The average of price targets set by Wall Street analysts indicates a potential upside of 34.6% in HubSpot (HUBS). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
HUBS bets on AI, unified customer data and its One Hub strategy to drive adoption, cross-selling and long-term growth despite weak stock performance.
HubSpot offers an attractive entry point after a 62% share price correction, with resilient revenue growth and expanding profitability. HUBS outpaces market growth, gains share from competitors like Salesforce, and demonstrates ARPU acceleration and robust multi-hub adoption. We assign a BUY rating with a 12-month discounted price target of $531, citing durable growth, operating leverage, and favorable risk/reward.
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HubSpot trades at historically low multiples after a 70%+ drawdown, despite strong fundamentals and resilient growth. HUBS guides for FY26 revenue of $3.69–$3.70 billion (+18% y/y), 20% pro forma margins, and $740 million FCF, positioning it near Rule of 40 standards. Q4 revenue grew 20% y/y, billings matched revenue growth, and net revenue retention reached 105%, signaling robust customer stickiness.
HubSpot Inc (NYSE:HUBS) shares surged more than 9% on Thursday after the customer relationship management software company reported stronger-than-expected fourth-quarter results and approved a $1 billion share buyback program. The company reported Q4 earnings per share of $3.09, exceeding analysts' estimate of $2.99, while revenue rose 20% year-over-year to $846.7 million, surpassing the $830.8 million consensus.
HUBS posts Q4 earnings and revenue beat as AI-powered tools and customer growth drive 19% annual sales surge and upbeat 2026 outlook.
HubSpot, Inc. (HUBS) Q4 2025 Earnings Call Transcript
The headline numbers for HubSpot (HUBS) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
HubSpot (HUBS) came out with quarterly earnings of $3.09 per share, beating the Zacks Consensus Estimate of $2.99 per share. This compares to earnings of $2.32 per share a year ago.
Evaluate the expected performance of HubSpot (HUBS) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
HubSpot (HUBS) has suffered a 65% stock decline amid AI disruption fears, despite maintaining strong growth and margins. HUBS trades at all-time low multiples (~4.3x forward revenue), with the market heavily discounting its growth profile and pricing in significant AI risk. Management remains confident in long-term growth, positioning AI as a complementary tailwind and aiming to deliver value beyond LLM capabilities.