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eToro Posts Profit Beat as Commodities Overtake Crypto in Q1

A commodities-led surge lifted profit, signaling a deliberate shift away from crypto dependence.

Overview

  • eToro, which reported results Tuesday, posted net income of $82 million with adjusted earnings of $0.91 per share and adjusted EBITDA of $109 million, topping forecasts.
  • Commodities generated about 60% of trading commissions after volumes nearly quadrupled, with many users who started in crypto or equities moving into commodity trades.
  • Crypto activity kept falling into April as trade volumes dropped 32% year over year and the average invested amount per capital markets trade slipped to $197, roughly half of last year.
  • Shares jumped in premarket trading then closed down about 3% to 5% as investors focused on smaller trade sizes, assets under administration still below the September 2025 peak, and a plan to raise marketing to 25% of net contribution by year-end.
  • The company closed its purchase of Zengo on April 30 and switched on New York crypto licensing, while rolling out 24/7 trading, adding Japanese stocks, and integrating xAI’s Grok into its Tori assistant to link brokerage services with self-custody tools.