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Robinhood revised non-GAAP adjustment tax effects without affecting GAAP results. For the quarter ended September 30, 2026, revenues rose 12% year-over-year to $1.42 billion, net income fell 14% to $476 million, and diluted EPS fell 16% to $0.51.
Robinhood reported third-quarter total net revenues of $1,424 million, up 12%, while net income attributable to Robinhood fell 16% to $468 million. Adjusted EBITDA increased 9% to $808 million, and Total Platform Assets rose 19% to $395.9 billion.
Robinhood reported record revenue of $1.4 billion, up 12%, and adjusted EBITDA of $808 million, up 9%; adjusted EPS was $0.60, and full-year adjusted OpEx and SBC guidance fell to $2.675 and $2.75 billion.
Robinhood Markets, Inc. reported third-quarter 2026 net revenues of $1.42 billion, up 12% year-over-year, and $15.7 billion Net Deposits. It lowered its 2026 Adjusted Operating Expenses and SBC outlook to $2.675 to $2.75 billion without providing a total operating-expense outlook.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
“Agentic” came up on 20.3% of S&P 500 earnings calls held from July to September 2026, up from 0.2% in early 2024, while “generative AI” fell from 16.8% to 5.6%. Anthropic is now named on nearly as many calls as OpenAI, and DeepSeek, the AI developer named on the most calls in early 2025, has all but disappeared.
IREN has assembled $4 billion of contracted ARR through project finance, customer prepayments and equity. Horizon delivery and cash conversion will determine how much value reaches shareholders.
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Cash Sweep (Average) | $28.02B | Three Months Ended June 30, 2026 filing | — |
| Margin Book (Average) | $19.02B | Three Months Ended June 30, 2026 filing | — |
| Margin Book annualized yield | 4.52% | Three Months Ended June 30, 2026 filing | — |
| Total interest-earning assets (Average) | $66.38B | Three Months Ended June 30, 2026 filing | — |
| Total interest-earning assets annualized yield | 2.33% | Three Months Ended June 30, 2026 filing | — |
| Adjusted EBITDA (non-GAAP) non-GAAP | 1.28B | Six Months Ended June 30, 2026 | — |
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| Adjusted EBITDA Margin (non-GAAP) non-GAAP | 54% | Six Months Ended June 30, 2026 | — |
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| Adjusted Operating Expenses (non-GAAP) non-GAAP | 1.08B | Six Months Ended June 30, 2026 | — |
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| Adjusted Operating Expenses and SBC (non-GAAP) non-GAAP | 1.25B | Six Months Ended June 30, 2026 | — |
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| Average Revenue Per User | $187 | Q2 2026 | — |
| Bitstamp Notional Volumes | $22B | Q2 2026 | — |
| Cash and Deposits | $18.7B | Q2 2026 | — |
| Cash Sweep | $29.7B | Q2 2026 | — |
| Crypto Notional Trading Volumes | $40B | Q2 2026 | — |
| Customers signed up for direct deposit | 40% | as of the end of June | — |
| EBITDA (non-GAAP) non-GAAP | 1.18B | Six Months Ended June 30, 2026 | — |
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| Equity Notional Trading Volumes | $956B | Q2 2026 | — |
| Event Contracts Traded | 13.6B | Q2 2026 | — |
| Funded Customers | 28.4M | Q2 2026 | — |
| Investment Accounts | 29.9M | Q2 2026 | — |
| Margin Book | $21.6B | Q2 2026 | — |
| Net Deposits | $21.7B | Q2 2026 | — |
| New Funded Customers signing up for Gold | 40% | Q2 2026 | — |
| Options Contracts Traded | 774M | Q2 2026 | — |
| Overall adoption rate | 17% | Q2 2026 | — |
| Robinhood Advisor Network assets under management | $50B | Q2 2026 | — |
| Robinhood App Notional Volumes | $18B | Q2 2026 | — |
| Robinhood Gold Subscribers | 4.8M | Q2 2026 | — |
| Robinhood Retirement AUC | $34.5B | Q2 2026 | — |
| Total Platform Assets | $369B | Q2 2026 | — |
| Total SBC | 197M | Six Months Ended June 30, 2026 | — |
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
HOOD
this stock
Robinhood Markets, Inc.
|
$70.11B | -31.2% | +51.6% | 36.1 | 3.9% |
|
MS
Morgan Stanley
|
$297.99B | +7.4% | +5.5% | 15.1 | 1.0% |
|
GS
Goldman Sachs Group Inc
|
$264.37B | +4.3% | +8.9% | 13.2 | 2.2% |
|
SCHW
Schwab Charles Corp
|
$160.48B | -6.9% | +22.0% | 15.9 | 1.1% |
|
IBKR
Interactive Brokers Group, Inc.
|
$37.06B | +27.2% | +9.0% | 31.3 | 3.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Robinhood reported third-quarter total net revenues of $1,424 million, up 12%, while net income attributable to Robinhood fell 16% to $468 million. Adjusted EBITDA increased 9% to $808 million, and Total Platform Assets rose 19% to $395.9 billion.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HOOD | -3.8% | -21.3% | +5.1% | -8.4% | -31.2% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -6.4% | -20.1% | +4.6% | -8.2% | -41.8% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
