New York, February 16, 2026, 16:34 EST — Market closed
- Robinhood shares last closed up about 6.8% on Friday, ahead of a U.S. market holiday.
- Traders return Tuesday with crypto prices, rates and fresh U.S. data in focus.
- Fed minutes are due Wednesday; GDP and the PCE inflation gauge follow Friday.
Robinhood Markets shares last closed up 6.8% on Friday at $75.97, rebounding after a rough stretch earlier in the week. The stock was little changed in after-hours trading. (StockAnalysis)
U.S. stock markets were shut on Monday for Presidents Day, leaving investors to look ahead to Tuesday’s reopen and a packed calendar later in the week. (Nasdaq)
Crypto stayed in the frame. Bitcoin last traded down about 0.4% at $68,522, a level that can bleed into sentiment around retail trading and the crypto-linked complex.
Robinhood’s latest results underlined the push and pull. The company said fourth-quarter net revenue rose 27% from a year earlier to $1.28 billion and diluted EPS was $0.66, while crypto transaction revenue fell 38% to $221 million. “Our vision hasn’t changed: we are building the Financial SuperApp,” CEO Vlad Tenev said, and CFO Shiv Verma called 2026 “off to a strong start.” (SEC)
Verma stepped into the CFO role on Feb. 6, after the board appointed him chief financial officer, a filing showed. Former CFO Jason Warnick moved into an advisory role and is set to stay employed at Robinhood until Sept. 1, 2026, the filing said. (SEC)
Moves in peers have been sharp. Coinbase jumped 16.5% on Friday, while Charles Schwab slipped 1.4% and Interactive Brokers rose 2.3%, reflecting a market that has been quick to reprice anything tied to retail flows and risk appetite.
Robinhood has also been trying to widen its crypto pitch beyond trading. It launched a developer version of its “Robinhood Chain” blockchain and is building it on Arbitrum, Fortune reported. “We now have Alchemy, LayerZero, Chainlink, and other big crypto players,” Johann Kerbrat, Robinhood’s SVP of crypto, told Fortune. (Fortune)
But the setup cuts both ways. If crypto prices fade or activity stays soft, Robinhood’s transaction-driven lines can cool fast, and any policy or regulatory blowback around tokenization or prediction markets could land awkwardly on the story. Falling short-term rates would also pressure net interest revenue, one of the company’s bigger growth engines.
The week’s first big macro catalyst is the Federal Reserve’s minutes from its Jan. 27-28 meeting, due at 2:00 p.m. ET on Wednesday. They can jolt Treasury yields and, by extension, higher-beta stocks like Robinhood. (Federal Reserve)
Then comes Friday’s double-header: the U.S. advance estimate of fourth-quarter GDP and the personal income and outlays report for December — which includes the PCE price index, the Fed’s preferred inflation gauge — both scheduled for 8:30 a.m. ET. (Bureau of Economic Analysis)
