HOOD
NASDAQ · Financial Services · Financial - Capital Markets · US
Research · Oct 29, 2026
Robinhood (HOOD) Q3 2026: Prediction Market Revenue Hits Record as Sports Halts Spread
Robinhood Q3 2026 revenue rose 12% to $1.424 billion and event contracts hit $173 million, but the company agreed to stop sports contracts in Michigan and Ohio.
Research · Oct 13, 2026
[HOOD] Robinhood: Q3 2026 earnings preview on trading revenue after a record quarter
Robinhood's Q2 2026 revenue rose 32% to $1.31 billion on record trading; Q3 tests whether options, event contracts and deposits hold up after the World Cup peak.
Research · Sep 3, 2026
[HOOD] Robinhood Thesis 2026: Revenue More Than Doubles as Operating Leverage Kicks In
Robinhood FY25 (Dec 31, 2025) at $4.47B revenue (+52%). OpInc $2.09B (+98%, 47% margin); Net income $1.88B (+33%); Diluted EPS $2.05. FCF $1.62B. Total debt $15.4B (margin book). Transaction revenue ~70% (crypto + options + equities); NII ~25%; Other ~5% (Gold). 25M+ customers; ~3.4M+ Gold subs (+90% YoY). 18+ analyst actions Feb-Apr 2026: synchronized PT cuts. JPM $113→$92; MS $147→$95 (-$52 largest); Mizuho $172→$115; PT range $113-$180 → $75-$130 collapse.
Research · Aug 25, 2026
Retail Brokerage Options Trading Surges After Pattern Day Trader Repeal
Since the pattern day trader rule ended on 4 June 2026, Webull's options contracts rose 34% sequentially against 7% for equity notional, and Cboe measured it.
Research · Apr 23, 2026
Which Banks Capture the $197B IPO Wave: Goldman and Morgan Stanley or the Diversified Giants?
Blackstone's Q1 beat and 'best year ever' IPO forecast confirm the $197B pipeline is executable, yet Goldman Sachs and Morgan Stanley trade at the same 12-13x forward multiple as JPMorgan despite deriving 18-22% of revenue from investment banking versus JPM's 7%. Long GS and MS versus JPM over six months targets 8-12% relative return as Q2 and Q3 underwriting revenue surfaces the fee differential.
Research · Apr 10, 2026
CFTC vs. Illinois: Why IBKR, CME, and DKNG Are the Prediction Market Winners
CFTC's lawsuit against Illinois boosts prediction markets by asserting federal control, favoring platforms like IBKR's ForecastEx and CME's event contracts. DraftKings, Robinhood, and Coinbase gain from product launches, while JPMorgan eyes indirect entry. Ranked: IBKR > CME > DKNG.
Research · Apr 10, 2026
Iran War Hits Insurance Markets: CB and TRV Premiums Surge — Is the Rally Sustainable?
JPM CEO Jamie Dimon's prediction markets comments spotlight growth potential for exchanges like CME and brokers like IBKR. We rank six players by exposure, with CME leading on scale and profitability. Banks' entry could multiply volumes but intensify competition.
Research · Apr 10, 2026
India-Pakistan Ceasefire Watch: HAL, BEL, INFY Among Top Plays for De-Escalation
Malta's dispute with EU crypto regs spotlights MiCA risks, favoring US-listed winners like COIN and HOOD for volume gains while miners MARA/RIOT pivot. Diversified PYPL/SQ lag. Ranked: COIN > HOOD > MARA.