Q2 EPS Estimates for HubSpot Cut by Capital One Financial

HubSpot, Inc. (NYSE:HUBS) – Analysts at Capital One Financial lowered their Q2 2026 earnings per share estimates for HubSpot in a research report issued to clients and investors on Wednesday, September 3rd. Capital One Financial analyst C. Murphy now expects that the software maker will earn $0.45 per share for the quarter, down from their prior estimate of $0.47. The consensus estimate for HubSpot’s current full-year earnings is $1.01 per share. Capital One Financial also issued estimates for HubSpot’s Q3 2026 earnings at $0.67 EPS, Q4 2026 earnings at $1.00 EPS and FY2026 earnings at $2.32 EPS.

HubSpot (NYSE:HUBS) last announced its quarterly earnings data on Wednesday, August 6th. The software maker reported $2.19 EPS for the quarter, beating the consensus estimate of $2.12 by $0.07. HubSpot had a positive return on equity of 1.74% and a negative net margin of 0.42%.The company had revenue of $760.87 million for the quarter, compared to the consensus estimate of $739.94 million. During the same quarter in the prior year, the company posted $1.94 EPS. HubSpot’s quarterly revenue was up 19.4% on a year-over-year basis.

Other research analysts also recently issued research reports about the stock. Barclays reduced their price target on shares of HubSpot from $745.00 to $675.00 and set an “overweight” rating on the stock in a research note on Monday, July 21st. Cantor Fitzgerald assumed coverage on shares of HubSpot in a research note on Tuesday, June 3rd. They issued an “overweight” rating and a $775.00 target price on the stock. Sanford C. Bernstein raised shares of HubSpot from a “market perform” rating to an “outperform” rating and set a $606.00 price target for the company in a research note on Wednesday, September 3rd. KeyCorp lowered their price target on HubSpot from $860.00 to $775.00 and set an “overweight” rating for the company in a report on Thursday, August 7th. Finally, Stifel Nicolaus reduced their price objective on HubSpot from $750.00 to $700.00 and set a “buy” rating on the stock in a report on Monday, July 14th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, HubSpot has an average rating of “Moderate Buy” and a consensus price target of $722.93.

HubSpot Trading Up 0.9%

Shares of HUBS opened at $503.11 on Monday. The firm has a market capitalization of $26.51 billion, a P/E ratio of -2,187.43, a P/E/G ratio of 17.17 and a beta of 1.58. HubSpot has a 12-month low of $418.34 and a 12-month high of $881.13. The firm has a fifty day moving average price of $501.87 and a 200-day moving average price of $564.53.

Insider Buying and Selling

In related news, CFO Kathryn Bueker sold 615 shares of the company’s stock in a transaction on Wednesday, July 2nd. The stock was sold at an average price of $551.79, for a total transaction of $339,350.85. Following the completion of the sale, the chief financial officer directly owned 41,086 shares in the company, valued at $22,670,843.94. This represents a 1.47% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, Director Brian Halligan sold 8,500 shares of the firm’s stock in a transaction dated Tuesday, August 19th. The shares were sold at an average price of $449.84, for a total value of $3,823,640.00. Following the sale, the director directly owned 522,435 shares in the company, valued at approximately $235,012,160.40. The trade was a 1.60% decrease in their position. The disclosure for this sale can be found here. Insiders sold 28,498 shares of company stock worth $14,752,256 in the last three months. 4.00% of the stock is owned by insiders.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. Private Trust Co. NA boosted its stake in HubSpot by 481.5% in the first quarter. Private Trust Co. NA now owns 157 shares of the software maker’s stock valued at $90,000 after acquiring an additional 130 shares in the last quarter. Principal Financial Group Inc. grew its stake in HubSpot by 4.6% during the 1st quarter. Principal Financial Group Inc. now owns 28,755 shares of the software maker’s stock worth $16,427,000 after buying an additional 1,276 shares during the last quarter. Golden State Wealth Management LLC increased its position in HubSpot by 1,840.0% during the 1st quarter. Golden State Wealth Management LLC now owns 97 shares of the software maker’s stock valued at $55,000 after buying an additional 92 shares in the last quarter. Oppenheimer & Co. Inc. purchased a new stake in shares of HubSpot during the first quarter worth about $235,000. Finally, Amalgamated Bank increased its stake in HubSpot by 6.9% during the 1st quarter. Amalgamated Bank now owns 3,485 shares of the software maker’s stock valued at $1,991,000 after purchasing an additional 226 shares in the last quarter. Institutional investors own 90.39% of the company’s stock.

About HubSpot

HubSpot, Inc, together with its subsidiaries, provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific. The company's CRM platform includes Marketing Hub, a toolset for marketing automation and email, social media, SEO, and reporting and analytics; Sales Hub offers email templates and tracking, conversations and live chat, meeting and call scheduling, lead and website visit alerts, lead scoring, sales automation, pipeline management, quoting, forecasting, and reporting; Service Hub, a service software designed to help businesses manage, respond, and connect with customers; and Content Management Systems Hub enables businesses to create new and edit existing web content.