Robinhood beats estimates marginally, shares fall

Published 30/04/2025, 21:28
© Reuters

Investing.com -- Robinhood Markets Inc (NASDAQ:HOOD) reported Q1 earnings that outpaced analyst estimates, but failed to exceed investor expectations, as shares fell 1% in after-hours trading on Wednesday. 

The popular financial service and trading platform company posted earnings per share (EPS) of $0.37, beating analyst expectations of $0.36. In revenues, Robinhood accrued $927 million, up 50% year-over-year and surpassing analyst expectations of $917.2 million. 

Co-Founder and CEO Vlad Tenev cited new offerings Robinhood Strategies, Banking, and Cortex as catalysts for the strong results, saying, “Customers have clearly responded — demonstrated by record-breaking net deposits, Robinhood Gold subscriptions, and options volume, as well as robust year-over-year growth in trading across all asset classes.”

A key metric supporting Robinhood’s success were its Net Deposits, in which the company recorded a record of $18 billion. Robinhood Gold subscriptions also hit a record, tallying 3.2 million, a 90% increase from the previous year.

The company also announced an increase to its stock buyback program announced in May 2024. Previously, $1 billion in shares were authorized for repurchase, which has now been raised to $1.5 billion.

Since its founding by Tenev and Baiju Bhatt in 2013, Robinhood has quickly become one of the premier trading platforms serving investors today. Its mission to “democratize finance for all” through user-friendliness and no fees led to its rapid growth, which culminated in a 2021 IPO.

As a public stock, Robinhood initially fell throughout 2022 and 2023 on inflationary fears, forcing investors into subdued trading actions. It has regained momentum recently due to a surge in trading volumes under improved market conditions. 

The report today follows the company’s fiscal 2024 Q4 results, Robinhood reported record results, in which the financial services platform posted adjusted earnings per share of $1.01, surpassing the analyst consensus of $0.32. Revenue for the quarter reached $1.01 billion, handily beating the estimated $849.06 million.

The trading platform’s stock declined 0.5% in Wednesday’s trading, and further fell 1% in after-hours trading following the results. Investors seemed somewhat disappointed in the record results, as the EPS and revenue outperformance were minimally higher than expected.

 

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