| HOOD |
Report |
Total net revenue |
BEAT |
pred ~$1.34B vs. cons $1.29B |
MEDIUM |
| HOOD |
Report |
Diluted EPS |
BEAT |
pred ~$0.47 vs. cons $0.43 |
MEDIUM |
| HOOD |
Report |
Net deposits |
BEAT |
pred ~$17.5B vs. cons ~$15B |
MEDIUM |
| HOOD |
Guide |
Prediction-market / event-contract (other transaction) revenue |
BETTER |
pred ~$190M vs. cons ~$130M (Q2 2026); Rothera/Crypto.com scaling |
MEDIUM |
| HOOD |
Guide |
FY26 adjusted OpEx+SBC guidance |
UNCHANGED |
guide ~$2.7–2.825B vs. cons ~$2.76B (FY2026), Trump Accounts build baked in |
MEDIUM |
| HOOD |
Guide |
Crypto trading revenue |
UNKNOWN |
pred ~$90M vs. cons $87.6M (Q2 2026), tough YoY comp vs $160M |
LOW |
| HOOD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+6.5% |
— |
MEDIUM |
| HOOD |
Return |
5-day cumulative residual |
+8.5% (FOLLOW-THROUGH) |
Expectations were reset (stock -21% into print), and a revenue/EPS/net-deposit beat plus the prediction-markets narrative (Rothera JV, Crypto.com talks, Bernstein/Piper flagging event-contract revenue overtaking crypto) drives upward out-period revisions that outweigh the ugly crypto comp; high beta (~2.3) amplifies continuation. Risk: crypto softness and cost step-up could cap the move, hence only modest net follow-through above the day-1 pop. |
LOW |