-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：HOOD公布的2026年第一季度业绩双双不及预期，稀释后每股收益为0.38美元，比预期低0.01美元；营收为10.7亿美元，比市场普遍预期低6%，但同比增长15%。交易收入为6.23亿美元（增长7%），低于预期，主要受加密货币疲软（-47%）的影响，但被强劲的股票市场（增长46%）和爆炸式增长的事件合约（增长320%）所抵消。我们认为，HOOD创纪录的88亿份事件合约交易量巩固了其在快速增长的预测市场领域的领先地位，验证了我们对该公司把握新兴机遇能力的看涨观点。管理层将2026年支出预期上调1亿美元至27亿至28.25亿美元，以支持特朗普账户的基础设施建设，并预计成本加成收益为正。我们认为，HOOD 拥有 50 亿美元的现金储备，且第二季度初增长势头强劲，包括本月迄今为止约 50 亿美元的净存款，因此其发展前景依然十分乐观。Robinhood Chain 测试网的上线以及新加坡监管机构的批准等战略举措，都将助力公司实现长期增长。
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