Robinhood Is Down 30% in 2026 While Interactive Brokers Is Up 35%: Here's Why

"Robinhood missed on both the top and bottom lines in Q1 2026. Revenue of $1.07 billion missed the $1.14 billion consensus by 6%, and EPS of $0.38 came in shy of the $0.39 estimate, snapping a four-quarter beat streak. Crypto was the drag. Robinhood's cryptocurrency revenue collapsed 47% year over year to $134 million."

"Robinhood and Interactive Brokers share the same industry but are on opposite trajectories. The gap reflects how cyclical retail engagement at Robinhood is colliding with the steadier compounding of Interactive Brokers' professional, global client base."

"Reddit sentiment on HOOD cratered to scores of 28 to 35 around the earnings report, then rebounded to 72 to 78 this week. That whiplash captures how sentiment-driven the name remains."

Robinhood Markets and Interactive Brokers Group demonstrate starkly different trajectories in 2026, with Robinhood down 30% year-to-date and Interactive Brokers up 36%. Robinhood missed Q1 2026 earnings on both revenue and EPS, with cryptocurrency revenue collapsing 47% year-over-year to $134 million, offsetting gains in transaction-based revenue. Management raised operating expense guidance by $100 million for infrastructure investments, and insider selling has intensified. Interactive Brokers delivered a clean quarter with revenue in line with consensus and net income surging to $1.17 billion. The divergence reflects fundamental differences in business models: Robinhood's retail engagement is highly cyclical and sentiment-driven, while Interactive Brokers' professional, global client base provides more durable, compounding revenue streams.

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