Equity Profile

HUBS

HubSpot, Inc.

Information TechnologyApplication Software$11.1B

Aug5Wed

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

HubSpot, Inc. (HUBS) is a leading provider of marketing, sales, and customer service software, helping businesses grow by improving customer relationships....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of profitability, and HubSpot has consistently exceeded expectations in recent quarters.

Expected to be above $2.72

Revenue Growth

Revenue growth reflects the company's ability to attract and retain customers, which is crucial for its long-term success.

Expected growth rate not specified

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

HUBS Q2-2026 Earnings Preview

Context

Company Snapshot

HubSpot, Inc. (HUBS) is a leading provider of marketing, sales, and customer service software, helping businesses grow by improving customer relationships. As part of the Information Technology sector, HubSpot is positioned in a rapidly evolving landscape driven by digital transformation and the increasing importance of customer engagement.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+1483.95%

Avg Stock Reaction

+0.11%

Last Quarter Recap

In Q1 2026, HubSpot reported an impressive EPS of $2.72, significantly beating estimates by nearly 296%. The stock reacted positively, gaining 3.64% the following day.

Management Promises & Guidance

Continued focus on enhancing product offerings.
Commitment to improving customer experience.
Plans to expand market reach and customer base.

Expectations

Wall Street Expectations

Overall, Wall Street is cautiously optimistic about HubSpot's upcoming earnings, given its strong track record of beating EPS estimates. However, concerns about revenue growth and customer retention may temper enthusiasm.

Bull Case

If HubSpot continues its trend of beating EPS estimates and shows strong revenue growth, it could lead to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows signs of slowing customer growth, it could lead to a negative market reaction.

Key Metrics to Watch

EPS (Earnings Per Share)

Expected to be above $2.72

EPS is a key indicator of profitability, and HubSpot has consistently exceeded expectations in recent quarters.

Revenue Growth

Expected growth rate not specified

Revenue growth reflects the company's ability to attract and retain customers, which is crucial for its long-term success.

Customer Retention Rate

Expected to remain strong

High retention rates indicate customer satisfaction and the effectiveness of HubSpot's services.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and will it continue the trend of significant surprises?

Given HubSpot's history of beating EPS estimates, this will be a key driver of market sentiment.

How is customer retention trending, and what are the expectations for revenue growth?

Customer retention and revenue growth are critical for sustaining the company's long-term success and investor confidence.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating HubSpot's ability to sustain high growth rates in a competitive environment, particularly given its strong customer retention metrics.

Supporting Evidence

HubSpot has consistently beaten EPS estimates, indicating stronger-than-expected performance.

The options market is pricing a significant move, suggesting that investors are anticipating volatility that could favor a positive outcome.

Key Risk

If customer retention rates show a significant decline, it could undermine the bullish narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis this quarter revolves around whether HubSpot can maintain its impressive earnings performance while also showing strong revenue growth.

Bull Confirmed If

An EPS of $3.00 or higher would confirm the bull case and indicate strong profitability.

Bear Confirmed If

An EPS below $2.50 would raise concerns about profitability and growth.

Pre-Earnings Positioning

Options Market

Implied Move

±11.96%

Historical Avg

±2.9%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings announcement.

Options are pricing ±12.0% while HUBS has averaged ±2.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

89.5%

Calls (32K)P/C Ratio: 0.32Puts (71K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If HubSpot beats expectations and raises guidance, history suggests a potential stock increase of around 0.11% on the next trading day.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may react neutrally or slightly down.

Miss

If HubSpot misses earnings expectations, history suggests a potential decline of around 2.94% on the next trading day.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer retention rates and how they impact revenue forecasts.
2Insights into new product developments and their expected impact on sales.
3Management's commentary on market conditions and competitive landscape.
4Expectations for customer acquisition strategies moving forward.
5Any guidance on future revenue growth targets.

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Company Snapshot

HubSpot, Inc. (HUBS) is a leading provider of marketing, sales, and customer service software, helping businesses grow by improving customer relationships....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of profitability, and HubSpot has consistently exceeded expectations in recent quarters.

Expected to be above $2.72

Revenue Growth

Revenue growth reflects the company's ability to attract and retain customers, which is crucial for its long-term success.

Expected growth rate not specified

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

HUBS Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+1483.95%

Avg Stock Reaction

+0.11%

Last Quarter Recap

In Q1 2026, HubSpot reported an impressive EPS of $2.72, significantly beating estimates by nearly 296%. The stock reacted positively, gaining 3.64% the following day.

Management Promises & Guidance

Continued focus on enhancing product offerings.
Commitment to improving customer experience.
Plans to expand market reach and customer base.

Expectations

Wall Street Expectations

Bull Case

If HubSpot continues its trend of beating EPS estimates and shows strong revenue growth, it could lead to a significant stock price increase.

Bear Case

Conversely, if the company fails to meet revenue expectations or shows signs of slowing customer growth, it could lead to a negative market reaction.

Key Metrics to Watch

EPS (Earnings Per Share)

Expected to be above $2.72

EPS is a key indicator of profitability, and HubSpot has consistently exceeded expectations in recent quarters.

Revenue Growth

Expected growth rate not specified

Revenue growth reflects the company's ability to attract and retain customers, which is crucial for its long-term success.

Customer Retention Rate

Expected to remain strong

High retention rates indicate customer satisfaction and the effectiveness of HubSpot's services.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be this quarter, and will it continue the trend of significant surprises?

Given HubSpot's history of beating EPS estimates, this will be a key driver of market sentiment.

How is customer retention trending, and what are the expectations for revenue growth?

Customer retention and revenue growth are critical for sustaining the company's long-term success and investor confidence.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating HubSpot's ability to sustain high growth rates in a competitive environment, particularly given its strong customer retention metrics.

Supporting Evidence

HubSpot has consistently beaten EPS estimates, indicating stronger-than-expected performance.

The options market is pricing a significant move, suggesting that investors are anticipating volatility that could favor a positive outcome.

Key Risk

If customer retention rates show a significant decline, it could undermine the bullish narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis this quarter revolves around whether HubSpot can maintain its impressive earnings performance while also showing strong revenue growth.

Bull Confirmed If

An EPS of $3.00 or higher would confirm the bull case and indicate strong profitability.

Bear Confirmed If

An EPS below $2.50 would raise concerns about profitability and growth.

Pre-Earnings Positioning

Options Market

Implied Move

±11.96%

Historical Avg

±2.9%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings announcement.

Options are pricing ±12.0% while HUBS has averaged ±2.9% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

89.5%

Calls (32K)P/C Ratio: 0.32Puts (71K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If HubSpot beats expectations and raises guidance, history suggests a potential stock increase of around 0.11% on the next trading day.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may react neutrally or slightly down.

Miss

If HubSpot misses earnings expectations, history suggests a potential decline of around 2.94% on the next trading day.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer retention rates and how they impact revenue forecasts.
2Insights into new product developments and their expected impact on sales.
3Management's commentary on market conditions and competitive landscape.
4Expectations for customer acquisition strategies moving forward.
5Any guidance on future revenue growth targets.