New York, Feb 3, 2026, 10:53 (EST) — Regular session
- Crypto-linked stocks dipped early on, following bitcoin’s drop.
- Robinhood expanded its UK presence by launching a new tax-sheltered investing account.
- Investors are now eyeing the Feb. 10 results to gauge trading volumes and spot any new product launches.
Robinhood shares dropped 1.2% to $88.87 Tuesday morning, fluctuating between $91.60 and $87.61 earlier in the session. Bitcoin dipped roughly 1.1%, and Coinbase Global slid around 2.6%, with crypto-related stocks tracking the same trend.
The price action matters because Robinhood’s results remain closely tied to customer trading activity, which can swing sharply as digital-asset prices shift. Quarterly numbers are due next week, prompting some investors to reduce exposure ahead of the report, particularly after a tough start to February.
Another question looms over the stock: will its rapid push into prediction markets hold up once the U.S. football season ends? These markets allow users to trade contracts tied to event outcomes, and Robinhood funnels some of that volume through its partner Kalshi.
Robinhood UK is launching a stocks & shares ISA, a UK tax-free savings and investment account, with no platform fees or commissions. The offer includes a 2% cash bonus on qualifying contributions made before April 5, 2026. “Investing should be rewarding, not costly,” said Jordan Sinclair, president of the unit. (MarketScreener)
The company announced that UK customers will gain access to roughly 5,000 U.S.-listed stocks and ADRs. It will charge a 0.10% foreign-exchange fee per trade, covering currency conversion when purchasing U.S. shares with pounds. Additionally, it plans to roll out its “Cortex Digests” tool, leveraging generative AI to provide context on stock movements.
Piper Sandler’s Patrick Moley held firm on an Overweight rating for Robinhood, setting a $155 price target. He flagged the end of football season as a short-term drag on prediction-market volumes but highlighted the 2026 Winter Olympics and NCAA basketball tournament as potential boosts. Moley told clients: “Long term, we believe Robinhood is the best way to play secular growth in retail trading.” (Barchart.com)
Robinhood will release its fourth-quarter and full-year 2025 earnings after markets close on Feb. 10. The Menlo Park-based company plans a video call at 5 p.m. ET featuring CEO Vlad Tenev and incoming CFO Shiv Verma, per a GlobeNewswire statement. Shareholders can begin submitting and voting on questions starting Feb. 3 at 5 p.m. ET; the window closes Feb. 9. (GlobeNewswire)
That said, the setup works both ways. Should bitcoin continue its slide or if trading volumes fall more than anticipated, Robinhood’s transaction-driven revenue could take a quick hit. The same risk applies if prediction-market activity declines sharply after football. Expanding internationally introduces execution risks, and upfront costs from incentives like cash bonuses might weigh on the bottom line before attracting assets.
Traders are zeroing in on crypto prices and the upcoming earnings reports, keenly listening for any comments on crypto operations, options trading volumes, and early signals from prediction markets ahead of the Feb. 10 call.
