| HOOD |
Report |
Total revenue |
BEAT |
pred ~$1.34B vs. cons $1.29B |
MEDIUM |
| HOOD |
Report |
Diluted EPS |
BEAT |
pred ~$0.48 vs. cons $0.43 |
MEDIUM |
| HOOD |
Report |
Net deposits |
BEAT |
pred ~$20.0B vs. cons $18.0B |
MEDIUM |
| HOOD |
Guide |
Adjusted operating expenses plus SBC |
UNCHANGED |
guide ~$2.70B-$2.825B vs. cons $2.70B-$2.825B (FY2026) |
HIGH |
| HOOD |
Guide |
3Q26 revenue trajectory / July activity commentary |
BETTER |
guide ~$1.38B implied vs. cons $1.34B (3Q26) |
LOW |
| HOOD |
Return |
Day-1 residual (stock − beta × S&P 500) |
+8.0% |
— |
MEDIUM |
| HOOD |
Return |
5-day cumulative residual |
+11.0% (FOLLOW-THROUGH) |
pred ~$1.34B vs. cons $1.29B supports upward revenue revisions, while a ~$2.70B-$2.825B FY2026 expense guide vs. cons $2.70B-$2.825B preserves out-period margin math; prediction-market and deposit strength should shift estimates higher rather than leave the beat as a one-quarter trading-volume event. |
MEDIUM |