Coverage summary
Aardvark Labs Capital Research has covered Robinhood Markets (HOOD) since May 1, 2025. The company is in the Financial Services sector. This page lists 8 reports: 7 earnings recaps and 1 earnings preview.
The latest is the Q3 2026 Earnings Recap, published October 29, 2026. The current rating is Hold, unchanged since the Q1 2026 Earnings Preview of April 28, 2026. The rating has changed once since coverage began.
Translations: 7 in Chinese.
The Excel model for HOOD holds 21 quarters and 5 fiscal years of history and 7 quarters and 5 fiscal years of projections. It was last updated October 19, 2026.
Rating history
All HOOD reports
Recap: Q3 2026
Record Revenue at Lower Prices, and the Courts Turn on Sports Contracts: One Trigger Fires Each Way, Hold Maintained
Recap: Q2 2026
Event Contracts Overtake Crypto and the Expense Guide Comes Down: Two Bear Legs Break, But July Halves the Deposit Run-Rate
Recap: Q1 2026
The Miss Is Real, Trump Accounts Is the Long-Term Offset — Hold Maintained on a Cycle Where the Risk/Reward Is No Longer Asymmetric
Flashcap: Q1 2026
Revenue Miss, Crypto Down 47%, and a $100M OpEx Guide Raise — The First Real Deceleration Print Forces a Step Down to Hold
Recap: Q4 2025
Record Year, Reinvestment Year: 2026 OpEx +18% Resets the Margin Story but the Wealth Franchise Is Compounding
Recap: Q3 2025
Revenue Doubled, EPS Tripled, Prediction Markets Going Vertical — Sold Off on a CFO Change and an Expense Raise
Recap: Q2 2025
Tokenization, Bitstamp, and a 56% Margin Print: The Multi-Product Thesis Lands
Recap: Q1 2025
Tariff Selloff Masks an Acceleration: Revenue +50%, Gold +90%, Net Deposits at Record $18B