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Robinhood Markets Inc (HOOD)’s Earnings Surge: Gold Subscriptions Shine, Crypto Lags

Robinhood Markets Inc (NASDAQ:HOOD) is among the best S&P 500 stocks with highest upside potential. On February 10, Robinhood Markets Inc (NASDAQ:HOOD) released earnings results that showed the company achieved record revenue in both Q4 and full-year 2025.

Revenue for the quarter increased 27% YoY to $1.28 billion, buoyed by a 109% YoY growth in the Other Revenues segment. This is the segment that houses the Robinhood Gold subscription service, which finished with 4.18 million subscribers, a 1.5 million subscriber increase YoY.

Growth in the Transaction-Based Revenues segment was weighed down by a 38% YoY drop in crypto revenues. Diluted EPS came to $0.66, compared to $1.01 in the same period the prior year. Something to note here is that in the prior year, the EPS was boosted by some tax benefits.

Robinhood finished the quarter with $4.3 billion in cash and cash equivalents after spending $100 million on share repurchases. Since launching the share buyback program in Q3 2024, the company has returned $910 million to shareholders while mopping up 22 million shares.

Following Robinhood’s earnings report, Bernstein SocGen Group maintained its Outperform rating on Robinhood stock with a price target of $160 on February 10.

In reaffirming this bullish outlook for Robinhood stock, Bernstein SocGen Group strategists pointed to the future of the crypto and prediction markets businesses. They are of the view that the weakness in the crypto business seen in Q4 was temporary, and that the business would recover in Q2 2026. For the prediction markets, they say it could become “ a billion-dollar annual business” for the company this year.

Robinhood Markets Inc (NASDAQ:HOOD) operates a financial services platform used by millions to trade stocks, options, crypto, and a variety of other investment products. It also offers banking services, credit cards, and wealth management. The company is headquartered in Menlo Park, California.

While we acknowledge the potential of Robinhood Markets Inc (NASDAQ:HOOD) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than HOOD and that has 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 10 Best NYSE Stocks to Buy for the Long Term and 10 Best Medical Technology Stocks to Invest In.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

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It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

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