Compared to Estimates, Robinhood Markets (HOOD) Q4 Earnings: A Look at Key Metrics

Core Insights - Robinhood Markets, Inc. reported a revenue of $1.28 billion for the quarter ended December 2025, reflecting a year-over-year increase of 26.5% [1] - The earnings per share (EPS) for the quarter was $0.66, up from $0.54 in the same quarter last year, with an EPS surprise of +4.76% compared to the consensus estimate of $0.63 [1] Financial Performance Metrics - The revenue reported was a surprise of -4.02% compared to the Zacks Consensus Estimate of $1.34 billion [1] - Funded customers reached 27 million, slightly below the average estimate of 27.13 million [4] - Robinhood Gold Subscribers totaled 4.2 million, exceeding the three-analyst average estimate of 4.1 million [4] - Transaction-based revenues were $776 million, compared to the average estimate of $806.11 million, representing a year-over-year increase of +15.5% [4] - Other revenues amounted to $96 million, surpassing the average estimate of $82.69 million, with a significant year-over-year increase of +108.7% [4] - Net interest revenues were reported at $411 million, below the average estimate of $453.77 million, showing a year-over-year increase of +38.9% [4] Stock Performance - Over the past month, shares of Robinhood Markets have returned -26.3%, while the Zacks S&P 500 composite remained unchanged [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]