U.S.-based Robinhood Markets (HOOD) is set to report its first-quarter results on Tuesday, April 28. The stock is down 25.7% year-to-date but remains up more than 70% over the past year. Robinhood delivered strong results in 2025, helped by higher trading activity across stocks, options, and crypto during volatile markets. The company is expected to post solid revenue growth again in the first quarter.
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According to TipRanks’ Options Tool, options traders expect about a 10.06% move in either direction for HOOD stock following its Q1 earnings report. This implied move is higher than Robinhood’s average post-earnings move (in absolute terms) of 6.91% over the past four quarters.
For context, Robinhood offers commission-free trading for stocks, ETFs, options, and cryptocurrencies, along with cash management and investing tools mainly for retail investors.
What to Expect from Robinhood’s Q1 Results
Wall Street analysts expect Robinhood to report Q1 EPS of $0.39, up from $0.37 a year ago. At the same time, revenue is projected to rise more than 20% year over year to $1.14 billion, driven by strong options and equities trading plus higher net interest income. Crypto transaction revenue is expected to be much weaker in Q1, with estimates pointing to a sharp year-over-year decline as digital asset trading slowed.
Meanwhile, investors will be watching whether strong stock and options trading can make up for crypto weakness. At the same time, monthly active users (MAUs) are expected to improve slightly from the previous quarter but remain below last year’s level. Below is a screenshot showing Robinhood’s MAU growth over the last few quarters.
Analysts’ Views on HOOD Stock
Recently, Cantor Fitzgerald’s analyst Ramsey El Assal raised his price target on HOOD to $110 from $95 and maintained a Buy rating on the stock. Assal said that despite concerns about a broader economic slowdown, recent bank earnings and company commentary suggest consumer spending remains fairly stable.
While sector-wide headwinds have weighed on sentiment, he believes these risks are overdone and sees Q1 estimates as largely achievable. Assal added that forward guidance and developments in the Middle East could be the main catalysts for the stock.
Likewise, Piper Sandler’s five-star-rated analyst Patrick Moley reiterated his Buy rating on HOOD stock. He expects retail trading activity to remain more resilient than anticipated in 2026. Moley also expects Robinhood to outperform its FinTech peers through the rest of 2026.
What Is Robinhood’s Target Price?
According to TipRanks’ consensus, HOOD stock has a Strong Buy rating, based on 14 Buys and three Holds assigned in the last three months. The Robinhood Markets share price target of $106.0 implies an upside of 26.27% from the current trading levels.
