Robinhood Markets, Inc. (NASDAQ:HOOD) Receives $118.00 Consensus PT from Analysts

Robinhood Markets, Inc. (NASDAQ:HOOD) has received an average rating of “Moderate Buy” from the twenty-five research firms that are presently covering the company, Marketbeat reports. One investment analyst has rated the stock with a sell recommendation, six have given a hold recommendation and eighteen have assigned a buy recommendation to the company. The average twelve-month price target among analysts that have issued a report on the stock in the last year is $117.5833.

HOOD has been the topic of a number of recent research reports. Truist Financial cut their target price on shares of Robinhood Markets from $130.00 to $120.00 and set a “buy” rating on the stock in a report on Thursday, February 12th. Needham & Company LLC dropped their price target on Robinhood Markets from $100.00 to $90.00 and set a “buy” rating on the stock in a research report on Thursday. Mizuho cut their price target on Robinhood Markets from $135.00 to $110.00 and set an “outperform” rating on the stock in a report on Friday, March 13th. Wolfe Research upgraded Robinhood Markets from a “peer perform” rating to an “outperform” rating and set a $125.00 price objective for the company in a research report on Monday, February 9th. Finally, The Goldman Sachs Group lowered their price objective on Robinhood Markets from $102.00 to $91.00 and set a “buy” rating for the company in a research note on Thursday, March 26th.

More Robinhood Markets News

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

• Positive Sentiment: Banking deposits top $1.5B, showing early success of Robinhood Banking and stronger customer “stickiness” that can diversify revenues away from trading fees — a potentially stabilizing, long‑term positive for HOOD’s valuation. Robinhood Banking Deposits Grow As Trading Heavy Model Faces New Test
• Positive Sentiment: Analyst note (Seeking Alpha) suggests a technical/valuation rebound may be forming after prior weakness, which could attract buyers if trading metrics and crypto sentiment stabilize. Robinhood: A New Bull Cycle Is Forming (Rating Upgrade)
• Neutral Sentiment: Needham trimmed its price target from $100 to $90 but kept a buy rating — a modest recalibration that tempers upside expectations without changing a constructive stance. Benzinga
• Neutral Sentiment: Profile pieces on CEO Vlad Tenev and product roadmap highlight management focus on building “meaningful” products (banking, crypto, prediction markets) — supportive narrative but longer‑dated for near‑term share moves. Vlad Tenev profile
• Neutral Sentiment: Reports that Morgan Stanley/E*TRADE may lead SpaceX retail allocation raise questions about Robinhood’s role in high‑profile IPO access — a potential missed revenue/PR opportunity but not yet decisive. A Look At Robinhood Markets (HOOD) Valuation After SpaceX IPO Allocation Concerns
• Negative Sentiment: Wave of analyst downgrades and lower trading volumes are pressuring sentiment — continuing crypto drawdowns (Bitcoin weakness) are directly reducing crypto‑linked trading revenue and weighing on HOOD’s near‑term topline. Robinhood Stock Faces Wave Of Analyst Downgrades
• Negative Sentiment: Crypto sell‑off headlines (Bitcoin down, broader crypto momentum fading) have triggered pullbacks in crypto‑exposed brokers, including Robinhood, which amplifies short‑term downside risk until crypto stabilizes. Bitcoin tumbles, crypto momentum fades
• Neutral Sentiment: Robinhood filed suit against Washington state after a crackdown related to Kalshi/prediction markets — litigation is a double‑edged catalyst: it seeks to protect product expansion but introduces legal uncertainty and potential costs. Robinhood sues Washington after state crackdown on Kalshi prediction markets
• Positive Sentiment: Related federal action: the U.S. government sued several states to block state regulation of prediction markets, which could strengthen the legal/operating environment for Kalshi‑style products if federal preemption holds. That outcome would be supportive for Robinhood’s product expansion. US sues Arizona, Connecticut, Illinois to stop regulation of prediction markets

Insider Activity

In other Robinhood Markets news, CEO Vladimir Tenev sold 375,000 shares of the business’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $121.63, for a total transaction of $45,611,250.00. Following the completion of the transaction, the chief executive officer directly owned 375,000 shares of the company’s stock, valued at $45,611,250. The trade was a 50.00% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Jeffrey Tsvi Pinner sold 5,864 shares of the business’s stock in a transaction dated Monday, January 26th. The shares were sold at an average price of $107.48, for a total transaction of $630,262.72. Following the transaction, the chief technology officer directly owned 9,133 shares of the company’s stock, valued at $981,614.84. The trade was a 39.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 469,268 shares of company stock worth $54,409,454. 14.47% of the stock is owned by insiders.

Hedge Funds Weigh In On Robinhood Markets

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Valley National Advisers Inc. raised its holdings in Robinhood Markets by 113.6% during the third quarter. Valley National Advisers Inc. now owns 188 shares of the company’s stock worth $26,000 after purchasing an additional 100 shares in the last quarter. Golden State Wealth Management LLC raised its stake in shares of Robinhood Markets by 107.6% in the 3rd quarter. Golden State Wealth Management LLC now owns 191 shares of the company’s stock worth $27,000 after buying an additional 99 shares in the last quarter. Vision Financial Markets LLC lifted its holdings in shares of Robinhood Markets by 100.0% in the third quarter. Vision Financial Markets LLC now owns 200 shares of the company’s stock valued at $29,000 after buying an additional 100 shares during the period. Stonehage Fleming Financial Services Holdings Ltd acquired a new stake in shares of Robinhood Markets in the third quarter valued at $29,000. Finally, Guerra Advisors Inc bought a new position in Robinhood Markets during the third quarter valued at about $30,000. Institutional investors own 93.27% of the company’s stock.

Robinhood Markets Price Performance

Shares of HOOD opened at $68.90 on Wednesday. The stock has a market capitalization of $62.03 billion, a PE ratio of 33.45, a price-to-earnings-growth ratio of 1.63 and a beta of 2.46. The business’s fifty day moving average price is $78.59 and its 200 day moving average price is $109.83. Robinhood Markets has a 12-month low of $29.66 and a 12-month high of $153.86.

Robinhood Markets (NASDAQ:HOOD) last released its earnings results on Tuesday, February 10th. The company reported $0.66 earnings per share for the quarter, beating the consensus estimate of $0.63 by $0.03. Robinhood Markets had a net margin of 42.10% and a return on equity of 22.32%. The firm had revenue of $1.28 billion during the quarter, compared to analyst estimates of $1.32 billion. During the same quarter in the previous year, the firm earned $1.01 earnings per share. The firm’s revenue for the quarter was up 26.5% compared to the same quarter last year. As a group, research analysts anticipate that Robinhood Markets will post 1.35 earnings per share for the current fiscal year.

Robinhood Markets Company Profile

Robinhood Markets, Inc (NASDAQ: HOOD) is a U.S.-based financial services company best known for its mobile-first brokerage platform that aims to “democratize finance for all.” Founded in 2013 by Vladimir Tenev and Baiju Bhatt and headquartered in Menlo Park, California, the company built early traction by offering commission-free trading and a simplified user experience that attracted a large base of retail investors.

Robinhood’s core products and services include a mobile app and web platform for trading U.S.