Robinhood Markets Q2 Earnings Preview: EPS Expectations and Market Performance

Robinhood Markets is set to release its quarterly earnings on July 30, 2025. Analysts expect an EPS of $0.34. The company's past performance shows a 5.07% drop in share price after an EPS beat. Long-term shareholders are likely bullish going into this earnings release. Analysts favor a Buy rating for Robinhood Markets with a consensus price target of $81.72, suggesting a 23.46% downside. The peer analysis shows Robinhood Markets has the highest revenue growth among its peers.

Robinhood Markets (HOOD) is set to release its quarterly earnings on July 30, 2025. Analysts expect an earnings per share (EPS) of $0.34, following a 5.07% drop in share price after an EPS beat in the previous quarter. Long-term shareholders are likely bullish going into this earnings release, given the company's strong performance and positive market sentiment.

Analysts favor a Buy rating for Robinhood Markets, with a consensus price target of $81.72, suggesting a 23.46% downside from the current stock price. The peer analysis shows that Robinhood Markets has the highest revenue growth among its peers, with a 50.0% growth rate compared to 29.56% for LPL Financial Holdings and 6.88% for Interactive Brokers Group [1].

Key factors to watch include:

1. Retail Activity: May equity notional volumes reached $180.5 billion, up 108% year-over-year, while options contracts hit 179.8 million, up 36%. Sustaining this pace would underpin Wall Street's top-line view [2].

2. Crypto Build-Out: Management is expected to share early data on USDG, the fully regulated stablecoin that recently launched in the EU, and on planned Bitcoin futures access. Solid uptake would show that new blockchain products can diversify revenue [2].

3. Tokenization: European clients can now trade digital versions of more than 200 U.S. stocks around the clock. The private-company tokens (SpaceX, OpenAI) were a free airdrop only and cannot be sold until Robinhood turns on liquidity later this year, so investors want timing details and regulatory safeguards [2].

4. Crypto Trading Volume: Robinhood's first-quarter cryptocurrency revenue was up 100% year-over-year. With Bitcoin hitting all-time highs in the quarter and Ethereum gaining momentum, it's quite possible that Robinhood reports a great figure for crypto trading volume and crypto-related revenue [3].

5. Customer Growth: The company reported 25.9 million funded customers at the end of May, up from 25.8 million at the end of the first quarter. Total platform assets were up 89% year-over-year in May at $255 billion [3].

Investors are advised to stay informed about these key areas and the company's overall performance to make well-informed decisions.

References:
[1] https://www.benzinga.com/insights/earnings/25/07/46689530/insights-into-robinhood-marketss-upcoming-earnings
[2] https://finance.yahoo.com/news/robinhood-q2-2025-earnings-preview-123008772.html
[3] https://www.benzinga.com/trading-ideas/previews/25/07/46709104/robinhood-q2-preview-will-crypto-surge-lift-results-shares