company. Turning Point Benefit Group Inc. bought a new stake in shares of HubSpot in the 3rd quarter worth $25,000. Rakuten Securities Inc. lifted its holdings 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 purchasing an additional 47 shares in the last quarter. Osterweis Capital Management Inc. purchased a new stake in shares of HubSpot during the second quarter valued at $34,000. Hollencrest Capital Management purchased a new stake in shares of HubSpot during the fourth quarter valued at $40,000. Finally, Sfam LLC bought a new stake in HubSpot in the 4th quarter worth about $56,000. 90.39% of the stock is currently 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.