Robinhood under pressure: Shares fall as priorities shift

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Eugene Komchuk

11.02.2026

Robinhood under pressure: Shares fall as priorities shift — What’s happening with Robinhood?

Fintech company Robinhood is back in the spotlight. This time, it’s due to a prolonged drop in its stock price and earnings that came in below expectations. Investors were alarmed by the decline in crypto trading revenue and now want to see how the company plans to grow its business going forward.

What’s wrong with Robinhood’s earnings

Robinhood reported results for the latest financial quarter, and the numbers were weaker than the market expected. Total revenue came in at $1.28 billion — below analysts’ forecasts. While earnings per share slightly beat expectations, investors focused on the slowdown in growth.

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The biggest hit came from crypto. Revenue from cryptocurrency trading fell 38% to $221 million. This was driven by a broader downturn in the crypto market: after peaking in the fall, Bitcoin and other digital assets declined, trading activity cooled, and brokerage fees fell along with it.

The pressure is also visible in the stock price. According to TradingView, Robinhood (HOOD) is now trading around $85, down from about $120 a month ago — a decline of roughly 27%.

The company shifts its focus

So why is there so much attention on Robinhood? It’s a U.S. stock trading app used by millions of retail investors. Users can trade stocks and options, as well as cryptocurrencies. The company became popular thanks to its simple interface and low barrier to entry — but it doesn’t plan to stop there. CEO Vlad Tenev wants to turn Robinhood into a “super app.”

Crypto has been one of the company’s key growth engines in recent years. When the market was highly active and interest in Bitcoin and altcoins was strong, users traded more — and Robinhood earned more from fees and transaction volume. That’s why the cooling crypto market has hit the company’s revenue.

Now Robinhood is betting on AI features. The company offers an AI assistant that helps users review trading ideas, ask questions about the market, and make decisions faster inside the app. This assistant is included in the paid Robinhood Gold subscription. Compared with last year, Gold subscribers grew 58% and have already reached 4.2 million users.

Robinhood isn’t walking away from crypto

Despite the drop in crypto trading revenue, Robinhood is not leaving the sector. On the contrary, the company is launching a new initiative — its own blockchain network, Robinhood Chain.

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The project is an Ethereum Layer 2 built on Arbitrum. A public testnet is already live, allowing the company to test the network and fix issues before launching a full mainnet. Robinhood says the infrastructure will support tokenization of real-world assets and expand access to DeFi liquidity within the Ethereum ecosystem.

Robinhood already offers tokenized stocks to European customers. Now the company is taking the next step: it wants to build its own infrastructure and, over time, earn not only from trading, but also from new blockchain-based services.

What comes next

Right now, Robinhood looks like a company in transition. On the one hand, the decline in crypto revenue shows how painful a cooling digital asset market can be for its business. That’s why investors are reacting so sharply and continuing to pressure the stock.

On the other hand, Robinhood is already trying to reposition itself. It is promoting Gold subscriptions with AI features while keeping its crypto ambitions alive — shifting toward infrastructure through its own network and tokenization. The next few quarters will show whether the company can convince the market it still has room to grow, even if the crypto market remains weak.

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