HubSpot (NYSE:HUBS) Releases Q4 2026 Earnings Guidance

HubSpot (NYSE:HUBS) updated its fourth quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 3.850-3.870 for the period, compared to the consensus earnings per share estimate of 3.440. The company issued revenue guidance of $945.0 million-$947.0 million, compared to the consensus revenue estimate of $946.8 million. HubSpot also updated its FY 2026 guidance to 13.590-13.610 EPS.

HubSpot Trading Up 2.8%

NYSE HUBS opened at $202.60 on Thursday. The stock has a market capitalization of $9.89 billion, a price-to-earnings ratio of 48.35, a PEG ratio of 1.88 and a beta of 1.14. The business’s 50 day moving average is $228.74 and its two-hundred day moving average is $228.20. HubSpot has a 12-month low of $169.63 and a 12-month high of $406.94.

HubSpot (NYSE:HUBS) last posted its quarterly earnings results on Wednesday, November 4th. The software maker reported $3.81 EPS for the quarter, beating the consensus estimate of $3.27 by $0.54. The business had revenue of $947.57 million during the quarter, compared to analysts’ expectations of $925.50 million. HubSpot had a return on equity of 12.18% and a net margin of 5.95%. The company’s quarterly revenue was up 17.1% compared to the same quarter last year. During the same period last year, the firm earned $2.66 EPS. Equities analysts forecast that HubSpot will post 5.12 earnings per share for the current fiscal year.

Analyst Ratings Changes

HUBS has been the topic of a number of research analyst reports. William Blair reissued a “market perform” rating on shares of HubSpot in a report on Tuesday, October 6th. The Goldman Sachs Group set a $276.00 price target on shares of HubSpot in a research report on Thursday, August 6th. Zacks Research lowered HubSpot from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, August 12th. Capital One Financial cut HubSpot from an “overweight” rating to an “equal weight” rating and set a $206.00 price target on the stock. in a report on Thursday, August 6th. Finally, BTIG Research downgraded HubSpot from a “buy” rating to a “neutral” rating in a research note on Thursday, November 5th. Eight investment analysts have rated the stock with a Buy rating, twenty-two have given a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $251.23.

Insider Activity

In other news, Director Brian Halligan sold 8,500 shares of the firm’s stock in a transaction that occurred on Tuesday, October 20th. The shares were sold at an average price of $239.57, for a total transaction of $2,036,345.00. Following the completion of the transaction, the director directly owned 59,500 shares of the company’s stock, valued at $14,254,415. This trade represents a 12.50% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Erika Fisher sold 702 shares of HubSpot stock in a transaction that occurred 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 transaction, the insider owned 12,829 shares of the company’s stock, valued at $2,921,419.88. This represents a 5.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 26,202 shares of company stock worth $6,149,894 in the last ninety days. Insiders own 3.70% of the company’s stock.

Latest HubSpot News

Investors following HUBS have been watching these news items:

• Positive Sentiment: HubSpot forecast FY 2026 EPS of $13.59–$13.61, well above the $11.84 consensus estimate. Its Q4 2026 EPS guidance of $3.85–$3.87 also exceeds the $3.44 consensus, indicating stronger expected earnings than analysts had modeled.
• Neutral Sentiment: Revenue guidance is close to expectations: FY 2026 revenue is projected at $3.7 billion versus $3.7 billion consensus, while Q4 revenue guidance of $945 million–$947 million brackets the $946.8 million estimate. This provides little additional top-line surprise.

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.