HubSpot shares tumble despite earnings beat and strong guidance

SelfRugger · 2026-02-28T05:15:02+00:00

HubSpot reported strong Q4 earnings with EPS of $3.10 and revenue of $846.7 million, surpassing estimates. Despite this, shares fell 4.7% due to broader market conditions. The company expects continued growth in 2026 with significant revenue forecasts.

SelfRugger

2026-02-28 05:15:02

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HubSpot shares tumble despite earnings beat and strong guidance

Luke Juricic

Thu, February 12, 2026 at 6:50 AM GMT+9 1 min read

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HUBS

-9.75%

Investing.com – HubSpot Inc (NYSE:HUBS) reported fourth-quarter earnings that exceeded analyst expectations, but shares tumbled 4.7% in after-hours trading on Wednesday amid broader rotation out of software stocks due to AI-related concerns.

The customer platform provider posted adjusted earnings per share of $3.10 for the fourth quarter, beating the analyst estimate of $2.99. Revenue came in at $846.7 million, surpassing the consensus estimate of $830.61 million and representing a 20% increase YoY.

HubSpot’s stock decline appears disconnected from its financial performance, as the company also issued guidance above analyst expectations. For fiscal year 2026, HubSpot forecasts earnings per share of $12.38 to $12.46, well above the consensus of $11.46, and revenue of $3.69 billion to $3.70 billion, exceeding the $3.61 billion consensus estimate.

“2025 was a transformative year for HubSpot, defined by the momentum of our agentic customer platform and clear acceleration upmarket,” said Yamini Rangan, Chief Executive Officer at HubSpot. “AI adoption gathered pace, as Breeze Customer Agent and Breeze Prospecting Agent delivered real outcomes for customers.”

The company’s customer base grew 16% YoY to 288,706, while average subscription revenue per customer increased 3% to $11,683. Calculated billings for the fourth quarter were $971.4 million, up 27% from the same period last year.

HubSpot’s board also authorized a new share repurchase program of up to $1 billion over the next 24 months.

For the first quarter of 2026, the company expects revenue between $862 million and $863 million, representing 21% YoY growth, and adjusted operating income between $144 million and $145 million.

HubSpot shares tumble despite earnings beat and strong guidance

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