Crypto Stocks Surge as Bitcoin Rallies on Trump Policies

Bitcoin's recent rally and Trump's crypto-friendly policies positively impact stocks. Investors may consider cryptocurrencies amid anticipated economic changes that could benefit related companies.

Date: 21-01-2025

AI Rating: 7

Earnings and Growth Prospects: The report details significant growth expectations for several crypto-centric companies.

NVIDIA Corp. (NVDA) has projected revenue and earnings growth rates of 48.7% and 43.1%, respectively, for the next year, suggesting a robust outlook for the semiconductor giant. The Zacks Consensus Estimate for next-year earnings has shown a 1% improvement recently.

Coinbase Global Inc. (COIN) stands out with a return on equity (ROE) of 14.81%, higher than the industry average, alongside a net margin of 29.76%, which is substantially better than the industry’s 4.90%. The Zacks Consensus Estimate for 2025 earnings has improved by 11.2% over the last month, indicating a positive trend.

Robinhood Markets Inc. (HOOD) is expecting revenue and earnings growth rates of 24.5% and 19.3% for the current year, reflective of a promising landscape in online trading and cryptocurrency transactions. The Zacks Consensus Estimate for current-year earnings has also improved by 11.2% over the last 30 days.

Riot Platforms Inc. (RIOT) reported a return on equity of 2.15%, which, while lower than the S&P 500 average, is a positive turn compared to the industry average of -10.43%. The company also enjoys a net margin of 16.67% against the industry's negative margin.

Interactive Brokers Group Inc. (IBKR) forecasts a modest expected revenue growth of 0.2% and earnings growth of 4.4%, reflecting stability despite lower growth expectations.

Conclusion: Overall, the reported earnings and growth prospects signal a potentially favorable environment for investments in these companies as Bitcoin's performance remains strong under supportive regulatory conditions.

Stocks: NVDA COIN HOOD RIOT IBKR