Robinhood Markets Inc (NASDAQ:HOOD) is among the best S&P 500 stocks with highest upside potential. On February 10, Robinhood Markets Inc (NASDAQ:HOOD) released earnings results that showed the company achieved record revenue in both Q4 and full-year 2025. Robinhood Markets Inc (HOOD)’s Earnings Surge: Gold Subscriptions Shine, Crypto Lags Revenue for the quarter increased 27% YoY to $1.28 billion, buoyed by a 109% YoY growth in the Other Revenues segment. This is the segment that houses the Robinhood Go ...

Core Insights - Coinbase Global Inc. (COIN) reported a decline in both revenue and earnings for Q4 2025, with total revenues of $1.7 billion and net operating earnings per share of 66 cents, both missing consensus estimates [3][9] - The company is positioned to benefit from increased market volatility and rising crypto asset prices as the U.S. aims to become a global crypto hub, aligning with its strategic roadmap for 2026 [2] Financial Performance - Total transaction revenues fell by 36.8% year over year to $982.7 million, primarily due to a decrease in consumer transaction revenues [4] - Subscription and services revenues increased by 13.4% year over year to $727.4 million, driven by higher stablecoin revenues [4] - Net cash provided by operating activities was $2.4 billion in 2025, a decline of 21.8% year over year [5] Future Outlook - Coinbase anticipates subscription and services revenues to be between $550 million and $630 million, reflecting lower average USDC market capitalization and interest rates [5] - The company plans to focus on real-world asset (RWA) perpetuals, niche exchanges, and advanced trading platforms in 2026, aiming to strengthen its industry leadership [19] Market Position - COIN shares have decreased by 27.3% year to date, underperforming its industry, which declined by 9% [7] - The stock is trading at a forward price-to-earnings ratio of 29.56, significantly higher than the industry average of 11.09 [15] Analyst Sentiment - The Zacks Consensus Estimate for 2026 earnings has decreased by 5.6% in the past week, indicating muted analyst sentiment [12] - The consensus estimates for 2026 and 2027 revenues suggest respective year-over-year increases of 8.5% and 11.6% [13]

Robin Hood fourth quarter earnings, they are just not crossing the wire. Let's get you those numbers. I see uh Q4 EPS of 66 cents.I don't see a comp for that yet. Q4 net revenue though, let's look at the top line. 1.28% billion. The street was closer to 1.35% billion.Uh transactionbased revenue looks like it also comes in a bit light versus consensus. 776 million. Analysts had been expecting more like 791.6% 6 million.I'm just looking for crypto revenue. There it is. Q4 crypto revenue 221 million.Uh consens ...

Robinhood reported record quarterly revenue on Tuesday — but the crypto side of business weighed down on the company’s results and stock price. Overall, total revenue was up 27% year-over-year for the last quarter of 2025, surging to $1.28 billion. For the entire year, revenue hit a record $4.5 billion. But crypto trading revenue fell 38% year-over-year to $221 million. Transaction revenues on the whole rose thanks to options and stock trading. Profits for the quarter also slid to $605 million, or 66 c ...

Core Insights - Robinhood Markets is set to report its financial results for Q4 2025 on February 10, with a recent upgrade in its rating from "Peerperform" to "Outperform" by a leading analyst [1][5] - The company has gained popularity among young traders since its founding in 2013, primarily due to its zero-commission stock trading model [1] - Robinhood launched crypto trading in 2018 and began offering tokenized stocks last year, although these offerings are currently available only to traders outside the U.S. [2][3] Financial Performance - In Q3 2025, Robinhood reported adjusted earnings per share (EPS) of $0.61, exceeding the consensus estimate of $0.53, while revenue reached $1.274 billion, surpassing forecasts of $1.21 billion [3] - The company earned a spot on the S&P 500 benchmark in September 2021, indicating its growing significance in the market [3] Analyst Insights - Steven Chubak from Wolfe Research has set a price target of $125 for Robinhood, citing a potential over 40% price upside [5] - The recent market downturn has brought Robinhood's stock price back to levels where it was downgraded a year ago, despite the company's higher earnings potential from new offerings [6] - Chubak anticipates continued growth in prediction markets for Robinhood, although this segment may face regulatory challenges and competitive pressures in the future [6] Strategic Considerations - During an earnings call, CFO Shiv Verma mentioned that the company is still contemplating the establishment of a digital asset treasury [4]

Core Viewpoint - Robinhood Markets' transaction-based revenues are expected to show decent performance in Q4 2025, with a significant portion of total net revenues coming from these transactions [1][4]. Revenue Performance - The Zacks Consensus Estimate for Robinhood's transaction-based revenues is $809.9 million, reflecting a 20.5% increase year-over-year [4]. - Options transaction revenues are estimated at $315.3 million, indicating a growth of 42% [5]. - Equity transaction revenues are projected to rise by 42.3% to $86.8 million, while cryptocurrency transaction revenues are expected to decline by 19.8% to $287.1 million [5]. Earnings Expectations - The consensus estimate for earnings per share is 62 cents, representing a 14.8% increase from the previous year [6]. - Total sales are expected to reach $1.32 billion, marking a 30.5% year-over-year rise [6]. Market Context - Trading volumes and client activity remained strong in Q4, supported by a risk-on sentiment in global markets, despite challenges such as the U.S. government shutdown and geopolitical issues [2]. - Unlike previous quarters, equities and fixed income showed steady trading momentum, while crypto trading remained muted due to volatility [3]. Competitive Landscape - Interactive Brokers reported adjusted earnings of 65 cents per share, exceeding estimates and reflecting a 27.5% year-over-year increase, driven by revenue growth and reduced expenses [9]. - Charles Schwab's adjusted earnings of $1.39 per share also surpassed estimates, with a 38% year-over-year increase, supported by strong asset management performance and increased trading revenues [10]. Operational Insights - Robinhood is expected to see higher interest revenues due to an increase in interest-earning assets and securities lending activity, despite interest rate cuts [13]. - Operating expenses are anticipated to remain elevated due to ongoing investments in platform upgrades, product innovation, and regulatory compliance [14]. Stock Performance - Robinhood's shares have experienced significant growth, soaring 203.6% over the past year, outperforming the industry growth of 37% and its peers [15].

Bitpanda Technology Solutions (BTS), the digital asset infrastructure arm of European crypto platform Bitpanda, has partnered with digital financial services super-app Ribbon Plc, to launch a digital asset investment offering for the UK market. In a press release shared with CryptoNews, the firm said the partnership will see Ribbon integrate Bitpanda’s infrastructure to provide end-to-end services covering crypto trading, custody and execution. The move reflects growing demand among fintech platforms fo ...

Core Insights - The current downturn in crypto markets is viewed as an opportunity for building and investing, despite precious metals outperforming digital assets [1] - Coinbase has expanded its trading offerings to include precious and industrial metals, allowing traders to access futures contracts for silver, gold, copper, and platinum [5][6] - Critics argue that the shift towards metals by crypto leaders indicates a lack of long-term conviction in digital assets [7][8] Group 1 - Coinbase CEO Brian Armstrong emphasized that the subdued market sentiment creates favorable conditions for those who believe in the long-term potential of crypto [2] - In 2022, over $36 billion in crypto venture capital was raised, but sentiment has since deteriorated, leading to a challenging environment for sectors like decentralized finance and non-fungible tokens [3] - Armstrong remains optimistic, suggesting that those who are skeptical will eventually adopt crypto without realizing it [4] Group 2 - The expansion into precious metals trading has been met with criticism, as some commentators believe it reflects a pivot away from digital assets amid waning enthusiasm [7] - Regulatory uncertainty continues to be a concern for Coinbase, especially following its withdrawal of support for a Senate crypto bill [8]

Group 1 - The financial services industry is actively trying to attract Gen Z consumers, similar to media companies and other consumer brands [1] - Robinhood and Coinbase have expanded their offerings beyond stock and crypto trading, positioning themselves as potential bank replacements [2] - Charles Schwab has successfully reduced the average age of its customers by 10 years, now primarily attracting individuals in their 40s [4] Group 2 - Nearly one-third of new retail households at Schwab are Gen Z investors aged 13 to 28, indicating a significant shift in their customer base [5] - Schwab's strategy includes enhancing its YouTube presence, recognizing that Gen Z learns about finances mainly through social media [6] - The company is expanding its asset classes for trading and plans to introduce spot trading for bitcoin, while also offering traditional banking services [7] Group 3 - Investing has gained cultural significance for young people, who view it as a means to achieve financial freedom and escape economic hardships [9]

Core Insights - Investors are seeking growth stocks for substantial returns, analyzing past winners to identify potential for continued growth in 2026 [1] Company Performance - Robinhood Markets was a leading fintech stock in 2025, with its stock price nearly tripling and showing potential for further gains [2] - The company reported a significant increase in trading volume, driven by younger investors who are increasingly engaging in stock trading through mobile apps [4] - In Q3 2025, Robinhood's total sales doubled year over year, and net income more than tripled, achieving a net profit margin of 43.6% [5] Revenue Drivers - Crypto trading was a key growth driver, with transaction revenue from this segment increasing by over 300% year over year [6] - The company's net interest revenue rose by 66% year over year, indicating increased borrowing by investors for equity exposure, which enhances transaction-based revenue [6] User Growth and New Segments - Robinhood's user base reached 27.9 million, with expectations to surpass 30 million in Q4 2025 [7] - The introduction of prediction market contracts for football has gained significant traction, indicating potential for further growth in this new segment [8]