HubSpot (NYSE:HUBS) Releases Q3 2026 Earnings Guidance

HubSpot (NYSE:HUBS) updated its third quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 3.250-3.270 for the period, compared to the consensus EPS estimate of 2.990. The company issued revenue guidance of $924.0 million-$925.0 million, compared to the consensus revenue estimate of $941.2 million. HubSpot also updated its FY 2026 guidance to 13.230-13.310 EPS.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the stock. Weiss Ratings reissued a “sell (d)” rating on shares of HubSpot in a research report on Wednesday, June 24th. Morgan Stanley reduced their target price on shares of HubSpot from $405.00 to $350.00 and set an “overweight” rating for the company in a report on Friday, May 8th. Citigroup reiterated a “neutral” rating on shares of HubSpot in a research note on Friday, July 24th. Cantor Fitzgerald cut shares of HubSpot from an “overweight” rating to a “neutral” rating and lowered their price target for the company from $325.00 to $200.00 in a report on Friday, May 8th. Finally, Stifel Nicolaus set a $275.00 price objective on shares of HubSpot in a research report on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, HubSpot presently has an average rating of “Moderate Buy” and a consensus target price of $307.86.

HubSpot Trading Up 0.9%

Shares of NYSE:HUBS traded up $2.25 on Wednesday, reaching $251.14. 3,926,024 shares of the company’s stock were exchanged, compared to its average volume of 1,777,103. HubSpot has a twelve month low of $169.63 and a twelve month high of $525.51. The company has a fifty day moving average of $205.86 and a 200-day moving average of $230.83. The company has a market capitalization of $12.86 billion, a price-to-earnings ratio of 131.49, a PEG ratio of 2.62 and a beta of 1.19.

HubSpot (NYSE:HUBS) last released its quarterly earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share for the quarter, beating analysts’ consensus estimates of $3.02 by $0.24. The company had revenue of $911.74 million during the quarter, compared to the consensus estimate of $898.31 million. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. 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 research analysts forecast that HubSpot will post 4.39 EPS for the current fiscal year.

Insider Buying and Selling

In related news, CEO Yamini Rangan bought 2,750 shares of HubSpot stock in a transaction dated Tuesday, May 12th. The shares were bought at an average cost of $189.84 per share, with a total value of $522,060.00. Following the acquisition, the chief executive officer owned 102,982 shares in the company, valued at $19,550,102.88. This trade represents a 2.74% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, Director Brian Halligan sold 8,500 shares of the firm’s stock in a transaction on Tuesday, July 21st. The stock was sold at an average price of $221.09, for a total value of $1,879,265.00. Following the completion of the transaction, the director owned 85,000 shares in the company, valued at $18,792,650. The trade was a 9.09% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders bought 14,063 shares of company stock valued at $2,585,781 and sold 25,500 shares valued at $5,316,835. Corporate insiders own 3.70% of the company’s stock.

Hedge Funds Weigh In On HubSpot

Hedge funds have recently bought and sold shares of the company. Turning Point Benefit Group Inc. acquired a new position in shares of HubSpot in the 3rd quarter valued at approximately $25,000. Rakuten Securities Inc. boosted its position in shares of HubSpot by 783.3% during the 2nd quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock worth $30,000 after acquiring an additional 47 shares in the last quarter. Osterweis Capital Management Inc. acquired a new stake in shares of HubSpot during the 2nd quarter worth approximately $34,000. Hollencrest Capital Management bought a new position in HubSpot in the fourth quarter valued at approximately $40,000. Finally, Sfam LLC bought a new position in HubSpot in the fourth quarter valued at approximately $56,000. 90.39% of the stock is owned by 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.