Robinhood Markets, Inc. · HOOD · Next earnings

Robinhood Markets, Inc. reports Wednesday, Nov 4, 2026

HOOD reports after market close with consensus EPS at $0.53 and revenue at $1.37B. Last quarter: Robinhood Q1 2026: Revenue Up 15% to $1.1B as Gold, Banking, and AI Accelerate

Reports After market close45 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $0.53 Calendar consensus
Consensus revenue $1.37B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session After market close 45 days away

Where HOOD left off: FY2026 Q1

Full report

Robinhood Q1 2026: Revenue Up 15% to $1.1B as Gold, Banking, and AI Accelerate

EPS surprise -1.4% Reported $0.38 vs $0.39
Revenue surprise -6.4% Reported $1.07B vs $1.14B
Stock move -13.2% Event window
Subsequent drift +19.2% Up to 20 sessions

Management maintained its 2026 outlook, which was originally raised at the FY2025 report. The prior quarter's guidance targeted >20% net-deposit growth and expense growth of 18% (below 2025). This quarter's 20% annualized net-deposit growth is tracking in line. No upward revision was announced, but no downgrade either — the cadence and cost discipline appear intact.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Regulatory uncertainty around prediction markets, crypto, and the new FINRA pattern-day-trader rule.
  • Potential decline in securities-lending rebates due to low market volatility.
  • Macroeconomic headwinds that could affect trading volumes and net deposit growth.
  • Competitive pressure from larger broker-dealers and emerging fintech platforms.
  • Execution risk in scaling international operations and new product roll-outs.

Questions analysts left open

  • Timeline and rollout details for the dividend tracker.
  • Future availability of IPO Access and allocation sizes.
  • Flexibility in OpEx and discretionary cost structure for the remainder of the year.
  • Take-rate dynamics in securities lending and crypto.
  • Regulatory timeline for AI-powered financial adviser compliance.

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Recent HOOD quarters

All HOOD earnings
-13.2%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.