Shares hit 7-month low as crypto-linked revenues face strain forward of February earnings.
Robinhood shares fell greater than 10% on Monday, sliding to $89, their lowest degree since late June 2025, as a broader crypto selloff and seasonal income slowdown triggered a wave of promoting.
The drop follows Bitcoin’s weekend decline to $75,000, which prompted buyers to rotate out of high-beta fintech names earlier than BTC recovered modestly to round $78,500 by press time.
Robinhood’s inventory typically trades in tandem with crypto property as a consequence of its built-in digital asset providers. In 2025, crypto transaction income surged 200% to $268 million per quarter, making it the agency’s fastest-growing phase and accounting for almost 40% of whole transaction income.
Piper Sandler, which maintains an Chubby ranking and a $155 value goal on Robinhood, flagged three short-term headwinds: declining crypto volumes, the tip of the NFL season impacting sports activities prediction markets, and restricted near-term catalysts.
Robinhood had launched football-based contract buying and selling in August 2025, and it rapidly grew to become the platform’s most lively phase. CEO Vlad Tenev instructed buyers the enterprise was “rising quickly,” citing 2.5 billion contracts traded in October alone.
With the NFL season ending in February, Robinhood is now betting on NBA and MLB contracts to offset the slowdown. Analysts warn that fintech names typically see valuation resets when seasonal tailwinds fade.
Robinhood reviews This autumn and full-year 2025 earnings on February 10 after market shut, with Tenev set to host a video name at 5:00 PM ET.
Wall Avenue expects income of $1.34 billion, up 32% year-over-year, however earnings per share of $0.63, a 38% decline from the identical interval final 12 months as working prices rise.
