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3 Stocks to Watch This Week as Earnings Season Hits Crypto

Three crypto corporations launch third-quarter earnings studies this week. Analysts count on a revenue at Robinhood and a loss at Coinbase. Strategy has already disclosed a $20.91 billion acquire on its Bitcoin (BTC).

Share strikes and outcomes haven’t lined up for these corporations recently. Coinbase shares rose after two of its three revenue misses this yr, whereas Robinhood fell after beating estimates in July.

Robinhood’s Beats Have Not Lifted Its Stock

Robinhood opens the week on Tuesday, October 27, reporting after the market closes.

  • Analysts count on earnings per share (EPS) of $0.56, towards $0.61 a yr earlier, in accordance to ChartRow.
  • Revenue consensus stands at $1.41 billion, up 16% from a yr earlier, in accordance to Hudson Labs.
  • The inventory fell 3.6% after its July report, regardless that EPS of $0.62 beat the $0.44 estimate.

This can be the primary quarter for Robinhood Chain, the corporate’s blockchain for tokenized property. The community launched on July 1.

ARK Invest estimated that Robinhood Chain generated more revenue than Ethereum over the quarter, at about $51 million towards roughly $41 million.

The inventory’s response to previous studies presents some context forward of Tuesday. Robinhood shares fell between 2.9% and 13.2% after every of its final six studies, regardless that 5 of them beat estimates. 

Shares additionally fell 5.25% on Thursday and 1.56% on Friday heading into the report. Overall, in 2026, shares are down almost 16%.

Robinhood (HOOD) Stock Performance. Source: Google Finance

Coinbase Is Expected to Lose Money for a Third Straight Quarter

Two days later, Coinbase studies after the shut on Thursday, October 29. Unlike Robinhood, it heads into the discharge with a loss forecast.

  • Analysts count on a lack of $0.18 per share, towards a $1.44 revenue a yr earlier, in accordance to ChartRow.
  • Revenue consensus is $1.20 billion, down from $1.87 billion a yr earlier, in accordance to MarketBeat.
  • The inventory fell 10.6% after its July report, when it misplaced $0.39 per share towards a $0.14 revenue estimate.

That income estimate implies a drop of about 36% from the third quarter of 2025. 

Coinbase posted adjusted losses within the first two quarters of 2026, so a loss now would make three in a row. It has additionally fallen wanting analysts’ revenue estimates in every of its final three studies. Second-quarter income missed as properly, falling 18.5% from a yr earlier to $1.22 billion. Analysts had expected $1.29 billion.

Those misses didn’t all the time weigh on the inventory. Coinbase shares gained 16.5% after its February miss and 4.2% after its May miss.

Shares closed at $164.45 on Friday, leaving the inventory down about 27% in 2026.

Coinbase (COIN) Stock Performance. Source: Google Finance

Strategy Has Already Shown Its Biggest Number

Strategy studies the identical night as Coinbase and hosts a webinar at 5 p.m. Eastern Time (ET). Most of its headline result’s already public.

  • Analysts count on EPS of $21.50, towards $8.42 a yr earlier, in accordance to ChartRow. Only three analysts contribute to that estimate.
  • The inventory fell 4.6% after its July report, which confirmed a lack of $24.45 per share towards a $52.04 estimate.

In an October 5 filing, Strategy estimated a $20.91 billion acquire on its Bitcoin for the quarter. It held 847,666 BTC on the finish of September, purchased at a median of about $75,437 per coin.

Strategy marks its Bitcoin to market every quarter, so its earnings rise and fall with the coin’s value. With the principle acquire already disclosed, the decision could inform traders greater than the EPS determine. 

Two current developments may come up. On October 19, Strategy’s board raised its most well-liked inventory buyback authorization from $2 billion to $3 billion.

Separately, MSCI authorised guidelines on October 15 focusing on corporations that behave extra like funding automobiles than working companies. Under these guidelines, Strategy could lose index spots.

Shares closed at $146.01 on Friday, down 3.9% in 2026, the smallest decline of the three.

Strategy (MSTR) Stock Performance. Source: Google Finance

Strategy’s acquire got here from Bitcoin’s rise during the quarter. Over the identical interval, analysts count on Coinbase’s income to slip beneath its second-quarter stage.

That hole places the concentrate on how a lot every firm earned from the transfer, not on the transfer itself.

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The put up 3 Stocks to Watch This Week as Earnings Season Hits Crypto appeared first on BeInCrypto.

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