HubSpot (NYSE:HUBS) Announces Q4 2026 Earnings Guidance

HubSpot (NYSE:HUBS) updated its fourth quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 3.850-3.870 for the period, compared to the consensus EPS 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 6.3%

Shares of HUBS stock opened at $215.72 on Friday. The business’s fifty day simple moving average is $228.14 and its 200-day simple moving average is $227.63. The company has a market cap of $10.54 billion, a PE ratio of 51.49, a PEG ratio of 1.93 and a beta of 1.14. 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 data on Wednesday, November 4th. The software maker reported $3.81 earnings per share for the quarter, topping analysts’ consensus estimates of $3.27 by $0.54. The firm 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 business’s quarterly revenue was up 17.1% on a year-over-year basis. During the same quarter last year, the firm earned $2.66 EPS. On average, equities analysts forecast that HubSpot will post 5.14 earnings per share for the current year.

Wall Street Analysts Forecast Growth

HUBS has been the topic of a number of recent analyst reports. FBN Securities started coverage on shares of HubSpot in a report on Wednesday, September 23rd. They set a “sector perform” rating and a $230.00 price target on the stock. Sanford C. Bernstein downgraded shares of HubSpot from an “outperform” rating to a “market perform” rating and decreased their price objective for the stock from $381.00 to $220.00 in a research report on Thursday, August 6th. Zacks Research downgraded shares of HubSpot from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, August 12th. The Goldman Sachs Group set a $276.00 target price on shares of HubSpot in a research note on Thursday, August 6th. Finally, Wolfe Research cut HubSpot from an “outperform” rating to a “peer perform” rating in a research report on Thursday, August 6th. Eight 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 company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $251.23.

Insider Buying and Selling

In other HubSpot news, insider Erika Fisher sold 702 shares of HubSpot 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 sale, the insider owned 12,829 shares in the company, valued at $2,921,419.88. The trade was a 5.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Brian Halligan sold 8,500 shares of the company’s stock in a transaction on 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 approximately $14,254,415. This trade represents a 12.50% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 26,202 shares of company stock worth $6,149,894 over the last quarter. 3.70% of the stock is currently owned by insiders.

Key HubSpot News

Here’s some of the latest news about HUBS:

• 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.