Customer platform provider HubSpot (NYSE: HUBS) will be reporting results this Wednesday after market hours. Here’s what to expect.
HubSpot beat analysts’ revenue expectations by 3% last quarter, reporting revenues of $809.5 million, up 20.9% year on year. It was a strong quarter for the company, with a solid beat of analysts’ EBITDA estimates and full-year EPS guidance slightly topping analysts’ expectations. It added 10,898 customers to reach a total of 278,880.
Is HubSpot a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting HubSpot’s revenue to grow 18% year on year to $829.9 million, slowing from the 20.8% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $2.99 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. HubSpot has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 3.3% on average.
Looking at HubSpot’s peers in the sales and marketing software segment, some have already reported their Q4 results, giving us a hint as to what we can expect. ZoomInfo delivered year-on-year revenue growth of 3.2%, beating analysts’ expectations by 3.2%, and LiveRamp reported revenues up 8.6%, in line with consensus estimates. LiveRamp traded up 3.5% following the results.
Read our full analysis of ZoomInfo’s results here and LiveRamp’s results here.
The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. Unfortunately, sales and marketing software stocks have struggled in this environment as share prices are down 17.9% on average over the last month. HubSpot is down 38.5% during the same time and is heading into earnings with an average analyst price target of $519.60 (compared to the current share price of $231.20).
When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we’ve found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback.
