$HOOD

Robinhood Markets (HOOD) Releases Q3 2026 Earnings: Revenue Growth but EPS Miss

Robinhood Markets (HOOD) reported Q3 2026 revenue of $1.4B, up 11.8% YoY, but EPS of $0.51 missed estimates. Net income fell to $468M. Insiders sold shares, while hedge funds increased positions. Analysts set median price target at $113.0.

Original reporting
Published Oct 27, 2026, 8:35 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 27, 2026, 9:47 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Robinhood Markets (HOOD) Releases Q3 2026 Earnings: Revenue Growth but EPS Miss — source image
Decision brief

The 30-second read

$HOODBearishHigh
01

Why it matters

The earnings shortfall may prompt short sellers and could lead to a dip in the stock price at the open.

02

Market read

First report of Robinhood's Q3 earnings, providing new data that can affect trading decisions.

03

What to watch

Strong cash position and potential cost reductions may support a rebound if the market overreacts.

Relevance 8/10Novelty 9/10Timing: after-hours

Background

Robinhood's Q3 2026 earnings were released after market close, highlighting revenue growth but an EPS miss.

Company-level read

Ticker impact

$HOODBearishHigh confidence
Context

Robinhood reported Q3 2026 revenue of $1.4B and EPS of $0.51, both missing Wall Street estimates.

Expected impact

downward pressure as investors price in weaker earnings

Evidence & confidence

Revenue and EPS fell short of expectations, and insider sales were heavy, suggesting limited upside.

Market effects

Brokerage and fintech sector may see broader weakness after the miss.

U.S. equity markets could open lower on the earnings disappointment.

Limited to markets with exposure to U.S. retail trading platforms.

Counterpoint

Despite the miss, the company still posted solid cash balances and could benefit from upcoming product launches.

Key entities

  • Robinhood Markets, Inc.

    U.S.-listed brokerage platform (ticker HOOD).

Related articles

$HOODHighAI 8/10

[Robinhood Markets Q3 2026 Earnings Call] Robinhood Posts Record $1.4B Revenue, 14 'Cylinders' Top $100M, and October Deposits Blow Past $13B — BigGo Finance

Robinhood reported Q3 2026 revenue of $1.4B, up 12% YoY, with adjusted EBITDA of $808M. October net deposits exceeded $13B, surpassing annual targets. The company now has 14 revenue streams each generating $100M+ annually. Robinhood Chain and event contracts showed strong growth, contributing $50M and sevenfold revenue increase, respectively. Management raised confidence in full-year expense outlook, lowering the top end by $25M.

$HOODHighAI 8/10

HOOD Q3 FY2026 earnings call

Robinhood Markets reported Q3 FY2026 revenue of $1.4B (+12% YoY), driven by record transaction volumes in equities, options, and margin. Adjusted EBITDA was $808M (+9% YoY), with EPS at $0.60 (adjusted) and $0.51 (GAAP). Growth was fueled by new products like event contracts and Robinhood Chain, which generated $100B in DEX volume. Management raised full-year expense guidance and highlighted international expansion and new product launches.

$HOODHighAI 8/10

HOOD Stock Tumbles Overnight On Revenue Miss: Retail Sees ‘Easy Money’ On ‘Complete Overreaction’

Robinhood (HOOD) reported Q3 revenue of $1.42B, missing estimates, but adjusted earnings were $0.60 per share. Transaction-based revenue grew 19% to $867M, prediction markets revenue surged to $173M, and options revenue increased 31%. Despite an 8% stock drop, retail traders expressed optimism about the company's growth and product base, calling the decline an overreaction.

$HOODHighAI 8/10

Robinhood Q3 2026 slides: record revenue of $1.4B, stock drops 7%

Robinhood Markets (HOOD) reported Q3 2026 revenue of $1.4B, up 12% YoY, with adjusted EPS of $0.60 beating estimates. Stock fell 7.36% due to revenue miss concerns. Key metrics: 28.7M funded customers, $396B in platform assets, and 5.18M Gold subscribers. Trading volumes hit records in equities and options, while crypto volumes declined YoY but rose sequentially.

$HOODMedAI 8/10

Robinhood Falls Short on Profit Despite Record Revenue, With Prediction Markets Outearning Crypto

Robinhood Markets reported Q3 revenue of $1.42B, beating estimates, but EPS of $0.51 missed expectations. Net income fell 14% YoY to $476M. Prediction markets revenue grew to $173M, surpassing crypto revenue of $120M. Options and equities revenue rose, while net interest revenue declined. Customer growth continued, with funded accounts up 7% to 28.7M.