Aug. 2 at 9:44 PM
$HOOD 👀
Let’s talk about the good, the bad, and what matters next.
Robinhood delivered
$1.31B in revenue and
$0.62 EPS — the core business remains strong. The biggest weakness? Crypto revenue dropped 38%, and that’s the area investors are watching closely.
The interesting development is the launch of Robinhood’s own blockchain in July. Tokenized stock trading could become a new growth engine if adoption continues.
The bull case is simple: strong user engagement, expanding products, and analysts raising targets — Needham at
$123 and KeyBanc at
$125.
The bear case: July was rough, with the stock down about 14%. Crypto weakness could pressure near-term growth.
Trading around
$95, the question is whether this pullback creates an opportunity or if more patience is needed.
I’m watching the reaction from here. What’s your take on
$HOOD?
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