HubSpot (HUBS) Tops Q4 Earnings and Revenue Estimates

Core Viewpoint - HubSpot reported quarterly earnings of $3.09 per share, exceeding the Zacks Consensus Estimate of $2.99 per share, and showing an increase from $2.32 per share a year ago, indicating a positive earnings surprise of +3.26% [1] Financial Performance - HubSpot's revenues for the quarter ended December 2025 were $846.75 million, surpassing the Zacks Consensus Estimate by 2.03%, and up from $703.17 million year-over-year [2] - The company has consistently exceeded consensus EPS estimates over the last four quarters [2] Stock Performance and Outlook - HubSpot shares have declined approximately 42.2% since the beginning of the year, contrasting with the S&P 500's gain of 1.4% [3] - The company's current Zacks Rank is 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $2.30 on revenues of $833.51 million, and for the current fiscal year, it is $11.44 on revenues of $3.59 billion [7] Industry Context - The Internet - Software industry, to which HubSpot belongs, is currently ranked in the bottom 44% of over 250 Zacks industries, suggesting potential challenges ahead [8]