HOOD

It has been about a month since the last earnings report for Robinhood Markets, Inc. (HOOD). Shares have added about 7.1% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Robinhood Markets due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. Robinhood’s first-quarter 2026 earnings of 38 cents per share lagged the Zacks Consensus Estimate of 40 cents. The bottom line grew 3% year over year. Total net revenues rose 15% from a year ago to $1.07 billion. The top line missed the consensus mark of $1.14 billion.Weakness in crypto due to massive sell-off in the underlying assets hurt trading volume and related revenues. Higher operating expenses posed the undermining factor. Solid trading activity across options and equity amid heightened volatility led to an increase in transaction-based revenues. Further, higher net interest revenues (NIR) and a surge in Gold subscribers were tailwinds. Robinhood generated transaction-based revenues of $623 million, up 7% year over year. Within that, “other” transaction revenues remained a key contributor at $147 million (soaring 320%), which largely comprised event contracts revenues. Further, options revenues rose 8% to $260 million, and equities revenues jumped 46% to $82 million.During the quarter, average revenue per user (ARPU) increased 8% year over year to $157.Net interest revenues climbed 24% year over year to $359 million, reflecting growth in interest-earning assets that more than offset lower short-term interest rates and weaker securities lending activity. Other revenues increased 57% to $85 million, helped by higher Robinhood Gold subscription revenues. Trading volumes improved meaningfully from a year ago. Equity notional trading volumes increased 54% year over year to $638 billion, while options contracts traded rose 17% to 586 million, pointing to healthy engagement among active traders.Crypto was a weaker spot. Cryptocurrency transaction revenues plunged 47% year over year to $134 million, despite overall crypto notional trading volume of $66 billion, including $24 billion on the Robinhood app and $42 billion at Bitstamp. Additionally, event contracts traded were a record 8....

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the financial technology stocks, including Robinhood (NASDAQ:HOOD) and its peers. Financial technology companies benefit from the increasing consumer demand for digital payments, banking, and finance. Tailwinds fueling this trend include e-commerce along with improvements in blockchain infrastructure and AI-driven credit underwriting, which make access to money faster and cheaper. Despite regulatory scrutiny and resistance from traditional financial institutions, fintechs are poised for long-term growth as they disrupt legacy systems by expanding financial services to underserved population segments. The 4 financial technology stocks we track reported a slower Q1. As a group, revenues missed analysts’ consensus estimates by 1.6% while next quarter’s revenue guidance was in line. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 12.2% since the latest earnings results. With a mission to democratize finance, Robinhood (NASDAQ:HOOD) is an online consumer finance platform known for its commission-free stock and crypto trading. Robinhood reported revenues of $1.07 billion, up 15.1% year on year. This print fell short of analysts’ expectations by 5.3%. Overall, it was a disappointing quarter for the company with a significant miss of analysts’ revenue and EBITDA estimates. "Driven by our relentless product velocity and innovation, Robinhood is increasingly positioned at the center of our customers’ financial lives, just as we enter the early innings of the Great Wealth Transfer," said Vlad Tenev, Chairman and CEO of Robinhood. The stock is down 9.5% since reporting and currently trades at $74.17. Is now the time to buy Robinhood? Access our full analysis of the earnings results here, it’s free. Using the same comparison model that revolutionized travel booking, LendingTree (NASDAQ:TREE) operates an online platform that connects consumers with financial service providers across mortgages, personal loans, credit cards, insurance, and other financial products. LendingTree reported revenues of $327.3 million, up 36.5% year on year, outperforming analysts’ expectations by 1.9%. The business had a very strong quarter with EBITDA guidance for next quarter exceeding analysts’ expectations. LendingTree scored the fastest revenue growth and highest full-ye...

Interested in Webull Corporation? Here are five stocks we like better. Webull posted strong Q1 growth, with revenue up 36% year over year to $159.9 million as trading activity surged across equities, options and newer products. Customer assets reached $24 billion and net deposits climbed to $2.1 billion, showing continued user engagement despite market volatility. Management is spending heavily to grow, with adjusted operating expenses up 64% due to marketing and branding investments. Even so, Webull remained profitable on an adjusted basis for the sixth straight quarter and announced a share repurchase program of up to $100 million. AI, international expansion and the end of the PDT rule are key strategic drivers. Webull is building AI trading tools, expanding into more overseas markets, and expects the SEC’s elimination of the pattern day trader rule to boost activity among its active-trader customer base. Robinhood, SoFi, and Webull Are Telling Very Different Stories Webull (NASDAQ:BULL) reported first-quarter revenue growth of 36% year over year, as higher trading activity across equities, options and newer asset classes helped offset a more volatile market backdrop and heavier marketing spending. The digital brokerage generated total revenue of $159.9 million in the first quarter of 2026, Group CFO H.C. Wang said on the company’s earnings call. Trading-related revenue rose 36% year over year to $110.9 million, while interest-related income increased 29% to $40.1 million, driven by growth in margin loans and client cash balances. → CAVA Group’s Stock Looks Delicious After Strong Earnings The PDT Rule Is On Its Way Out: 5 Stocks That Stand to Benefit the Most Customer assets reached $24 billion, up 90% from a year earlier, though management said the figure declined sequentially because of market volatility. Customer net deposits totaled $2.1 billion in the quarter, also up more than 90% year over year. “What the numbers demonstrate, however, is that our customers remained engaged and continued to make meaningful deposits into the Webull platform during the quarter,” Group President and U.S. CEO Anthony Denier said. → SpaceX IPO: Opportunity? Or the Ultimate Hype Trade? Webull said equity notional volume rose 104% year over year to more than $261 billion and increased 9.2% sequentially. Options volume totaled 159 million contracts, up 31% year over year an...

Nvidia posted record Q1 revenue of $81.6 billion, up 85% year-over-year, while net income surged to $58.3 billion. Nvidia CEO Jensen Huang said AI infrastructure demand had gone “parabolic” as agentic AI adoption accelerated. SpaceX’s IPO filing revealed plans for AI infrastructure and chip manufacturing, as well as retail IPO access through platforms such as Robinhood and SoFi. Shares of Nvidia Corp. (NVDA) are headed for a weekly loss amid shifting investor attention towards SpaceX’s massive IPO plans, with veteran tech investor Gene Munster noting that the recent S-1 filing overshadowed Nvidia’s AI momentum. NVDA stock jumped over 1% on Monday but is on-track to snap two straight weeks of gains, declining nearly 1% so far this week. See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox Deepwater Asset Management’s Munster said on X that SpaceX’s blockbuster IPO filing “sucked the air out of the NVDA quarter,” even as the AI chip giant delivered a blowout quarter. “Yes, NVDA crushed earnings,” Munster said. “But SPCX’s positioning as a sovereign AI company is a more compelling long-term (10-year) growth story.” Munster added that Nvidia and SpaceX together will have a combined market cap of $7 trillion. Nvidia reported record first-quarter (Q1) revenue of $81.6 billion, up 85% from a year earlier and ahead of Wall Street estimates of $78.9 billion. Net income also surged to $58.3 billion, more than triple from year-ago levels well above analyst expectations. CEO Jensen Huang said that demand for AI infrastructure had gone “parabolic” as agentic AI systems spread across the tech industry. Nvidia’s data-center business remained the primary growth engine, while networking hardware revenue tripled to a record $14.8 billion from the previous year. The company also announced an $80 billion share repurchase authorization and also raised its quarterly cash dividend. CFO Collette Kress said that Nvidia plans to return 50% of free cash flow to shareholders this year. Despite the strong results, Nvidia shares struggled to build momentum as markets focused on Musk’s rapidly expanding AI and infrastructure plans through SpaceX. SpaceX on Wednesday finally unveiled its long-awaited IPO prospectus, kicking off possibly the biggest stock offering ever. The company is reportedly targeting a valuati...

By Suzanne McGee PROVIDENCE, Rhode Island, May 15, 2026 (Reuters) - Tiger Global Management, the $78 billion hedge fund launched and overseen by Chase Coleman III, a ‌former disciple of legendary hedge fund manager Julian Robertson, said it initiated new ‌positions in an array of stocks including Intel and Robinhood Markets during the first quarter of 2026, according to a filing with the U.S. Securities and Exchange Commission on Friday. Tiger's other portfolio changes included liquidating its holdings of several companies that included Circle Internet Group and Workday, while reducing its holdings of Microsoft and Apollo Global Management. These 13-F filings with the SEC ‌offer a glimpse into the ⁠portfolios of large institutional investors, from hedge funds to pension funds and endowments. These asset managers are required to submit a snapshot of ⁠their portfolios to the SEC within 45 days of the end of each quarter. The filings do not reflect any changes the firms may have made to positions following March 31. Tiger was far from alone in initiating a new position in Intel during the quarter. ‌The chipmaker's stock has soared nearly 200% so far this year, and more than 2,000 institutional investors began adding it to their portfolios during the first quarter, according to a Reuters review of more than 6,000 13-F filings submitted to the SEC so far. Their ranks include Northern Trust, Neuberger Berman and MetLife Asset Management. Tiger's 1.6-million-share stake in ‌Intel was worth $72.3 million as of March 31, while its 400,000-share position in Robinhood was valued at $10.6 million. The largest of Tiger's portfolio additions was a stake in Mercadolibre worth $233.4 million. The hedge fund also ‌boosted its holdings of other major semiconductor firms. Its stake in Taiwan Semiconductor Manufacturing rose by 49% in the period, giving its holdings a value of $1.88 billion as of March 31. It reported an 85% jump in the size of its ‌stake in Applied Materials, giving its 895,200-share holding a value of $533 million as of March 31. (Suzanne McGee in Providence, Rhode Island, additional reporting by Akash Sriram in Bengaluru; Editing by David Gregorio)

The latest financial results of cryptocurrency exchange Bullish (NYSE: $BLSH) have come up short as trading activity on its platform slowed in recent months. The company, which focuses on institutional investors, reported first-quarter revenue of $92.8 million U.S., which was below Wall Street estimates of $94.9 million U.S. Bullish also reported a net loss of -$3.85 U.S. per share compared with a loss of -$3.04 U.S. a share a year earlier. More From Cryptoprowl: Ripple, The Company Behind XRP, Is Valued At $50 Billion Eightco Secures $125 Million Investment From Bitmine And ARK Invest, Shares Surge Blockchain Projects Decline 75% As Developers Shift To A.I. Stanley Druckenmiller Says Stablecoins Could Reshape Global Finance New York Stock Exchange Invests $600 Million In Polymarket Management said the crypto exchange struggled in Q1 as Bitcoin’s (CRYPTO: $BTC) price fell to a multiyear low of $60,000 U.S. Other digital assets also saw their price fall sharply. Other crypto exchanges such as Coinbase Global (NASDAQ: $COIN) and Robinhood Markets (NASDAQ: $HOOD) also missed their first-quarter earnings targets due to the “crypto winter.” The latest earnings print comes a week after Bullish announced plans to acquire transfer agent and shareholder services firm Equiniti for $4.2 billion U.S. The Equiniti purchase aims to expand the company’s push into tokenized securities and give Bullish a regulated transfer agent business. Prior to today (May 14), BLSH stock had declined 40% since its initial public offering in August of last year to trade at $41.81 U.S. per share.

Record Q1 revenue of $129 million was driven by elevated market volatility and the successful execution of technology-led growth across the options franchise. Options market share reached 17.3%, benefiting from secular tailwinds including increased retail participation and demand for short-term expirations in single-name stocks. Management attributes the 800 basis point adjusted EBITDA margin expansion to the inherent operating leverage of the platform as revenue scales against a largely fixed cost base. The Sapphire trading floor reached a milestone of 1 million contracts in a single day, reflecting a strategic shift toward higher-capture, high-touch order flow. The Equities segment achieved positive capture rates and a trajectory toward sustained profitability through improved pricing and operational efficiency. Strategic divestment of 90% of MIAXdx (Rothera) to Robinhood and Susquehanna provides long-term optionality in prediction markets without further capital commitment. The May 17 launch of Bloomberg Equity Index futures is a primary growth catalyst, utilizing a rules-based algorithmic methodology to differentiate from committee-driven benchmarks. Future expansion plans include introducing additional commodity and agricultural products following the Bloomberg product launch, driven by clear customer demand. Management expects to maintain a cash-heavy balance sheet of $551 million to remain opportunistic for M&A and to fund organic growth in the futures segment. Guidance for 2026 includes planned increases in marketing and quoting incentives to support the nationwide 'Excellence in Every Exchange' campaign and new product launches. The company anticipates continued volume growth from an improving IPO pipeline and the expansion of structured products that utilize options for hedging. GAAP net income included a $51 million gain from the sale of MIAXdx and a $70 million tax benefit from the release of a deferred tax asset valuation allowance. Q1 results included $2.7 million in episodic revenue from ad hoc historical market data sales, which management cautioned should not be viewed as a recurring run rate. Capital expenditures were front-loaded in Q1 as the company accelerated equipment purchases to avoid anticipated AI-driven price increases. The acquisition of TISE in mid-2025 is now being integrated to streamline international sales and marketing for...

Record bookings drove a 1.48 book-to-bill and pushed backlog to about $1.6 billion, with wins broad-based across missile, C4I, space and CPA programs as the business shifts toward higher-rate production. Revenue was roughly $236 million, up ~11.5% organically, while adjusted EBITDA rose to $36.1 million (15.3% margin), lifting adjusted EPS to $0.27 from $0.06 a year earlier and narrowing GAAP net loss to about $3 million. Management raised FY‑2026 expectations to revenue growth “approaching mid‑single digits” and mid‑teens adjusted EBITDA margin, and said Q3 cash flow nearly breakeven with positive free cash flow expected in Q4 after working‑capital improvements and a $150 million revolver paydown. Interested in Mercury Systems Inc? Here are five stocks we like better. Why Are Insiders Are Dumping Shares of Robinhood, Stryker, and Mercury Systems? Mercury Systems (NASDAQ:MRCY) reported third-quarter fiscal 2026 results that exceeded management’s expectations, driven by stronger-than-planned backlog conversion, record bookings, and year-over-year margin expansion. Chairman and CEO Bill Ballhaus said the quarter reflected “strong demand signals and solid execution,” while CFO Dave Farnsworth pointed to continued progress toward the company’s goals of organic growth and expanding profitability. Ballhaus said Mercury delivered record quarterly bookings of $348.3 million, producing a 1.48 book-to-bill and pushing backlog to a record “approaching $1.6 billion.” Farnsworth added the backlog was up $240 million, or 17.9%, from the prior year period. Trailing 12-month bookings were also described as a record at $1.23 billion. → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook Mercury Systems Up 27%: Financials Send Investors a Clear Signal Management attributed bookings strength primarily to follow-on production orders across core franchise programs, which Ballhaus said reflects a business transition toward higher-rate production. He said the largest bookings in the quarter were “across several missile, C4I, and space programs,” and the company also recorded its strongest bookings of the fiscal year for solutions tied to its Common Processing Architecture (CPA). In response to analyst questions, Ballhaus emphasized Mercury’s diversification, noting “no one program makes up more than 10%,” and said the quarter’s bookings reflected broad-based demand r...

Following its first-quarter 2026 earnings miss, shares of Robinhood Markets HOOD lost 13% on the bourses on April 29, 2026. The trading platform missed Wall Street expectations for both revenues and earnings, primarily caused by a sharp drop in crypto trading activity. For investors, the recent share price slump may present an attractive entry point into HOOD, particularly as the company expects equities and options trading volumes to have reached their highest monthly level of the year in April. As Robinhood aims to transform itself into a global financial super-app, international traction is picking up, with the company most recently having secured in-principle approval from the Monetary Authority of Singapore to offer a comprehensive suite of brokerage services. However, given the recent downturn in its crypto trading business, a direct investment in HOOD carries notable risk. The stock remains highly sensitive to retail sentiment cycles, as a cooling in crypto enthusiasm often leads to disproportionate declines in user activity and revenues. Against this backdrop, for investors looking to capitalize on this recent dip without being fully exposed to the unique single-stock volatility and company-specific challenges that could severely impact HOOD’s share price at any point in time, a more prudent strategy could be to invest in Exchange-Traded Funds (ETFs) with significant exposure to this fintech company. This approach allows investors to capture the potential upside of HOOD and other industry leaders while mitigating company-specific risks arising from sector-specific challenges or geopolitical factors. But before diving straight into these ETFs, let us check HOOD’s overall performance in the first quarter in terms of other metrics. HOOD’s first-quarter earnings missed the Zacks Consensus Estimate by 5%. Revenues missed the consensus mark by 6.1%. However, on a year-over-year basis, the company registered double-digit growth in its top line and a low single-digit rise in its bottom line. Its total Platform Assets increased 39% year over year, driven by continued Net Deposits, acquired assets, and higher equity valuations. Robinhood Gold Subscribers soared 36% year over year to 1.2 million. However, HOOD’s cash sweep declined 8% year over year to $26 billion. The company’s Gold card reached a milestone of 800,000 customers and $15 billion in annualized pu...

Coinbase Global COIN is set to report first-quarter 2026 results on May 7, after market close. The Zacks Consensus Estimate for COIN’s first-quarter revenues is pegged at $1.5 billion, indicating a 26.1% decrease from the year-ago reported figure. The consensus estimate for earnings is pegged at 36 cents per share. The Zacks Consensus Estimate for COIN’s first-quarter earnings has moved down 16.3% in the past 30 days. The estimate suggests a year-over-year decrease of 81.4%. Image Source: Zacks Investment Research COIN’s earnings beat the Zacks Consensus Estimates in two of the trailing four quarters and missed in the other two, the average surprise being negative 18.38%. Our proven model does not conclusively predict an earnings beat for Coinbase this time around. This is because a stock needs to have the right combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold), which increases the odds of an earnings beat. This is not the case, as you can see below. Earnings ESP: Coinbase’s Earnings ESP is -18.69%. This is because the Most Accurate Estimate of 29 cents per share is pegged lower than the Zacks Consensus Estimate of 36 cents. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. Coinbase Global, Inc. price-eps-surprise | Coinbase Global, Inc. Quote Zacks Rank: Coinbase currently has a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here. Factors Likely to Shape COIN’s Q1 Results A weaker crypto market and declining prices likely dampened trading activity in the first quarter of 2026. The Zacks Consensus Estimate places trading volume at 233 million, implying a 40.7% drop compared to the same quarter last year. Both institutional and retail trading activity are expected to have declined during the period. However, Coinbase’s expansion into international markets, growing derivatives and spot trading, and stronger integration of USD Coin (USDC) within the crypto ecosystem likely supported its key revenue streams—trading fees and stablecoins. Despite these positives, lower trading volumes and prices are expected to have pressured transaction activity. The Zacks Consensus Estimate for transaction revenue stands at $837 million, suggesting a 33.7% year-over-year decline. Transaction expenses are projected to remain in the low-to-mid teens as a perc...

In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss: Spotify and streaming prices and ads. The recent drop for both Robinhood and SoFi. Bloom Energy and the AI energy bubble. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. A full transcript is below. Before you buy stock in Spotify Technology, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Spotify Technology wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $490,864!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,216,789!* Now, it’s worth noting Stock Advisor’s total average return is 963% — a market-crushing outperformance compared to 201% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of May 5, 2026. This podcast was recorded on April 29, 2026. Travis Hoium: Has the AI bubble turned into an energy bubble? Motley Fool Hidden Gems investing starts now. Welcome to Motley Fool Hidden Gems Investing. I'm Travis Hoium, joined today by Lou Whiteman and Rachel Warren. We have a lot of news, especially in the world of AI and energy. We're going to get to that in a moment. But I want to start with one of the I think more notable earnings reports yesterday came from Spotify. The market wasn't super happy with what they saw. But, Lou, the interesting dynamic here is Spotify is not saying, we're in trouble. We're losing customers. It reminds me a little bit of Netflix. It's more a matter of how fast are we gaining customers, and is that growth just isn't quite as impressive as it was a few years ago. They're maybe not getting into ads as quickly as investors had hoped, maybe not able to push those prices as high as people would hope. It's become this ho-hum business that you take a step back, and you go th...

Earnings season revs up the next few days as investors will hear from big companies including Advanced Micro Devices, CoreWeave, Pfizer and McDonald's. Data on the U.S. jobs market will also be watched closely, culminating in April nonfarm payroll numbers Friday.