TimesSquare Capital Management’s U.S. Mid Cap Growth Strategy reported that Robinhood Markets shares fell 39% after core earnings weakened due to lower net revenue. The strategy trimmed its position before the fourth-quarter earnings release, though management struck a constructive tone on the 2026 outlook and expects revenue growth to continue exceeding expense growth. Robinhood closed at $100.28 per share on June 30, 2026, with a market capitalization of $90.30 billion. The company reported first-quarter 2026 revenue of $1.1 billion, up 15% year-over-year.
Robinhood Markets IncCore earnings weakened due to lower net revenue, causing a 39% share price decline.
MicroStrategy Incorporated