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

Robinhood Markets, Inc. (NASDAQ:HOOD) has been assigned an average recommendation of “Moderate Buy” from the twenty-five ratings firms that are covering the company, Marketbeat reports. One equities research analyst has rated the stock with a sell rating, six have assigned a hold rating and eighteen have given a buy rating to the company. The average 1-year price target among analysts that have issued ratings on the stock in the last year is $118.00.

Several equities analysts have recently issued reports on the company. The Goldman Sachs Group lowered their price target on Robinhood Markets from $102.00 to $91.00 and set a “buy” rating for the company in a research report on Thursday, March 26th. Zacks Research lowered shares of Robinhood Markets from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, January 6th. Citizens Jmp reaffirmed a “market outperform” rating and issued a $180.00 target price on shares of Robinhood Markets in a report on Wednesday, February 11th. Cantor Fitzgerald dropped their target price on shares of Robinhood Markets from $130.00 to $100.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 17th. Finally, Jefferies Financial Group initiated coverage on shares of Robinhood Markets in a report on Thursday, March 26th. They set a “buy” rating and a $88.00 price target on the stock.

Insider Activity

In other Robinhood Markets news, CTO Jeffrey Tsvi Pinner sold 5,864 shares of Robinhood Markets stock in a transaction on Monday, January 26th. The stock was sold at an average price of $107.48, for a total value of $630,262.72. Following the completion of the sale, the chief technology officer owned 9,133 shares of the company’s stock, valued at approximately $981,614.84. This trade represents a 39.10% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Vladimir Tenev sold 375,000 shares of the business’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $121.63, for a total value of $45,611,250.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 469,268 shares of company stock valued at $54,409,454 in the last quarter. Insiders own 19.95% of the company’s stock.

Institutional Investors Weigh In On Robinhood Markets

Several large investors have recently bought and sold shares of the business. Valley National Advisers Inc. lifted its stake in Robinhood Markets by 113.6% during the 3rd quarter. Valley National Advisers Inc. now owns 188 shares of the company’s stock valued at $26,000 after acquiring an additional 100 shares during the period. Golden State Wealth Management LLC grew its stake in shares of Robinhood Markets by 107.6% in the third quarter. Golden State Wealth Management LLC now owns 191 shares of the company’s stock worth $27,000 after acquiring an additional 99 shares during the period. Vision Financial Markets LLC grew its stake 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 worth $29,000 after acquiring an additional 100 shares during the period. Stonehage Fleming Financial Services Holdings Ltd purchased a new position in shares of Robinhood Markets during the third quarter valued at approximately $29,000. Finally, Guerra Advisors Inc purchased a new position in shares of Robinhood Markets during the third quarter valued at approximately $30,000. 93.27% of the stock is currently owned by institutional investors.

Robinhood Markets News Summary

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

• Positive Sentiment: Goldman Sachs and other firms flagged Robinhood as an attractive pick within crypto/fintech after sector weakness, which supports a buy case from institutional investors and helps underpin the stock. Goldman Sachs Flags 2 Crypto Stocks Worth Buying After 46% Sector Crash
• Positive Sentiment: Sanford C. Bernstein cut its price target from $160 to $130 but kept an “outperform” rating—a signal that some analysts remain constructive on HOOD’s longer-term upside even after trimming expectations. Bernstein Lowers Price Target
• Neutral Sentiment: Market-data writeups (Zacks/MSN) note recent intraday weakness and a larger-than-market pullback at times, providing context for volatility but not new fundamental developments. Robinhood Registers a Bigger Fall Than the Market
• Neutral Sentiment: Broader coverage about cash-generation and sector rotation notes Robinhood as a cash-producing/turnaround candidate for some investors, a factor that can support interest but is not an immediate catalyst. 1 Cash-Producing Stock Worth Your Attention
• Negative Sentiment: Reports that Robinhood might be excluded from the retail allocation for a potential SpaceX IPO created a “retail access” scare—raising questions about Robinhood’s role in future high-profile listings and potential loss of flow/revenue opportunities (Elon Musk later denied exclusion, but the episode increased uncertainty). Robinhood’s SpaceX Access Scare And What It Signals For Future IPOs
• Negative Sentiment: Related coverage says Morgan Stanley’s E*TRADE could win a preferential role in the SpaceX IPO allocation—if true, that would be a direct competitive hit to Robinhood’s potential fees and retail access narrative. Robinhood Stock Drops. Morgan Stanley’s E*TRADE May Win SpaceX IPO Role
• Negative Sentiment: Baron Capital’s Q4 2025 investor letter flagged softening customer engagement at fintechs, including observations that can weigh on Robinhood’s growth outlook and multiple compression risk. Robinhood Traded Lower Due to Softening Customer Engagement
• Negative Sentiment: High-profile commentary (Jim Cramer) warned the stock “still has room to go down,” which can stoke retail selling and add to short-term downside pressure. Jim Cramer on Robinhood

Robinhood Markets Stock Up 6.4%

HOOD stock opened at $69.30 on Wednesday. Robinhood Markets has a twelve month low of $29.66 and a twelve month high of $153.86. The firm has a market cap of $62.39 billion, a PE ratio of 33.64, a price-to-earnings-growth ratio of 1.47 and a beta of 2.47. The business has a 50 day moving average of $80.81 and a 200 day moving average of $110.73.

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