HubSpot (NYSE: HUBS - Get Free Report) issued an update on its third quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 3.250-3.270 for the period, compared to the consensus EPS estimate of 2.800. The company issued revenue guidance of $924.0 million-$925.0 million, compared to the consensus revenue estimate of

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

Wall Street kicked off the first full week of Q4 2026 with a flurry of bold analyst moves, including a sweeping Microsoft upgrade and a brutal Align Technology target slash. Find out which names got upgraded, downgraded, or freshly initiated before the opening bell.

A rebound in work management software is gathering pace, with Atlassian (NASDAQ:TEAM | TEAM Price Prediction) out in front and two of its closest rivals moving in the same direction. Shares of Atlassian trade at $189.

HubSpot trades at historic valuation lows post-‘SaaS-pocalypse,' with a forward P/E of 18.4x and forward P/S of 3x, well below historical averages. Bear fears of AI-driven CRM obsolescence appear overblown; small businesses lack the resources to DIY or trust new entrants over HubSpot's established platform. Record new business formation in 2026 and a strong TTM Rule of 40 reinforce a robust growth outlook, despite market-implied negative FCF growth.

The transaction involved 8,500 shares executed at $245.64 per share for a total value of ~$2.1 million. The shares traded were equal to 2% of the total equity holdings held before the transaction.

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HubSpot NYSE: HUBS used its Analyst Day at UNBOUND to outline an AI-focused strategy centered on what Chief Executive Officer Yamini Rangan called the “outcomes era,” in which software companies are measured less by features and more by their ability to produce measurable business results for customers.

HubSpot, Inc. (HUBS) Analyst/Investor Day Transcript

HubSpot is boosting cash flow as revenues, margins and AI adoption grow, but competition and valuation raise questions about momentum.