Robinhood Markets, Inc. (NASDAQ:HOOD) Receives Average Rating of “Moderate Buy” from Brokerages

Robinhood Markets, Inc. (NASDAQ:HOOD) has earned an average recommendation of “Moderate Buy” from the twenty-five research firms that are presently covering the firm, Marketbeat reports. One equities research analyst has rated the stock with a sell rating, eight have issued a hold rating, fifteen have assigned a buy rating and one has given a strong buy rating to the company. The average twelve-month target price among analysts that have issued ratings on the stock in the last year is $136.6190.

Several brokerages have commented on HOOD. Cantor Fitzgerald lowered their target price on shares of Robinhood Markets from $155.00 to $152.00 and set an “overweight” rating for the company in a research note on Thursday, December 11th. Zacks Research cut shares of Robinhood Markets from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 6th. Morgan Stanley lifted their target price on Robinhood Markets from $146.00 to $147.00 and gave the stock an “equal weight” rating in a report on Monday, December 22nd. Loop Capital set a $152.00 target price on Robinhood Markets in a research note on Thursday, December 11th. Finally, Mizuho raised their price target on Robinhood Markets from $145.00 to $172.00 and gave the stock an “outperform” rating in a research report on Thursday, November 6th.

Robinhood Markets News Summary

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

• Positive Sentiment: Robinhood is doubling down on crypto product revenue by making staking a core part of its 2026 crypto strategy, which could boost fee and interest-like revenue if adoption ramps. Robinhood Identifies Staking as the Cornerstone of Its 2026 Crypto Strategy
• Positive Sentiment: Several bullish analyses and technical takes are circulating (including long-term price bull cases), which can attract momentum traders and retail buyers looking for upside scenarios. How Robinhood Stock Doubles To $230
• Neutral Sentiment: Commentary from CEO Vlad Tenev emphasizing AI and the “next phase” of retail investing is positive for long-term narrative (innovation/strategy), but it is not an immediate earnings driver. ‘EXPLOSION OF HUMAN CREATIVITY’: Robinhood CEO explores future of innovation
• Neutral Sentiment: Pre-earnings coverage and previews are circulating; upcoming results create event risk (potential catalyst either way) as investors re-rate growth, user metrics and crypto revenue guidance. What you need to know ahead of Robinhood Markets’ earnings release
• Neutral Sentiment: Industry voices (e.g., Cube CEO) praise Robinhood’s UX as a model for crypto access — supportive for the company’s competitive positioning but not an immediate financial swing. Cube CEO says crypto trading should be as easy as Robinhood
• Negative Sentiment: Regulatory headline risk escalated after a long‑awaited U.S. crypto market‑structure bill stalled in the Senate; the uncertainty hit crypto-exposed brokers and was cited directly as a reason for the selloff in Robinhood stock. Coinbase (COIN), Robinhood (HOOD) Tumble As Senate Crypto Bill Stalls: What It Means For Both Stocks
• Negative Sentiment: CEO Vlad Tenev publicly warned that legislative delays are “hurting Americans” and expressed frustration over regulatory gridlock — comments that underscore near-term policy risk and may pressure investor sentiment until clearer rules emerge. Robinhood CEO warns Congress delay is hurting Americans

Insider Buying and Selling at Robinhood Markets

In other Robinhood Markets news, Director Baiju Bhatt sold 418,338 shares of the firm’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $116.56, for a total transaction of $48,761,477.28. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Daniel Martin Gallagher, Jr. sold 10,000 shares of Robinhood Markets stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $121.58, for a total transaction of $1,215,800.00. Following the completion of the transaction, the insider directly owned 403,612 shares in the company, valued at approximately $49,071,146.96. The trade was a 2.42% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 3,296,763 shares of company stock worth $414,016,996 in the last quarter. Company insiders own 14.47% of the company’s stock.

Institutional Investors Weigh In On Robinhood Markets

Several institutional investors have recently added to or reduced their stakes in HOOD. Hantz Financial Services Inc. raised its stake in shares of Robinhood Markets by 120.3% in the 2nd quarter. Hantz Financial Services Inc. now owns 271 shares of the company’s stock valued at $25,000 after purchasing an additional 148 shares during the period. Valley National Advisers Inc. raised its position in Robinhood Markets by 113.6% in the 3rd quarter. Valley National Advisers Inc. now owns 188 shares of the company’s stock valued at $26,000 after buying an additional 100 shares during the last quarter. Golden State Wealth Management LLC raised its position in Robinhood Markets by 107.6% in the 3rd quarter. Golden State Wealth Management LLC now owns 191 shares of the company’s stock valued at $27,000 after buying an additional 99 shares during the last quarter. Smithfield Trust Co bought a new stake in Robinhood Markets in the 2nd quarter valued at approximately $29,000. Finally, Stonehage Fleming Financial Services Holdings Ltd acquired a new position in Robinhood Markets during the 3rd quarter worth approximately $29,000. 93.27% of the stock is owned by institutional investors.

Robinhood Markets Trading Down 7.8%

NASDAQ:HOOD opened at $110.30 on Friday. Robinhood Markets has a 1-year low of $29.66 and a 1-year high of $153.86. The firm has a market capitalization of $99.18 billion, a price-to-earnings ratio of 45.77, a PEG ratio of 1.79 and a beta of 2.44. The business’s 50-day moving average price is $121.60 and its two-hundred day moving average price is $118.97.

Robinhood Markets (NASDAQ:HOOD) last announced its quarterly earnings results on Wednesday, November 5th. The company reported $0.61 EPS for the quarter, beating analysts’ consensus estimates of $0.41 by $0.20. The company had revenue of $1.27 billion during the quarter, compared to analysts’ expectations of $1.15 billion. Robinhood Markets had a return on equity of 21.74% and a net margin of 52.19%.Robinhood Markets’s revenue was up 100.0% on a year-over-year basis. During the same period in the prior year, the business posted $0.17 EPS. Sell-side analysts predict that Robinhood Markets will post 1.35 earnings per share for the current year.

About Robinhood Markets

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.