New York, March 2, 2026, 19:23 (ET) — After-hours
- Robinhood climbed 3.9% to finish Monday at $78.78. Shares barely budged after the bell.
- Bitcoin hovered close to $69,000, helping push crypto-related stocks like Coinbase higher.
- Robinhood’s “Take Flight” keynote lands March 4, and investors are watching for fresh product announcements.
Robinhood Markets Inc shares picked up close to 4% Monday, staying firm in after-hours trading. Crypto-related stocks rebounded, with traders largely shrugging off new Middle East tensions and focusing instead on an upcoming company product event later this week. MarketScreener
This move is significant given how Robinhood’s earnings often hinge on customer trading patterns—crypto, especially, still drives quick shifts in sentiment toward the stock. A keynote is coming up, digital assets are making noise again, and positioning has started to look jumpy.
Macro headlines are helping to drive some of the action. “The main scenario that the market is pricing in right now is that there will be a prompt solution to this conflict,” said Jacob Taurel, managing partner at Activest Wealth Management. For Michael O’Rourke, JonesTrading’s chief market strategist, Monday’s moves looked “muted”—investors had already spent last week hedging for potential developments. Reuters
Bitcoin steadied near $69,200 late Monday, rebounding from a weekend dip that saw prices touch almost $63,000. A spike in global tensions had sent investors scrambling for oil and gold. Shares of Coinbase and other crypto-exposed stocks also caught a lift. Investopedia
Robinhood had Chief Financial Officer Shiv Verma slated to speak Monday at the Citizens Technology Conference, according to a statement from the company before the event. Investors looking to catch up could find a replay posted on its investor site, where it will remain available for no less than 90 days. Nasdaq
Robinhood told investors in a March 2 presentation it finished 2025 with 27.0 million funded customers and roughly $322 billion in assets on its platform. The same slide deck pointed to 2025 net revenues of $4.5 billion, along with adjusted EBITDA—stripping out certain costs—coming in at $2.5 billion. MarketScreener
Robinhood’s most recent earnings update highlighted the ongoing impact of crypto. The company hit a record for fourth-quarter revenue back in February, but still fell short of Wall Street’s revenue expectations after crypto trading revenue disappointed, Reuters reported. Reuters
Traders on Tuesday are eyeing bitcoin to see if its rebound sticks, and whether stocks tied to crypto can keep up or lose steam as the early jolt from the Middle East conflict subsides. In this market, volume tends to dry up fast.
But trades like this can unravel quickly. A sudden drop in bitcoin—or a sharp swing back to “risk-off” sentiment—often stings Robinhood more than traditional, slower-paced brokers. It’s the reliance on momentum and user activity that leaves it exposed.
Eyes now turn to Wednesday, when Robinhood’s “Take Flight” keynote lands March 4. CEO Vlad Tenev and his team are on deck to unveil fresh products—investors will be watching closely, with the stock likely to respond to anything that feels substantial, or the lack thereof.
