-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：HOOD公佈的2026年第一季業績雙雙不及預期，稀釋後每股收益為0.38美元，比預期低0.01美元；營收為10.7億美元，比市場普遍預期低6%，但同比增長15%。交易收入為6.23億美元（成長7%），低於預期，主要受加密貨幣疲軟（-47%）的影響，但被強勁的股票市場（成長46%）和爆炸性成長的事件合約（成長320%）所抵銷。我們認為，HOOD創紀錄的88億份事件合約交易量鞏固了其在快速成長的預測市場領域的領先地位，驗證了我們對該公司掌握新興機會的看漲觀點。管理階層將2026年支出預期調高1億美元至27億至28.25億美元，以支持川普帳戶的基礎建設，並預期成本加成收益為正。我們認為，HOOD 擁有 50 億美元的現金儲備，且第二季初成長勢頭強勁，包括本月迄今約 50 億美元的淨存款，因此其發展前景依然十分樂觀。 Robinhood Chain 測試網的上線以及新加坡監管機構的批准等策略舉措，都將助力公司實現長期成長。
Related Articles
Asia
Newmont Chief Technical Officer to Retire
Newmont (ASX:NEM) said that Executive Vice President and Chief Technical Officer Francois Hardy has notified the board of his decision to retire, effective June 30, according to a Wednesday Australian bourse filing.Erin Workman will serve as acting chief technical officer effective May, the filing said.
$ASX:NEM
Equities
Middle East War to Push Up Food Costs, World Bank Says
The World Bank, on Tuesday, warned the Middle East conflict is set to drive up global food costs, as surging energy prices lift fertilizer prices and strain agricultural output.Fertilizer prices are projected to rise 31% in 2026, including a sharp increase in urea prices, reducing affordability for farmers and threatening crop yields, the bank said.The bank added that up to 45 million more people are at risk of being pushed into acute food insecurity this year if the conflict persists, as higher input costs ripple through global food supply chains.The World Bank said the shock highlights how energy disruptions are feeding into food inflation, with the poorest populations the most exposed to rising costs.
Asia
Ramelius Resources Posts Lower Gold Production in March Quarter
Ramelius Resources (ASX:RMS) produced 38,093 ounces of gold at an all-in sustaining cost (AISC) of AU$2,211 per ounce in the March quarter, according to a Wednesday filing with the Australian bourse.The company produced 80,455 ounces of gold at an AISC of AU$1,492 per ounce in the March 2025 quarter, an earlier filing showed.The company reaffirmed its fiscal 2026 production guidance of 185,000 to 205,000 ounces, and upgraded its AISC guidance to a range of AU$1,900 to AU$2,050 per ounce, from AU$1,700 to AU$1,900 per ounce, the filing said.
$ASX:RMS