| HOOD |
Report |
Total Revenue |
BEAT |
pred ~$1,330M vs. cons $1,285M |
MEDIUM |
| HOOD |
Report |
Net Deposits |
BEAT |
pred ~$19.5B vs. cons $18.7B |
MEDIUM |
| HOOD |
Report |
Adj. Operating EBITDA |
MISS |
pred ~$590M vs. cons $623M |
MEDIUM |
| HOOD |
Guide |
FY2026 Adj. OpEx + SBC (FY2026) |
UNCHANGED |
guide ~$2.70-2.80B vs. prior $2.70-2.825B |
MEDIUM |
| HOOD |
Guide |
Q3 Volume/Deposit Tone (Q3 2026) |
UNCHANGED |
constructive but acknowledging seasonal moderation vs. cons implying flat-to-up |
LOW |
| HOOD |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
MEDIUM |
| HOOD |
Return |
5-day cumulative residual |
-7.0% (FADE) |
FADE — EBITDA miss drives sell-side H2 margin cuts; revenue beat acknowledged but insufficient to offset |
MEDIUM |