Core Insights - Robinhood's customer base remains stable with 26.7 million funded customers, flat month-over-month but up 2.4 million year-over-year [1][2] - Total platform assets increased to $304 billion, a 2% rise from July and a 112% increase compared to August 2024 [2] - Net deposits for August reached $4.8 billion, reflecting a 19% annualized growth rate [2] Customer Metrics - The brokerage experienced a slight decline in new accounts due to the escheatment of approximately 180,000 low-balance accounts [1] - Year-over-year growth in customer numbers indicates strong retention and acquisition strategies [1][2] Trading Activity - Equity notional volumes totaled $199.2 billion, down 5% from July but more than double compared to a year earlier [3] - Options trading remained stable at 195.5 million contracts, representing a 33% increase year-over-year [3][4] - Crypto trading volumes showed mixed results, with $13.7 billion in notional volume, down 18% from July but up 154% year-over-year [3] Daily Average Revenue Trades (DARTs) - Equity DARTs fell 7% month-on-month to 2.5 million, while options DARTs rose 9% to 1.2 million [4] - Crypto DARTs decreased 14% to 0.6 million but still doubled compared to August 2024 [4] Margin and Cash Balances - Margin balances grew to $12.5 billion, a 10% increase from July and a 127% rise year-over-year [5] - Cash sweep balances reached $34.1 billion, up 1% from the previous month and 50% higher than a year ago [5][6] Securities Lending - Securities lending revenue for August was $53 million, a 13% decline from July but up 165% compared to August 2024 [7] - The year-on-year growth indicates strong demand for stock borrow despite monthly fluctuations [7] Overall Outlook - Robinhood's August results indicate a platform that is expanding its assets and margin activity, with mixed trading volumes across asset classes [8] - The addition of Bitstamp is positively impacting crypto flows, while increased cash sweep balances and lending revenues suggest effective monetization of customer balances [8][9] - With a 112% year-over-year asset growth, Robinhood is positioned for continued scaling ahead of its next quarterly update [9]

Robinhood Markets, Inc. (NASDAQ:HOOD) is one of the stocks Jim Cramer talked about. Cramer said that the company is “miles ahead of the competition.” He commented: “It’s been a juggernaut over the past few years. I am constantly impressed by their ability to expand into new categories… Robinhood has always planned to become a full financial services platform for the younger generation. So far, it’s pulling it off in spectacular fashion. I bet everybody’s jealous all over Wall Street about this one… These ...

Group 1 - Evergrande Property (06666) resumed trading and rose over 28% as Evergrande and liquidators plan to sell shares, with potential transactions in preliminary stages [1] - Alibaba-W (09988) increased by over 5% and Baidu Group-W (09888) rose over 8% as both companies began using internally designed chips to train their AI models, replacing some NVIDIA chips [1] - China Merchants Energy (01138) saw a rise of over 5% after announcing plans to issue A-shares to raise no more than 8 billion yuan for fleet upgrades, with increased oil production expected to boost shipping demand [1] - Kangfang Biologics (09926) increased by over 4% after presenting excellent clinical data for its drug at WCLC, highlighting its global market value [1] - NIO-SW (09866) rose over 3% as it plans to publicly issue $1 billion in shares, with Goldman Sachs expecting the funds to support the company's product strategy [1] - WanGuo Data-SW (09698) surged over 15% as AI drives data center demand, with the company fully engaging in partnerships with cloud service providers [1] - Jiajian Ankang-B (02617) rose over 32%, with its market capitalization exceeding 50 billion HKD after receiving approval for a Phase II trial of its drug [1] Group 2 - Meitu (01357) increased by over 6% after announcing a partnership with Alibaba's Tongyi Laboratory to enhance its products with advanced AI models [2] - Robotics concept stocks mostly rose, with UBTECH (09880) up over 3%, ShouCheng Holdings (00697) up over 3%, Yuejiang (02432) up over 4%, and Jizhi Jia-W (02590) up over 6%, as domestic and international catalysts for humanoid robot commercialization are expected [2] - Bilibili-W (09626) rose over 2% as it revealed its new strategy card game "Three Kingdoms: Hundred Generals Card," with institutions optimistic about the company's growth potential with AI integration [2] Group 3 - Alibaba (BABA.US) rose 8.00% after the launch of the "Gaode Street Ranking," which attracted over 40 million users on its first day, becoming the largest food ranking in China [3] - XPeng Motors (XPEV.US) increased by 2.39% after receiving a special flight permit for its "land aircraft" (X3-F) in the UAE [3] - Trip.com (TCOM.US) rose 3.21% after forming a five-year strategic partnership with Cityline, marking its first collaboration with a major ticket supplier in Hong Kong and Macau [3] - NIO (NIO.US) increased by 6.21% after completing a $1 billion equity issuance, marking its second public financing plan this year [3] - Kingsoft Cloud (KC.US) rose 5.60% as Citigroup raised its target price to $20, citing strong AI-related demand from Xiaomi [3] - NetEase (NTES.US) continued to rise by 2.98%, reaching a historical high after launching its first sci-fi shooting mobile game based on the "Destiny" IP [3] Group 4 - Adobe (ADBE.US) rose 0.11% after launching its first AI agent product suite to help customers streamline workflows across various applications [4] - Hesai (HSAI.US) increased by 0.90% as sources reported its Hong Kong IPO priced at HKD 212.8 per share, raising at least HKD 3.62 billion with oversubscription nearly 120 times [4] - Tesla (TSLA.US) rose 6.04% as the Model Y L is set to launch in the domestic market on September 19, with orders extending to November [4] - Online real estate platform Opendoor (OPEN.US) surged 79.52% after appointing Kaz Nejatian as the new CEO, with co-founder Keith Rabois returning to the board [4]

Core Viewpoint - Bank of America Securities reiterated a "buy" rating for Robinhood (HOOD.US), highlighting the positive reception of the company's recent product launches, particularly its new social media platform [1] Group 1: Product Launch and Features - The new social media platform allows users to share trading information, discuss strategies, track trader performance, and follow hedge funds, politicians, and insiders, which is seen as a "game changer" [1] - The platform, named Robinhood Social, is set to launch for select U.S. customers in early next year [1] Group 2: User Engagement and Growth Potential - The analyst believes that the platform serves as a powerful customer engagement mechanism, potentially attracting users from external social media platforms like Reddit (RDDT.US) and X, thereby supporting future net new user growth and account expansion [1] Group 3: Stock Performance - As of Thursday's market close, Robinhood's stock rose by 0.25% to $117.75, with a year-to-date increase of over 200% [1]

Robinhood Markets, Inc. HOOD reported select August operating data after Thursday’s closing bell. Here’s a look at the monthly figures. HOOD stock is up 14% this week. See the chart here. HOOD August 2025 Operating DataRead Next: Opendoor Returns To ‘FounderMode’—Stock SoarsFunded Customers at the end of August were 26.7 million, down approximately 10,000 from July 2025 and up approximately 2.4 million year-over-year. Total Platform Assets at the end of August were $304 billion, up 2% from the end of July 2 ...

Group 1 - Robinhood Markets reported total platform assets of $303.9 billion, an increase from $298.0 billion in July and a significant rise from $143.6 billion a year earlier [4] - Equity notional trading volumes decreased by 5% month-over-month to $199.2 billion, but showed a remarkable increase of 107% compared to August 2024 [4] - The number of options contracts traded was approximately [4]

Core Insights - Robinhood Markets, Inc. reported select monthly operating data for August 2025, highlighting growth in funded customers and total platform assets while experiencing fluctuations in trading volumes and net deposits [1][3]. Customer Metrics - Funded customers remained stable at 26.7 million in August 2025, with a year-over-year increase of approximately 10% from 24.3 million in August 2024 [2][3]. - The growth in funded customers was impacted by the escheatment of around 180 thousand low-balance accounts [3]. Asset Growth - Total platform assets reached $304 billion, reflecting a 2% increase from July 2025 and a significant 112% increase year-over-year [2][3]. - Net deposits for August 2025 were $4.8 billion, showing a 19% annualized growth rate compared to July 2025 [3]. Trading Activity - Equity notional trading volumes were $199.2 billion, down 5% from July 2025 but up 107% year-over-year [2][3]. - Options contracts traded were 195.5 million, remaining roughly flat compared to July 2025 and up 33% year-over-year [2][3]. - Crypto trading volumes on the Robinhood app were $13.7 billion, down 18% from July 2025 but up 154% year-over-year [2][3]. Margin and Cash Sweep - Margin balances at the end of August were $12.5 billion, up 10% from July 2025 and up 127% year-over-year [3]. - Total cash sweep balances were $34.1 billion, reflecting a 1% increase from July 2025 and a 50% increase year-over-year [3]. Revenue Metrics - Total securities lending revenue for August was $53 million, down 13% from July 2025 but up 165% year-over-year [3].

Core Insights - The rise of commission-free trading has led companies to innovate in order to attract and retain users in a competitive market [1] - Robinhood Markets has announced new products and features aimed at enhancing user acquisition and retention [1][3] Group 1: New Product Launches - Robinhood's recent launches include short selling and a social trading platform, which are considered the most impactful rollouts from the second annual HOOD Summit [3] - The introduction of short selling is expected to make Robinhood more comparable to other brokers and signifies significant infrastructure enhancements [4] - The social trading platform allows users to track traders and enables direct trading across multiple asset classes from the social feed, potentially increasing user engagement [4] Group 2: Trading Experience Improvements - The company has introduced multiple features to enhance the trading experience for users as they progress from novice to sophisticated investors [5] - New trading tools have been added to facilitate technical analysis of stocks and investments [4] Group 3: Stock Performance - Robinhood's stock has increased by 2.6% to $120.53, with a year-to-date increase of 206% in 2025 [5]

Core Viewpoint - Robinhood is set to launch a social trading platform called Robinhood Social, allowing users to track the actions of prominent traders in real-time, with an expected rollout in early next year [1] Group 1 - Robinhood's stock price increased by over 2%, reaching $119.85 [1] - The company plans to initially invite 10,000 users to test the new service before expanding its availability [1]

格隆汇9月11日｜瑞穗证券将知名零佣金券商Robinhood目标价从120美元上调至145美元。 ...