HubSpot (NYSE:HUBS) Updates Q1 2026 Earnings Guidance

HubSpot (NYSE:HUBS) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 2.460-2.480 for the period, compared to the consensus earnings per share 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.

Analysts Set New Price Targets

HUBS has been the topic of a number of recent research reports. Wells Fargo & Company decreased their price objective on HubSpot from $600.00 to $350.00 and set an “overweight” rating on the stock in a report on Thursday. Barclays restated an “overweight” rating and set a $300.00 target price on shares of HubSpot in a research report on Thursday. Cantor Fitzgerald dropped their price objective on HubSpot from $500.00 to $280.00 and set an “overweight” rating for the company in a research note on Thursday. Zacks Research cut HubSpot from a “hold” rating to a “strong sell” rating in a report on Monday, January 19th. Finally, Royal Bank Of Canada reduced their target price on shares of HubSpot from $800.00 to $400.00 and set an “outperform” rating on the stock in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, one has given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, HubSpot has a consensus rating of “Moderate Buy” and a consensus target price of $451.37.

HubSpot Stock Up 9.5%

HUBS traded up $19.93 during trading on Thursday, hitting $229.26. The company’s stock had a trading volume of 7,123,219 shares, compared to its average volume of 1,792,934. The stock has a market capitalization of $12.01 billion, a price-to-earnings ratio of -2,865.70, a price-to-earnings-growth ratio of 5.51 and a beta of 1.44. The firm’s 50 day moving average price is $343.50 and its two-hundred day moving average price is $415.97. HubSpot has a 12 month low of $207.20 and a 12 month high of $881.13.

HubSpot (NYSE:HUBS) last announced its earnings results on Wednesday, February 11th. The software maker reported $3.09 earnings per share for the quarter, beating analysts’ consensus estimates 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 company had revenue of $846.75 million during the quarter, compared to analyst estimates of $830.65 million. During the same period last year, the company posted $2.32 earnings per share. The firm’s quarterly revenue was up 20.4% compared to the same quarter last year. On average, sell-side analysts forecast that HubSpot will post 1.01 earnings per share for the current year.

Insider Transactions at HubSpot

In other news, Director Brian Halligan sold 8,500 shares of the company’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 transaction, the director directly owned 487,344 shares in the company, valued at approximately $147,850,422.72. This represents a 1.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Erika Ashley Fisher sold 841 shares of the 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 in the company, valued at $2,408,423.19. This trade represents a 7.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 26,930 shares of company stock valued at $9,175,604. Insiders own 4.00% of the company’s stock.

Key HubSpot News

Here are the key news stories impacting HubSpot this week:

• Positive Sentiment: Q4 results topped estimates — EPS $3.09 vs. $2.99 consensus and revenue $846.7M (+20% y/y). Management highlighted 105% net revenue retention and AI-enabled product traction, supporting the core subscription growth narrative. HubSpot Reports Strong Q4 and Full Year 2025 Results
• Positive Sentiment: Management set FY26 revenue guidance ~ $3.69–$3.70B (≈ +18% y/y) with materially higher EPS guidance and margin/FY free-cash-flow targets — a growth + profitability roadmap that supports re-rating if execution continues. HubSpot targets $3.7B revenue in 2026 as AI adoption accelerates
• Positive Sentiment: Board approved a $1B share repurchase program — a clear signal of confidence that can mechanically support the stock and offset dilution; buyback size and execution speed will be key. Hubspot stock has imploded: can the $1 billion buyback reverse the trend?
• Neutral Sentiment: Positive product/market signals — multi-hub adoption and AI-powered tools — support longer-term revenue durability, but investors will watch cadence of AI monetization and upsell conversion. HubSpot customer growth soars as multi-hub adoption becomes the norm
• Negative Sentiment: Multiple sell-side firms sharply cut price targets this morning (UBS, Goldman, Truist, Wells Fargo, Mizuho, Piper, Needham, BTIG), citing lower valuation anchors and sector risk — cuts weigh on sentiment despite maintained buy/overweight ratings. Benzinga coverage of analyst price-target changes
• Negative Sentiment: Sector-wide “SaaSpocalypse” fears and software de-rating triggered intraday weakness after hours even though HubSpot beat — momentum and hedge/short activity could amplify volatility near-term. HubSpot shares tumble despite earnings beat and strong guidance

Hedge Funds Weigh In On HubSpot

Several large investors have recently made changes to their positions in HUBS. Turning Point Benefit Group Inc. bought a new position in HubSpot in the third quarter valued at about $25,000. Rakuten Securities Inc. raised its holdings in 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 purchasing an additional 47 shares during the last quarter. Osterweis Capital Management Inc. acquired a new position in HubSpot during the 2nd quarter valued at about $34,000. Sfam LLC acquired a new position in HubSpot during the 4th quarter valued at about $56,000. Finally, State of Wyoming boosted its stake in shares of HubSpot by 1,600.0% in the 2nd quarter. State of Wyoming now owns 102 shares of the software maker’s stock valued at $57,000 after purchasing an additional 96 shares during the last quarter. Institutional investors and hedge funds 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.