Robinhood Markets, Inc. (NASDAQ:HOOD) Receives Consensus Recommendation of "Moderate Buy" from Brokerages

Key Points

• Analysts remain bullish: Twenty-eight brokerages give Robinhood a consensus “Moderate Buy” rating, including 23 buys and two strong buys. The average 12-month price target is approximately $130.70.
• Recent financial performance exceeded expectations: Robinhood reported quarterly EPS of $0.62 versus the $0.44 consensus estimate, while revenue rose 32.5% year over year to $1.31 billion.
• Growth catalysts and risks remain: Bitcoin’s rebound, planned U.S. tokenized-stock trading and prediction-market expansion could support future growth, but the stock trades at roughly 55 times earnings and insiders sold about $69.9 million of shares over the past three months.

Shares of Robinhood Markets, Inc. (NASDAQ:HOOD - Get Free Report) have earned an average recommendation of "Moderate Buy" from the twenty-eight analysts that are covering the company, Marketbeat.com reports. Three analysts have rated the stock with a hold recommendation, twenty-three have issued a buy recommendation and two have assigned a strong buy recommendation to the company. The average 12 month target price among analysts that have issued a report on the stock in the last year is $130.6957.

A number of research analysts have recently commented on HOOD shares. China Renaissance started coverage on Robinhood Markets in a research report on Tuesday, July 7th. They set a "buy" rating for the company. Needham & Company LLC reduced their price target on shares of Robinhood Markets from $123.00 to $120.00 and set a "buy" rating on the stock in a research report on Thursday, July 30th. Cantor Fitzgerald reaffirmed an "overweight" rating on shares of Robinhood Markets in a research note on Tuesday, September 15th. Benchmark upgraded shares of Robinhood Markets to a "strong-buy" rating in a research report on Wednesday, September 9th. Finally, Sanford C. Bernstein reissued an "outperform" rating and issued a $160.00 price objective on shares of Robinhood Markets in a research note on Tuesday, September 8th.

Insider Activity

In other Robinhood Markets news, Director Oluwadara Treseder sold 1,875 shares of the business's stock in a transaction that occurred on Tuesday, September 8th. The stock was sold at an average price of $125.00, for a total transaction of $234,375.00. Following the sale, the director directly owned 70,567 shares of the company's stock, valued at $8,820,875. The trade was a 2.59% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Quirk sold 24,416 shares of the company's stock in a transaction that occurred on Thursday, September 3rd. The shares were sold at an average price of $120.33, for a total value of $2,937,977.28. Following the sale, the insider owned 77,839 shares in the company, valued at approximately $9,366,366.87. This trade represents a 23.88% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 621,121 shares of company stock worth $69,944,686. 13.48% of the stock is owned by insiders.

Institutional Trading of Robinhood Markets

Several hedge funds and other institutional investors have recently bought and sold shares of HOOD. Nomura Asset Management Co. Ltd. boosted its position in Robinhood Markets by 196.3% during the fourth quarter. Nomura Asset Management Co. Ltd. now owns 722,857 shares of the company's stock valued at $81,755,000 after purchasing an additional 478,919 shares in the last quarter. Public Employees Retirement System of Ohio purchased a new position in Robinhood Markets during the 2nd quarter worth $22,691,000. Wellington Management Group LLP increased its position in Robinhood Markets by 37.1% during the 2nd quarter. Wellington Management Group LLP now owns 786,318 shares of the company's stock valued at $78,852,000 after buying an additional 212,855 shares in the last quarter. Ilmarinen Mutual Pension Insurance Co raised its stake in Robinhood Markets by 17.6% in the fourth quarter. Ilmarinen Mutual Pension Insurance Co now owns 120,000 shares of the company's stock valued at $13,572,000 after buying an additional 18,000 shares during the last quarter. Finally, Groupe la Francaise acquired a new stake in Robinhood Markets in the second quarter worth about $5,544,000. Hedge funds and other institutional investors own 93.27% of the company's stock.

Robinhood Markets Trading Up 0.8%

Shares of Robinhood Markets stock opened at $124.25 on Wednesday. The firm has a market cap of $111.71 billion, a price-to-earnings ratio of 54.74, a PEG ratio of 2.46 and a beta of 2.34. The business has a 50-day moving average price of $103.86 and a 200-day moving average price of $91.65. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 0.23. Robinhood Markets has a twelve month low of $63.51 and a twelve month high of $153.86.

Robinhood Markets (NASDAQ:HOOD - Get Free Report) last posted its earnings results on Wednesday, July 29th. The company reported $0.62 EPS for the quarter, topping analysts' consensus estimates of $0.44 by $0.18. Robinhood Markets had a return on equity of 22.43% and a net margin of 42.01%.The company had revenue of $1.31 billion for the quarter, compared to the consensus estimate of $1.29 billion. During the same period in the previous year, the business earned $0.42 earnings per share. The firm's revenue for the quarter was up 32.5% on a year-over-year basis. Equities research analysts anticipate that Robinhood Markets will post 2.15 EPS for the current fiscal year.

Key Stories Impacting Robinhood Markets

Here are the key news stories impacting Robinhood Markets this week:

• Positive Sentiment: Bitcoin’s rebound is providing a significant near-term catalyst for HOOD. U.S. spot Bitcoin ETFs attracted approximately $999 million in one day, their strongest inflow since October 2025, signaling renewed investor appetite for digital assets and potentially higher crypto-trading activity for Robinhood. Bitcoin ETFs Just Pulled In $1 Billion in a Day as Investors Break Even
• Positive Sentiment: CEO Vlad Tenev said crypto could eventually dominate prediction markets, reinforcing Robinhood’s positioning at the intersection of retail investing, digital assets and event-based trading. Robinhood CEO predicts crypto will dominate prediction markets
• Positive Sentiment: Robinhood plans to introduce tokenized stock trading in the United States by 2027. Coverage also highlights potential partnerships and infrastructure for providing liquidity to a tokenized-stock market, creating a possible new revenue stream and competitive advantage. Robinhood plans to launch tokenized stock trading in US by 2027
• Positive Sentiment: One bullish investment thesis projects more than 20% revenue growth in 2027, driven by recovering crypto transactions and continued business momentum. The article estimates roughly $3.1 billion in 2027 free cash flow, though those figures remain forecasts. Robinhood: The Simplicity Of This Thesis Is Precisely Why I'm Bullish
• Positive Sentiment: Analysts and market coverage remain constructive following Robinhood’s breakout above its 20-day moving average and a rally in crypto-linked stocks. Tenev’s favorable comments about the long-term potential of federally supported child-savings “Trump Accounts” provide another potential, though distant, customer-growth opportunity. Robinhood recently broke out above the 20-day moving average
• Neutral Sentiment: Robinhood is attracting unusually high investor attention, but “trending stock” coverage primarily reflects popularity rather than a new fundamental development. At approximately 55 times earnings, the shares may require continued strong growth to justify the valuation. Robinhood is a trending stock
• Negative Sentiment: ARK Invest sold tens of millions of dollars of crypto-related equities ahead of a favorable regulatory development. The sales do not specifically signal a change in Robinhood’s fundamentals, but they highlight the risk of profit-taking and institutional repositioning after the sector’s sharp rally. Cathie Wood sells crypto stocks ahead of SEC ruling

Robinhood Markets Company Profile

Robinhood Markets, Inc is a financial services company that operates a digital investing and trading platform. Through its mobile app and website, the company provides access to U.S. stocks, exchange-traded funds, options, cryptocurrencies and other investment products. Robinhood also offers individual retirement accounts, margin investing and cash-management services, subject to applicable eligibility requirements and regulations.

The company generates revenue from sources that include interest earned on customer cash and margin balances, transaction-based revenue related to options and cryptocurrency trading, subscription fees for Robinhood Gold and other service-related activities.

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