HubSpot Shares Rise on Strong Earnings Performance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy HUBS?
Source: Benzinga
- Strong Earnings Performance: HubSpot reported quarterly earnings of $3.09 per share on February 11, exceeding the analyst estimate of $2.99, with quarterly revenue reaching $846.75 million, surpassing the Street estimate of $830.54 million, indicating sustained profitability growth.
- Analyst Growth Outlook: Needham analyst Joshua Reilly maintained a Buy rating on HubSpot, despite cutting the target from $700 to $300, emphasizing the company's multiple growth drivers, with total revenue growing 20.4% year-on-year, showcasing strong market potential.
- Positive 2026 Guidance: BTIG analyst Nick Altmann reiterated a Buy rating, citing strength in underlying KPIs, with HubSpot expecting fiscal 2026 revenue between $3.69 billion and $3.7 billion, above the previous estimate of $3.61 billion, reflecting confidence in future growth.
- Customer Base Expansion: By late 2025, HubSpot grew its customer count to 288,706, representing a 16% increase from the prior year, with calculated billings rising 27% to $971.4 million in Q4, indicating the company's ongoing competitiveness and customer appeal.
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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: 257.630
Low
450.00
Averages
582.08
High
800.00
Current: 257.630
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.
HubSpot Shares Rise on Strong Earnings Performance
- Strong Earnings Performance: HubSpot reported quarterly earnings of $3.09 per share on February 11, exceeding the analyst estimate of $2.99, with quarterly revenue reaching $846.75 million, surpassing the Street estimate of $830.54 million, indicating sustained profitability growth.
- Analyst Growth Outlook: Needham analyst Joshua Reilly maintained a Buy rating on HubSpot, despite cutting the target from $700 to $300, emphasizing the company's multiple growth drivers, with total revenue growing 20.4% year-on-year, showcasing strong market potential.
- Positive 2026 Guidance: BTIG analyst Nick Altmann reiterated a Buy rating, citing strength in underlying KPIs, with HubSpot expecting fiscal 2026 revenue between $3.69 billion and $3.7 billion, above the previous estimate of $3.61 billion, reflecting confidence in future growth.
- Customer Base Expansion: By late 2025, HubSpot grew its customer count to 288,706, representing a 16% increase from the prior year, with calculated billings rising 27% to $971.4 million in Q4, indicating the company's ongoing competitiveness and customer appeal.
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- Revenue Acceleration Outlook: Should revenue accelerate and margins expand simultaneously, HubSpot's AI-driven strategy could unlock far more upside than the market anticipates, boosting investor confidence.
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HubSpot Shares Rise on Strong Earnings Performance
- Strong Earnings Performance: HubSpot reported quarterly earnings of $3.09 per share on February 11, exceeding the analyst estimate of $2.99, with quarterly revenue reaching $846.75 million, surpassing the Street estimate of $830.54 million, indicating sustained profitability growth.
- Analyst Growth Outlook: Needham analyst Joshua Reilly maintained a Buy rating on HubSpot, despite cutting the target from $700 to $300, emphasizing the company's multiple growth drivers, with total revenue growing 20.4% year-on-year, showcasing strong market potential.
- Positive 2026 Guidance: BTIG analyst Nick Altmann reiterated a Buy rating, citing strength in underlying KPIs, with HubSpot expecting fiscal 2026 revenue between $3.69 billion and $3.7 billion, above the previous estimate of $3.61 billion, reflecting confidence in future growth.
- Customer Base Expansion: By late 2025, HubSpot grew its customer count to 288,706, representing a 16% increase from the prior year, with calculated billings rising 27% to $971.4 million in Q4, indicating the company's ongoing competitiveness and customer appeal.
See More
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- Earnings Report Disappointment: Sea Limited reported a fourth-quarter EPS of $0.80, missing the expected $0.90, although revenue of $6.85 billion exceeded estimates, indicating potential for revenue growth but raising concerns over declining profitability among investors.
- Shopee's Sustained Growth: Shopee's GMV reached $36.7 billion, up 28.6% year-over-year, with management guiding for approximately 25% GMV growth in 2026, showcasing strong performance in Southeast Asia, though increasing competition may impact future growth.
- Rapid Expansion of SeaMoney: SeaMoney's loan book grew 80% year-over-year to $9.2 billion, highlighting its rapid expansion in digital financial services, although market sentiment remains cautious regarding its future profitability.
- Analysts Lower Estimates: Following the earnings report, analysts have broadly reduced their earnings estimates for Sea Limited, with current quarter expectations dropping from $1.35 to $1.14, a 15% decline, reflecting diminished confidence in the company's growth prospects.
See More
Three Overlooked Software Stocks Poised for a Comeback
Current Trends in Software Stocks: The software sector is experiencing a significant sell-off, with some stocks down over 30% from their previous highs, leading to concerns about a potential bottoming out in the industry.
Impact of AI on Software Sales: The rise of AI agents poses a threat to traditional software sales, as they can perform tasks previously handled by sales representatives, potentially reducing the need for numerous software licenses.
Market Recovery Signals: Despite the downturn, some software stocks are showing signs of recovery, with positive fundamental and technical indicators suggesting a potential rebound in the near future.
Investment Opportunities: Analysts are identifying five software stocks that may be poised for growth, encouraging investors to consider these options before the broader market catches on to their potential.
See More
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- Stock Surge: Okta's shares rose by 8.4%, marking its best performance since April 9, although the stock is still down 9.8% year-to-date, indicating market interest in its future potential.
- Earnings Beat: The company reported fourth-quarter results that exceeded Wall Street expectations on Wednesday evening, despite providing weak guidance for the first quarter, reflecting its competitive edge in AI security demand.
- Analyst Optimism: Analysts from JPMorgan and UBS highlighted Okta and Zscaler as more resilient against AI-related threats, suggesting they could benefit from rapidly evolving technology, which bolstered investor confidence.
- Ongoing Market Pressure: Despite the day's gains in cloud stocks, the WisdomTree Cloud Computing Fund is down approximately 16.2% year-to-date, indicating ongoing concerns about traditional cloud and SaaS companies.
See More
HubSpot and Other Software Stocks Are Recovering; Anticipate Upcoming Developments.
Software Stocks Recovery: Software stocks are showing signs of recovery after a period of decline due to concerns about AI impacting their business.
Investor Concerns: Investors may soon discover which companies are truly at risk from the rise of artificial intelligence.
See More
HubSpot Reinvents Growth Model with AI, Unlocking Future Earnings Potential
- Growth Model Transformation: HubSpot is reinventing its growth model around artificial intelligence, with expectations that this strategy will drive significant revenue growth, particularly in 2026.
- Revenue Acceleration Outlook: Should revenue accelerate and margins expand simultaneously, HubSpot's AI-driven strategy could unlock far more upside than the market anticipates, boosting investor confidence.
- Market Pricing Misjudgment: The market may be underestimating HubSpot's potential in the AI space, leading to current stock prices that do not reflect its future earnings capabilities, especially regarding projected performance in 2026.
- Strategic Implications: By implementing this innovative strategy, HubSpot not only enhances its competitive edge but also positions itself favorably in a rapidly changing market environment, paving the way for sustainable long-term growth.
See More
