Stock futures are little changed as investors evaluate a new slate of earnings reports and await the release of important data on the U.S. labor market; the January jobs report, due this morning, is expected to show that employers added slightly more jobs last month than in December; Mattel stock is plunging after the Barbie maker's fourth-quarter results and profit outlook disappointed; Lyft shares are also down after it reported slower ride growth than expected; and Robinhood stock is losing ground after the trading platform reported disappointing revenue growth. Here's what you need to know this morning.
Robinhood Markets, Inc. (HOOD) Q4 2025 Earnings Call Transcript
Although the revenue and EPS for Robinhood Markets (HOOD) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Robinhood Markets, Inc. (HOOD) came out with quarterly earnings of $0.66 per share, beating the Zacks Consensus Estimate of $0.63 per share. This compares to earnings of $0.54 per share a year ago.
Robinhood Markets Inc (NASDAQ:HOOD) reported fourth quarter earnings that showed solid revenue growth and improving profitability, but a sharp decline in cryptocurrency trading revenue weighed on investor sentiment, sending the stock down more than 6% in after-hours trading. For the fourth quarter, Robinhood reported total revenue of $1.28 billion, up 27% year over year, compared with Wall Street's consensus estimate of $1.34 billion.
Robinhood is set to report fourth-quarter earnings after the closing bell on Tuesday, with traders anticipating a big swing from the retail brokerage's stock following the results.
Robinhood Markets (HOOD) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
Robinhood heads into Q4 results with options and equity trading strength, even as crypto volumes stay muted and operating expenses remain elevated.
Robinhood is upgraded to a buy as recent price declines create a compelling margin of safety. Despite short-term crypto-driven revenue volatility, HOOD's diversification efforts—subscriptions, net interest, and innovative products—are showing strong growth. Operational leverage is evident: topline is up 100%+ YoY while expenses rose just 35%, supporting sustainable long-term profitability.
Besides Wall Street's top-and-bottom-line estimates for Robinhood Markets (HOOD), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.
Robinhood Markets, Inc. is rated a buy, driven by strong financial performance and sustained user engagement. HOOD has posted over 10 consecutive quarters of double-digit revenue growth, with Q3 2025 net income up 270% YoY and EPS up 259%. Despite premium valuation (P/E 41.61x), HOOD's 304% trailing EPS growth justifies its multiple, though high volatility and expense guidance pose risks.
HOOD is set to report Q4 results Feb. 10. Sales are expected to have jumped 30.5%, but a steep valuation and crypto weakness keep investors wary.