The Zacks Analyst Blog Highlights Robinhood Markets, Coinbase Global and Interactive Brokers

For Immediate Release

Chicago, IL – August 12, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Robinhood Markets HOOD, Coinbase Global COIN and Interactive Brokers Group IBKR.

Here are highlights from Monday’s Analyst Blog:

Robinhood Closes Above $100B Market Cap: Why This Matters

For the first time on Friday, Robinhood Markets stock closed the session above the $100 billion market capitalization milestone. This was propelled by a more than 200% surge in its stock price this year, which reflects investor confidence in both its financial results and strategic direction.

 Robinhood’s second-quarter 2025 performance was outstanding. The company’s earnings not only surpassed the Zacks Consensus Estimate but doubled year over year to 42 cents per share. This was driven by robust transaction-based revenues (up 65%) and net interest revenues (up 25%). The trading platform now serves 26.5 million funded accounts, with more than $279 billion in assets under custody, a 41% year-over-year jump. 

Moreover, Robinhood’s rapid sector expansion (in crypto and tokenized stocks) and strategic moves, such as launching tokenized U.S. stocks in Europe and acquiring Bitstamp, a well-known global crypto exchange, have been attracting investors’ interest. 

Crossing the $100 billion mark is significant beyond scale. It brings greater attention from analysts, institutions and index funds. Further, since Coinbase Global became the first major crypto firm to be included in the prestigious S&P 500 Index in June, investors are speculating that HOOD stock will be included in the index soon. Currently, Coinbase has a market cap of $79.8 billion.

Another online broker that is competing with HOOD for inclusion in the S&P 500 Index is Interactive Brokers Group. At present, Interactive Brokers has a market cap of $112 billion. 

Despite the recent surge, HOOD faces regulatory scrutiny (especially regarding crypto and tokenized assets), volatility in crypto-driven revenues and stiff competition from both legacy brokerages and newer fintech firms like Coinbase and Interactive Brokers. Even so, surpassing the $100 billion milestone cements Robinhood’s place among the world’s largest fintech platforms. This also marks a remarkable transformation from its 2021 meme-stock roots into a mainstream financial powerhouse.

Robinhood’s Valuation & Estimate Analysis

Given the impressive price performance, HOOD shares are currently trading at a massive premium to the industry. The company has a 12-month trailing price-to-tangible book (P/TB) of 13.90X compared with the industry average of 2.66X.

Moreover, the Zacks Consensus Estimate for Robinhood’s 2025 and 2026 earnings implies year-over-year growth of 39.5% and 21.5%, respectively. In the past month, earnings estimates for 2025 and 2026 have been revised upward.

HOOD currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.

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This article originally published on Zacks Investment Research (zacks.com).

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