Analysts Set Robinhood Markets, Inc. (NASDAQ:HOOD) PT at $120.52

Robinhood Markets, Inc. (NASDAQ:HOOD) has been given a consensus rating of “Moderate Buy” by the twenty-six ratings firms that are covering the company, MarketBeat reports. Five investment analysts have rated the stock with a hold recommendation and twenty-one have issued a buy recommendation on the company. The average twelve-month target price among brokers that have issued a report on the stock in the last year is $120.5217.

Several equities research analysts have recently issued reports on HOOD shares. Weiss Ratings restated a “hold (c)” rating on shares of Robinhood Markets in a research note on Wednesday, June 24th. Cantor Fitzgerald dropped their price objective on Robinhood Markets from $130.00 to $115.00 and set an “overweight” rating on the stock in a research note on Monday. JPMorgan Chase & Co. reduced their price objective on Robinhood Markets from $113.00 to $92.00 and set a “neutral” rating for the company in a report on Thursday, April 23rd. Loop Capital set a $105.00 target price on Robinhood Markets in a research report on Thursday, July 30th. Finally, Barclays lowered their target price on Robinhood Markets from $122.00 to $105.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th.

Key Headlines Impacting Robinhood Markets

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

• Positive Sentiment: Robinhood’s prediction-markets business is emerging as a significant growth engine. Event contracts generated $156 million in second-quarter 2026 revenue, supporting the view that the company is diversifying beyond traditional stock and cryptocurrency trading. Why Hedge Funds Prefer Robinhood Stock Over SoFi
• Positive Sentiment: The company received U.K. regulatory approval to provide cryptocurrency services. The expansion creates a potential international growth catalyst, although restricted permissions, competition and regulatory obligations may limit near-term revenue. Robinhood’s UK Crypto Push
• Positive Sentiment: Robinhood plans to list a fund that would allow retail investors to gain exposure to Y Combinator startups. The product could broaden the platform and attract customer assets, while its structure and access limitations remain considerations. Robinhood to List a Fund That Lets Anyone Back Y Combinator Startups
• Positive Sentiment: Robinhood’s latest quarterly results were strong: earnings beat expectations, revenue reached $1.31 billion, and sales grew 32.5% year over year. The company also received favorable commentary about its competitive platform. Lightning Round: Robinhood Has a Winning Site
• Neutral Sentiment: Coverage contrasting Robinhood with SoFi argues that investors and hedge funds increasingly prefer HOOD because of its faster-growing prediction-markets and platform businesses. However, the comparison also highlights how high expectations can cause strong operating results to be overlooked by Wall Street. Why Wall Street Keeps Ignoring SoFi’s Record Growth for Robinhood
• Negative Sentiment: Cantor Fitzgerald issued a pessimistic forecast for HOOD, adding pressure to a stock trading at a premium valuation following its substantial rally. Cantor Fitzgerald Issues Pessimistic Forecast
• Negative Sentiment: Director Daniel Martin Gallagher Jr. sold 10,000 shares for approximately $904,200. The sale was made under a pre-arranged Rule 10b5-1 plan and represents a relatively small reduction in his holdings, limiting its significance but still weighing modestly on sentiment. SEC Insider Transaction Filing

Robinhood Markets Price Performance

HOOD opened at $90.71 on Tuesday. Robinhood Markets has a fifty-two week low of $63.51 and a fifty-two week high of $153.86. The firm has a 50-day moving average of $99.19 and a 200 day moving average of $86.77. The company has a debt-to-equity ratio of 0.23, a quick ratio of 1.22 and a current ratio of 1.22. The firm has a market cap of $81.69 billion, a P/E ratio of 39.96, a PEG ratio of 1.82 and a beta of 2.35.

Robinhood Markets (NASDAQ:HOOD) last announced its quarterly earnings data on Wednesday, July 29th. The company reported $0.62 EPS for the quarter, topping the consensus estimate of $0.44 by $0.18. The business had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.29 billion. Robinhood Markets had a net margin of 42.01% and a return on equity of 22.43%. The company’s revenue for the quarter was up 32.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.42 earnings per share. On average, research analysts expect that Robinhood Markets will post 2.02 EPS for the current year.

Insider Activity

In other news, CEO Vladimir Tenev sold 375,000 shares of Robinhood Markets stock in a transaction on Monday, July 6th. The stock was sold at an average price of $116.17, for a total value of $43,563,750.00. Following the completion of the transaction, the chief executive officer directly owned 375,000 shares in the company, valued at approximately $43,563,750. The trade was a 50.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Meyer Malka bought 250,000 shares of Robinhood Markets stock in a transaction on Friday, June 5th. The shares were bought at an average cost of $80.74 per share, with a total value of $20,185,000.00. Following the acquisition, the director directly owned 3,924,427 shares in the company, valued at approximately $316,858,235.98. This represents a 6.80% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last three months, insiders have purchased 680,000 shares of company stock valued at $55,306,560 and have sold 631,263 shares valued at $66,929,157. Company insiders own 13.48% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of HOOD. Truist Financial Corp boosted its stake in shares of Robinhood Markets by 88.9% during the fourth quarter. Truist Financial Corp now owns 145,489 shares of the company’s stock valued at $16,455,000 after purchasing an additional 68,458 shares during the period. PNC Financial Services Group Inc. boosted its holdings in Robinhood Markets by 86.2% in the fourth quarter. PNC Financial Services Group Inc. now owns 100,849 shares of the company’s stock valued at $11,406,000 after acquiring an additional 46,688 shares in the last quarter. Nomura Asset Management Co. Ltd. increased its position in Robinhood Markets by 196.3% during the 4th 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 during the period. Teachers Retirement System of The State of Kentucky increased its position in Robinhood Markets by 100.0% during the 4th quarter. Teachers Retirement System of The State of Kentucky now owns 60,000 shares of the company’s stock valued at $6,786,000 after purchasing an additional 30,000 shares during the period. Finally, Swiss Life Asset Management Ltd raised its stake in Robinhood Markets by 107.8% in the fourth quarter. Swiss Life Asset Management Ltd now owns 272,604 shares of the company’s stock worth $30,832,000 after buying an additional 141,440 shares in the last quarter. 93.27% of the stock is owned by institutional investors.

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.