TLDR
- eToro delivered Q4 2025 earnings of $0.71 per share, surpassing analyst expectations of $0.64, while revenue hit $226.8 million versus $222.3 million consensus
- Full-year 2025 net contribution reached record $868 million (up 10% year-over-year) with GAAP net income of $216 million as the company strengthened its balance sheet
- The platform expanded to 3.81 million funded accounts with $18.5 billion in assets under administration despite lower crypto trading activity
- eToro launched AI analyst “Tori” and rolled out expanded 24/5 trading hours with plans for 24/7 market access plus an enhanced crypto and derivatives lineup
- Analysts maintain bullish outlook with 4 buy ratings and $55 median price target, though institutional investors showed mixed activity in recent quarters
eToro reported Q4 2025 earnings of $0.71 per share on February 17, beating Wall Street estimates by $0.07. Revenue of $226.8 million topped forecasts by $4.5 million.
The results capped a milestone year for the trading platform. Full-year 2025 net contribution climbed to $868 million, marking a 10% increase from 2024. GAAP net income reached $216 million as the company completed its public market debut and expanded its financial super-app strategy.
Assets under administration grew to $18.5 billion. Funded accounts hit 3.81 million, demonstrating platform expansion even as cryptocurrency trading activity slowed from prior peaks.
Management pointed to strong momentum entering 2026. January data showed sharp increases in total trades and money transfers. Interest-earning assets and funded accounts continued climbing, validating the multi-asset business model.
AI Integration and Platform Growth
eToro introduced “Tori,” an AI-powered analyst tool designed to help users make trading decisions. The feature represents a major step in integrating artificial intelligence into the platform’s core functionality.
The company expanded trading hours with broader 24/5 market access. Plans are underway for 24/7 trading capabilities across select markets. The crypto and derivatives product lineup grew throughout 2025 to meet customer demand.
eToro is preparing to launch an app store ecosystem. This move positions the platform at the convergence of traditional finance, blockchain technology, and AI-driven tools. The company also announced an expanded share repurchase program as part of its capital allocation plan.
Wall Street Sentiment and Institutional Activity
Analysts maintain a positive view on eToro stock. Four firms issued buy or outperform ratings with zero sell recommendations in recent months. The median price target stands at $55, suggesting upside from current levels.
Dan Dolev from Mizuho set the highest target at $60. Bill Katz from TD Cowen and Brett Knoblauch from Cantor Fitzgerald both landed at $50. Christopher Allen from Citigroup established the lowest target at $47.
Institutional investors sent mixed signals. Susquehanna International Group bought 1.77 million shares worth $73.2 million in Q3 2025. Harel Insurance added 1.23 million shares for $43.1 million in Q4. Arrowstreet Capital purchased 906,000 shares valued at $31.8 million.
However, GQG Partners eliminated its entire 842,500 share position worth $29.6 million. Goldman Sachs slashed holdings by 86.9%, selling 578,700 shares for $20.3 million. Overall, 84 institutions increased positions while 91 reduced stakes.
The stock trades with a $2.3 billion market cap and 1.34 million average daily volume. Shares gained 2.69% following the earnings announcement as investors digested the results and product roadmap updates.
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