Robinhood

Q2 FY2026 EarningsFY26 Q2 beat consensus across all major financial metrics, with revenue of $1,308M vs. $1,281M expected and GAAP EPS of $0.62 significantly outperforming the $0.43 mean estimate. Transaction-based revenue rose 44% YoY, driven by the surge in prediction markets (event contracts) and options. Despite a lower short-term rate environment, net interest revenue grew 9% YoY due to higher margin and credit card balances. Profitability was further bolstered by a $106M gain from the deconsolidation of RVI, reinforcing a strong investment outlook as Robinhood expands its product ecosystem.