Analyst Consensus ?
ConsensusBuy26 ratings
Bullish2076.9%
Neutral415.4%
Bearish27.7%
Robinhood Markets, Inc. · HOOD · FY2024 Q4 · Calendar Q1 2025
Robinhood outlines 2025 growth plan amid crypto and credit risks
The supplied analysis supports a constructive operating trajectory: product expansion, Gold adoption, net deposits, crypto activity and international rollout could support continued growth. That thesis remains conditional on regulatory execution, credit performance and the company’s ability to preserve operating leverage.
Reported After market closeNASDAQFinancial Services
$99.37B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.41
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $930.2M
Revenue surprise
—
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+14.1%
Event window
SPY move
+1.1%
Same window
Abnormal move
+13.1%
Stock minus SPY
Volume
3.4×
Versus trailing sessions
Subsequent drift
-38.5%
Up to 20 sessions
HOODSPY benchmark
Ask FN2 about HOOD FY2024 Q4
Transcript, numbers and history already loaded
What drove HOOD's +14.1% move after FY2024 Q4 earnings?What changed in HOOD's guidance and outlook in FY2024 Q4?Give me the bull and bear case for HOOD after FY2024 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, the current analysis adds a first $1 billion revenue quarter, a larger Gold base, the Legend platform’s early revenue contribution, Bitstamp integration and a broader crypto-wallet and event-contract roadmap. The growth plan remains ambitious, while the risk focus has sharpened around crypto regulation, Gold credit exposure and competition.
Guidance delta
Management maintained its outlook and described a goal of double-digit 2025 revenue growth with low-single-digit operating-expense growth.
Key takeaways
- The analysis describes a record $1 billion revenue quarter and $3 billion annual revenue.
- Gold subscribers were approaching 3 million, with attach rates above 10% overall and above 30% among new customers.
- Management highlighted Legend, crypto, derivatives, event contracts and international expansion as growth avenues.
- Bitstamp integration is intended to broaden institutional crypto access, while wallet expansion and tokenization remain part of the product roadmap.
- The growth case is balanced by regulatory, credit, competition and interest-rate risks.
Management priorities
- Expand Gold, including the credit-card and advisory offering.
- Continue product rollout across Legend, crypto, derivatives and event contracts.
- Integrate Bitstamp and expand international availability.
- Broaden the Robinhood wallet and add tokens where regulatory conditions permit.
- Keep operating-expense growth low-single-digit while pursuing double-digit revenue growth.
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Analyst 52W Price Targets
$110.52Previous close
$5Low
$109.76Average
$171High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 14, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Truist Securities | Buy | Buy | Maintain | Oct 13, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Oct 9, 2026 |
| Barclays | Overweight | Overweight | Maintain | Oct 7, 2026 |
| B of A Securities | Buy | Buy | Maintain | Oct 5, 2026 |
| Deutsche Bank | Buy | Buy | Maintain | Sep 30, 2026 |
| Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintain | Sep 29, 2026 |
| BTIG | Buy | Buy | Maintain | Sep 29, 2026 |
| Citizens | Market Outperform | Market Outperform | Maintain | Sep 11, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Sep 9, 2026 |
| Bernstein | Outperform | Outperform | Maintain | Sep 9, 2026 |
| Jefferies | Buy | Buy | Maintain | Sep 8, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Sep 8, 2026 |
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Sep 8, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | Sep 2, 2026 |
| Needham | Buy | Buy | Maintain | Jul 30, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Jul 22, 2026 |
| Argus Research | Buy | Buy | Maintain | Jun 17, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Apr 23, 2026 |
| JMP Securities | Market Outperform | Market Outperform | Maintain | Oct 9, 2025 |
| Citigroup | Neutral | Neutral | Maintain | Sep 23, 2025 |
| Compass Point | Buy | Buy | Maintain | Jun 27, 2025 |
| Redburn Atlantic | Sell | Neutral | Downgrade | Jun 9, 2025 |
| Citizens Capital Markets | Market Outperform | Market Outperform | Maintain | Mar 28, 2025 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Feb 18, 2025 |
| Atlantic Equities | Underweight | Underweight | Maintain | Aug 31, 2022 |
| Rosenblatt | Buy | Buy | Maintain | Jan 28, 2022 |
Named analyst price targets
Upside is calculated against the persisted previous close $110.52. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Truist Financial | Analyst unavailable | $134 | $109.87 | +21.2% | Oct 13, 2026 |
| Evercore ISI | Analyst unavailable | $130 | $109.02 | +17.6% | Oct 12, 2026 |
| Morgan Stanley | Michael Cyprys | $160 | $107.01 | +44.8% | Oct 9, 2026 |
| Barclays | Analyst unavailable | $132 | $112 | +19.4% | Oct 7, 2026 |
| Loop Capital Markets | Craig Siegenthaler | $156 | $112.74 | +41.2% | Oct 5, 2026 |
| Wells Fargo | Analyst unavailable | $125 | $111.15 | +13.1% | Oct 1, 2026 |
| Loop Capital Markets | Mark Palmer | $170 | $112.08 | +53.8% | Oct 1, 2026 |
| Goldman Sachs | Analyst unavailable | $145 | $112.5 | +31.2% | Sep 30, 2026 |
| KeyBanc | Analyst unavailable | $140 | $115.39 | +26.7% | Sep 30, 2026 |
| Summit Redstone Partners | Michael Cyprys | $150 | $116.22 | +35.7% | Sep 30, 2026 |
| Deutsche Bank | Brian Bedell | $134 | $116.57 | +21.2% | Sep 29, 2026 |
| Loop Capital Markets | Andrew Harte | $135 | $116.46 | +22.1% | Sep 29, 2026 |
| BTIG | Analyst unavailable | $135 | $116.46 | +22.1% | Sep 28, 2026 |
| Deutsche Bank | Brian Bedell | $138 | $114.18 | +24.9% | Sep 14, 2026 |
| Loop Capital Markets | Devin Ryan | $165 | $113.33 | +49.3% | Sep 11, 2026 |
| Mizuho Securities | Dan Dolev | $140 | $117.34 | +26.7% | Sep 9, 2026 |
| Coker Palmer | Mark Palmer | $170 | $117.34 | +53.8% | Sep 8, 2026 |
| UBS | Analyst unavailable | $140 | $122.28 | +26.7% | Sep 8, 2026 |
| Goldman Sachs | Analyst unavailable | $142 | $122.11 | +28.5% | Sep 8, 2026 |
| Loop Capital Markets | James Yaro | $142 | $122.11 | +28.5% | Sep 8, 2026 |
| Loop Capital Markets | Daniel Fannon | $140 | $122.11 | +26.7% | Sep 8, 2026 |
| Deutsche Bank | Brian Bedell | $136 | $122.37 | +23.1% | Sep 4, 2026 |
| Scotiabank | Analyst unavailable | $136 | $103.51 | +23.1% | Sep 2, 2026 |
| Piper Sandler | Patrick Moley | $145 | $103.51 | +31.2% | Sep 2, 2026 |
| Morgan Stanley | Michael Cyprys | $150 | $104.81 | +35.7% | Sep 1, 2026 |
| Cantor Fitzgerald | Ramsey El-Assal | $115 | $90.19 | +4.1% | Aug 3, 2026 |
| Deutsche Bank | Brian Bedell | $114 | $87.78 | +3.1% | Jul 30, 2026 |
| Needham | John Todaro | $120 | $89.84 | +8.6% | Jul 30, 2026 |
| Loop Capital Markets | Analyst unavailable | $126 | $89.84 | +14.0% | Jul 30, 2026 |
| Goldman Sachs | Analyst unavailable | $118 | $89.84 | +6.8% | Jul 30, 2026 |
| Barclays | Analyst unavailable | $105 | $89.84 | -5.0% | Jul 30, 2026 |
| Loop Capital Markets | Benjamin Budish | $105 | $89.84 | -5.0% | Jul 30, 2026 |
| KeyBanc | Alex Markgraff | $125 | $106.36 | +13.1% | Jul 22, 2026 |
| Needham | Analyst unavailable | $123 | $99.28 | +11.3% | Jul 21, 2026 |
| Bernstein | Gautam Chhugani | $160 | $100.68 | +44.8% | Jul 20, 2026 |
| Morgan Stanley | Analyst unavailable | $124 | $111.47 | +12.2% | Jul 10, 2026 |
| Barclays | Analyst unavailable | $122 | $116.78 | +10.4% | Jul 9, 2026 |
| Mizuho Securities | Dan Dolev | $130 | $108.65 | +17.6% | Jul 2, 2026 |
| Deutsche Bank | Analyst unavailable | $113 | $100.96 | +2.2% | Jun 30, 2026 |
| Goldman Sachs | James Yaro | $121 | $98.69 | +9.5% | Jun 29, 2026 |
| BTIG | Analyst unavailable | $125 | $93.47 | +13.1% | Jun 26, 2026 |
| Argus Research | Stephen Biggar | $110 | $108.04 | -0.5% | Jun 17, 2026 |
| Loop Capital Markets | Stephen Biggar | $110 | $96.71 | -0.5% | Jun 17, 2026 |
| Deutsche Bank | Analyst unavailable | $105 | $96.71 | -5.0% | Jun 17, 2026 |
| Needham | Analyst unavailable | $97 | $86.36 | -12.2% | Jun 11, 2026 |
| Goldman Sachs | James Yaro | $108 | $88.77 | -2.3% | Jun 10, 2026 |
| Deutsche Bank | Brian Bedell | $98 | $84.59 | -11.3% | Jun 5, 2026 |
| Goldman Sachs | James Yaro | $105 | $82.85 | -5.0% | Jun 4, 2026 |
| Loop Capital Markets | Alex Markgraff | $100 | $87.23 | -9.5% | Jun 1, 2026 |
| Loop Capital Markets | James Yaro | $94 | $76.23 | -14.9% | May 27, 2026 |
| Needham | Analyst unavailable | $85 | $70.87 | -23.1% | Apr 29, 2026 |
| Mizuho Securities | Analyst unavailable | $105 | $71.4 | -5.0% | Apr 29, 2026 |
| Barclays | Analyst unavailable | $82 | $82.07 | -25.8% | Apr 29, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $110 | $90 | -0.5% | Apr 21, 2026 |
| KeyBanc | Analyst unavailable | $110 | $91.28 | -0.5% | Apr 21, 2026 |
| Mizuho Securities | Dan Dolev | $115 | $90.75 | +4.1% | Apr 20, 2026 |
| Truist Financial | Analyst unavailable | $100 | $70.83 | -9.5% | Apr 13, 2026 |
| Morgan Stanley | Analyst unavailable | $95 | $69.52 | -14.0% | Apr 10, 2026 |
| Mizuho Securities | Dan Dolev | $110 | $76.12 | -0.5% | Mar 13, 2026 |
| New Street | Craig Siegenthaler | $122 | $79.8 | +10.4% | Mar 5, 2026 |
| Goldman Sachs | James Yaro | $111 | $75.65 | +0.4% | Feb 20, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $100 | $73.12 | -9.5% | Feb 17, 2026 |
| Mizuho Securities | Analyst unavailable | $135 | $75.97 | +22.1% | Feb 17, 2026 |
| Truist Financial | Analyst unavailable | $120 | $78.07 | +8.6% | Feb 12, 2026 |
| Barclays | Analyst unavailable | $124 | $75.49 | +12.2% | Feb 11, 2026 |
| Loop Capital Markets | Gautam Chhugani | $160 | $75.92 | +44.8% | Feb 11, 2026 |
| Loop Capital Markets | Ed Engel | $127 | $74.86 | +14.9% | Feb 11, 2026 |
| Goldman Sachs | James Yaro | $130 | $85.6 | +17.6% | Feb 11, 2026 |
| Needham | John Todaro | $100 | $74.96 | -9.5% | Feb 11, 2026 |
| Piper Sandler | Analyst unavailable | $135 | $85.6 | +22.1% | Feb 11, 2026 |
| Loop Capital Markets | Alex Markgraff | $130 | $87.64 | +17.6% | Feb 9, 2026 |
| KeyBanc | Analyst unavailable | $130 | $82.82 | +17.6% | Feb 9, 2026 |
| Wolfe Research | Analyst unavailable | $125 | $82.82 | +13.1% | Feb 9, 2026 |
| Truist Financial | Analyst unavailable | $130 | $72.7 | +17.6% | Feb 5, 2026 |
| Argus Research | Analyst unavailable | $145 | $115.39 | +31.2% | Jan 9, 2026 |
| Barclays | Analyst unavailable | $159 | $116.97 | +43.9% | Jan 8, 2026 |
| Needham | Analyst unavailable | $135 | $116.85 | +22.1% | Dec 29, 2025 |
| Morgan Stanley | Analyst unavailable | $147 | $121.35 | +33.0% | Dec 22, 2025 |
| Truist Financial | Analyst unavailable | $155 | $119.4 | +40.2% | Dec 16, 2025 |
| Barclays | Benjamin Budish | $171 | $123.39 | +54.7% | Dec 12, 2025 |
| Cantor Fitzgerald | Analyst unavailable | $152 | $127.03 | +37.5% | Dec 11, 2025 |
| Loop Capital Markets | Brett Knboblauch | $152 | $126.56 | +37.5% | Dec 11, 2025 |
| Susquehanna | Analyst unavailable | $155 | $115.57 | +40.2% | Nov 26, 2025 |
| Cantor Fitzgerald | Analyst unavailable | $155 | $131.35 | +40.2% | Nov 6, 2025 |
| KeyBanc | Alex Markgraff | $155 | $143.57 | +40.2% | Oct 31, 2025 |
| Loop Capital Markets | Alex Markgraff | $155 | $150.33 | +40.2% | Oct 31, 2025 |
| Loop Capital Markets | Ed Engel | $161 | $147.44 | +45.7% | Oct 27, 2025 |
| Piper Sandler | Analyst unavailable | $155 | $140.68 | +40.2% | Oct 14, 2025 |
| JMP Securities | Devin Ryan | $170 | $150.87 | +53.8% | Oct 9, 2025 |
| Barclays | Analyst unavailable | $162 | $145 | +46.6% | Oct 8, 2025 |
| Morgan Stanley | Michael Cyprys | $146 | $138.73 | +32.1% | Oct 1, 2025 |
| Needham | John Todaro | $145 | $136.72 | +31.2% | Sep 30, 2025 |
| Summit Redstone Partners | Alex Markgraff | $135 | $117.46 | +22.1% | Sep 10, 2025 |
| Piper Sandler | Patrick Moley | $120 | $121.58 | +8.6% | Sep 10, 2025 |
| Summit Redstone Partners | Analyst unavailable | $145 | $117.46 | +31.2% | Sep 10, 2025 |
| Mizuho Securities | Analyst unavailable | $120 | $106.1 | +8.6% | Jul 31, 2025 |
| Barclays | Analyst unavailable | $120 | $103.71 | +8.6% | Jul 31, 2025 |
| Mizuho Securities | Analyst unavailable | $99 | $92.33 | -10.4% | Jul 1, 2025 |
| Goldman Sachs | James Yaro | $82 | $74.88 | -25.8% | Jun 11, 2025 |
| Deutsche Bank | Brian Bedell | $61 | $36.36 | -44.8% | Mar 12, 2025 |
| Cantor Fitzgerald | Analyst unavailable | $69 | $44.84 | -37.6% | Mar 6, 2025 |
| Loop Capital Markets | Benjamin Budish | $49 | $41.67 | -55.7% | Dec 9, 2024 |
| Mizuho Securities | Dan Dolev | $60 | $38.92 | -45.7% | Dec 5, 2024 |
| Piper Sandler | Patrick Moley | $54 | $40.67 | -51.1% | Dec 5, 2024 |
| Loop Capital Markets | Alex Markgraff | $47 | $40.73 | -57.5% | Dec 5, 2024 |
| Loop Capital Markets | Benjamin Budish | $26 | $36.65 | -76.5% | Nov 25, 2024 |
| Morgan Stanley | Michael Cyprys | $55 | $36.65 | -50.2% | Nov 25, 2024 |
| Mizuho Securities | Dan Dolev | $35 | $17.92 | -68.3% | Nov 19, 2024 |
| Piper Sandler | Patrick Moley | $36 | $34.08 | -67.4% | Nov 18, 2024 |
| Needham | John Todaro | $40 | $34.17 | -63.8% | Nov 18, 2024 |
| Loop Capital Markets | Brian Bedell | $35 | $17.92 | -68.3% | Nov 13, 2024 |
| Mizuho Securities | Dan Dolev | $29 | $27.88 | -73.8% | Oct 29, 2024 |
| Loop Capital Markets | Benjamin Budish | $23 | $27.88 | -79.2% | Oct 28, 2024 |
| Piper Sandler | Patrick Moley | $30 | $26.5 | -72.9% | Oct 21, 2024 |
| Piper Sandler | Patrick Moley | $27 | $23.74 | -75.6% | Sep 19, 2024 |
| Deutsche Bank | Brian Bedell | $24 | $18.65 | -78.3% | Aug 15, 2024 |
| Piper Sandler | Patrick Moley | $23 | $17.92 | -79.2% | Aug 12, 2024 |
| JMP Securities | Devin Ryan | $30 | $17.21 | -72.9% | Aug 7, 2024 |
| Citigroup | Christopher Allen | $18 | $15.94 | -83.7% | Aug 5, 2024 |
| Wolfe Research | Steven Chubak | $29 | $22.77 | -73.8% | Jun 26, 2024 |
| Loop Capital Markets | Christopher Allen | $18 | $23.7 | -83.7% | Jun 13, 2024 |
| Loop Capital Markets | Kyle Voigt | $21.5 | $20.62 | -80.5% | May 29, 2024 |
| Loop Capital Markets | Craig Siegenthaler | $24 | $17.9 | -78.3% | May 17, 2024 |
| Goldman Sachs | Will Nance | $20 | $17.4 | -81.9% | May 9, 2024 |
| Piper Sandler | Patrick Moley | $18 | $17.85 | -83.7% | May 9, 2024 |
| Mizuho Securities | Dan Dolev | $23 | $17.85 | -79.2% | May 9, 2024 |
| Mizuho Securities | Dan Dolev | $21 | $17.99 | -81.0% | May 7, 2024 |
| Barclays | Benjamin Budish | $16 | $18.4 | -85.5% | Apr 8, 2024 |
| Loop Capital Markets | Brian Bedell | $19 | $18.45 | -82.8% | Apr 5, 2024 |
| Loop Capital Markets | Kyle Voigt | $20 | $19.2 | -81.9% | Apr 3, 2024 |
| Loop Capital Markets | Alex Markgraff | $22 | $20.01 | -80.1% | Mar 28, 2024 |
| Bernstein | Gautam Chhugani | $30 | $18.12 | -72.9% | Mar 14, 2024 |
| Loop Capital Markets | Brian Bedell | $16 | $18.05 | -85.5% | Mar 14, 2024 |
| Loop Capital Markets | Gautam Chhugani | $30 | $17.16 | -72.9% | Mar 13, 2024 |
| Piper Sandler | Patrick Moley | $12.5 | $13.2 | -88.7% | Feb 14, 2024 |
| Mizuho Securities | Dan Dolev | $15 | $10.91 | -86.4% | Jan 23, 2024 |
| JMP Securities | Devin Ryan | $23 | $9.24 | -79.2% | Dec 1, 2023 |
| Loop Capital Markets | Devin Ryan | $25 | $9.48 | -77.4% | May 11, 2023 |
| Barclays | Sam Boughedda | $7 | $9.46 | -93.7% | Aug 31, 2022 |
| Barclays | Benjamin Budish | $10 | $9.47 | -91.0% | Aug 31, 2022 |
| Piper Sandler | Richard Repetto | $10 | $10.93 | -91.0% | Aug 15, 2022 |
| Mizuho Securities | Analyst unavailable | $13 | $10.31 | -88.2% | Aug 4, 2022 |
| Morgan Stanley | Michael Cyprys | $14 | $8.18 | -87.3% | Jul 5, 2022 |
| Loop Capital Markets | Will Nance | $9.5 | $9.12 | -91.4% | Jun 27, 2022 |
| Goldman Sachs | Will Nance | $9.5 | $8 | -91.4% | Jun 27, 2022 |
| Atlantic Equities | John Heagerty | $5 | $7.16 | -95.5% | Jun 15, 2022 |
| Loop Capital Markets | John Heagerty | $5 | $7.13 | -95.5% | Jun 15, 2022 |
| Piper Sandler | Richard Repetto | $11 | $10.69 | -90.0% | May 16, 2022 |
| Mizuho Securities | Dan Dolev | $14 | $10.48 | -87.3% | May 3, 2022 |
| Wolfe Research | Analyst unavailable | $10 | $9.87 | -91.0% | Apr 29, 2022 |
| Deutsche Bank | Brian Bedell | $10 | $10.09 | -91.0% | Apr 29, 2022 |
| Mizuho Securities | Dan Dolev | $19 | $10 | -82.8% | Apr 27, 2022 |
| Deutsche Bank | Brian Bedell | $11 | $11.24 | -90.0% | Apr 9, 2022 |
| Morgan Stanley | Michael Cyprys | $15 | $13.5 | -86.4% | Apr 3, 2022 |
| Deutsche Bank | Brian Bedell | $14 | $11.81 | -87.3% | Feb 21, 2022 |
| Citigroup | Jason Bazinet | $24 | $14.15 | -78.3% | Jan 31, 2022 |
| Piper Sandler | Richard Repetto | $13 | $12.73 | -88.2% | Jan 28, 2022 |
| Rosenblatt Securities | Sean Horgan | $15 | $12.73 | -86.4% | Jan 28, 2022 |
| Mizuho Securities | Dan Dolev | $20 | $13.05 | -81.9% | Jan 25, 2022 |
| Piper Sandler | Richard Repetto | $17 | $15.17 | -84.6% | Jan 15, 2022 |
| Wolfe Research | Steven Chubak | $20 | $17.4 | -81.9% | Jan 4, 2022 |
| Atlantic Equities | John Heagerty | $35 | $33.87 | -68.3% | Nov 16, 2021 |
| Autonomous Research | Christian Bolu | $55 | $40.52 | -50.2% | Oct 13, 2021 |
Track every rating change on HOOD the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationRobinhood Markets, Inc. operates a financial services platform available to users throughout the United States. This platform empowers individuals to engage in a wide array of investments, encompassing common stocks, exchange-traded funds (ETFs), options contracts, gold, and various cryptocurrencies. Beyond its core trading functionalities, the company dedicates efforts to providing educational and informational resources.…
Historical context
All HOOD earningsFinancial Services peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| GS-PA The Goldman Sachs Group, Inc. | FY2026 Q3 · Calendar Q4 2026 | +32.3% | — | Goldman’s financing and wealth engines strengthen as AI demand persists |
| GS-PD The Goldman Sachs Group, Inc. | FY2026 Q3 · Calendar Q4 2026 | +32.3% | — | Goldman Sachs posts record Q3 as financing and wealth remain strong |
| GS The Goldman Sachs Group, Inc. | FY2026 Q3 · Calendar Q4 2026 | +32.3% | -0.2% | Goldman Sachs posts record Q3 as financing and advisory stay strong |
| C Citigroup Inc. | FY2026 Q3 · Calendar Q4 2026 | +7.5% | -5.6% | Citi lifts ROTCE outlook after strong Q3, keeps investing |
| JPM-PK JPMorgan Chase & Co. | FY2026 Q3 · Calendar Q4 2026 | -6.1% | — | JPMorgan posts strong Q3 as deposits, markets and AWM support growth |
| JPM-PD JPMorgan Chase & Co. | FY2026 Q3 · Calendar Q4 2026 | -6.1% | — | JPMorgan Q3: Strong Results, Cautious on Rates and Credit |
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-01-29T00:04:08.037886+00:00
- Polygon adjusted daily market bars · 2026-10-14T05:10:45.170982+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-14T05:10:45.169034+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-14. For educational purposes only; not investment advice.