New York, January 5, 2026, 10:58 (EST) — Regular session
- Robinhood shares rise about 5% as crypto-linked stocks climb with bitcoin.
- Coinbase and Strategy advance, signaling renewed demand for crypto exposure.
- Investors are watching Friday’s U.S. jobs report and Robinhood’s Feb. 10 earnings call.
Shares of Robinhood Markets Inc (HOOD.O) rose 4.7% to $120.60 in morning trading on Monday, riding a broad bid for crypto-linked stocks as bitcoin pushed higher.
The move matters because Robinhood’s revenue is tied to customer activity, including crypto trading and options. When crypto prices swing, traders often expect shifts in “transaction-based” revenue — the money the company earns from customer trades and related activity.
The broader market tone also turned more supportive for risk assets, with investors focused on whether large-cap tech can regain traction after a choppy end to 2025. “The first trading week of the New Year may likely revolve around whether tech will find its footing,” said Chris Larkin, managing director of trading and investing at E*TRADE at Morgan Stanley, in a note. Reuters
Bitcoin was last up about 2.8% at $93,843, while crypto bellwethers Coinbase Global gained 7.4% and Strategy rose 5.8%. The parallel gains have made Robinhood a liquid proxy for sentiment toward retail crypto trading.
Robinhood is set to report fourth-quarter and full-year 2025 results on Feb. 10 after the market close, and will host a video call at 5:00 p.m. ET with Chief Executive Vlad Tenev and incoming Chief Financial Officer Shiv Verma, the company said.
Investors will be listening for management’s read on trading activity into early 2026, including crypto volumes and options demand, and any color on newer offerings such as futures — including event contracts, which are futures tied to specific outcomes.
The rally leaves little room for a stumble. Robinhood trades at roughly 58 times earnings, a valuation that can amplify moves around results and shifts in risk appetite.
A key risk is that the tailwind reverses if crypto prices retreat and customer trading cools, especially after a strong start to the year. Rate expectations are another swing factor for growth and fintech shares, with U.S. nonfarm payrolls due on Friday that could reshape views on Federal Reserve policy.
Traders’ next checkpoints are Friday’s jobs data and Robinhood’s Feb. 10 earnings release and 5:00 p.m. ET call, where any change in tone on customer engagement is likely to drive the next leg in HOOD.
Related articles: NASDAQ:COIN
