Paymentus, Shopify and HubSpot top earnings beat screen for next week

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Paymentus, Shopify, HubSpot earnings beat

Highlights

Paymentus beats EPS estimates 88% of the time and averages a 3.6% next-day gain, reporting Q3 results after market close on Nov. 2.
Shopify beats earnings 82% of the time with a 3.1% next-day average gain, reports Q3 Nov. 3, and achieved over 30% growth in major metrics last quarter.
HubSpot consistently beats EPS estimates with 100% success and a 2.2% average gain, reports Q3 Nov. 4, but faces more cautious analyst sentiment than Shopify.

Screen highlights ahead of next week’s reports

As reported by CNBC, citing data from Bespoke Investment Group, the screen focuses on companies scheduled to report next week that have a strong history of beating Wall Street earnings-per-share estimates and delivering next-day stock gains.

Paymentus stands out with the strongest earnings-day performance in the group. The cloud-based billing and payments technology provider beats EPS estimates 88% of the time, and its shares gain an average of 3.6% on the following trading day. Paymentus is scheduled to report third-quarter results after the market close on Nov. 2.

Shopify also ranks highly on the screen. The e-commerce software company beats earnings estimates 82% of the time and averages a 3.1% gain on earnings days. Shopify is due to report third-quarter results before the market opens on Nov. 3, with investors also looking for its outlook on holiday-season commerce.

HubSpot posts the strongest earnings consistency among the companies highlighted. The customer relationship management software group has beaten EPS estimates 100% of the time and averaged a 2.2% gain in the next trading session. HubSpot is scheduled to report third-quarter results on Nov. 4.

Business momentum and analyst positioning

Paymentus adds a recent operational update to its earnings setup. The Charlotte-based company says in September that it achieved premier-level status in Guidewire’s PartnerConnect program, expanding its integration with the insurance software provider. Analyst opinion remains mixed, with five of nine analysts rating the stock buy or strong buy, while four have hold ratings and none rate it sell.

Shopify enters results after reporting more than 30% growth in gross merchandise volume, revenue, gross profit and free cash flow in the second quarter. The company also recently opened agentic commerce to every developer for building and securing apps and storefronts. According to LSEG data, analyst sentiment is largely positive, with 39 of 51 analysts rating the shares buy or strong buy, 11 at hold and one at sell.

HubSpot continues to emphasize artificial intelligence tools for sales, marketing and customer-service teams, and in September announced a deeper partnership with OpenAI. Even with its strong earnings record, Wall Street is more cautious on the stock than on Shopify. LSEG data shows 12 of 37 analysts rate HubSpot buy or strong buy, while 24 have hold ratings and one rates it underperform.

In our earlier coverage of the S&P 500’s push toward 8,000, we noted that the upcoming third-quarter earnings season is becoming a key test for equities after a strong, AI-led rally. The piece highlighted how higher oil prices, elevated Treasury yields, and political uncertainty are raising the bar for corporate results, while narrow leadership and weakening market breadth increase the market’s sensitivity to any earnings disappointments.

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