HubSpot (HUBS Quick QuoteHUBS - Free Report) reported $947.57 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 17.1%. EPS of $3.81 for the same period compares to $2.66 a year ago.

The reported revenue represents a surprise of +2.49% over the Zacks Consensus Estimate of $924.53 million. With the consensus EPS estimate being $3.28, the EPS surprise was +16.16%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how HubSpot performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Total Customers: 311,704 versus the five-analyst average estimate of 311,759.
• Average Subscription Revenue per Customer: $12,038.00 compared to the $11,693.05 average estimate based on four analysts.
• Revenues- Subscription: $930.24 million compared to the $905.57 million average estimate based on nine analysts. The reported number represents a change of +17.5% year over year.
• Revenues- Professional services and other: $17.32 million compared to the $18.96 million average estimate based on nine analysts. The reported number represents a change of -2.9% year over year.
• Gross margin (Non-GAAP)- Subscription: $794.73 million versus the eight-analyst average estimate of $771.74 million.

View all Key Company Metrics for HubSpot here>>>

Shares of HubSpot have returned +4.2% over the past month versus the Zacks S&P 500 composite's -2% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.