Robinhood Leads Crypto Stocks Sell-Off After Revenue Tanks 38%

SelfRugger · 2026-02-26T12:42:02+00:00

Robinhood's stock fell over 12% after its Q4 report showed a 38% decline in crypto revenue, leading to losses for other crypto brokers. Analysts suggest diversified brokers may cope better with crypto volatility, while investors await signs of market stabilization.

SelfRugger

2026-02-26 12:42:02

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Robinhood Leads Crypto Stocks Sell-Off After Revenue Tanks 38%

Nauman Khan

Thu, February 12, 2026 at 3:29 AM GMT+9 1 min read

In this article:

                                      StockStory Top Pick

HOOD

-11.58%

 BTC-USD  

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 -5.80%  

 

 

 ETOR  

 -4.17%

This article first appeared on GuruFocus.

Robinhood Markets (NASDAQ:HOOD) shares slid more than 12% on Wednesday, leading crypto-linked brokerages lower amid broader market weakness.

The decline followed the companys fourth-quarter results, which showed crypto revenue falling 38% from a year ago. The drop came amid softer retail trading volumes and continued volatility in Bitcoin prices.

Warning! GuruFocus has detected 9 Warning Signs with HOOD.

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Adjusted earnings and other revenue streams were not enough to offset investor concerns over the slowdown in digital-asset trading. Robinhoods management highlighted ongoing product launches across trading, investing, banking, and AI, which the company says aim to gain market share in equities, options, and crypto.

The results weighed on peers: Coinbase Global (NASDAQ:COIN) fell about 7%, Webull (NASDAQ:BULL) dropped 5%, eToro (ETOR) slid nearly 3%, and Charles Schwab (SCHW) lost more than 2%. Analysts noted that diversified brokers may better withstand crypto-related pressures, while crypto-focused firms remain vulnerable.

Investors will watch upcoming earnings for signs of stabilization in trading volumes and crypto activity. The current risk-off environment is expected to keep pressure on digital-asset-linked platforms.

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