HubSpot (NYSE:HUBS) Releases Q3 2026 Earnings Guidance

HubSpot (NYSE:HUBS) updated its third quarter 2026 earnings guidance on Wednesday. The company provided EPS guidance of 3.250-3.270 for the period, compared to the consensus earnings per share estimate of 2.990. The company issued revenue guidance of $924.0 million-$925.0 million, compared to the consensus revenue estimate of $941.2 million. HubSpot also updated its FY 2026 guidance to 13.230-13.310 EPS.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on HUBS. Canaccord Genuity Group set a $335.00 price target on shares of HubSpot in a research note on Friday, May 8th. Wall Street Zen downgraded shares of HubSpot from a “strong-buy” rating to a “buy” rating in a report on Saturday, July 4th. Royal Bank Of Canada reduced their price objective on HubSpot from $400.00 to $350.00 and set an “outperform” rating on the stock in a research note on Friday, May 8th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $382.00 price objective on shares of HubSpot in a research note on Friday, May 8th. Finally, KeyCorp decreased their price target on HubSpot from $340.00 to $290.00 and set an “overweight” rating on the stock in a report on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $307.86.

HubSpot Price Performance

Shares of HUBS traded up $2.25 during mid-day trading on Wednesday, reaching $251.14. 4,031,521 shares of the company’s stock traded hands, compared to its average volume of 1,510,371. The stock’s 50-day moving average is $206.87 and its two-hundred day moving average is $230.28. HubSpot has a 12 month low of $169.63 and a 12 month high of $525.51. The stock has a market cap of $12.86 billion, a P/E ratio of 131.49, a P/E/G ratio of 2.72 and a beta of 1.19.

HubSpot (NYSE:HUBS) last issued its quarterly earnings results on Wednesday, August 5th. The software maker reported $3.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.02 by $0.24. HubSpot had a return on equity of 5.66% and a net margin of 3.04%.The firm had revenue of $911.74 million during the quarter, compared to analyst estimates of $898.31 million. During the same period last year, the company earned $2.19 EPS. HubSpot’s quarterly revenue was up 19.8% compared to the same quarter last year. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. Research analysts predict that HubSpot will post 4.39 earnings per share for the current year.

Insider Activity at HubSpot

In related news, CTO Dharmesh Shah acquired 10,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 12th. The stock was bought at an average price of $181.37 per share, for a total transaction of $1,813,700.00. Following the acquisition, the chief technology officer directly owned 1,295,400 shares of the company’s stock, valued at $234,946,698. This represents a 0.78% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Yamini Rangan acquired 2,750 shares of the stock in a transaction on Tuesday, May 12th. The stock was bought at an average cost of $189.84 per share, with a total value of $522,060.00. Following the completion of the transaction, the chief executive officer owned 102,982 shares in the company, valued at $19,550,102.88. This trade represents a 2.74% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders purchased 14,063 shares of company stock worth $2,585,781 and sold 25,500 shares worth $5,316,835. Company insiders own 3.70% of the company’s stock.

Hedge Funds Weigh In On HubSpot

Several institutional investors have recently made changes to their positions in HUBS. Rakuten Securities Inc. raised its holdings in shares of HubSpot by 783.3% in the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock valued at $30,000 after acquiring an additional 47 shares in the last quarter. Turning Point Benefit Group Inc. bought a new stake in shares of HubSpot in the 3rd quarter valued at about $25,000. Osterweis Capital Management Inc. purchased a new stake in shares of HubSpot in the 2nd quarter worth approximately $34,000. Hollencrest Capital Management bought a new position in shares of HubSpot during the fourth quarter valued at approximately $40,000. Finally, State of Wyoming increased its holdings in HubSpot by 1,600.0% during the second quarter. State of Wyoming now owns 102 shares of the software maker’s stock valued at $57,000 after buying an additional 96 shares during the period. Hedge funds and other institutional investors own 90.39% of the company’s stock.

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.