Capital One Financial Lowers Earnings Estimates for HubSpot

HubSpot, Inc. (NYSE:HUBS) – Research analysts at Capital One Financial reduced their Q2 2026 earnings estimates for shares of HubSpot in a research note issued to investors on Wednesday, September 3rd. Capital One Financial analyst C. Murphy now expects that the software maker will earn $0.45 per share for the quarter, down from their previous forecast of $0.47. The consensus estimate for HubSpot’s current full-year earnings is $1.01 per share. Capital One Financial also issued estimates for HubSpot’s Q3 2026 earnings at $0.67 EPS, Q4 2026 earnings at $1.00 EPS and FY2026 earnings at $2.32 EPS.

A number of other equities research analysts have also recently commented on HUBS. Stifel Nicolaus lowered their price objective on shares of HubSpot from $750.00 to $700.00 and set a “buy” rating on the stock in a research note on Monday, July 14th. JPMorgan Chase & Co. decreased their price target on shares of HubSpot from $775.00 to $675.00 and set an “overweight” rating on the stock in a research note on Thursday, August 7th. Needham & Company LLC reaffirmed a “buy” rating and set a $900.00 price target on shares of HubSpot in a research note on Thursday. BMO Capital Markets decreased their price target on shares of HubSpot from $650.00 to $600.00 and set an “outperform” rating on the stock in a research note on Thursday, August 7th. Finally, Cantor Fitzgerald initiated coverage on shares of HubSpot in a research note on Tuesday, June 3rd. They set an “overweight” rating and a $775.00 price target on the stock. One equities research analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $722.93.

HubSpot Stock Up 5.0%

Shares of HUBS opened at $487.58 on Monday. The company has a 50-day simple moving average of $504.15 and a 200-day simple moving average of $566.55. The company has a market capitalization of $25.69 billion, a PE ratio of -2,119.90, a P/E/G ratio of 16.80 and a beta of 1.58. HubSpot has a 52-week low of $418.34 and a 52-week high of $881.13.

HubSpot (NYSE:HUBS) last announced its quarterly earnings data on Wednesday, August 6th. The software maker reported $2.19 EPS for the quarter, topping analysts’ consensus estimates of $2.12 by $0.07. The company had revenue of $760.87 million during the quarter, compared to the consensus estimate of $739.94 million. HubSpot had a negative net margin of 0.42% and a positive return on equity of 1.74%. HubSpot’s quarterly revenue was up 19.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.94 EPS.

Institutional Trading of HubSpot

A number of hedge funds have recently made changes to their positions in HUBS. Elequin Capital LP acquired a new position in HubSpot in the fourth quarter worth $27,000. Goodman Advisory Group LLC acquired a new position in HubSpot in the second quarter worth $27,000. Whittier Trust Co. boosted its holdings in HubSpot by 136.4% in the second quarter. Whittier Trust Co. now owns 52 shares of the software maker’s stock worth $29,000 after purchasing an additional 30 shares during the period. Rakuten Securities Inc. boosted its holdings in HubSpot by 783.3% in the second quarter. Rakuten Securities Inc. now owns 53 shares of the software maker’s stock worth $30,000 after purchasing an additional 47 shares during the period. Finally, Hilltop National Bank acquired a new position in HubSpot in the second quarter worth $32,000. Institutional investors and hedge funds own 90.39% of the company’s stock.

Insider Activity at HubSpot

In other news, CFO Kathryn Bueker sold 615 shares of HubSpot stock in a transaction that occurred on Wednesday, July 2nd. The shares were sold at an average price of $551.79, for a total transaction of $339,350.85. Following the sale, the chief financial officer owned 41,086 shares in the company, valued at $22,670,843.94. This trade represents a 1.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction that occurred on Tuesday, August 19th. The shares were sold at an average price of $449.84, for a total transaction of $3,823,640.00. Following the sale, the director owned 522,435 shares in the company, valued at $235,012,160.40. This represents a 1.60% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 28,498 shares of company stock worth $14,752,256. Company insiders own 4.00% of the company’s stock.

HubSpot Company Profile

HubSpot, Inc, together with its subsidiaries, provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific. The company's CRM platform includes Marketing Hub, a toolset for marketing automation and email, social media, SEO, and reporting and analytics; Sales Hub offers email templates and tracking, conversations and live chat, meeting and call scheduling, lead and website visit alerts, lead scoring, sales automation, pipeline management, quoting, forecasting, and reporting; Service Hub, a service software designed to help businesses manage, respond, and connect with customers; and Content Management Systems Hub enables businesses to create new and edit existing web content.