New York, Feb 10, 2026, 11:03 ET — Regular session
- Robinhood shares rose about 1.3% in morning trade as investors waited for results after the close
- Wolfe Research upgraded the stock to Outperform with a $125 price target
- A filing showed a company officer gave notice of a planned share sale under SEC Rule 144
Robinhood Markets, Inc. (HOOD) shares rose about 1.3% to $87.71 in morning trading on Tuesday, with the online broker due to report fourth-quarter results after the market closes. The stock traded between $84.86 and $88.19.
The report matters now because Robinhood has turned into a fast-moving proxy for retail risk appetite, from options trading to crypto speculation. Investors are trying to work out whether the company can keep growth going as digital-asset markets stay jumpy.
It is also a test of the company’s push beyond its core trading app. Robinhood has been leaning into crypto services and prediction markets, where users trade contracts tied to events, and the market wants to see if those newer lines can soften the hit from weaker crypto trading.
Wolfe Research analyst Steven Chubak upgraded Robinhood to “Outperform” from “Peerperform” on Monday and set a $125 price target, saying he wanted to “take advantage of the recent selloff and deterioration in sentiment” surrounding the broader crypto ecosystem. 1
Separately, a filing on Monday showed company officer Jason Warnick filed a Form 144 notice to sell 125,000 Robinhood shares, with an aggregate market value of about $10.35 million. A Form 144 is a notice of a proposed sale under SEC Rule 144 and does not mean shares have been sold. 2
Options markets are also flashing caution ahead of the report. Options pricing implies Robinhood could move about 9% in either direction by the end of the week — a range that would put shares near $95 on the upside or around $78 on the downside from Monday’s close, Investopedia reported. 3
Analysts expect Robinhood to post about $1.34 billion in revenue and earnings of 62 cents a share, according to estimates compiled by Visible Alpha that were cited by Investopedia. 4
In the details, traders will focus on transaction-based revenue — money Robinhood makes from facilitating trades in options, equities and crypto — and on signs of retail engagement. Any update on prediction markets will matter too, especially if management frames it as a durable revenue stream rather than an election-season bump.
Robinhood tends to trade in sympathy with crypto-exposed names such as Coinbase, and it still gets compared with online brokers like Interactive Brokers when retail volume heats up. If crypto prices remain choppy, investors will be watching whether Robinhood can keep users active without leaning as hard on crypto trades.
But the setup cuts both ways. A bigger-than-expected drop in crypto activity, weaker user growth, or tougher limits around event contracts could hit revenue and bring back the stock’s sharp swings.
Robinhood is scheduled to release results after the U.S. market closes on Tuesday, and the company said it will host a video call at 5 p.m. ET with CEO Vlad Tenev and incoming CFO Shiv Verma. 5
