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HubSpot (HUBS) guidance and outlook
HubSpot (HUBS) raised some and lowered other parts of its guidance on Nov 4, 2026: Revenue $945M–$947M for Q4 2026; Revenue +12% for Q4 2026; Operating income $216M–$217M for Q4 2026; Operating income +23% for Q4 2026. HubSpot's 10-Q filed Nov 4, 2026 makes 22 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q4 2026 | $945M–$947M | new |
| Revenue | Q4 2026 | +12% | new |
| Operating income | Q4 2026 | $216M–$217M | new |
| Operating income | Q4 2026 | +23% | new |
| EPS | Q4 2026 | $3.85–$3.87 | new |
| Revenue | FY2026 | $3.7B | reaffirmed |
| Revenue | FY2026 | +18% | reaffirmed |
| Operating income | FY2026 | $772M–$773M | raised |
| Operating income | FY2026 | +21% | reaffirmed |
| EPS | FY2026 | $13.59–$13.61 | raised |
| Tax rate | long-term | 15% | reaffirmed |
From the earnings release filed Nov 4, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 4, 2026
- We have focused on rapidly growing our business and plan to continue to make investments to help us address some of the challenges facing us to support this growth, such as demand for our customer platform by existing and new customers, significant competition from other customer platform providers and related applications and rapid technological changes in our industry.
- We have invested and intend to continue investing for long-term growth.
- We intend to continue to invest in sales and marketing to support our growth, including investments in AI-enabled tools for guided selling and content generation designed to drive efficiencies and improve conversion rates.
- We plan to continue to invest in research and development as we continue to introduce new products and applications to extend the functionality of our customer platform, including the use of AI-enabled tools and machine learning capabilities intended to accelerate innovation and increase productivity.
- We intend to continue maintaining a high level of customer service and support which we consider critical for our continued success, and investing in AI to support automated ticket resolution.
- We also plan to continue investing in our services capabilities in order to support continued future customer growth.
- We also expect to continue to incur general and administrative expenses as a result of our growth and the infrastructure required to operate as a public company, including continued efforts to automate and streamline processes using AI-enabled tools.
- We expect to use our cash flow from operations to fund these growth strategies and support our business.
- These demand headwinds intensified during the third quarter of 2026, and we expect these dynamics to continue to adversely affect our results of operations.
- We expect that the cost of subscription and professional services and other revenue will increase in absolute dollars as we continue to invest in our infrastructure and capitalize software development costs for new offerings to grow our business and scale with AI capabilities.
- As a result of these investments, over time, we expect gross margins to decline slightly.
- We expect to continue to make investments in and expand our offerings to enhance our customers’ experience and satisfaction and attract new customers.
HubSpot's latest quarter
HubSpot, Q3 2026: revenue $948M (+17% year over year), operating margin 7.6%, net earnings $83.0M, operating cash flow $238M. The chart follows the revenue to costs, profit and cash.
Questions
Did HubSpot raise or lower its guidance?
HubSpot (HUBS) raised some and lowered other parts of its guidance on Nov 4, 2026: Revenue $945M–$947M for Q4 2026; Revenue +12% for Q4 2026; Operating income $216M–$217M for Q4 2026; Operating income +23% for Q4 2026.
What does HubSpot expect?
We have focused on rapidly growing our business and plan to continue to make investments to help us address some of the challenges facing us to support this growth, such as demand for our customer platform by existing and new customers, significant competition from other customer platform providers and related applications and rapid technological changes in our industry. We have invested and intend to continue investing for long-term growth. We intend to continue to invest in sales and marketing to support our growth, including investments in AI-enabled tools for guided selling and content gen
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.