JPMorgan: Robinhood's Crypto Business Revenue Expected to Decline in Q1 After Record in Late 2024
PANews, April 30, according to CoinDesk, JPMorgan analyst Kenneth Worthington predicts that Robinhood (HOOD)'s record crypto trading revenue in the fourth quarter of 2024 may not be sustainable, with digital asset trading volume possibly declining in the first quarter of 2025. The trading platform is set to announce its first-quarter earnings after the market close on May 1, Eastern Time.
The report shows that Robinhood's crypto trading revenue surged by 700% in the fourth quarter of last year, driving a significant increase in overall trading revenue. However, impacted by a late-quarter sell-off in both stocks and bonds and a cryptocurrency market correction, crypto trading volume for the quarter is expected to decrease from $71 billion in Q4 to $52 billion. Assets under custody (AUC) are expected to decline by 5% quarter-over-quarter to $183.3 billion, but still up 41% year-over-year.
Despite a retail buying stimulus due to U.S. tariff policies at the beginning of April, analysts believe this is unlikely to reverse the first-quarter downturn. Weak demand for margin and derivatives trading may further drag down performance. JPMorgan maintains a "neutral" rating, lowering the target price by $1 to $44, implying about a 10% downside from the current $49 stock price.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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