Added to YB: 2026-05-01
Pitch date: 2026-04-30
HOOD [neutral]
Robinhood Markets, Inc.
Author Info
The Diversified Fins Analyst is a former sellside & buyside equities analyst focused on diversified financials (exchanges, online brokers, trading companies, etc.). Sign up for the newsletter.
Company Info
Robinhood Markets, Inc. operates financial services platform in the United States. The company’s platform allows users to invest in stocks, exchange-traded funds (ETFs), and American depository receipts.
Market Cap
$73.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
39.84
EV/Sales
N/A
Sector
Capital Markets
Category
growth
Robinhood Markets, Inc. (HOOD) 1Q26 Earnings Review
HOOD (earnings): Q1 rev $1,067M (-17% QoQ, +15% YoY) missed est by 6%; adj EPS $0.39 inline. Transaction rev -20% QoQ on lower take rates, NIM compressed 24bps to 2.34%. April strong (highest equities/options month YTD). NNA growth solid at 22% annualized. OpEx guidance raised to $2.7-2.825B for Trump Accounts build-out (cost-plus, revenue offsets). Stock remains expensive post-underwhelming quarter.
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