Analysts react as Robinhood slumps 10%, with slowdown in crypto trading weighing on results

JPMorgan and Compass Point were among the sell-side teams trimming price targets on HOOD.

What to know:

Robinhood shares dropped 10% after fourth-quarter revenue of $1.28 billion missed estimates.

Crypto revenue slid 38% year over year to $221 million, dragging transaction revenue and contributing to misses in adjusted EBITDA and net interest income.

JPMorgan lowered its price target to $113 from $130, citing moderating growth and tougher 2025 comparisons.