$HOOD

Robinhood 3Q 2026: Revenue $1.424B, Net income $468M, EPS $0.51— 10-Q Summary

Robinhood reported 3Q 2026 revenue of $1.424B, up 11.8% YoY, but net income fell 15.8% to $468M. EPS declined to $0.51. Growth in event contracts and options offset by lower crypto revenue. Funded customers and platform assets increased.

Original reporting
Published Oct 28, 2026, 10:01 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 28, 2026, 10:09 AM 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 3Q 2026: Revenue $1.424B, Net income $468M, EPS $0.51— 10-Q Summary — source image
Decision brief

The 30-second read

$HOODBearishHigh
01

Why it matters

The earnings release introduces new data on revenue mix and profitability, which can drive immediate trading decisions.

02

Market read

Robinhood's earnings are a primary catalyst for its stock and may influence sentiment toward retail brokerage and crypto exposure.

03

What to watch

Margin borrowing and Gold subscriber growth remain robust, potentially offsetting earnings weakness.

Relevance 8/10Novelty 8/10Timing: after‑hours release

Background

The article is an AI‑generated summary of Robinhood's 10‑Q filing for Q3 2026, highlighting key financial metrics and business updates.

Company-level read

Ticker impact

$HOODBearishHigh confidence
Context

Robinhood Markets reported Q3 2026 earnings with revenue up 11.8% YoY but net income down 15.8% and crypto revenue down 55%, a fresh disclosure from its 10‑Q filing.

Expected impact

downward pressure as the market prices in lower earnings and crypto revenue decline

Evidence & confidence

Revenue growth is modest while net income and EPS fell sharply; crypto segment, a key growth driver, collapsed 55%, suggesting investors may sell.

Market effects

Weak crypto revenue may signal broader pressure on retail brokerage platforms with crypto exposure.

U.S. retail trading sector could see modest pullback.

Limited; impact confined to U.S. fintech and crypto‑related markets.

Counterpoint

If the platform’s user growth and assets under management continue strong, the earnings dip could be a short‑term overreaction.

Key entities

  • Robinhood Markets, Inc.

    U.S. listed fintech broker (ticker HOOD).

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Why is Robinhood Markets stock sliding today?

Robinhood Markets' stock fell 8.7% in pre-market trading after Q3 2026 results missed revenue expectations and showed a 55% drop in crypto segment revenue. Adjusted EPS beat estimates, but GAAP EPS fell 16% year-over-year. The CFO's comments on tighter spreads raised concerns about profitability. The broader market was mixed, and the stock is near its 52-week low of $63.52.