Financial services company Robinhood (NASDAQ:HOOD) will be reporting results this Tuesday after the bell. Here’s what investors should know.
Robinhood beat analysts’ revenue expectations by 6% last quarter, reporting revenues of $1.27 billion, up 100% year on year. It was a satisfactory quarter for the company, with a solid beat of analysts’ revenue estimates but number of funded customers in line with analysts’ estimates. It reported 26.8 million users, up 10.3% year on year.
Is Robinhood a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Robinhood’s revenue to grow 31.7% year on year to $1.34 billion, slowing from the 115% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.68 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Robinhood has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 5.4% on average.
Looking at Robinhood’s peers in the consumer internet segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Electronic Arts delivered year-on-year revenue growth of 61.8%, beating analysts’ expectations by 29.4%, and Reddit reported revenues up 69.7%, topping estimates by 8.7%. Electronic Arts traded down 2.3% following the results while Reddit was also down 7.4%.
Read our full analysis of Electronic Arts’s results here and Reddit’s results here.
Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. Unfortunately, consumer internet stocks have struggled in this environment as share prices are down 16% on average over the last month. Robinhood is down 28.1% during the same time and is heading into earnings with an average analyst price target of $147.77 (compared to the current share price of $83.92).
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