Robinhood Markets, Inc. (NASDAQ:HOOD) Receives $136.62 Average PT from Analysts

Robinhood Markets, Inc. (NASDAQ:HOOD) has been given a consensus rating of “Moderate Buy” by the twenty-five ratings firms that are currently covering the company, Marketbeat Ratings reports. One analyst has rated the stock with a sell rating, eight have issued a hold rating, fifteen have given a buy rating and one has given a strong buy rating to the company. The average 1 year target price among brokers that have covered the stock in the last year is $136.6190.

Several research firms recently issued reports on HOOD. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Robinhood Markets in a report on Monday, December 22nd. Citizens Jmp boosted their target price on shares of Robinhood Markets from $170.00 to $180.00 and gave the stock a “market outperform” rating in a research report on Friday, November 7th. JMP Securities increased their price target on shares of Robinhood Markets from $130.00 to $170.00 and gave the stock a “market outperform” rating in a research report on Thursday, October 9th. Cantor Fitzgerald decreased their price target on Robinhood Markets from $155.00 to $152.00 and set an “overweight” rating for the company in a research note on Thursday, December 11th. Finally, Bank of America cut their price objective on Robinhood Markets from $166.00 to $154.00 and set a “buy” rating on the stock in a research note on Wednesday, December 10th.

Robinhood Markets News Roundup

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

• Positive Sentiment: Traders saw a significant “Power Inflow” alert — an order?flow signal that often precedes buying activity and has driven short?term lifts in the stock. Robinhood Shares Rise 3% After Key Trading Signal
• Positive Sentiment: Brokerage consensus is constructive — HOOD recently received an average rating of “Moderate Buy,” which can support investor confidence and limit downside from short?term headlines. Robinhood Markets, Inc. (NASDAQ:HOOD) Receives Average Rating of “Moderate Buy” from Brokerages
• Positive Sentiment: Product strategy: Robinhood is emphasizing crypto staking as a key part of its 2026 crypto roadmap — a potential revenue diversification and monetization lever if execution and adoption follow. Robinhood Identifies Staking as the Cornerstone of Its 2026 Crypto Strategy
• Neutral Sentiment: CEO messaging highlights long?term themes (AI, innovation and broader retail investing growth), which support the narrative but are unlikely to move the stock near term versus regulatory news. AI won’t kill your job, but it will change what ‘real work’ means, Robinhood CEO says
• Neutral Sentiment: Upcoming earnings remain a headline risk/opportunity — previews and analyst estimates mean the next report could amplify moves in either direction. What you need to know ahead of Robinhood Markets’ earnings release
• Negative Sentiment: Regulatory risk: Momentum stalled on the CLARITY Act in the U.S. Senate, reigniting investor concern about crypto regulation and directly pressuring crypto?exposed brokers like Robinhood. That legislative uncertainty is the primary near?term negative. Robinhood stock is stuck in a bear market: will it rebound soon?
• Negative Sentiment: Market reaction: Crypto peers (e.g., Coinbase) and Robinhood both sold off after the Senate bill stalled, showing the sector correlation amplifies HOOD downside when regulatory progress stalls. Coinbase (COIN), Robinhood (HOOD) Tumble As Senate Crypto Bill Stalls: What It Means For Both Stocks

Robinhood Markets Stock Performance

Shares of NASDAQ HOOD opened at $108.74 on Friday. Robinhood Markets has a 1 year low of $29.66 and a 1 year high of $153.86. The stock’s 50-day simple moving average is $121.17 and its 200-day simple moving average is $119.41. The firm has a market cap of $97.78 billion, a price-to-earnings ratio of 45.12, a PEG ratio of 1.73 and a beta of 2.44.

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

Insider Transactions at Robinhood Markets

In other Robinhood Markets news, insider Daniel Martin Gallagher, Jr. sold 120,000 shares of Robinhood Markets stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $132.13, for a total value of $15,855,600.00. Following the completion of the transaction, the insider owned 430,012 shares of the company’s stock, valued at $56,817,485.56. The trade was a 21.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, insider Steven M. Quirk sold 49,942 shares of the stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $131.15, for a total transaction of $6,549,893.30. Following the sale, the insider directly owned 54,496 shares in the company, valued at $7,147,150.40. This trade represents a 47.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 3,296,763 shares of company stock valued at $414,016,996. Company insiders own 14.47% of the company’s stock.

Hedge Funds Weigh In On Robinhood Markets

A number of hedge funds and other institutional investors have recently bought and sold shares of HOOD. Vanguard Group Inc. raised its position in shares of Robinhood Markets by 24.9% during the 3rd quarter. Vanguard Group Inc. now owns 94,437,054 shares of the company’s stock worth $13,521,497,000 after purchasing an additional 18,824,923 shares during the period. State Street Corp grew its stake in Robinhood Markets by 103.2% during the 3rd quarter. State Street Corp now owns 32,246,155 shares of the company’s stock worth $4,617,004,000 after buying an additional 16,375,734 shares during the last quarter. WCM Investment Management LLC increased its position in Robinhood Markets by 3,615.7% in the second quarter. WCM Investment Management LLC now owns 11,555,160 shares of the company’s stock worth $1,081,910,000 after buying an additional 11,244,182 shares during the period. Norges Bank bought a new position in shares of Robinhood Markets during the second quarter worth about $973,122,000. Finally, Kingstone Capital Partners Texas LLC acquired a new stake in shares of Robinhood Markets in the 2nd quarter worth about $951,479,000. 93.27% of the stock is currently owned by institutional investors and hedge funds.

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.