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Source document· February 18, 2026

Big Short Steve Eisman Favors Schwab, Cites Robinhood's Lack Of 'Margin For Error' Amid Bitcoin-Led Crypto Slide

View original at finance.yahoo.com
Big Short Steve Eisman Favors Schwab, Cites Robinhood's Lack Of 'Margin For Error' Amid Bitcoin-Led Crypto Slide Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below…
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  • As long as crypto prices keep going down, so will the stock price of Coinbase

    80% confidence

  • Retail investors continue to buy every dip in the broader market, but this strategy may not hold for assets facing structural headwinds and competitive pressures when valuations offer little cushion

    80% confidence

  • The renewed decline in crypto prices is a major factor hurting platforms like Robinhood and Coinbase

    80% confidence

  • Robinhood trades at a 2026 PE multiple over 30 times, while Charles Schwab commands a significantly lower 17 times PE, creating a stark valuation disparity with no margin for error

    80% confidence

  • Robinhood will not go up until at least crypto stabilizes

    80% confidence

  • A not insignificant portion of Robinhood's customers invest in crypto, and the crypto slump is directly impacting Robinhood's performance

    80% confidence

  • Robinhood has no margin for error given its current trajectory and lofty valuation

    80% confidence

  • The forward PE for HOOD stood at 29.85, as compared to SCHW's 16.31 ratio

    80% confidence

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Q4 2026 Biotech Catalyst Window: ESMO Data, the Ivonescimab PDUFA and Small-Cap Delistings
Mid-October to November 2026 is a dense catalyst period for clinical-stage biotech. Positive late-stage readouts (ALOFT-IPF, TELIGAN, MIUDELLA, the duvakitug extension) and the ESMO 2026 presentations lead up to the FDA's 14 November PDUFA date for the ivonescimab BLA. At the opposite end of the market, Spago Nanomedical is moving to delist from Nasdaq First North, which shows how hard it is for micro-cap developers to fund themselves. Value is concentrating in companies with late-stage data and near-term regulatory outcomes.
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Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
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