We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Can Healthy Revenue Growth Boost HubSpot's Q2 Earnings?
Read MoreHide Full Article
Key Takeaways
HubSpot is expected to post higher Q2 2026 revenues, supported by AI adoption and platform expansion.
HUBS may benefit from Breeze AI adoption, including Customer Agent, Prospecting Agent and Data Agent.
HUBS may benefit from enterprise demand, multi-hub adoption and higher recurring revenue per customer.
HubSpot, Inc. (HUBS - Free Report) is set to report second-quarter 2026 results on Aug. 5, after the closing bell. In the last reported quarter, the company delivered an earnings surprise of 10.12%. It pulled off a trailing four-quarter earnings surprise of 4.97%, on average, beating estimates on all previous occasions.
The company is expected to record year-over-year revenue growth, driven by continued execution of its long-term growth strategy and sustained momentum across its business. Ongoing innovation, expanding platform capabilities and disciplined execution are likely to have aided its overall quarterly results.
Factors at Play
Growing adoption of HubSpot's Breeze artificial intelligence (AI) platform is expected to have lifted second-quarter 2026 performance. Increased usage of AI-powered capabilities, including Customer Agent, Prospecting Agent and Data Agent, is likely to have strengthened customer engagement and expanded adoption across its customer base.
During the to-be-reported quarter, higher adoption of Core Seats and AI credits is expected to create incremental monetization opportunities and support subscription revenue growth. Management also expects AI-driven seats and AI credit consumption to become additional long-term revenue drivers.
During the quarter under review, HubSpot is expected to have benefited from continued enterprise adoption of its unified customer platform. Increasing demand from businesses seeking to consolidate their marketing, sales and customer service operations is likely to have supported larger customer wins and greater multi-hub adoption. These trends are likely to have increased annual recurring revenue per customer, while expanding the company's recurring revenue base.
HubSpot is expected to have continued expanding its customer base during the June quarter, driven by the underpenetrated mid-market opportunity and pricing initiatives, including lower entry pricing, the removal of seat minimums, and the transition to the updated pricing model. These initiatives are likely to have generated healthy revenues during the quarter.
For the June quarter, the Zacks Consensus Estimate for total revenues is pegged at $897.8 million, indicating an increase from $761 million recorded a year ago. The consensus mark for earnings is pegged at $3.02 per share, implying growth from $2.19 reported in the prior-year quarter.
Earnings Whispers
Our proven model does not predict an earnings beat for HubSpot for the second quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. This is not the case here.
Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Here are some companies you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season:
Sandisk Corporation (SNDK - Free Report) has an Earnings ESP of +4.13% and sports a Zacks Rank #1 at present. It is set to release its fourth-quarter fiscal 2026 numbers on Aug. 5.
The Earnings ESP for Motorola Solutions, Inc. (MSI - Free Report) is +0.52%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report second-quarter 2026 numbers on Aug. 5.
The Earnings ESP for Arista Networks Inc (ANET - Free Report) is +3.08%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report second-quarter 2026 numbers on Aug. 4.
View the Zacks #1 Rank List
Image: Bigstock
Can Healthy Revenue Growth Boost HubSpot's Q2 Earnings?
Key Takeaways
HubSpot, Inc. (HUBS - Free Report) is set to report second-quarter 2026 results on Aug. 5, after the closing bell. In the last reported quarter, the company delivered an earnings surprise of 10.12%. It pulled off a trailing four-quarter earnings surprise of 4.97%, on average, beating estimates on all previous occasions.
The company is expected to record year-over-year revenue growth, driven by continued execution of its long-term growth strategy and sustained momentum across its business. Ongoing innovation, expanding platform capabilities and disciplined execution are likely to have aided its overall quarterly results.
Factors at Play
Growing adoption of HubSpot's Breeze artificial intelligence (AI) platform is expected to have lifted second-quarter 2026 performance. Increased usage of AI-powered capabilities, including Customer Agent, Prospecting Agent and Data Agent, is likely to have strengthened customer engagement and expanded adoption across its customer base.
During the to-be-reported quarter, higher adoption of Core Seats and AI credits is expected to create incremental monetization opportunities and support subscription revenue growth. Management also expects AI-driven seats and AI credit consumption to become additional long-term revenue drivers.
During the quarter under review, HubSpot is expected to have benefited from continued enterprise adoption of its unified customer platform. Increasing demand from businesses seeking to consolidate their marketing, sales and customer service operations is likely to have supported larger customer wins and greater multi-hub adoption. These trends are likely to have increased annual recurring revenue per customer, while expanding the company's recurring revenue base.
HubSpot is expected to have continued expanding its customer base during the June quarter, driven by the underpenetrated mid-market opportunity and pricing initiatives, including lower entry pricing, the removal of seat minimums, and the transition to the updated pricing model. These initiatives are likely to have generated healthy revenues during the quarter.
For the June quarter, the Zacks Consensus Estimate for total revenues is pegged at $897.8 million, indicating an increase from $761 million recorded a year ago. The consensus mark for earnings is pegged at $3.02 per share, implying growth from $2.19 reported in the prior-year quarter.
Earnings Whispers
Our proven model does not predict an earnings beat for HubSpot for the second quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. This is not the case here.
Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Zacks Rank: HubSpot sports a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.
HubSpot, Inc. Price and EPS Surprise
HubSpot, Inc. price-eps-surprise | HubSpot, Inc. Quote
Stocks to Consider
Here are some companies you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season:
Sandisk Corporation (SNDK - Free Report) has an Earnings ESP of +4.13% and sports a Zacks Rank #1 at present. It is set to release its fourth-quarter fiscal 2026 numbers on Aug. 5.
The Earnings ESP for Motorola Solutions, Inc. (MSI - Free Report) is +0.52%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report second-quarter 2026 numbers on Aug. 5.
The Earnings ESP for Arista Networks Inc (ANET - Free Report) is +3.08%, and it carries a Zacks Rank of 2 at present. The company is scheduled to report second-quarter 2026 numbers on Aug. 4.