Robinhood Q4 2025 Earnings & Analyst Upgrades
Analyst Upgrades Robinhood Rating Ahead of Earnings: What It Means for Your Portfolio Key Takeaways Analyst Optimism: Multiple firms upgraded or reaffirmed positive ratings on Robinhood ahead of earnings, citing diversification and scalable profitability. Q4 2025 Results: Revenue reached $1.28 billion (up 27% YoY) with EPS of $0.66, beating estimates, though a top-line miss and crypto weakness led to post-earnings volatility. Business Maturity: Strong growth in options, interest income, subscriptions (Robinhood Gold), and user engagement shows the platform has evolved beyond commission-free trading . Long-Term Tailwinds: Crypto integration, international expansion, and a structural shift in retail trading support analysts' constructive outlook despite near-term challenges. Portfolio Perspective: Upgrades signal confidence, but evaluate valuation, volatility, and diversification— this is not financial advice.