
• Reported GAAP EPS of $0.39 up 2.63% YoY • Reported revenue of $1.07B up 15.10% YoY • Robinhood updated its 2026 Adjusted Operating Expenses and SBC outlook to $2.7 billion to $2.825 billion, including an additional $100 million for Trump Accounts. Robinhood's Board refreshed its share repurchase authorization to $1.5 billion.
Bullish
Robinhood saw Gold Subscribers grow 36% to 4.3 million, expanded its product suite with new accounts and cards, and increased net interest and other revenues significantly.
Bearish
Robinhood experienced a 47% decline in cryptocurrencies revenue and an 18% rise in operating expenses, while facing ongoing risks from a complex and changing regulatory environment.