"Bullock's thesis centers on growth reacceleration. BofA expects HubSpot to reaccelerate revenue growth to 20% this year, supported by the company's own full-year 2026 guidance of $3.69 to $3.70 billion in revenue, representing 18% year-over-year growth."
"HubSpot's most recent quarter demonstrated meaningful operating leverage. Q4 2025 revenue came in at $846.75 million, up 20.4% year-over-year, beating consensus by 2%. Non-GAAP EPS of $3.09 topped estimates of $2.99."
"CEO Yamini Rangan framed the setup plainly: 'Heading into 2026, we're cementing our position as the leading agentic customer platform for scaling companies, building on our strength upmarket, and leading the new era of marketing with products and a playbook that drive growth.'"
Bank of America analyst Matt Bullock reinstated coverage of HubSpot with a Buy rating and a $300 price target. The stock has fallen 64% from its 2025 highs, presenting an attractive entry point. BofA expects revenue growth to reaccelerate to 20% this year, supported by guidance of $3.69 to $3.70 billion in revenue. HubSpot's Q4 2025 revenue was $846.75 million, up 20.4% year-over-year. The board authorized a $1 billion share repurchase program, indicating confidence in the company's future performance.
Read at 24/7 Wall St.
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