HUBS · NYSE · Software - Application

HubSpot (HUBS)

Connects customer data and business workflows through Smart CRM and AI.

$217.88
After hours−0.09 (−0.04%)
At close$217.97(+1.92%)
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HubSpot, Inc.HUBS
Information Technology

Sells a subscription customer platform that connects marketing, sales, service, content, data, and revenue workflows through Smart CRM and Breeze. Mid-market B2B customers are spread across the United States and international markets, while a substantial partner ecosystem supports distribution.

Provides a subscription customer platform for mid-market B2B companies, built around Smart CRM and the Breeze AI layer. Marketing Hub, Sales Hub, Service Hub, Content Hub, Data Hub, and Revenue Hub cover customer acquisition, pipeline management, support, content, data activation, and quote-to-cash workflows.

Combines shared customer context with specialized applications so human teams and software agents can work from the same records. Educational content, integrations, community, and solutions partners extend the platform and support distribution. Customers span the United States and international markets.

Revenue depends overwhelmingly on cloud subscriptions, while professional services focus on onboarding, training, and consulting. Partner-referred business is an important channel. All products are reported within one operating segment, so revenue by Hub is not disclosed.

Company facts

CEOYamini Rangan
ListedOct 9, 2014
ExchangeNYSE
HeadquartersCambridge, MA
CountryUnited States
Employees8,882
CIK0001404655
ISINUS4435731009

Market cap$10.95B
EPS (ttm)$2.83
P/E (ttm)75.57
ROE7.8%
P/B6.61
P/S3.18
Dividend yieldDiv yield
Beta0.59vs XLK −0.60

Price target$250.00+13.4%Average of 47 analysts
ConsensusBuy30 of 47 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 21, 2026BMO CapitalReiterate
Rating: Target: $215
Rating: Market PerformTarget: $250
Sep 21, 2026StephensTarget
Target: $251
Target: $255
Sep 21, 2026Truist FinancialTarget
Target: $230
Target: $275
Sep 18, 2026UBSReiterate
Rating: Target: $215
Rating: NeutralTarget: $290
Sep 11, 2026Stifel NicolausTarget
Target: $275
Target: $225

Next report
Nov 4, 26
in 43 days
EPS estimate
$3.28
Revenue estimate
$925.3M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$2.32$1.78$2.19$2.66$3.09$2.72$3.26Pending
Estimate$2.18$1.77$2.12$2.59$2.99$2.47$3.02$3.28
Surprise+6.4%+0.6%+3.3%+2.7%+3.3%+10.1%+7.9%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$703.2M$714.1M$760.9M$809.5M$846.7M$881.0M$911.7MPending
Estimate$673.3M$700.9M$739.9M$786.6M$830.9M$863.3M$898.3M$925.3M
Surprise+4.4%+1.9%+2.8%+2.9%+1.9%+2.0%+1.5%
Estimate$3.28
ReportedDue Nov 4, 2026
Estimate$925.3M
ReportedDue Nov 4, 2026
View details

Debt to equity14.30%
Current ratio137.80%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$669.7M$703.2M$714.1M$760.9M$809.5M$846.3M$881.0M$911.7M
Net income$8.1M$5.0M−$21.8M−$3.3M$16.5M$54.4M$32.6M$43.3M
Net margin1.2%0.7%0.0%0.0%2.0%6.4%3.7%4.8%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$9.6M−$10.8M−$27.5M−$24.6M$11.2M$48.6M$29.0M$43.3M
YoY growthLoss narrowedLoss narrowedLoss widenedLoss widenedTurned profitTurned profitTurned profitTurned profit

Balance sheet, Jun 30, 2026Cash & short-term investments $1.34B · Total debt $236.9M · Total assets $3.50B · Shareholders' equity $1.66B

Revenue
$911.7M
Operating income
$43.3M
Net income
$43.3M
View details

No dividends on record.

Institutions98.78%49.26M shares
638 holders · as of Jun 30, 2026
Insiders4.94%2.46M shares
16 holders · as of Sep 17, 2026
Adds to103.72%

49.87M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 103.72%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Price T Rowe Associates Inc /MD/Institution
8.76%4.37Mas of Jun 30, 2026
BlackRock, Inc.Institution
6.94%3.46Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.04%2.51Mas of Jun 30, 2026
AQR Capital Management LLCInstitution
4.85%2.42Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.47%2.23Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 15, 2026Brian Halligandirector−8,500$245.64
Aug 18, 2026Brian Halligandirector−8,500$219.50
Aug 10, 2026Gerald Dischlerdirector+925$215.93
Aug 4, 2026Erika Ashley Fisherofficer: Chief Legal Officer−702$235.22
Jul 21, 2026Brian Halligandirector−8,500$221.09
View details

  • Salesforce

    Broadest overlap across CRM, engagement Hubs, data, and AI agents

  • Adobe

    Enterprise rival in digital marketing, content, and customer data

  • Microsoft

    CRM applications and agentic automation within the Microsoft cloud

  • Oracle

    Enterprise CX suite spanning marketing, sales, service, data, and CPQ

  • Klaviyo

    Data-first B2C CRM with marketing automation and customer service

  • Freshworks

    Mid-market CRM, sales, service, marketing, and AI automation suite

  • Intuit

    Mailchimp overlap in SMB email, marketing automation, and CRM tools

CompareAfter hours

CompanyPriceChange
HubSpot$217.88−0.04%$10.95B75.614.43.2+19.8%
Salesforce$233.64+0.17%$193.63B21.615.94.4+10.8%
Adobe$238.80+0.24%$99.18B13.98.93.8+12.9%
Microsoft$498.00−0.01%$3.72T27.925.411.2+17.8%
Oracle$149.24+0.06%$427.95B23.317.56.0+29.6%
Klaviyo$16.00+0.82%$4.73B749.816.83.4+26.4%
Freshworks$12.60+1.49%$3.44B19.316.13.8+16.0%
Intuit$292.20−0.05%$83.19B18.412.43.9+13.7%
Median21.616.13.9+16.0%