For the quarter ended December 2025, HubSpot (HUBS) reported revenue of $846.75 million, up 20.4% over the same period last year. EPS came in at $3.09, compared to $2.32 in the year-ago quarter.
The reported revenue represents a surprise of +2.03% over the Zacks Consensus Estimate of $829.94 million. With the consensus EPS estimate being $2.99, the EPS surprise was +3.26%.
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: 288,706 versus the five-analyst average estimate of 287,993.
- Average Subscription Revenue per Customer: $11,683.00 compared to the $11,423.98 average estimate based on four analysts.
- Revenues- Subscription: $828.98 million versus the nine-analyst average estimate of $811.55 million. The reported number represents a year-over-year change of +20.6%.
- Revenues- Professional services and other: $17.77 million versus $17.71 million estimated by nine analysts on average. Compared to the year-ago quarter, this number represents a +12.1% change.
- Gross margin (Non-GAAP)- Subscription: $719.34 million compared to the $708.19 million average estimate based on eight analysts.
View all Key Company Metrics for HubSpot here>>>
Shares of HubSpot have returned -35.4% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.
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HubSpot, Inc. (HUBS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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