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Robinhood Slides After Mixed Quarter as Crypto Slump Weighs on Revenue

Analysts highlight record prediction‑market volumes as the next growth driver.

Overview

  • Shares fell nearly 17% over two sessions after the Feb. 10 report and are down 37% year-to-date, closing at $71.14.
  • Q4 EPS was $0.66 versus the $0.63 consensus, but revenue of $1.28 billion missed expectations for $1.35 billion.
  • Crypto transaction revenue dropped 38% to $221 million, underscoring the platform’s sensitivity to digital‑asset trading volumes.
  • Wall Street trimmed price targets but largely kept Buy ratings, with TipRanks showing 14 Buys, two Holds and a $135.46 average target.
  • Prediction‑market activity reached a record $3.5 billion in January contracts, while Gold subscribers rose to 4.18 million and cash ended the quarter at $4.3 billion after ongoing buybacks.