Robinhood Markets (HOOD) delivered mixed results in Q2 FY2026 on revenue of $1.3B versus the $1.3B estimate (-45.9% YoY) and EPS of $0.62. The next Robinhood Markets (HOOD) earnings date is Nov 4, 2026. Below is the full Robinhood Markets earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
$1.3B (vs $1.3B est · +1.7% surprise · -45.9% YoY)
EPS
$0.62 (vs $0.44 est · +40.9% surprise · +40.9% YoY)
Share price
$103.62 (-4.2%)
Market cap
$93.2B
Robinhood Markets (HOOD) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$1.3B vs $1.3B est
$0.62 vs $0.44 est
+40.9%
-6.6%
Mixed
Q2 FY2026
$1.1B vs $1.1B est
$0.38 vs $0.39 est
-1.4%
-15.2%
Mixed
Q1 FY2026
$1.3B vs $1.4B est
$0.66 vs $0.63 est
+4.6%
-9.9%
Mixed
Q4 FY2025
$1.3B vs $1.2B est
$0.61 vs $0.54 est
+13.4%
-7.1%
Beat
Q3 FY2025
$989.0M vs $914.6M est
$0.42 vs $0.31 est
+36.9%
-0.3%
Beat
Q2 FY2025
$927.0M vs $920.1M est
$0.37 vs $0.33 est
+13.7%
-5.6%
Mixed
Q1 FY2025
$1.0B vs $945.8M est
$1.01 vs $0.42 est
+141.4%
+19.6%
Beat
Q4 FY2024
$637.0M vs $660.5M est
$0.17 vs $0.18 est
-5.6%
-16.2%
Miss
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
7.5%
67.8M
$6.8B
+6.8%
Vanguard Capital Management LLC
5.7%
51.7M
$5.2B
+0.6%
Vanguard Portfolio Management LLC
4.1%
37.3M
$3.7B
+0.4%
State Street Corp
3.9%
34.7M
$3.5B
+3.9%
Fmr LLC
3.3%
29.9M
$3.0B
+65.6%
Newlands Management Operations LLC
2.7%
24.2M
$2.4B
+0.0%
Geode Capital Management, LLC
2.5%
22.6M
$2.3B
+5.1%
Susquehanna International Group, Llp
2.4%
21.2M
$2.1B
+8.6%
Jpmorgan Chase & CO
1.8%
15.8M
$1.6B
+10.8%
Citadel Advisors LLC
1.6%
14.3M
$1.4B
+25.6%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Verma Shiv
officer: Chief Financial Officer
2026-08-17
Sell
4K
$378569
Bhatt Baiju
director
2026-08-14
Sell
50K
—
Bhatt Baiju
director
2026-08-14
Buy
50K
—
Bhatt Baiju
director
2026-08-14
Sell
17K
$1.7M
Bhatt Baiju
director
2026-08-14
Sell
27K
$2.6M
Bhatt Baiju
director
2026-08-14
Sell
6K
$567253
Gallagher Daniel Martin Jr
officer: Chief Legal Officer
2026-08-03
Sell
800
$69023
Gallagher Daniel Martin Jr
officer: Chief Legal Officer
2026-08-03
Sell
400
$34878
What you'll find
Next Robinhood Markets (HOOD) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Robinhood Markets reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Robinhood Markets (HOOD)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Robinhood Markets's next earnings date?
Robinhood Markets's (HOOD) next scheduled earnings date is Nov 4, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Robinhood Markets (HOOD) beat or miss earnings?
In Q2 FY2026, Robinhood Markets (HOOD) posted mixed results — revenue of $1.3B versus the $1.3B estimate (+1.7% surprise) and EPS of $0.62 versus $0.44 expected (+40.9% surprise). Magnisto decodes every Robinhood Markets (HOOD) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Robinhood Markets beat earnings estimates?
Over its last 8 reported quarters, Robinhood Markets (HOOD) beat Wall Street EPS estimates 6 times, most recently a mixed result in Q3 FY2026. Magnisto tracks every Robinhood Markets (HOOD) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Robinhood Markets stock move after earnings?
Over its last 8 quarterly reports, Robinhood Markets (HOOD) moved an average of ±10.1% the day after earnings — ranging from -16.2% (Q4 FY2024) to +19.6% (Q1 FY2025). The stock rose after 1 of those 8 reports and fell after 7. Heading into its next report on Nov 4, 2026, options-implied volatility is pricing in a move of roughly ±31.3% (derived). Magnisto tracks the realized post-earnings move for every Robinhood Markets (HOOD) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Robinhood Markets?
Institutions hold about 81.3% of Robinhood Markets's (HOOD) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (7.5%), Vanguard Capital Management LLC (5.7%), Vanguard Portfolio Management LLC (4.1%). Magnisto lists Robinhood Markets's (HOOD) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Robinhood Markets (HOOD)?
In the most recent Form 4 filings Magnisto tracks, Robinhood Markets (HOOD) insiders recorded 1 purchase and 11 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Robinhood Markets (HOOD) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Robinhood Markets (HOOD), anchored to the current $103.62 share price, so you can weigh the bull, base and bear cases for Robinhood Markets side by side.
Is Robinhood Markets (HOOD) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Robinhood Markets fits your own thesis and risk profile. This is research, not investment advice.