Stock Market

Story: eToro Shifts Focus to Stocks Amid 73% Crypto Transaction Drop in July

By Maheen Hernandez

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Stocks Take the Lead, and Fast. eToro didn't wait to pivot. Commissions from stock trading are soaring: they now account for 60%…

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TradeZero, Zengo: eToro Buys to Grow. Two recent acquisitions show where eToro wants to go.

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eToro is bleeding. In July, the Israeli platform processed only 1.4 million crypto transactions—a painful 73% drop, clearly reflected in the second quarter 2026 figures.

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Overall revenue fell to $1.59 billion for the quarter, down from $2 billion a year earlier. Specifically, crypto revenues? They dropped from $1.9 billion to $1.

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Not really a surprise for those following the sector.

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eToro didn't wait to pivot. Commissions from stock trading are soaring: they now account for 60% of the group's total commissions. At the end of 2024, this figure was at 25%.

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And it works, at least partially. GAAP net profit rose by 77% to reach $53.4 million in the second quarter of 2026. Adjusted EBITDA increased by 9% to $78.1 million.

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Available cash remains strong at $1.2 billion. Assets under management reach $19.2 billion. The balance sheet is not in danger.

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Two recent acquisitions show where eToro wants to go. First, TradeZero, an American broker generating $80 million in annual revenue—a direct gateway to the U.S.

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Related topic: Crypto.com cancels DAT stock plan as CRO drops 70% and executives leave

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It's still unclear if these two purchases will change the short-term trajectory. But the signal is there: eToro wants to grow, not retreat.

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Read also: Crypto.com Launches Tokenized Derivatives Covering 1,500 U.S. Stocks and ETFs

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ETOR stock, listed on NASDAQ, lost between 5% and 8% on August 11, stabilizing around $31.20.

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And that's where it gets interesting. eToro built its reputation on social trading and crypto.

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eToro's management is pushing for the business model's flexibility. The idea: quickly adapt resources to growing sectors, without waiting. On paper, it looks like agility.

The Currency Analytics

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