New York, Feb 10, 2026, 11:03 ET — Regular session
- Robinhood shares climbed roughly 1.3% during the morning session, with investors holding off for results due after the close.
- Wolfe Research bumped the stock up to Outperform, assigning a price target of $125.
- An officer at the company has filed notice to sell shares, according to a disclosure under SEC Rule 144.
Robinhood Markets, Inc. (HOOD) climbed 1.3% to $87.71 in early Tuesday trading. Investors pushed the stock between $84.86 and $88.19 ahead of the online broker’s fourth-quarter earnings, set for release after the bell.
Robinhood’s report has become a litmus test for retail risk, with the platform now standing in for everything from options bets to crypto punts. With digital-asset markets still on edge, investors are left puzzling over the company’s ability to sustain its growth streak.
It’s also a test for Robinhood’s expansion outside its main trading app. The company has ramped up crypto services and started offering prediction markets—users trading contracts on event outcomes. The market is watching to see whether those fresh bets can cushion the blow from sluggish crypto trading.
On Monday, Wolfe Research’s Steven Chubak bumped Robinhood up to “Outperform” from “Peerperform,” slapping a $125 price target on the stock. Chubak pointed to the chance to “take advantage of the recent selloff and deterioration in sentiment” across the broader crypto ecosystem. TheStreet
In a separate development, a Monday filing revealed company officer Jason Warnick submitted a Form 144 notice, outlining plans to sell 125,000 Robinhood shares worth roughly $10.35 million. The Form 144 signals intention to sell under SEC Rule 144, but it doesn’t confirm any shares have actually changed hands.
Options traders are bracing for volatility ahead of the report. According to Investopedia, current options pricing suggests Robinhood shares might swing as much as 9% either way by week’s end — that would land the stock close to $95 if it breaks higher, or down near $78 if things go south from Monday’s close.
Robinhood is projected to report revenue near $1.34 billion, with earnings pegged at 62 cents per share, per Visible Alpha estimates cited by Investopedia.
Traders are zeroing in on transaction-based revenue—what Robinhood pulls in from handling trades in options, equities, and crypto. Retail engagement will also be under the microscope. One more thing: any word on prediction markets could move the needle, particularly if management pitches it as a long-term revenue generator instead of just a temporary lift around election season.
Robinhood often moves alongside other crypto-linked stocks like Coinbase, and when retail trading gets busy, it’s still stacked up against online brokers such as Interactive Brokers. With crypto prices bouncing around, investors are keeping an eye on whether Robinhood can sustain user activity without relying so much on crypto trades.
Still, it’s a double-edged sword. If crypto activity falls faster than anticipated, or user growth lags, or if event contract restrictions tighten, revenue could take a hit—and those wild stock swings might return.
Robinhood reports earnings after the bell Tuesday. The company has a video call lined up for 5 p.m. ET featuring CEO Vlad Tenev and incoming CFO Shiv Verma.
