$HOOD shares rose 4% on July 28, 2025, after expanding crypto trading features, including perpetual futures in the EU and a 2% crypto deposit boost. The stock, up 163% year-to-date at $113, hit an all-time high, driven by Bitcoin’s $120,000 surge and regulatory tailwinds from the GENIUS Act. Q2 earnings, reported April 30, showed EPS of $0.37, missing estimates, but revenue of $927 million beat forecasts.
$HOOD’s tokenized stock offerings, including $AAPL and $TSLA, face scrutiny from OpenAI but enhance its fintech appeal, tying to Consumer Tech. A Florida probe into payment-for-order-flow and a 25% staking reward cut could pressure margins. Analysts rate $HOOD “overweight,” with a $110 target.
Investors should watch Q3 earnings for crypto revenue updates, as spot volumes dipped in June. Compared to $COIN, $HOOD’s retail focus and Bitstamp acquisition drive higher volatility. The stock’s rally reflects crypto market momentum and 80% S&P 500 earnings beats, making $HOOD a speculative crypto stock choice.
