| HOOD |
Report |
Q2 2026 total net revenue |
BEAT |
pred ~$1.33B vs. cons $1.29B |
MEDIUM |
| HOOD |
Report |
Q2 2026 diluted EPS |
BEAT |
pred ~$0.49 vs. cons $0.43 |
MEDIUM |
| HOOD |
Report |
Q2 2026 net deposits |
BEAT |
pred ~$18.5B vs. cons $17.0B |
MEDIUM |
| HOOD |
Guide |
Adjusted operating expenses plus SBC |
UNCHANGED |
guide ~$2.76B vs. cons $2.76B (FY2026 midpoint) |
MEDIUM |
| HOOD |
Guide |
Net deposit annualized growth commentary |
BETTER |
guide ~21% vs. cons 20% (Q3 2026 run-rate) |
LOW |
| HOOD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+6.5% |
— |
MEDIUM |
| HOOD |
Return |
5-day cumulative residual |
+4.0% (FADE) |
The revenue, EPS and deposit beats should drive initial upside, but unchanged FY2026 expense guidance and limited visibility into sustainable prediction-market monetization likely constrain out-period estimate revisions, causing part of the day-1 gain to fade. |
MEDIUM |