Robinhood Markets Inc (HOOD)'s Earnings Surge: Gold Subscriptions Shine, Crypto Lags

Robinhood Markets Inc (NASDAQ:HOOD) is among the best S&P 500 stocks with highest upside potential. On February 10, Robinhood Markets Inc (NASDAQ:HOOD) released earnings results that showed the company achieved record revenue in both Q4 and full-year 2025.

Revenue for the quarter increased 27% YoY to $1.28 billion, buoyed by a 109% YoY growth in the Other Revenues segment. This is the segment that houses the Robinhood Gold subscription service, which finished with 4.18 million subscribers, a 1.5 million subscriber increase YoY.

Growth in the Transaction-Based Revenues segment was weighed down by a 38% YoY drop in crypto revenues. Diluted EPS came to $0.66, compared to $1.01 in the same period the prior year. Something to note here is that in the prior year, the EPS was boosted by some tax benefits.

Robinhood finished the quarter with $4.3 billion in cash and cash equivalents after spending $100 million on share repurchases. Since launching the share buyback program in Q3 2024, the company has returned $910 million to shareholders while mopping up 22 million shares.

Following Robinhood’s earnings report, Bernstein SocGen Group maintained its Outperform rating on Robinhood stock with a price target of $160 on February 10.

In reaffirming this bullish outlook for Robinhood stock, Bernstein SocGen Group strategists pointed to the future of the crypto and prediction markets businesses. They are of the view that the weakness in the crypto business seen in Q4 was temporary, and that the business would recover in Q2 2026. For the prediction markets, they say it could become “ a billion-dollar annual business” for the company this year.

Robinhood Markets Inc (NASDAQ:HOOD) operates a financial services platform used by millions to trade stocks, options, crypto, and a variety of other investment products. It also offers banking services, credit cards, and wealth management. The company is headquartered in Menlo Park, California.

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Disclosure: None. This article is originally published at Insider Monkey.