TLDR
- eToro reported record 2025 results with net contribution of $868 million (up 10% YoY) and GAAP net income of $216 million while beating Q4 earnings estimates at $0.71 per share versus $0.64 expected
- Assets under administration grew to $18.5 billion and funded accounts reached 3.81 million as the company expanded its multi-asset trading platform
- The company launched AI analyst “Tori” and expanded trading access with broader 24/5 and emerging 24/7 market capabilities plus an expanded crypto and derivatives lineup
- Management reported strong January 2026 momentum with sharp increases in total trades and money transfers alongside steady growth in interest-earning assets
- Wall Street analysts maintain bullish sentiment with 4 buy ratings, median price target of $55 versus current levels, though technical indicators show downside momentum
eToro posted Q4 2025 earnings of $0.71 per share on February 17, beating analyst estimates of $0.64 by $0.07. Revenue came in at $226.8 million, topping expectations of $222.3 million by $4.5 million.
Results:
Adj. EPS: $0.71
Revenue: $3.87B
Net Income: $68.7M
Assets Under Administration rose to $18.5B and funded accounts grew to 3.81M, highlighting platform expansion despite lower crypto activity. pic.twitter.com/t3N2i0scE7
— EarningsTime (@Earnings_Time) February 17, 2026
For the full year 2025, the trading platform reported record net contribution of $868 million, up 10% from the prior year. GAAP net income reached $216 million as the company completed its transition to a public company and advanced its financial super-app strategy.
The quarterly results showed mixed performance with higher net income despite softer contribution and EBITDA in Q4. Assets under administration climbed to $18.5 billion while funded accounts grew to 3.81 million, demonstrating platform expansion even as crypto activity cooled.
Management highlighted robust January 2026 key performance indicators. Total trades and money transfers jumped sharply at the start of the new year. Interest-earning assets and funded accounts continued their steady climb, validating the company’s multi-asset approach.
Platform Expansion and AI Integration
eToro rolled out several product enhancements during 2025. The company expanded market access with broader 24/5 trading hours and emerging 24/7 capabilities. The crypto and derivatives lineup grew to meet customer demand.
The launch of “Tori,” an AI-powered analyst tool, marked a key milestone in the platform’s evolution. eToro is also preparing an app store ecosystem to complement its trading services. These moves position the company at the intersection of traditional finance, artificial intelligence, and blockchain infrastructure.
The firm announced a larger share repurchase program as part of capital allocation strategy. This followed a year of balance sheet strengthening alongside record profitability.
Analyst Outlook and Market Position
Wall Street maintains a positive stance on eToro stock. Four analysts issued buy or outperform ratings in recent months with no sell recommendations. The median price target sits at $55, well above recent trading levels.
Goldman Sachs, Compass Point, Mizuho, and Canaccord Genuity all rate the stock as a buy. Price targets from individual analysts range from $47 to $60, with Dan Dolev from Mizuho at the high end and Christopher Allen from Citigroup at the lower bound.
Institutional activity shows mixed sentiment. Susquehanna International Group added 1.77 million shares in Q3 2025 for $73.2 million. Harel Insurance added 1.23 million shares in Q4 for $43.1 million. Arrowstreet Capital picked up 906,000 shares for $31.8 million.
On the flip side, GQG Partners liquidated its entire 842,500 share position valued at $29.6 million. Goldman Sachs reduced holdings by 86.9%, selling 578,700 shares worth $20.3 million. Overall, 84 institutions added positions while 91 decreased stakes in their most recent filings.
The stock currently trades with a market cap of $2.3 billion and average daily volume of 1.34 million shares. eToro gained 2.69% following the earnings release.
The post eToro (ETOR) Stock Beats Q4 Earnings as AI Trading Platform Drives Record 2025 Growth appeared first on Blockonomi.
This articles is written by : Nermeen Nabil Khear Abdelmalak
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