Overview
Customer platform's Q4 revenue grew 20%, beating analyst expectations
Adjusted net income and EBIT for Q4 beat analyst estimates
Company had announced $1 bln share repurchase program
Outlook
HubSpot expects Q1 2026 revenue between $862 mln and $863 mln
Company forecasts FY 2026 revenue between $3.69 bln and $3.70 bln
HubSpot anticipates FY 2026 non-GAAP net income per share $12.38 to $12.46
Result Drivers
SUBSCRIPTION REVENUE - Subscription revenue increased by 21% in Q4 2025, contributing significantly to overall revenue growth
AI ADOPTION - AI tools like Breeze Customer Agent and Breeze Prospecting Agent drove customer outcomes, enhancing growth
UPMARKET EXPANSION - Strong momentum in upmarket business as large companies sought HubSpot for AI innovation and cost reduction
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $846.75 mln | $830.54 mln (29 Analysts) |
Q4 Adjusted Net Income | Beat | $162.50 mln | $158.66 mln (26 Analysts) |
Q4 Adjusted EBIT | Beat | $191 mln | $183.81 mln (28 Analysts) |
Q4 Adjusted EBIT Margin | 22.60% | ||
Q4 Gross Profit | $709.05 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 32 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for HubSpot Inc is $515.00, about 122% above its February 10 closing price of $231.95
The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 44 three months ago
Press Release: ID:nBw6ppf6ja
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)