HubSpot Beats Earnings Expectations, Stock Volatility Follows
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy HUBS?
Source: stocktwits
- Strong Earnings Report: HubSpot's Q4 revenue rose 20% to $846.7 million, surpassing Wall Street's expectation of $830.8 million, indicating robust market performance despite a 10% drop in stock price prior to the earnings release.
- 2026 Revenue Forecast: The company projects fiscal 2026 revenue between $3.69 billion and $3.70 billion, exceeding market expectations of $3.61 billion, reflecting confidence in future growth, particularly in AI applications.
- Success of AI Customer Agent: HubSpot's AI customer agent activated over 8,000 customers last year with a resolution rate in the mid-60s, showcasing the effectiveness of product innovation and strengthening the company's position in a competitive market.
- Investor Sentiment Shift: Despite a nearly 75% decline in stock price over the past year, retail investor sentiment towards HubSpot has shifted from neutral to extremely bullish, indicating a recovery in market confidence regarding its AI prospects.
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Analyst Views on HUBS
Wall Street analysts forecast HUBS stock price to rise
27 Analyst Rating
24 Buy
3 Hold
0 Sell
Strong Buy
Current: 228.950
Low
450.00
Averages
582.08
High
800.00
Current: 228.950
Low
450.00
Averages
582.08
High
800.00
About HUBS
HubSpot, Inc. provides a customer platform that helps businesses connect and grow better. The Company delivers seamless connection for customer-facing teams with a unified platform that includes artificial intelligence (AI)-powered engagement hubs, a Smart CRM, and a connected ecosystem with over 1,700 app marketplace integrations, a community network, and educational content. Its AI-powered engagement hubs include Marketing, Sales, Service, Operations, Content, and Commerce, as well as other tools and integrations that enable companies to attract, engage, and delight customers throughout the customer lifecycle. Its customer platform features a central database of lead and customer interactions, and integrated applications designed to help businesses attract visitors to their websites, convert visitors into leads, close leads into customers, transact with those customers, and delight them so they become promoters of those businesses. Breeze is its AI that powers the customer platform.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Significant Customer Growth: The company reported a customer count of 288,706, a 16% increase year-over-year, with not only new customer additions but also a 3% rise in average revenue per subscriber, showcasing success in customer retention and expansion.
- Positive Outlook Guidance: HubSpot is guiding for Q1 revenue midpoint of $862.5 million, representing approximately 21% year-over-year growth, with adjusted EPS forecasted at $2.47, a 40% increase, providing confidence to investors and driving stock price up.
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