HubSpot (HUBS) Q4 Earnings: What To Expect

Stock Story
2026.02.10 03:10
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HubSpot (HUBS) is set to report its Q4 earnings this Wednesday. Analysts expect revenue growth of 18% year-on-year to $829.9 million, with adjusted earnings at $2.99 per share. The company has a strong track record, beating revenue estimates consistently over the past two years. However, HubSpot's stock has declined 38.5% recently, contrasting with an average analyst price target of $519.60 against its current price of $231.20. The sales and marketing software sector has faced challenges, with average stock prices down 17.9% in the last month.

Customer platform provider HubSpot will be reporting results this Wednesday after market hours. Here’s what to expect.

HubSpot beat analysts’ revenue expectations by 3% last quarter, reporting revenues of $809.5 million, up 20.9% year on year. It was a strong quarter for the company, with a solid beat of analysts’ EBITDA estimates and full-year EPS guidance slightly topping analysts’ expectations. It added 10,898 customers to reach a total of 278,880.

Is HubSpot a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting HubSpot’s revenue to grow 18% year on year to $829.9 million, slowing from the 20.8% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $2.99 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. HubSpot has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 3.3% on average.

Looking at HubSpot’s peers in the sales and marketing software segment, some have already reported their Q4 results, giving us a hint as to what we can expect. ZoomInfo delivered year-on-year revenue growth of 3.2%, beating analysts’ expectations by 3.2%, and LiveRamp reported revenues up 8.6%, in line with consensus estimates. LiveRamp traded up 3.5% following the results.

Read our full analysis of ZoomInfo’s results here and LiveRamp’s results here.

The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. Unfortunately, sales and marketing software stocks have struggled in this environment as share prices are down 17.9% on average over the last month. HubSpot is down 38.5% during the same time and is heading into earnings with an average analyst price target of $519.60 (compared to the current share price of $231.20).

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