What you need to know about stablecoins and stock tokens as Robinhood and Circle shares jump
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 03 2025
0mins
Should l Buy HOOD?
Source: MarketWatch
Importance of Understanding Stablecoins: Recent events highlight the necessity of educating oneself about stablecoins and their technology, particularly in light of their growing significance in financial transactions.
Circle's IPO Success: Circle Internet Group Inc. launched its USDC stablecoin, which is pegged to the U.S. dollar, and experienced a remarkable 474% increase in stock price following its initial public offering on June 5, rising from $31 to $177.97.
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Analyst Views on HOOD
Wall Street analysts forecast HOOD stock price to rise
20 Analyst Rating
16 Buy
4 Hold
0 Sell
Strong Buy
Current: 77.970
Low
130.00
Averages
156.24
High
181.00
Current: 77.970
Low
130.00
Averages
156.24
High
181.00
About HOOD
Robinhood Markets, Inc. is creating a financial services platform for everyone, regardless of their wealth, income, or background. It uses technology to provide access to the financial system. Its offerings include Brokerage, Robinhood Crypto, Custody, Robinhood Wallet, Robinhood Gold, and Robinhood Gold Card. Its Brokerage services include investing, options trading, fractional trading, recurring investment, access to investing on margin, fully paid securities lending, cash sweep, instant withdrawals, Robinhood retirement, 24-hour market, joint investing accounts, and event contracts. It also offers a variety of ways for its customers to grow their financial knowledge, including Robinhood Learn, In-App Education, Newsfeeds, Sherwood Snacks, and Crypto Learn and Earn. Its self-clearing system, order routing system, data platform, and other back-end infrastructure deliver the capabilities that allow its customers to focus on investing, saving and spending.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
ROBINHOOD STOCK DROPS 8.1% FOLLOWING Q4 REVENUE SHORTFALL
- Stock Performance: Robinhood shares fell by 8.1% following the announcement of its Q4 revenue results.
- Revenue Miss: The decline in stock price was attributed to the company missing revenue expectations for the fourth quarter.
See More
ROBINHOOD MARKETS FALL IN AFTER-HOURS TRADING FOLLOWING Q4 REVENUE SHORTFALL
Market Reaction: Robinhood's stock prices fell significantly after the company reported its Q4 revenue, which missed analysts' expectations.
Revenue Details: The disappointing revenue figures raised concerns about the company's growth prospects and overall financial health.
Investor Sentiment: The market's negative response reflects broader apprehensions regarding the trading platform's ability to attract and retain users.
Future Outlook: Analysts are now closely monitoring Robinhood's strategies to improve its revenue and user engagement in the coming quarters.
See More
Robinhood Q4 Earnings Beat Expectations
- Earnings Beat: Robinhood reported a Q4 GAAP EPS of $0.66, beating expectations by $0.02, indicating ongoing improvements in profitability despite slightly missing overall revenue targets.
- Revenue Growth: Total revenue reached $1.28 billion, a 26.7% year-over-year increase, yet fell short of expectations primarily due to a 38% decline in cryptocurrency revenue, negatively impacting overall performance.
- Strong Transaction Revenue: Transaction-based revenues increased by 15% year-over-year to $776 million, with other transaction revenue surging over 300% to $147 million, showcasing Robinhood's success in diversifying its revenue streams.
- Significant Asset Management Growth: Robinhood's retirement account assets under custody grew 102% year-over-year to $26.5 billion, while cash sweep and margin accounts increased by 26% and 113%, respectively, reflecting a notable rise in customer trust and platform usage.
See More
Robinhood Q4 Earnings Preview: Expectations and Analyst Insights
- Earnings Release Date: Robinhood is set to release its Q4 earnings after the market close on February 10, with investors keenly watching its performance following four consecutive quarters of beating earnings expectations, indicating a strong growth trajectory.
- Earnings Decline Expected: Analysts forecast that Robinhood's earnings per share will drop to $0.63 this quarter, down from $1.01 in the same period last year, which may reflect increased market competition and fluctuations in user engagement.
- Revenue Growth Forecast: Despite the decline in earnings expectations, Robinhood's quarterly revenue is projected to reach $1.34 billion, up from $1.01 billion a year earlier, suggesting that the company continues to grow in revenue, likely due to an expanding user base.
- Stock Price Reaction: Ahead of the earnings report, Robinhood's stock rose by 4.5% to close at $86.56, indicating a positive market sentiment and investor optimism regarding the company's future performance.
See More
Cathie Wood Increases Stake in Robinhood Shares
- Stock Accumulation: Cathie Wood's ARK Investment Management acquired 174,677 shares of Robinhood, investing $12.4 million, reflecting confidence in the company's long-term prospects despite a nearly 9% decline in stock price over the past three days.
- Bitcoin Market Volatility: Bitcoin has dropped 1% in the last 24 hours, trading around $66,300, significantly below the all-time high of $126,000 reached in October, which may impact Robinhood's cryptocurrency revenue.
- Revenue Report Analysis: Robinhood reported a 15% increase in transaction-based revenue to $776 million, yet cryptocurrency revenue fell by 38%, indicating challenges in diversifying revenue sources, particularly amid a weak crypto market.
- Retail Sentiment Recovery: According to Stocktwits, retail sentiment on Robinhood shifted from 'bearish' to 'extremely bullish' over the past month, with message volumes surging by 738%, indicating investor optimism for a potential rebound.
See More
Robinhood's Mixed Q4 Results Lead to Stock Decline
- Performance Volatility: Robinhood's fourth-quarter results showed mixed outcomes, with profits exceeding expectations but revenues falling short, leading to an 8.20% drop in stock price to $71.51 on Thursday, indicating market concerns about its growth potential.
- Analyst Ratings: Despite the stock decline, analysts maintain a Buy rating on Robinhood with an average price target of $142, reflecting confidence in its growth levers such as prediction markets and international expansion.
- Bitmine Trading Dynamics: Shares of Bitmine Immersion Technologies rose slightly by 1.81% to $20.85, benefiting from Ethereum price sensitivity, with staked ETH expected to generate over $370 million in annualized rewards, showcasing its potential in the crypto market.
- Airbnb Stake Adjustment: Ark Invest trimmed its stake in Airbnb by selling 259,652 shares across its ARKF, ARKK, and ARKW funds, reflecting a cautious stance following the company's mixed fourth-quarter earnings where revenues beat but EPS missed expectations.
See More
ROBINHOOD STOCK DROPS 8.1% FOLLOWING Q4 REVENUE SHORTFALL
- Stock Performance: Robinhood shares fell by 8.1% following the announcement of its Q4 revenue results.
- Revenue Miss: The decline in stock price was attributed to the company missing revenue expectations for the fourth quarter.
See More
ROBINHOOD MARKETS FALL IN AFTER-HOURS TRADING FOLLOWING Q4 REVENUE SHORTFALL
Market Reaction: Robinhood's stock prices fell significantly after the company reported its Q4 revenue, which missed analysts' expectations.
Revenue Details: The disappointing revenue figures raised concerns about the company's growth prospects and overall financial health.
Investor Sentiment: The market's negative response reflects broader apprehensions regarding the trading platform's ability to attract and retain users.
Future Outlook: Analysts are now closely monitoring Robinhood's strategies to improve its revenue and user engagement in the coming quarters.
See More
Robinhood Q4 Earnings Beat Expectations
- Earnings Beat: Robinhood reported a Q4 GAAP EPS of $0.66, beating expectations by $0.02, indicating ongoing improvements in profitability despite slightly missing overall revenue targets.
- Revenue Growth: Total revenue reached $1.28 billion, a 26.7% year-over-year increase, yet fell short of expectations primarily due to a 38% decline in cryptocurrency revenue, negatively impacting overall performance.
- Strong Transaction Revenue: Transaction-based revenues increased by 15% year-over-year to $776 million, with other transaction revenue surging over 300% to $147 million, showcasing Robinhood's success in diversifying its revenue streams.
- Significant Asset Management Growth: Robinhood's retirement account assets under custody grew 102% year-over-year to $26.5 billion, while cash sweep and margin accounts increased by 26% and 113%, respectively, reflecting a notable rise in customer trust and platform usage.
See More
Robinhood Q4 Earnings Preview: Expectations and Analyst Insights
- Earnings Release Date: Robinhood is set to release its Q4 earnings after the market close on February 10, with investors keenly watching its performance following four consecutive quarters of beating earnings expectations, indicating a strong growth trajectory.
- Earnings Decline Expected: Analysts forecast that Robinhood's earnings per share will drop to $0.63 this quarter, down from $1.01 in the same period last year, which may reflect increased market competition and fluctuations in user engagement.
- Revenue Growth Forecast: Despite the decline in earnings expectations, Robinhood's quarterly revenue is projected to reach $1.34 billion, up from $1.01 billion a year earlier, suggesting that the company continues to grow in revenue, likely due to an expanding user base.
- Stock Price Reaction: Ahead of the earnings report, Robinhood's stock rose by 4.5% to close at $86.56, indicating a positive market sentiment and investor optimism regarding the company's future performance.
See More
Cathie Wood Increases Stake in Robinhood Shares
- Stock Accumulation: Cathie Wood's ARK Investment Management acquired 174,677 shares of Robinhood, investing $12.4 million, reflecting confidence in the company's long-term prospects despite a nearly 9% decline in stock price over the past three days.
- Bitcoin Market Volatility: Bitcoin has dropped 1% in the last 24 hours, trading around $66,300, significantly below the all-time high of $126,000 reached in October, which may impact Robinhood's cryptocurrency revenue.
- Revenue Report Analysis: Robinhood reported a 15% increase in transaction-based revenue to $776 million, yet cryptocurrency revenue fell by 38%, indicating challenges in diversifying revenue sources, particularly amid a weak crypto market.
- Retail Sentiment Recovery: According to Stocktwits, retail sentiment on Robinhood shifted from 'bearish' to 'extremely bullish' over the past month, with message volumes surging by 738%, indicating investor optimism for a potential rebound.
See More
Robinhood's Mixed Q4 Results Lead to Stock Decline
- Performance Volatility: Robinhood's fourth-quarter results showed mixed outcomes, with profits exceeding expectations but revenues falling short, leading to an 8.20% drop in stock price to $71.51 on Thursday, indicating market concerns about its growth potential.
- Analyst Ratings: Despite the stock decline, analysts maintain a Buy rating on Robinhood with an average price target of $142, reflecting confidence in its growth levers such as prediction markets and international expansion.
- Bitmine Trading Dynamics: Shares of Bitmine Immersion Technologies rose slightly by 1.81% to $20.85, benefiting from Ethereum price sensitivity, with staked ETH expected to generate over $370 million in annualized rewards, showcasing its potential in the crypto market.
- Airbnb Stake Adjustment: Ark Invest trimmed its stake in Airbnb by selling 259,652 shares across its ARKF, ARKK, and ARKW funds, reflecting a cautious stance following the company's mixed fourth-quarter earnings where revenues beat but EPS missed expectations.
See More
