HUBS Earnings
Thursday, May 07 2026
EPS Estimate
$2.47
$2.41 – $2.58
Revenue Estimate
$863M
Current Price
$230.46
Our Position
bullishEarnings beat sparks 6.9% rebound despite cautious 2026 guide
structured data
est. revisions stable
The disconnect between Stifel's bearish target cut and the subsequent market rebound reveals a critical insight: HubSpot's underlying business is healthy enough to absorb near-term growth deceleration. A 105% net revenue retention signals customers are expanding within HubSpot's platform, which should support margin expansion and offset top-line slowdown. If Q1 2026 holds NRR above 105%, the 16% guide becomes a conservative floor, not a ceiling — creating upside when the company reports later this quarter.
Watch: Q1 2026 net revenue retention. A number above 105% confirms the slowdown is cyclical and validates the buyback thesis; anything lower suggests structural weakness and justifies Stifel's caution. This single metric will either reward the February rebound or punish the optimism.
Data Signal Summary
0 bullish
2 bearish
Insider selling cluster
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
255.5
Est. Revisions (30d)
+0.0% 20up/4dn
Analyst Target (mean)
$350 $253–$625 +52%
Options P/C Ratio
1.30
Est. Dispersion
7% 30 analysts
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Citadel, Two Sigma, Bridgewater
Recent Activity
insider trades
137 transactions
Sell
·
BUEKER KATHRYN (Chief Financial Officer)
·514 shares
·$251,690
Exercise
·
BUEKER KATHRYN (Chief Financial Officer)
·2,190 shares
·$349,743
Sell
·
HALLIGAN BRIAN P (Officer and Director)
·8,500 shares
·$5,210,500
Sell
·
BUEKER KATHRYN (Chief Financial Officer)
·3,937 shares
·$2,427,200
Buy
·
HALLIGAN BRIAN P (Officer and Director)
·24 shares
·$14,585
132 more
Sell
·
HALLIGAN BRIAN P
·8,500 shr
·$5,407,530
Exercise
·
HALLIGAN BRIAN P
·6,558 shr
·$227,956
Award
·
BERRY MICHAEL J
·170 shr
Sell
·
HALLIGAN BRIAN P
·8,500 shr
·$2,233,375
Other
·
HALLIGAN BRIAN P
·102,000 shr
Award
·
SHAH DHARMESH P
·8,717 shr
Award
·
BUEKER KATHRYN
·16,676 shr
Award
·
RANGAN YAMINI
·37,900 shr
Award
·
FISHER ERIKA
·7,580 shr
Sell
·
HALLIGAN BRIAN P
·8,261 shr
·$2,090,033
Award
·
HALLIGAN BRIAN P
·2,311 shr
Award
·
SHAH DHARMESH P
·3,302 shr
Award
·
BUEKER KATHRYN
·5,943 shr
Award
·
RANGAN YAMINI
·13,209 shr
Sell
·
FISHER ERIKA
·1,430 shr
·$348,524
Sell
·
HALLIGAN BRIAN P
·8,500 shr
·$2,578,730
Sell
·
HALLIGAN BRIAN P
·8,500 shr
·$3,119,415
Other
·
SHAH DHARMESH P
·15,464 shr
Exercise
·
SHAH DHARMESH P
·19,990 shr
·$811,394
Sell
·
HALLIGAN BRIAN P
·8,500 shr
·$3,128,935
Sell
·
HALLIGAN BRIAN P
·235 shr
·$115,926
Exercise
·
HALLIGAN BRIAN P
·235 shr
·$115,260
Award
·
SHIH CLARA
·310 shr
Sell
·
HALLIGAN BRIAN P
·8,265 shr
·$3,694,290
Exercise
·
HALLIGAN BRIAN P
·263 shr
·$100,763
Sell
·
BUEKER KATHRYN
·615 shr
·$307,500
Sell
·
RANGAN YAMINI
·2,387 shr
·$1,193,500
Sell
·
HALLIGAN BRIAN P
·8,500 shr
·$4,305,420
Exercise
·
HALLIGAN BRIAN P
·8,408 shr
·$3,570,204
Sell
·
SHAH DHARMESH P
·22,000 shr
·$11,019,040
Sell
·
BUEKER KATHRYN
·119 shr
·$59,500
Sell
·
RANGAN YAMINI
·477 shr
·$238,500
Sell
·
HALLIGAN BRIAN P
·8,500 shr
·$3,823,640
Exercise
·
HALLIGAN BRIAN P
·8,500 shr
·$1,825,939
Sell
·
HALLIGAN BRIAN P
·8,500 shr
·$4,616,095
Exercise
·
HALLIGAN BRIAN P
·7,668 shr
·$1,363,236
Sell
·
BUEKER KATHRYN
·615 shr
·$339,351
Sell
·
RANGAN YAMINI
·2,383 shr
·$1,314,916
Sell
·
HALLIGAN BRIAN P
·8,500 shr
·$4,658,255
Exercise
·
HALLIGAN BRIAN P
·6,955 shr
·$1,110,714
Award
·
WARD JILL A
·400 shr
Award
·
GILL RONALD S
·400 shr
Award
·
ANAGNOST ANDREW J
·400 shr
Award
·
SIMONS JAY
·400 shr
Award
·
NORRINGTON LORRIE M
·400 shr
Award
·
CALDWELL NICHOLAS V.
·400 shr
Award
·
JOHNSON CLAIRE D'OYLY-HUGHES
·400 shr
Sell
·
BUEKER KATHRYN
·239 shr
·$142,618
Sell
·
RANGAN YAMINI
·613 shr
·$364,690
Sell
·
HALLIGAN BRIAN P
·8,500 shr
·$5,487,090
Exercise
·
HALLIGAN BRIAN P
·8,500 shr
·$1,219,650
Sell
·
BUEKER KATHRYN
·2,709 shr
·$1,760,931
Sell
·
RANGAN YAMINI
·680 shr
·$408,000
Sell
·
HALLIGAN BRIAN P
·8,500 shr
·$4,578,100
Exercise
·
HALLIGAN BRIAN P
·7,670 shr
·$860,190
Sell
·
RANGAN YAMINI
·2,382 shr
·$1,367,077
Sell
·
HALLIGAN BRIAN P
·8,500 shr
·$5,163,580
Exercise
·
HALLIGAN BRIAN P
·8,500 shr
·$702,759
Exercise
·
HALLIGAN BRIAN P
·261 shr
·$99,634
Sell
·
RANGAN YAMINI
·3,242 shr
·$2,207,867
Award
·
HALLIGAN BRIAN P
·2,309 shr
Award
·
SHAH DHARMESH P
·3,299 shr
Award
·
BUEKER KATHRYN
·5,938 shr
Award
·
RANGAN YAMINI
·13,196 shr
Sell
·
HALLIGAN BRIAN P
·8,500 shr
·$6,885,000
Exercise
·
HALLIGAN BRIAN P
·8,500 shr
·$448,800
Award
·
HALLIGAN BRIAN P
·2,806 shr
Award
·
SHAH DHARMESH P
·4,009 shr
Award
·
BUEKER KATHRYN
·7,216 shr
Sell
·
BUEKER KATHRYN
·3,000 shr
·$2,369,430
Award
·
RANGAN YAMINI
·18,242 shr
Exercise
·
SHAH DHARMESH P
·7,767 shr
·$269,981
Exercise
·
HALLIGAN BRIAN P
·7,125 shr
·$376,200
Sell
·
HALLIGAN BRIAN P
·8,500 shr
·$6,028,965
Exercise
·
SHAH DHARMESH P
·8,900 shr
·$309,364
Sell
·
BUEKER KATHRYN
·1,796 shr
·$1,260,056
Exercise
·
BUEKER KATHRYN
·902 shr
·$115,546
Sell
·
RANGAN YAMINI
·3,057 shr
·$2,144,761
Sell
·
NORRINGTON LORRIE M
·572 shr
·$412,755
Sell
·
NORRINGTON LORRIE M
·572 shr
·$394,680
Exercise
·
HALLIGAN BRIAN P
·19,092 shr
·$1,143,282
Sell
·
HALLIGAN BRIAN P
·8,500 shr
·$6,202,025
Sell
·
SHAH DHARMESH P
·25,000 shr
·$18,497,196
Other
·
SHAH DHARMESH P
·1,068 shr
Sell
·
SHAH DHARMESH P
·25,000 shr
·$18,192,999
Other
·
RANGAN YAMINI
·1,190 shr
Sell
·
RANGAN YAMINI
·115 shr
·$82,086
Sell
·
HALLIGAN BRIAN P
·8,500 shr
·$5,623,515
Exercise
·
HALLIGAN BRIAN P
·4,915 shr
·$248,096
Sell
·
SHAH DHARMESH P
·25,000 shr
·$16,815,415
Sell
·
BUEKER KATHRYN
·1,930 shr
·$1,323,768
Sell
·
BUEKER KATHRYN
·4,381 shr
·$3,066,700
Exercise
·
BUEKER KATHRYN
·4,381 shr
·$699,646
Sell
·
HARVEY DAWSON ALYSSA
·573 shr
·$401,100
Sell
·
HARVEY DAWSON ALYSSA
·384 shr
·$249,600
Sell
·
HARVEY DAWSON ALYSSA
·429 shr
·$257,400
Exercise
·
HARVEY DAWSON ALYSSA
·429 shr
·$124,363
Sell
·
HARVEY DAWSON ALYSSA
·384 shr
·$217,501
Sell
·
BUEKER KATHRYN
·1,804 shr
·$992,200
Exercise
·
BUEKER KATHRYN
·1,804 shr
·$231,092
Sell
·
RANGAN YAMINI
·1,374 shr
·$755,700
Sell
·
BUEKER KATHRYN
·1,136 shr
·$597,354
Sell
·
RANGAN YAMINI
·1,507 shr
·$792,441
Sell
·
RANGAN YAMINI
·116 shr
·$56,978
Sell
·
HALLIGAN BRIAN P
·8,500 shr
·$4,245,155
Exercise
·
HALLIGAN BRIAN P
·8,500 shr
·$345,015
Sell
·
BUEKER KATHRYN
·514 shr
·$257,000
Sell
·
HARVEY DAWSON ALYSSA
·384 shr
·$179,416
Sell
·
HALLIGAN BRIAN P
·8,500 shr
·$4,014,295
Exercise
·
HALLIGAN BRIAN P
·7,461 shr
·$294,359
Sell
·
SHAH DHARMESH P
·25,000 shr
·$14,671,369
Sell
·
BUEKER KATHRYN
·902 shr
·$528,879
Sell
·
BUEKER KATHRYN
·1,135 shr
·$672,828
Sell
·
RANGAN YAMINI
·2,877 shr
·$1,705,486
Sell
·
HALLIGAN BRIAN P
·8,500 shr
·$4,752,435
Exercise
·
HALLIGAN BRIAN P
·8,500 shr
·$295,460
Exercise
·
BUEKER KATHRYN
·1,365 shr
·$193,342
Award
·
WARD JILL A
·412 shr
Award
·
GILL RONALD S
·412 shr
Award
·
ANAGNOST ANDREW J
·412 shr
Award
·
SIMONS JAY
·412 shr
Award
·
NORRINGTON LORRIE M
·412 shr
Award
·
CALDWELL NICHOLAS V.
·412 shr
Award
·
JOHNSON CLAIRE D'OYLY-HUGHES
·412 shr
Sell
·
RANGAN YAMINI
·115 shr
·$69,794
Sell
·
SHAH DHARMESH P
·26,000 shr
·$15,520,292
Sell
·
BUEKER KATHRYN
·2,191 shr
·$1,424,150
Exercise
·
BUEKER KATHRYN
·2,191 shr
·$349,903
Sell
·
HARVEY DAWSON ALYSSA
·192 shr
·$124,800
Sell
·
HARVEY DAWSON ALYSSA
·469 shr
·$290,850
Exercise
·
HARVEY DAWSON ALYSSA
·85 shr
·$24,641
Sell
·
BUEKER KATHRYN
·2,190 shr
·$1,368,750
analyst ratings
6 ratings
BTIG
→Buy
1d ago
Macquarie
→Outperform
2d ago
Canaccord Genuity
→Buy
6d ago
RBC Capital
→Outperform
6d ago
UBS
→Buy
8d ago
1 more
Piper Sandler
→Overweight
Explore more
