HubSpot (NYSE:HUBS) Updates FY 2026 Earnings Guidance

HubSpot (NYSE:HUBS) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 13.230-13.310 for the period, compared to the consensus estimate of 11.370. The company issued revenue guidance of $3.7 billion-$3.7 billion, compared to the consensus revenue estimate of $3.7 billion. HubSpot also updated its Q3 2026 guidance to 3.250-3.270 EPS.

Wall Street Analyst Weigh In

HUBS has been the subject of several recent research reports. Truist Financial lowered their price objective on HubSpot from $300.00 to $230.00 and set a “buy” rating for the company in a research report on Friday, May 8th. BMO Capital Markets reduced their target price on shares of HubSpot from $285.00 to $230.00 and set an “outperform” rating on the stock in a research report on Friday, May 8th. Stifel Nicolaus set a $275.00 price target on shares of HubSpot in a research note on Friday, May 8th. Cantor Fitzgerald cut shares of HubSpot from an “overweight” rating to a “neutral” rating and lowered their price target for the company from $325.00 to $200.00 in a research report on Friday, May 8th. Finally, JPMorgan Chase & Co. dropped their price objective on shares of HubSpot from $530.00 to $425.00 and set an “overweight” rating on the stock in a research note on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, five have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $307.86.

HubSpot Price Performance

HUBS stock traded up $2.25 during trading on Wednesday, hitting $251.14. 3,877,338 shares of the stock traded hands, compared to its average volume of 1,775,823. HubSpot has a 1 year low of $169.63 and a 1 year high of $525.51. The firm’s 50 day moving average is $205.86 and its two-hundred day moving average is $230.83. The stock has a market cap of $12.86 billion, a price-to-earnings ratio of 131.49, a price-to-earnings-growth ratio of 2.62 and a beta of 1.19.

HubSpot (NYSE:HUBS) last issued its earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.02 by $0.24. The business had revenue of $911.74 million during the quarter, compared to analysts’ expectations of $898.31 million. HubSpot had a net margin of 3.04% and a return on equity of 5.66%. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. As a group, analysts anticipate that HubSpot will post 4.39 EPS for the current fiscal year.

Insider Activity

In other HubSpot news, CTO Dharmesh Shah acquired 10,000 shares of the stock in a transaction that occurred on Tuesday, May 12th. The shares were acquired at an average cost of $181.37 per share, with a total value of $1,813,700.00. Following the transaction, the chief technology officer owned 1,295,400 shares of the company’s stock, valued at $234,946,698. The trade was a 0.78% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Lorrie M. Norrington bought 1,313 shares of the business’s stock in a transaction on Monday, May 11th. The shares were acquired at an average price of $190.42 per share, for a total transaction of $250,021.46. Following the completion of the purchase, the director owned 2,838 shares in the company, valued at approximately $540,411.96. The trade was a 86.10% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders have purchased 14,063 shares of company stock valued at $2,585,781 and have sold 25,500 shares valued at $5,316,835. Insiders own 3.70% of the company’s stock.

Institutional Investors Weigh In On HubSpot

Several large investors have recently bought and sold shares of the business. Price T Rowe Associates Inc. MD raised its position in HubSpot by 36.5% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 4,581,922 shares of the software maker’s stock worth $1,838,727,000 after buying an additional 1,224,424 shares during the last quarter. State Street Corp boosted its holdings in shares of HubSpot by 3.7% during the 4th quarter. State Street Corp now owns 1,191,843 shares of the software maker’s stock valued at $478,287,000 after acquiring an additional 42,948 shares during the last quarter. AQR Capital Management LLC boosted its holdings in shares of HubSpot by 117.6% during the 4th quarter. AQR Capital Management LLC now owns 1,188,981 shares of the software maker’s stock valued at $477,138,000 after acquiring an additional 642,545 shares during the last quarter. Alyeska Investment Group L.P. grew its stake in shares of HubSpot by 408.1% in the fourth quarter. Alyeska Investment Group L.P. now owns 560,088 shares of the software maker’s stock worth $224,763,000 after acquiring an additional 449,864 shares during the period. Finally, Morgan Stanley grew its stake in shares of HubSpot by 50.1% in the fourth quarter. Morgan Stanley now owns 497,214 shares of the software maker’s stock worth $199,533,000 after acquiring an additional 165,931 shares during the period. 90.39% of the stock is currently owned by institutional investors.

About HubSpot

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.