Robinhood Meta Microsoft Earnings Beat Drive Tech Stock Gains

Robinhood, Meta, and Microsoft all exceeded expectations in their recent earnings reports, delivering robust financial results that drove sharp gains in their stock prices. The performance highlighted strong momentum across key business lines and reinforced investor confidence in the tech sector. Robinhood saw a surge in platform assets, trading volumes, and user growth, while Meta outperformed on nearly every financial metric, and Microsoft notched its fastest revenue growth in over three years, propelling its market cap above $4.1 trillion [1][2][3][4][5].

Robinhood posted Q2 revenue of $989 million, with earnings per share reaching 42 cents, surpassing Wall Street estimates. The company’s platform assets nearly doubled to $279 billion, driven by a 99% year-over-year increase and a 26% jump from the previous quarter. Net deposits for the quarter totaled $13.8 billion, contributing to $58 billion in annual deposits. Trading volumes surged as well, with equity volumes hitting $179.1 billion—a 112% increase from Q2 2024—and options contracts traded rising by 32% to 168.1 million. The company attributed the strong results to its ongoing expansion strategy, including new product launches and international market entry [1][4]. Robinhood’s stock rose sharply after the report, with shares climbing to $103.98 in after-hours trading [4].

Meta Platforms delivered a net profit of $18.3 billion in Q2, with revenue hitting $47.52 billion, well above the $44.80 billion expected. The company’s advertising revenue alone reached $46.56 billion, surpassing forecasts. Daily active users across Meta’s platforms rose to 3.48 billion, exceeding expectations, and the company raised its Q3 revenue outlook to between $47.5 billion and $50.5 billion. CEO Mark Zuckerberg attributed the success to improved efficiency in ad systems driven by AI and a strong performance from core platforms such as Facebook and Instagram. Despite a $4.53 billion operating loss from its Reality Labs division, the broader results were well received. Shares surged nearly 9% after the earnings release [2][3][5].

Microsoft reported Q2 revenue of $10.37 billion, slightly above the estimated $10.33 billion, with earnings per share at $2.77—exceeding the expected $2.72. The company highlighted strong performance in its Azure cloud segment, which generated over $75 billion in fiscal 2025, a 34% increase from 2024. The earnings beat fueled an 8% rise in Microsoft’s stock, pushing its market cap above $4.1 trillion in after-hours trading. The company’s stock has gained 22% year-to-date, outperforming the broader S&P 500, which has risen just 8% in the same period [1][6].

Across all three firms, the outperformance reflects effective cost management, strategic product expansion, and a favorable macroeconomic environment. Analysts have noted that these companies are benefiting from a market shift toward large-cap tech stocks, particularly those with scalable and recurring revenue models [1][3][5]. As investor attention turns to future quarters, the guidance from both Meta and Microsoft will be closely watched, as both firms have signaled continued confidence in their growth trajectories [2][5]. Robinhood, meanwhile, is looking to build on its improved financial performance to solidify its position in the competitive retail trading market [4].

Source:

[1] Earnings live: Microsoft, Meta stocks surge; Robinhood beats, Yahoo (https://finance.yahoo.com/news/live/earnings-live-microsoft-meta-stocks-surge-robinhood-beats-ford-warns-on-tariff-exposure-203613919.html)

[2] Robinhood, Meta, and Microsoft beat earnings estimates ..., Cryptopolitan (https://www.cryptopolitan.com/amd-robinhood-meta-microsoft-beat-earnings/)

[3] Meta beats expectations sending share price soaring, Yahoo (https://finance.yahoo.com/news/meta-beats-expectations-sending-share-211942508.html)

[4] Robinhood Beats Estimates as Crypto Revenue Almost ..., Bloomberg (https://www.bloomberg.com/news/articles/2025-07-30/robinhood-beats-estimates-as-crypto-revenue-almost-doubles)

[5] Stocks making the biggest moves after hours: MSFT, META ..., CNBC (https://www.cnbc.com/2025/07/30/stocks-making-the-biggest-moves-after-hours-msft-meta-f-ebay.html)

[6] Microsoft (NASDAQ:MSFT) Reports Strong Q2, Stock Soars, FINVIZ.com (https://finviz.com/news/121687/microsoft-nasdaq-msft-reports-strong-q2-stock-soars)