HubSpot, Inc.
Shortcut
3.39Normalized diluted EPS
+3.7% vs Street
Street
3.27Normalized diluted EPS
November 1 consensus snapshot
Real
3.81Reported normalized EPS
Model download
Explore the assumptions and calculations behind the forecast. This is the agent’s original workbook. Its review didn’t finish, so it hasn’t been checked or repaired.
Shortcut’s reasoning.
Guidance (Aug-5, reaffirmed Oct-6): revenue $924-925m, non-GAAP OI $187-188m, EPS $3.25-3.27 on 49.3m shares; consensus $3.27 sits at the top of the range.
HubSpot beat its EPS guidance midpoint by $0.08-0.25 in each of the last five quarters (op-income beats $4.6-12.3m); modelled op income $192.6m (+$5m vs mid).
Revenue built from customers (306.4k + 5.5k guided net adds) x flat Q/Q ASRPC ($11,800) = subscription $912m; total $930m, ~15.8% cc vs 15% guide – a smaller beat than usual per BofA/UBS checks.
Non-GAAP tax fixed at 15%; other income cut to $4m (guide implies ~$1.6m) as cash funds buybacks; Oct-2026 restructuring charges fall in 4Q26 and are excluded from non-GAAP.
Large-cap (mkt cap $11.7bn, not S&P 500) prior 0.78 with 6/6 historical beats gives 0.874; trimmed to 0.86 for softer SMB demand.
On the record.
- Reporting period
- FQ3 2026 (quarter ended 2026-09-30)
- Reporting basis
- Non-GAAP (consensus normalized) diluted EPS per common share, USD – issuer non-GAAP definition with fixed 15% tax rate
- Consensus snapshot
- November 1, 2026
- Model / effort
- Opus 5.5 · High effort
- Workbook
- Original workbook · review incomplete
Record history
- Forecast generated
- Nov 1, 2026 at 10:19 PM PST
- First posted
- Nov 2, 2026 at 4:10 PM PST
- Result checked
- Nov 6, 2026 at 1:54 AM PST
Result basis
Provider normalized EPS 3.81 matches issuer non-GAAP diluted EPS 3.81. All six frozen normalized historical EPS values match.