HubSpot
Connects customer data and business workflows through Smart CRM and AI.
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Profile
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
Categories
Key statistics
Year to date −31.8% · Average volume (30d) 2.0M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | UBS | Target | $300 | $215 | ||
| Aug 7, 2026 | BMO Capital | Downgrade | Outperform | Market Perform | ||
| Aug 6, 2026 | BMO Capital | Downgrade | Outperform | Market Perform | $285 | $215 |
| Aug 6, 2026 | Morgan Stanley | Target | $350 | $287 | ||
| Aug 6, 2026 | Wolfe Research | Downgrade | Sector Outperform | Peer Perform |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $3.02 | $3.26 | +7.9% | $898.3M | $911.7M | +1.5% | −19.10% |
| May 7, 2026Q1 FY26 | $2.47 | $2.72 | +10.1% | $863.3M | $881.0M | +2.0% | −19.03% |
| Feb 11, 2026Q4 FY25 | $2.99 | $3.09 | +3.3% | $830.9M | $846.7M | +1.9% | +9.37% |
| Nov 5, 2025Q3 FY25 | $2.59 | $2.66 | +2.7% | $786.6M | $809.5M | +2.9% | −15.01% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $714.1M | $760.9M | $809.5M | $846.3M | $881.0M | $911.7M | |
| Gross profit | $599.0M | $638.7M | $676.0M | $708.6M | $735.3M | $750.9M | |
| Operating income | −$27.5M | −$24.6M | $11.2M | $48.6M | $29.0M | $43.3M | |
| Net income | −$21.8M | −$3.3M | $16.5M | $54.4M | $32.6M | $43.3M | |
| Diluted EPS | −$0.42 | −$0.06 | $0.31 | $1.04 | $0.62 | $0.86 | |
| Gross margin | 83.9% | 83.9% | 83.5% | 83.7% | 83.5% | 82.4% | |
| Operating margin | -3.8% | -3.2% | 1.4% | 5.7% | 3.3% | 4.8% |
Fiscal years (4-quarter sums)FY21 $1.30B · FY22 $1.73B · FY23 $2.17B · FY24 $2.63B · FY25 $3.13B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $1.34B · Total debt $236.9M · Total assets $3.50B · Shareholders' equity $1.66B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 51.22M · Float 49.35M · 96.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | 4.61M | 8.70% | 13G | May 15, 2026 |
| Price T Rowe Associates Inc /MD/ | 4.37M | 8.53% | 13F | Aug 14, 2026 |
| BlackRock, Inc. | 3.46M | 6.75% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 2.51M | 4.90% | 13F | Aug 13, 2026 |
| AQR Capital Management LLC | 2.42M | 4.72% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 18, 2026 | Brian Halligan | director | −8,500 | $219.50 |
| Aug 10, 2026 | Gerald Dischler | director | +925 | $215.93 |
| Aug 4, 2026 | Erika Ashley Fisher | officer: Chief Legal Officer | −702 | $235.22 |
| Jul 21, 2026 | Brian Halligan | director | −8,500 | $221.09 |
| Jun 16, 2026 | Brian Halligan | director | −8,500 | $184.42 |
Peers
- 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 close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| HubSpot | $260.15 | −0.21% | $13.36B | 92.1 | 17.3 | 3.9 | +19.8% |
| Salesforce | $256.48 | +0.16% | $209.66B | 23.4 | 17.6 | 4.8 | +10.8% |
| Adobe | $291.46 | −0.04% | $115.88B | 16.7 | 11.3 | 4.6 | +12.7% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| Oracle | $150.95 | +0.17% | $434.14B | 25.9 | 18.7 | 6.4 | +20.6% |
| Klaviyo | $20.00 | −0.79% | $6.03B | 955.0 | 21.4 | 4.3 | +26.4% |
| Freshworks | $13.86 | −0.04% | $3.83B | 21.4 | 18.0 | 4.2 | +16.0% |
| Intuit | $358.02 | +0.02% | $97.94B | 21.7 | 13.4 | 4.6 | +13.7% |
| Median | 23.4 | 18.0 | 4.6 | +16.0% |