HubSpot (NYSE:HUBS) Releases FY 2026 Earnings Guidance

HubSpot (NYSE:HUBS) updated its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 13.590-13.610 for the period, compared to the consensus EPS estimate of 11.840. The company issued revenue guidance of $3.7 billion, compared to the consensus revenue estimate of $3.7 billion. HubSpot also updated its Q4 2026 guidance to 3.850-3.870 EPS.

HubSpot Stock Up 6.3%

NYSE HUBS opened at $215.72 on Friday. The business has a fifty day moving average of $228.14 and a 200-day moving average of $227.63. HubSpot has a fifty-two week low of $169.63 and a fifty-two week high of $406.94. The stock has a market cap of $10.54 billion, a price-to-earnings ratio of 51.49, a price-to-earnings-growth ratio of 1.93 and a beta of 1.14.

HubSpot (NYSE:HUBS) last posted its quarterly earnings data on Wednesday, November 4th. The software maker reported $3.81 earnings per share for the quarter, beating analysts’ consensus estimates of $3.27 by $0.54. The business had revenue of $947.57 million during the quarter, compared to analyst estimates of $925.50 million. HubSpot had a net margin of 5.95% and a return on equity of 12.18%. The company’s revenue was up 17.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.66 earnings per share. As a group, analysts anticipate that HubSpot will post 5.14 EPS for the current year.

Analysts Set New Price Targets

Several research firms recently commented on HUBS. FBN Securities began coverage on HubSpot in a research note on Wednesday, September 23rd. They issued a “sector perform” rating and a $230.00 target price for the company. Citigroup decreased their price target on HubSpot from $287.00 to $230.00 and set a “neutral” rating on the stock in a research note on Friday, November 6th. Cantor Fitzgerald cut HubSpot from a “neutral” rating to an “underweight” rating and lowered their price target for the company from $265.00 to $170.00 in a report on Thursday, November 5th. Needham & Company LLC reaffirmed a “buy” rating and set a $300.00 price objective on shares of HubSpot in a research note on Tuesday, October 6th. Finally, Stifel Nicolaus boosted their target price on shares of HubSpot from $200.00 to $225.00 and gave the company a “hold” rating in a report on Friday, September 11th. Eight research analysts have rated the stock with a Buy rating, twenty-two have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $251.23.

Insiders Place Their Bets

In related news, insider Erika Fisher sold 702 shares of the stock in a transaction on Tuesday, November 3rd. The stock was sold at an average price of $227.72, for a total value of $159,859.44. Following the completion of the sale, the insider directly owned 12,829 shares in the company, valued at approximately $2,921,419.88. This represents a 5.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Brian Halligan sold 8,500 shares of the firm’s stock in a transaction dated Tuesday, October 20th. The shares were sold at an average price of $239.57, for a total value of $2,036,345.00. Following the completion of the transaction, the director directly owned 59,500 shares in the company, valued at $14,254,415. This trade represents a 12.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 26,202 shares of company stock worth $6,149,894. Insiders own 3.70% of the company’s stock.

Trending Headlines about HubSpot

Investors following HUBS have been watching these headlines:

• Positive Sentiment: HubSpot raised its FY2026 EPS outlook to $13.59–$13.61, above the $11.84 consensus estimate. Its fourth-quarter EPS guidance of $3.85–$3.87 also topped the $3.44 consensus; revenue guidance was broadly in line with estimates. HubSpot leadership and company announcement
• Positive Sentiment: Co-founder Brian Halligan is returning as CEO, replacing Yamini Rangan. Investors appear to view his return and the broader leadership overhaul as a potential reset for the company. Reuters article on Halligan’s return
• Positive Sentiment: KeyCorp maintained a bullish outlook for HubSpot’s FY2026 earnings, adding support to the positive earnings narrative. KeyCorp’s HubSpot outlook

HubSpot Company Profile

HubSpot, Inc. develops cloud-based customer relationship management software designed to help businesses attract and engage customers, manage sales, and provide customer support. Founded in 2006 by Brian Halligan and Dharmesh Shah, the company helped popularize inbound marketing, an approach focused on drawing customers in with useful content and experiences. Its platform combines a central CRM with products for marketing, sales, customer service, content management, operations, and commerce. HubSpot also offers automation, analytics, and artificial intelligence features to help organizations manage customer interactions and coordinate business processes.