Highlights

  • HUBS reported quarterly EPS above market expectations
  • Revenue increased over 20% year on year
  • Shares declined on the day and over the past six months

HubSpot (NYSE:HUBS) fell on Wednesday following the release of quarterly earnings, despite the company reporting results above analyst expectations. The stock closed lower on the day and remains significantly down over the past six months, reflecting recent market pricing moves following earnings-related updates and broader valuation resets across software equities.

Quarterly Results Exceed Expectations

HubSpot reported rs of USD 3.09 per share for the quarter, exceeding consensus estimates of USD 2.99. Revenue for the period was USD 846.75 mn, compared with analyst expectations of USD 830.65 mn. In the same quarter last year, earnings were USD 2.32 per share, with revenue growth recorded at 20.4% year on year. The company reported a net margin of negative 0.12% and return on equity of 1.21% for the period.

Brokerage Updates Follow Results

Several brokerages updated their views following the earnings release. Barclays lowered its price objective, while UBS Group, Goldman Sachs, and Needham & Company also revised price targets. Weiss Ratings reiterated a sell (e+) rating. Aggregate analyst coverage tracked by market data providers reflects a mix of buy, hold and sell ratings, with a consensus view compiled from multiple research firms.

Business Overview and Product Structure

HubSpot develops a cloud-based customer relationship management platform focused on marketing, sales and customer service functions. Its product suite is organised into modular hubs built on a central CRM, including Marketing Hub, Sales Hub, Service Hub, CMS Hub and Operations Hub, supporting customer engagement, content management, sales automation and support workflows.

Latest Closing Price (as of February 10, 2026): HubSpot Inc (NYSE: HUBS): USD 209.33 (−9.75%).