Robinhood (HOOD) Stock Earnings Expected Tuesday with 30% Revenue Growth

TLDR

• Robinhood reports Q4 2025 earnings February 10 after market close with Wall Street expecting $0.63-$0.68 EPS and revenue of $1.34-$1.35 billion
• HOOD stock dropped 27% year-to-date as cryptocurrency selloff pressured shares despite 47% gain over past year
• Truist analyst maintains Buy rating with $130 price target, noting crypto is small portion of total revenue
• Monthly active users held steady at 26.8 million while options traders expect 11.76% post-earnings swing
• Company beat revenue estimates in eight of last nine quarters, averaging 5.4% above expectations

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Robinhood reports fourth quarter 2025 results on Tuesday, February 10, after the closing bell. The timing comes as shares have sold off sharply on cryptocurrency market weakness.

Robinhood Markets, Inc., HOOD

HOOD stock fell 27% year-to-date and dropped 28% over the past month. Despite recent declines, shares still gained 47% over the trailing twelve months.

Analysts project earnings per share between $0.63 and $0.68 for the quarter. That compares to $1.01 EPS in the year-ago period. Revenue estimates range from $1.34 to $1.35 billion, representing 30-31% year-over-year growth.

The slower growth rate reflects tough comparisons. Fourth quarter 2024 saw 115% revenue expansion. While 31% growth marks a deceleration, it still shows healthy momentum.

Crypto Concerns Weigh on Shares

Truist Securities analyst David Smith cut his price target to $130 from $155 but kept his Buy rating. He views the recent selloff as overdone given crypto’s limited contribution to total revenue.

Smith expects strong results even if cryptocurrency trading remains subdued. Retail trading activity outside crypto continues performing well. This diversification provides revenue stability beyond digital assets.

Monthly active users totaled 26.8 million last quarter, up 10.3% year-over-year. User engagement remained steady in recent periods despite crypto market volatility. Platform metrics suggest underlying business health.

Last quarter delivered a 6% revenue beat versus analyst expectations. The company posted $1.27 billion in revenue, up 100% from the prior year. Funded customer counts met Wall Street projections.

Strong Earnings Track Record

Robinhood missed earnings estimates just once over the past nine quarters. The company exceeded revenue forecasts by an average of 5.4% over two years. This consistent outperformance builds confidence heading into Tuesday’s report.

Analyst estimates held relatively stable over the past 30 days. Most covering analysts reconfirmed their projections rather than making adjustments. The steady outlook suggests expectations are well-calibrated.

Options markets price in an 11.76% move in either direction following the announcement. Traders anticipate potentially large swings based on at-the-money straddle pricing for near-term contracts.

Consumer internet stocks declined 16% on average over the past month. Broader market concerns about tariffs and tax policy have pressured the sector. Robinhood underperformed with its 28% monthly decline.

Recent peer earnings showed mixed reactions. Electronic Arts beat revenue estimates by 29.4% but shares fell 2.3%. Reddit topped forecasts by 8.7% yet traded down 7.4% post-results.

Wall Street rates HOOD stock as Strong Buy. Twelve analysts recommend buying while two suggest holding. The average price target of $147.77 to $150.73 implies 76-82% upside from current prices near $84.

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