HubSpot (NYSE:HUBS) Issues Q3 2026 Earnings Guidance

HubSpot (NYSE:HUBS) issued an update on its third quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 3.250-3.270 for the period, compared to the consensus EPS estimate of 2.800. The company issued revenue guidance of $924.0 million-$925.0 million, compared to the consensus revenue estimate of $925.2 million.

Analysts Set New Price Targets

Several research firms have recently weighed in on HUBS. Piper Sandler lowered HubSpot from an “overweight” rating to a “neutral” rating and reduced their price objective for the company from $250.00 to $220.00 in a research note on Thursday, August 6th. Citigroup lowered their target price on HubSpot from $217.00 to $210.00 and set a “buy” rating for the company in a research note on Friday, August 7th. William Blair reissued a “market perform” rating on shares of HubSpot in a research report on Tuesday. Wall Street Zen downgraded shares of HubSpot from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 4th. Finally, Capital One Financial set a $206.00 target price on shares of HubSpot and gave the stock an “equal weight” rating in a research report on Thursday, August 6th. Fourteen equities research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $270.61.

HubSpot Trading Up 1.6%

HubSpot stock opened at $220.46 on Thursday. HubSpot has a 52 week low of $169.63 and a 52 week high of $497.96. The stock has a market cap of $10.99 billion, a P/E ratio of 77.90, a price-to-earnings-growth ratio of 2.26 and a beta of 1.24. The stock has a 50 day moving average of $230.54 and a 200-day moving average of $218.43.

HubSpot (NYSE:HUBS) last posted its quarterly earnings data on Wednesday, August 5th. The software maker reported $3.26 EPS for the quarter, beating analysts’ consensus estimates of $3.02 by $0.24. HubSpot had a net margin of 4.26% and a return on equity of 8.66%. The firm had revenue of $911.74 million for the quarter, compared to the consensus estimate of $898.31 million. During the same period in the prior year, the firm posted $2.19 EPS. The firm’s revenue 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. As a group, equities analysts predict that HubSpot will post 4.59 earnings per share for the current fiscal year.

Insider Buying and Selling at HubSpot

In other HubSpot news, insider Erika Fisher sold 702 shares of the firm’s stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $235.22, for a total value of $165,124.44. Following the sale, the insider directly owned 14,581 shares in the company, valued at approximately $3,429,742.82. This trade represents a 4.59% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Gerald Dischler acquired 925 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The stock was purchased at an average price of $215.93 per share, for a total transaction of $199,735.25. Following the completion of the transaction, the director owned 1,940 shares in the company, valued at $418,904.20. The trade was a 91.13% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold a total of 26,202 shares of company stock worth $5,998,079 over the last ninety days. Company insiders own 3.70% of the company’s stock.

Key Stories Impacting HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: HubSpot projected third-quarter 2026 adjusted EPS of $3.25–$3.27, well above the analyst consensus of $2.80. The company also reaffirmed its full-year 2026 outlook, supporting confidence in near-term profitability. Revenue guidance of $924 million–$925 million was broadly in line with expectations. HubSpot Announces Q3 2026 Earnings Guidance
• Positive Sentiment: Needham reaffirmed its “buy” rating and assigned a $300 price target, implying substantial upside from recent trading levels. Separately, Zacks highlighted HubSpot as a strong growth stock, which may attract growth-oriented investors. Why HubSpot Is a Strong Growth Stock
• Neutral Sentiment: HubSpot plans to eliminate approximately 660 positions, or 7% of its workforce, as it reorganizes around AI-driven customer outcomes. Management said the cuts are not primarily due to AI replacing employees, but the restructuring could improve efficiency and focus over time. HubSpot Layoffs and AI Restructuring
• Negative Sentiment: The workforce reduction is expected to generate $65 million–$75 million in restructuring charges, mostly during the fourth quarter of 2026. The layoffs also raise questions about demand trends, execution risk, and the cost of HubSpot’s AI transition.
• Negative Sentiment: Cantor Fitzgerald reaffirmed its “neutral” rating and set a $200 price target, below the recent share price. The cautious stance may limit enthusiasm despite the more bullish view from Needham.

HubSpot Company Profile

HubSpot, Inc develops customer relationship management (CRM) software and related tools designed to help businesses attract, engage and retain customers. Its cloud-based platform brings together marketing, sales, customer service, content management, operations and commerce capabilities, allowing organizations to manage customer interactions across the business.

The company’s products include tools for marketing automation, email marketing, lead generation, sales pipeline management, customer support, website and content management, analytics, payments and business operations.