Education
About Us
Working with TipRanks
Follow Us
HubSpot (DE:096)
XETRA:096
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.09Last Year’s EPS
1.51Same Quarter Last Year
Strong Buy
Based on 25 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strong set of operating and financial results — double-digit revenue growth, expanding operating margins, robust free cash flow, clear upmarket and multihub traction, and early signs of AI-driven monetization — while acknowledging near-term conservatism in 2026 guidance, transitional marketing channel headwinds, a modest Clearbit revenue drag, and that credits monetization is still early. Overall, the positive execution, profitable growth, balance sheet strength, and visible AI product adoption outweigh the limited and manageable headwinds.Company Guidance
Strong Top-Line Growth
Q4 revenue grew ~18% year-over-year in constant currency (20% as-reported in CFO remarks) and full-year 2025 revenue grew 18.2% to $3.1B.
Robust Net New Customer Adds and Scale
Added 9,800 net new customers in Q4 and over 40,000 customers in 2025, bringing total customers to more than 288,000 (16% year-over-year growth).
Improving Unit Economics and Profitability
Q4 operating margin was ~22.6% (22.6% CEO / 23% non-GAAP CFO), full-year operating margin 18.6%; Q4 net income $163M ($3.09/share) and full-year net income $516M ($9.70/share).
Strong Cash Generation and Capital Return
Q4 free cash flow $209M (25% of revenue) and full-year free cash flow $595M (19% of revenue); cash and marketable securities $1.8B; board authorized up to $1.0B share repurchase program.
Upmarket Momentum and Larger Deal Expansion
Deals >$5,000 MRR grew 33% and deals >$10,000 grew 41% in 2025; number of customers with 500+ seats grew fivefold, with evidence of consolidation by larger companies.
Multihub Adoption and Cross-Sell Progress
62% of new Pro Plus customers landed with multiple hubs; 40% of Pro Plus installed base by ARR owns four or more hubs (up six points year-over-year), showing increased multihub penetration.
AI Product Momentum and Early Monetization
Strong agent adoption: Customer Agent activated by >8,000 customers (mid-60s resolution rates), Prospecting Agent >10,000 activations (up 57% QoQ), Data Agent >2,500 activations; Customer Agent accounted for ~60% of credits consumed in Q4.
Net New ARR and Billings Strength
Full-year 2025 net new ARR grew 24% year-over-year (six points above constant currency revenue growth); Q4 calculated billings $971M (up 20% CC, 27% as-reported), full-year billings $3.4B (up 19% CC).
Operational & Product Execution
Core Seat adoption and enriched-data usage jumped from 51% to nearly 70% in Q4; 90% of legacy customers have moved to the new pricing model with ~50% of ARR through first renewal; internal AI adoption accelerated product development (97% of code commits used AI assist).
DE:096 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:096 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | €177.75 | €188.60 | +6.10% |
Nov 05, 2025 | €409.20 | €329.00 | -19.60% |
Aug 06, 2025 | €422.70 | €410.80 | -2.82% |
May 08, 2025 | €578.40 | €522.20 | -9.72% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does HubSpot (DE:096) report earnings?
HubSpot (DE:096) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is HubSpot (DE:096) earnings time?
HubSpot (DE:096) earnings time is at May 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of HubSpot stock?
The P/E ratio of HubSpot is N/A.
What is DE:096 EPS forecast?
DE:096 EPS forecast for the fiscal quarter 2026 (Q1) is 2.09.