HubSpot Reports Significant Q4 Profit Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy HUBS?
Source: NASDAQ.COM
- Significant Profit Increase: HubSpot's Q4 profit reached $54.42 million, translating to $1.04 per share, a substantial rise from last year's $4.93 million and $0.09 per share, indicating a marked improvement in the company's profitability.
- Strong Adjusted Earnings: Excluding items, HubSpot reported adjusted earnings of $162.52 million or $3.09 per share, demonstrating sustained growth and enhanced profitability in its core business operations.
- Notable Revenue Growth: The company's Q4 revenue surged by 20.4% to $846.74 million, up from $703.17 million last year, reflecting strong market demand and the competitiveness of its product offerings.
- Optimistic Future Guidance: HubSpot's guidance for the next quarter indicates EPS between $2.46 and $2.48, with revenue expected between $862 million and $863 million, alongside a full-year 2026 revenue forecast of $3.69 billion to $3.70 billion, showcasing confidence in future growth.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy HUBS?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on HUBS
Wall Street analysts forecast HUBS stock price to rise
27 Analyst Rating
24 Buy
3 Hold
0 Sell
Strong Buy
Current: 228.950
Low
450.00
Averages
582.08
High
800.00
Current: 228.950
Low
450.00
Averages
582.08
High
800.00
About HUBS
HubSpot, Inc. provides a customer platform that helps businesses connect and grow better. The Company delivers seamless connection for customer-facing teams with a unified platform that includes artificial intelligence (AI)-powered engagement hubs, a Smart CRM, and a connected ecosystem with over 1,700 app marketplace integrations, a community network, and educational content. Its AI-powered engagement hubs include Marketing, Sales, Service, Operations, Content, and Commerce, as well as other tools and integrations that enable companies to attract, engage, and delight customers throughout the customer lifecycle. Its customer platform features a central database of lead and customer interactions, and integrated applications designed to help businesses attract visitors to their websites, convert visitors into leads, close leads into customers, transact with those customers, and delight them so they become promoters of those businesses. Breeze is its AI that powers the customer platform.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

Revenue Growth: HubSpot's revenue forecast has increased by 11.2%, surpassing previous estimates.
Q4 Performance: The company's Q4 results have exceeded expectations, indicating strong financial performance.
See More
Market Volatility: There is an unusual increase in stock price movements, with many stocks experiencing significant gains and losses.
Investor Sentiment: The heightened volatility may indicate changing investor sentiment and market dynamics, prompting closer scrutiny of stock performance.
See More
- Inflation Data Decline: The annual inflation rate fell from 2.7% to 2.4% in January, undershooting the expected 2.5%, marking the lowest level since May 2025, indicating a potential economic slowdown that may prompt the Fed to consider interest rate cuts, thus impacting market liquidity.
- Core Inflation Eases: Core inflation, excluding food and energy, decreased from 2.7% to 2.5%, the lowest since March 2021, which could influence investor expectations regarding future interest rate policies and subsequently affect stock market performance.
- Small Caps Lead Gains: The Russell 2000 index rose nearly 1.8%, outperforming large-cap stocks, reflecting increased investor confidence in small businesses and potentially indicating optimism about economic recovery.
- Rivian Stock Surge: Rivian Automotive Inc. shares jumped 27%, marking the strongest day in the company's history, after reporting a narrower-than-expected quarterly loss, which may attract more investor interest in the electric vehicle market.
See More
- Revenue Decline: Coinbase reported total Q4 revenue of $1.78 billion, down 5% quarter-over-quarter, missing the Street consensus estimate of $1.85 billion, indicating potential market demand weakness that could impact future growth.
- Earnings Beat: Despite the revenue drop, Coinbase's adjusted earnings per share were 66 cents, surpassing the Street consensus estimate of 64 cents, demonstrating the company's strong performance in cost management and operational efficiency.
- Stock Price Surge: Coinbase shares jumped 13% to $159.44 on Friday, reflecting investor confidence in the company's profitability, even though overall revenue fell short of expectations.
- Market Environment Impact: The broader U.S. stock market declined, with the Dow Jones falling around 0.2% on Friday, indicating macroeconomic pressures on tech stocks that may affect Coinbase's future market performance.
See More
- FTLS Target Price Analysis: According to ETF Channel, the implied analyst target price for the First Trust Long/Short Equity ETF (FTLS) is $82.62 per unit, while its recent trading price is $70.81, indicating a 16.68% upside potential that reflects market optimism towards this ETF.
- HUBS Price Potential: HubSpot Inc (HUBS) is currently trading at $228.95, with an analyst target price of $524.88, suggesting a 129.25% upside, showcasing strong confidence from analysts regarding its future growth.
- VERX Growth Expectations: Vertex Inc (VERX) has a current share price of $12.37, while analysts project a target price of $27.57, indicating a potential upside of 122.89%, reflecting a positive outlook on its business prospects.
- NCNO Market Outlook: nCino Inc (NCNO) is trading at $15.85, with an analyst target price of $33.93, which implies a 114.09% upside potential, demonstrating analysts' positive expectations for its future performance.
See More
- Strong Earnings Report: HubSpot's Q4 revenue reached $846.7 million, a 20% year-over-year increase, surpassing analysts' expectations of $830 million, with adjusted EPS at $3.10, up 28%, indicating robust market performance.
- Significant Customer Growth: The company reported a customer count of 288,706, a 16% increase year-over-year, with not only new customer additions but also a 3% rise in average revenue per subscriber, showcasing success in customer retention and expansion.
- Positive Outlook Guidance: HubSpot is guiding for Q1 revenue midpoint of $862.5 million, representing approximately 21% year-over-year growth, with adjusted EPS forecasted at $2.47, a 40% increase, providing confidence to investors and driving stock price up.
- Strong Market Reaction: Despite a 71% decline in stock price over the past year due to slowing growth and AI disruption concerns, the current trading at 19 times forward earnings reflects investor optimism about HubSpot's future prospects.
See More









