HubSpot (NYSE:HUBS) Announces Earnings Results

HubSpot (NYSE:HUBS) posted its quarterly earnings results on Wednesday. The software maker reported $3.09 earnings per share for the quarter, topping the consensus estimate of $2.99 by $0.10, FiscalAI reports. The firm had revenue of $846.75 million for the quarter, compared to analyst estimates of $830.65 million. HubSpot had a positive return on equity of 1.21% and a negative net margin of 0.12%.The business’s quarterly revenue was up 20.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.32 EPS.

Here are the key takeaways from HubSpot’s conference call:

• Strong financial and customer results: Q4 and full‑year 2025 revenue grew 18.2% YoY in constant currency, operating margins expanded (22.6% Q4, 18.6% FY), and HubSpot added 9,800 net new customers in Q4 to exceed 288,000 total customers.
• Capital return and cash strength: Board authorized a up to $1.0 billion share repurchase program; HubSpot ended FY2025 with $1.8 billion in cash/marketable securities and strong free cash flow generation, with ~ $740M FCF expected for 2026.
• AI adoption creating new monetization levers: Agent products showed early traction (Customer Agent ~8k activations, Prospecting Agent ~10k, Data Agent ~2.5k), usage‑based credits are scaling (Customer Agent ≈60% of credits) and Core‑seat adoption is rising—positioning credits and Core seats as durable expansion drivers.
• Cautious 2026 guidance and modest headwinds: FY2026 revenue guidance of $3.69–3.70B implies ~16% constant‑currency growth (below the company’s 20% target), includes a ~40 bps Clearbit revenue headwind, and NRR is guided to rise only 1–2 points.

HubSpot Stock Performance

NYSE:HUBS traded down $23.12 during mid-day trading on Wednesday, reaching $208.84. 3,974,163 shares of the company’s stock were exchanged, compared to its average volume of 1,601,963. HubSpot has a one year low of $207.20 and a one year high of $881.13. The business’s fifty day simple moving average is $343.50 and its two-hundred day simple moving average is $415.97. The firm has a market capitalization of $10.94 billion, a PE ratio of -2,610.44, a price-to-earnings-growth ratio of 5.49 and a beta of 1.44.

Insider Buying and Selling

In other HubSpot news, insider Erika Ashley Fisher sold 841 shares of HubSpot stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $238.01, for a total value of $200,166.41. Following the completion of the transaction, the insider directly 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 legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Brian Halligan sold 8,500 shares of the company’s stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $303.38, for a total value of $2,578,730.00. Following the sale, the director owned 487,344 shares of the company’s stock, valued at approximately $147,850,422.72. The trade was a 1.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 26,930 shares of company stock worth $9,175,604. Company insiders own 4.00% of the company’s stock.

Institutional Investors Weigh In On HubSpot

Several institutional investors and hedge funds have recently bought and sold shares of the company. AQR Capital Management LLC increased its holdings in HubSpot by 89.2% in the 3rd quarter. AQR Capital Management LLC now owns 546,436 shares of the software maker’s stock valued at $255,623,000 after buying an additional 257,577 shares during the period. Amundi increased its stake in HubSpot by 57.6% in the third quarter. Amundi now owns 452,252 shares of the software maker’s stock valued at $209,660,000 after acquiring an additional 165,315 shares during the last quarter. Man Group plc raised its position in HubSpot by 65.6% during the third quarter. Man Group plc now owns 412,633 shares of the software maker’s stock valued at $193,030,000 after purchasing an additional 163,478 shares in the last quarter. RDST Capital LLC bought a new stake in HubSpot during the third quarter worth $56,840,000. Finally, Alliancebernstein L.P. boosted its holdings in shares of HubSpot by 35.0% in the 2nd quarter. Alliancebernstein L.P. now owns 376,076 shares of the software maker’s stock valued at $209,335,000 after purchasing an additional 97,469 shares in the last quarter. Institutional investors own 90.39% of the company’s stock.

Analyst Upgrades and Downgrades

HUBS has been the subject of a number of analyst reports. Evercore set a $500.00 price objective on shares of HubSpot in a research report on Thursday, November 6th. Weiss Ratings restated a “sell (e+)” rating on shares of HubSpot in a research note on Friday, January 9th. Citigroup reduced their target price on HubSpot from $660.00 to $600.00 and set a “buy” rating for the company in a research note on Wednesday, February 4th. Barclays dropped their price target on HubSpot from $575.00 to $525.00 and set an “overweight” rating on the stock in a research note on Monday, January 12th. Finally, KeyCorp reduced their price objective on shares of HubSpot from $775.00 to $650.00 and set an “overweight” rating for the company in a research report on Thursday, November 6th. 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 assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $572.87.

Trending Headlines about HubSpot

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Reported Q4 beats — HubSpot posted EPS of $3.09 vs. a $2.99 consensus and revenue of $846.7M (subscription revenue +21% YoY), showing continued top-line growth. This is the main fundamental driver supporting the stock. HubSpot Reports Strong Q4 and Full Year 2025 Results
• Positive Sentiment: Analysts and strategists view recent software-sector weakness as a buying opportunity for quality names like HubSpot, which may attract value-seeking investors if sentiment stabilizes. AI disruption fears create buying chance in US software stocks, strategists say
• Positive Sentiment: Media and retail commentary is highlighting HubSpot’s steep share-price decline from last year as a potential value entry, which can spur retail interest. Is HubSpot (HUBS) Now Attractive After A 71% One Year Share Price Fall?
• Neutral Sentiment: HubSpot marketing data (e.g., Super Bowl attention analysis) reinforces product relevance for customers but is unlikely to move the stock near term. It’s not worth doing marketing campaigns against Super Bowl competition…
• Negative Sentiment: Shares fell in extended trading and intraday as the broader software pullback and investor risk-off outweighed the beat — indicating sentiment and macro/sector forces are weighing on the stock. HubSpot Stock Takes The Software Slide After Q4 Earnings
• Negative Sentiment: Ongoing AI disruption worries and sector rotation have pressured software multiples broadly; HubSpot’s technicals (50‑day and 200‑day moving averages well above current price) and proximity to its 52‑week low add downside risk until sentiment improves. Software Stocks Look Primed for a Short Squeeze

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.