Right. HubSpot. It’s been…a year. Honestly, a bit of a rollercoaster. Units of HubSpot stock acquired: 150. Units subsequently questioned: 150. But today? Today it actually went up. A proper surge. 7.9% at last check. Which, after months of watching it drift downwards, felt…encouraging. Like maybe, just maybe, I hadn’t made a complete mess of things.
The reason? Earnings, apparently. Q4 numbers. They were…better than expected. Not by a huge amount, but enough to stop the bleeding. Revenue hit $846.7 million, up 20% year over year. Which, when you translate it from corporate speak, means more people are buying their CRM stuff. And crucially, they’re spending more. Average revenue per subscriber edged up 3%. Small wins, people. Small wins.
Customer count climbed to 288,706. That’s… a lot of customers. I tried to picture 288,706 people using CRM software. It made my head hurt. But it’s good, obviously. Good for them, good for HubSpot, and potentially, good for my portfolio. Billings grew 27%, which, I’m told, is also a good thing. I’m learning the language, slowly.
The CEO, Yamini Rangan, said something about a “transformative year” and “momentum.” They always say that, don’t they? It’s marketing. Still, she did mention AI, which is the magic word these days. Apparently, their “agentic” AI tools are a hit. Breeze Customer Agent and Breeze Prospecting Agent. Sounds… breezy. I’m still trying to figure out how to get my toaster to connect to the internet, so I’m slightly behind on the AI curve.
They’re forecasting first-quarter revenue of $862.5 million, and adjusted EPS of $2.47. A 40% increase in EPS. Which sounds… good. I’m starting to sound like a press release, aren’t I? They’re expecting their profit margin to expand to 20% in 2026. That’s the plan, anyway. Plans are good. Execution is harder.
The stock was down 71% over the past year. Seventy-one percent! It’s enough to make you question your life choices. I briefly considered taking up basket weaving. But on the bright side, it’s currently trading at 19 times forward earnings. Which, I’m told, means it’s “on sale.” Everything’s relative, I suppose. Like, I’m on sale too. Slightly used, a bit neurotic, but generally functional.
Hours spent researching HubSpot today: 6. Number of times I Googled “what is CRM”: 3. Number of times I considered selling everything and buying a farm: 1. I think I’ll hold on for now. Maybe. Possibly. Don’t quote me.
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2026-02-12 20:52