Robinhood Markets, Inc. (NASDAQ:HOOD) Receives $136.62 Consensus Price Target from Analysts

Shares of Robinhood Markets, Inc. (NASDAQ:HOOD) have been assigned a consensus recommendation of “Moderate Buy” from the twenty-five ratings firms that are covering the stock, MarketBeat reports. One analyst has rated the stock with a sell recommendation, eight have assigned a hold recommendation, fifteen have issued a buy recommendation and one has issued a strong buy recommendation on the company. The average 12-month target price among analysts that have updated their coverage on the stock in the last year is $136.6190.

A number of analysts have issued reports on HOOD shares. Compass Point reaffirmed a “buy” rating on shares of Robinhood Markets in a research note on Monday, October 27th. CICC Research initiated coverage on shares of Robinhood Markets in a research report on Monday, October 27th. They set an “outperform” rating and a $155.00 price objective for the company. Citizens Jmp boosted their target price on shares of Robinhood Markets from $170.00 to $180.00 and gave the company a “market outperform” rating in a report on Friday, November 7th. Piper Sandler reissued an “overweight” rating on shares of Robinhood Markets in a research note on Monday, January 5th. Finally, JMP Securities raised their price target on shares of Robinhood Markets from $130.00 to $170.00 and gave the stock a “market outperform” rating in a report on Thursday, October 9th.

Robinhood Markets News Roundup

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

• Positive Sentiment: Piper Sandler reaffirmed an Overweight rating and a $155 price target, calling Robinhood a top pick to capture Gen Z trading growth — a bullish institutional endorsement that supports higher valuation expectations. Robinhood (HOOD) Leads Gen Z Trading Boom, Piper Sandler Reaffirms Overweight
• Positive Sentiment: Multiple Wall Street firms are highlighting Robinhood’s upside tied to expanding prediction‑market products and broader consumer engagement, reinforcing buy-side interest. Wall Street Firms Tout Robinhood Markets, Inc. (HOOD) Prospects amid Prediction Market Opportunity
• Positive Sentiment: Robinhood is promoting seasonal/parlay offerings ahead of major football games — product marketing that can boost engagement and transaction revenue in the near term. Robinhood Announces Parlays Before NFL Conference, CFP Championship Games
• Neutral Sentiment: Longer-term take pieces argue that if markets stay bullish and Robinhood keeps rolling out products, growth could continue — useful context but not new catalyst. Where Will Robinhood Stock Be in 5 Years?
• Neutral Sentiment: Comparative financial write‑ups contrast Robinhood with peers, offering valuation and margin context for investors weighing relative exposure. Robinhood Markets (NASDAQ:HOOD) & Diamond Hill Investment Group (NASDAQ:DHIL) Financial Contrast
• Negative Sentiment: Coverage warns about prediction‑market regulatory and insider‑trading risks after high‑profile outcomes drew scrutiny — a potential headwind if regulators tighten oversight or impose restrictions. As Prediction Markets Grow in Popularity, Some Fear ‘Insider Trading.’ What’s Next?
• Negative Sentiment: Opinion and analysis pieces question whether HOOD is still a buy after its recent rally and highlight valuation risk — these narratives can pressure the stock as traders lock in gains. Robinhood Markets (HOOD) Stock: Is It Still a Buy After an Epic Rally?
• Negative Sentiment: Headline forecasts and “crash” narratives amplify downside sentiment and may drive short-term selling despite mixed fundamentals. Robinhood share price forecast as the crash continues

Insider Buying and Selling

In other news, CEO Vladimir Tenev sold 375,000 shares of the company’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. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CTO Jeffrey Tsvi Pinner sold 5,864 shares of the firm’s stock in a transaction dated Monday, January 5th. The stock was sold at an average price of $121.59, for a total value of $713,003.76. Following the sale, the chief technology officer directly owned 14,997 shares of the company’s stock, valued at $1,823,485.23. The trade was a 28.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 2,878,425 shares of company stock valued at $358,332,025. 19.95% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Robinhood Markets

A number of hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. grew its holdings in shares of Robinhood Markets by 24.9% in the third quarter. Vanguard Group Inc. now owns 94,437,054 shares of the company’s stock valued at $13,521,497,000 after purchasing an additional 18,824,923 shares in the last quarter. State Street Corp increased its position in shares of Robinhood Markets by 103.2% during the third quarter. State Street Corp now owns 32,246,155 shares of the company’s stock worth $4,617,004,000 after acquiring an additional 16,375,734 shares during the period. WCM Investment Management LLC raised its stake in shares of 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 valued at $1,081,910,000 after acquiring an additional 11,244,182 shares in the last quarter. Norges Bank purchased a new position in Robinhood Markets in the second quarter valued at $973,122,000. Finally, Kingstone Capital Partners Texas LLC purchased a new position in Robinhood Markets in the second quarter valued at $951,479,000. Hedge funds and other institutional investors own 93.27% of the company’s stock.

Robinhood Markets Price Performance

HOOD opened at $105.78 on Friday. The firm has a market capitalization of $95.12 billion, a price-to-earnings ratio of 43.89, a price-to-earnings-growth ratio of 1.73 and a beta of 2.44. The company’s 50 day simple moving average is $120.10 and its two-hundred day simple moving average is $119.59. Robinhood Markets has a 1-year low of $29.66 and a 1-year high of $153.86.

Robinhood Markets (NASDAQ:HOOD) last posted its quarterly earnings results on Wednesday, November 5th. The company reported $0.61 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.41 by $0.20. The business had revenue of $1.27 billion during the quarter, compared to analyst estimates of $1.15 billion. Robinhood Markets had a return on equity of 21.74% and a net margin of 52.19%.The business’s revenue was up 100.0% compared to the same quarter last year. During the same period in the prior year, the business earned $0.17 earnings per share. On average, equities analysts anticipate 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.