HubSpot, Inc. (HUBS)
HubSpot shares jump as Q4 earnings beat estimates
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.
HubSpot Q4 Earnings Beat Estimates on Strong Revenue Growth
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
HubSpot, Inc. (HUBS) Q4 2025 Earnings Call Transcript
HubSpot (HUBS) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
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) Tops Q4 Earnings and Revenue Estimates
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.
Countdown to HubSpot (HUBS) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
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: Out Of Favor, But Staying Bullish
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.
Bear of the Day: HubSpot (HUBS)
Despite its established position as a CRM leader for small-to-medium-sized businesses, HubSpot currently faces a challenging crossroads. With the emergence of powerful, AI-driven alternatives, HubSpot's margins are likely to be threatened.
HubSpot: Buying The 'Death Of Software' Narrative Hand Over Fist (Upgrade)
HubSpot is upgraded to a "Strong Buy" as its valuation has compressed despite robust top-line growth and improving profitability. HUBS delivered 21% YoY revenue growth and its first positive GAAP operating income, with management guiding for 18% growth next quarter. Trading at 5.4x forward sales, HUBS offers substantial upside potential through margin expansion, share repurchases, and possible re-rating to higher PEG multiples.
HubSpot, Inc. (HUBS) Presents at Barclays 23rd Annual Global Technology Conference Transcript
HubSpot, Inc. (HUBS) Presents at Barclays 23rd Annual Global Technology Conference Transcript
HubSpot: Valuation Is Cheap Relative To The Solid Growth Runway
HubSpot (HUBS) remains a buy as Core Seat strategy and multi-hub adoption deepen platform integration and drive customer expansion. AI solutions, including Customer Agent and Prospecting Agent, are scaling rapidly, with strong adoption and heavy utilization supporting future growth. Enterprise wins, such as QS, and 35% y/y growth in large deals, demonstrate HUBS' traction beyond SMBs and support a positive growth outlook.
Why Is HubSpot (HUBS) Down 4.5% Since Last Earnings Report?
HubSpot (HUBS) reported earnings 30 days ago. What's next for the stock?
