HubSpot (NYSE:HUBS) Releases 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 12.380-12.460 for the period, compared to the consensus earnings per share 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.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on HUBS shares. Wall Street Zen raised shares of HubSpot from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. Wells Fargo & Company decreased their price target on shares of HubSpot from $600.00 to $350.00 and set an “overweight” rating on the stock in a report on Thursday. Argus lowered their price objective on shares of HubSpot from $650.00 to $525.00 and set a “buy” rating for the company in a research note on Thursday, November 20th. Mizuho dropped their price objective on HubSpot from $550.00 to $300.00 and set an “outperform” rating for the company in a report on Thursday. Finally, Truist Financial reduced their target price on HubSpot from $650.00 to $300.00 and set a “buy” rating on the stock in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, one has given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $483.70.

HubSpot Trading Up 5.5%

NYSE HUBS traded up $11.52 during mid-day trading on Thursday, reaching $220.85. 2,160,479 shares of the company’s stock traded hands, compared to its average volume of 1,606,844. The company has a fifty day simple moving average of $343.50 and a 200-day simple moving average of $415.97. The company has a market cap of $11.57 billion, a price-to-earnings ratio of -2,752.43, a P/E/G ratio of 5.51 and a beta of 1.44. HubSpot has a 1-year low of $207.20 and a 1-year high of $881.13.

HubSpot (NYSE:HUBS) last announced its quarterly earnings data on Wednesday, February 11th. The software maker reported $3.09 earnings per share for the quarter, beating the consensus estimate of $2.99 by $0.10. HubSpot had a positive return on equity of 1.21% and a negative net margin of 0.12%.The firm had revenue of $846.75 million during the quarter, compared to analyst estimates of $830.65 million. During the same period in the previous year, the company earned $2.32 earnings per share. HubSpot’s quarterly revenue was up 20.4% on a year-over-year basis. Equities research analysts forecast that HubSpot will post 1.01 earnings per share for the current fiscal year.

Insider Buying and Selling

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

HubSpot News Summary

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q1 and FY‑2026 guidance well above Street forecasts: HubSpot raised Q1 EPS guidance to $2.46–$2.48 (consensus ~ $1.45) and FY EPS to $12.38–$12.46 (consensus ~ $7.79); revenue guides also topped estimates — a clear fundamental beat and strong outlook. Business Wire: HubSpot Reports Strong Q4
• Positive Sentiment: Q4 results exceeded estimates: EPS $3.09 vs. $2.99 expected; revenue $846.7M vs. ~$830.7M expected and revenue +20% y/y — supports the upbeat guidance. Business Wire: Q4 Results
• Neutral Sentiment: Analysts kept constructive ratings even after cuts: Needham and BTIG remain buyers and Piper Sandler keeps an overweight stance — suggests firms expect fundamentals to hold despite lower target prices. The Fly: Needham note
• Neutral Sentiment: Broader sector pressure and AI disruption concerns are weighing on software names, which can amplify share moves even after positive company news. Reuters: AI fears in software
• Negative Sentiment: Multiple large price‑target reductions: Piper Sandler cut its target to $280 (from $400), Needham cut to $300 (from $700) and BTIG cut to $300 (from $500) — sizable reductions that pressure sentiment and set lower valuation anchors. Benzinga: PT cuts TickerReport: BTIG note
• Negative Sentiment: Shares slid in extended trading and headlines highlighted the post‑earnings drop despite the beat — short‑term sentiment and positioning (including short interest in software names) likely amplified the move. Yahoo Finance: Shares tumble

Institutional Investors Weigh In On HubSpot

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Turning Point Benefit Group Inc. bought a new position in HubSpot during the third quarter valued at about $25,000. Rakuten Securities Inc. raised 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 acquiring an additional 47 shares in the last quarter. Osterweis Capital Management Inc. acquired a new stake in HubSpot in the 2nd quarter worth approximately $34,000. State of Wyoming boosted its position in HubSpot by 1,600.0% during the second 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. Finally, Tower Research Capital LLC TRC boosted its position in HubSpot by 226.5% during the second quarter. Tower Research Capital LLC TRC now owns 111 shares of the software maker’s stock worth $62,000 after purchasing an additional 77 shares during the period. Hedge funds and other institutional investors 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.