Robinhood Markets

Robinhood shares rose 1.92% Monday on strong February 2026 operating data showing 68% YoY asset growth and surging crypto volumes, though stock remains down 35% year-to-date.

$HOOD poised to double by 2031 through subscription shift, international expansion, and wallet share growth, fundamentally transforming from transaction-volatile to recurring revenue model.

Robinhood's shares fell 50% from peak as crypto weakness pressures revenue. The company pursues diversification into banking and credit services to reduce crypto dependency.

Robinhood stock fell on Q4 revenue miss, but strong deposit inflows ($16B), surging retirement accounts (+57%), and robust engagement suggest underlying momentum despite near-term weakness.

Robinhood shares fell 53% from October peak amid crypto revenue decline of 38% and 13% drop in monthly active users, signaling sustainability concerns.