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罗宾汉加密收入未达预期,抑制了强劲季度表现:摩根大通

华尔街银行将HOOD的目标价上调至130美元,并重申对该股票的中性评级。

2025年11月7日 上午9:22由 AI 翻译
Robinhood CEO Vlad Tenev speaking at TOKEN2049 Singapore on Oct. 2, 2025.
Robinhood CEO Vlad Tenev. (CoinDesk)

需要了解的:

  • Robinhood 的加密货币收入未达预期,尽管整体财报表现优于预期,但仍拖累股价表现。
  • 摩根大通表示,利润超预期主要是由于税收优惠,而非经营实力。
  • 该银行将其目标价从122美元上调至130美元,理由是加密货币和预测市场的交易量增加。

华尔街银行摩根大通(JPMorgan,代码:JPM)称罗宾汉(Robinhood,代码:HOOD)第三季度业绩稳健,但质量较低,因加密货币收入疲软和税收优惠推动了大部分盈利超预期。

银行表示,大约每股收益(EPS)超预期15% 主要是由于与基于股票的薪酬相关的较低税率,这与股价上涨52%有关, 这是在周四发布的一份报告中提到的。

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由Kenneth Worthington领导的分析师团队预计该交易平台的利润率将持续改善,并将其股票的目标价从122美元上调至130美元,同时重申对该股票的中性评级。

昨日股价暴跌11%,收盘约为 127 美元.

加密货币成为主要拖累,净收入为2.68亿美元,未达华尔街和摩根大通的预期,尽管交易量大幅增长,股价仍然下跌。

该银行表示,Robinhood 的加密货币费用率从预计的 68 个基点下滑至 67 个基点,因管理层持续调整定价。

预测市场部分抵消了部分疲软,尽管分析师警告称该板块依赖于一小部分活跃交易者。

阅读更多:华尔街对Coinbase第三季度财报超预期后的发展路径意见分歧

AI Disclaimer: Parts of this article were generated with the assistance from AI tools and reviewed by our editorial team to ensure accuracy and adherence to 我们的标准. 有关更多信息,请参见 CoinDesk 的完整 AI 政策.

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