HubSpot (NYSE:HUBS) Updates Q1 2026 Earnings Guidance

HubSpot (NYSE:HUBS) updated its first quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 2.460-2.480 for the period, compared to the consensus estimate of 1.450. The company issued revenue guidance of $862.0 million-$863.0 million, compared to the consensus revenue estimate of $836.4 million. HubSpot also updated its FY 2026 guidance to 12.380-12.460 EPS.

HubSpot Stock Performance

Shares of HubSpot stock traded up $11.52 during midday trading on Thursday, hitting $220.85. The company had a trading volume of 2,160,479 shares, compared to its average volume of 1,606,844. HubSpot has a 52-week low of $207.20 and a 52-week high of $881.13. The stock has a market capitalization of $11.57 billion, a P/E ratio of -2,752.43, a P/E/G ratio of 5.51 and a beta of 1.44. The company has a 50 day moving average of $343.50 and a 200 day moving average of $415.97.

HubSpot (NYSE:HUBS) last released its earnings results on Wednesday, February 11th. The software maker reported $3.09 EPS for the quarter, topping 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 business had revenue of $846.75 million for the quarter, compared to the consensus estimate of $830.65 million. During the same period in the previous year, the company posted $2.32 earnings per share. The company’s revenue for the quarter was up 20.4% compared to the same quarter last year. Equities research analysts forecast that HubSpot will post 1.01 EPS for the current year.

Wall Street Analysts Forecast Growth

Several analysts recently commented on HUBS shares. Sanford C. Bernstein reissued an “outperform” rating on shares of HubSpot in a research report on Thursday. Needham & Company LLC cut their price target on shares of HubSpot from $700.00 to $300.00 and set a “buy” rating on the stock in a report on Thursday. Piper Sandler decreased their price objective on shares of HubSpot from $400.00 to $280.00 and set an “overweight” rating for the company in a report on Thursday. Argus lowered their price objective on HubSpot from $650.00 to $525.00 and set a “buy” rating on the stock in a research report on Thursday, November 20th. Finally, Canaccord Genuity Group set a $485.00 target price on HubSpot in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, one has given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $483.70.

Insider Activity at HubSpot

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

More HubSpot News

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

Institutional investors have recently bought and sold shares of the business. Turning Point Benefit Group Inc. bought a new position in HubSpot during the third quarter valued at approximately $25,000. Rakuten Securities Inc. increased its position in HubSpot by 783.3% in the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock worth $30,000 after purchasing an additional 47 shares during the last quarter. Osterweis Capital Management Inc. purchased a new stake in HubSpot during the second quarter valued at $34,000. State of Wyoming raised its position 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 valued at $57,000 after buying an additional 96 shares in the last quarter. Finally, Tower Research Capital LLC TRC raised its position in shares of HubSpot by 226.5% during the 2nd quarter. Tower Research Capital LLC TRC now owns 111 shares of the software maker’s stock valued at $62,000 after buying an additional 77 shares in the last quarter. Hedge funds and other institutional investors 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.