Robinhood Markets (NASDAQ:HOOD) Given New $135.00 Price Target at Piper Sandler

Robinhood Markets (NASDAQ:HOOD) had its price target decreased by Piper Sandler from $155.00 to $135.00 in a research note released on Wednesday,Benzinga reports. Piper Sandler currently has an overweight rating on the stock.

Other equities research analysts also recently issued reports about the company. KeyCorp decreased their price objective on Robinhood Markets from $160.00 to $130.00 and set an “overweight” rating on the stock in a research report on Monday. Dbs Bank raised shares of Robinhood Markets to a “moderate buy” rating in a research note on Wednesday, November 12th. Loop Capital set a $130.00 target price on Robinhood Markets in a research report on Monday. Barclays cut their target price on shares of Robinhood Markets from $159.00 to $124.00 and set an “overweight” rating on the stock in a research note on Wednesday. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Robinhood Markets in a research note on Monday, December 22nd. Eighteen research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $126.95.

Robinhood Markets Stock Down 9.4%

NASDAQ:HOOD traded down $7.31 during midday trading on Wednesday, hitting $70.66. The company had a trading volume of 21,480,326 shares, compared to its average volume of 29,846,713. The stock’s fifty day moving average price is $111.33 and its 200-day moving average price is $118.68. Robinhood Markets has a 52-week low of $29.66 and a 52-week high of $153.86. The company has a market capitalization of $63.54 billion, a PE ratio of 34.66, a P/E/G ratio of 1.32 and a beta of 2.43.

Robinhood Markets (NASDAQ:HOOD) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $0.66 EPS for the quarter, beating the consensus estimate of $0.63 by $0.03. Robinhood Markets had a return on equity of 22.97% and a net margin of 42.10%.The firm had revenue of $1.28 billion for the quarter, compared to analyst estimates of $1.32 billion. During the same period in the prior year, the company earned $1.01 EPS. The company’s revenue was up 26.5% on a year-over-year basis. As a group, research analysts forecast that Robinhood Markets will post 1.35 earnings per share for the current year.

Insiders Place Their Bets

In other Robinhood Markets news, CTO Jeffrey Tsvi Pinner sold 5,864 shares of the firm’s stock in a transaction that occurred 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 sale, the chief technology officer owned 9,133 shares of the company’s stock, valued at $981,614.84. This trade represents a 39.10% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider Daniel Martin Gallagher, Jr. sold 10,000 shares of Robinhood Markets stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $87.07, for a total value of $870,700.00. Following the completion of the transaction, the insider directly owned 393,612 shares in the company, valued at approximately $34,271,796.84. This represents a 2.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,537,615 shares of company stock worth $182,272,702 in the last 90 days. 14.47% of the stock is owned by company insiders.

Institutional Trading of Robinhood Markets

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Empowered Funds LLC raised its position in shares of Robinhood Markets by 46.7% during the first quarter. Empowered Funds LLC now owns 49,870 shares of the company’s stock valued at $2,076,000 after buying an additional 15,885 shares during the last quarter. Aberdeen Group plc increased its stake in Robinhood Markets by 51.8% during the second quarter. Aberdeen Group plc now owns 27,895 shares of the company’s stock valued at $2,612,000 after acquiring an additional 9,520 shares during the period. Apollon Wealth Management LLC bought a new stake in shares of Robinhood Markets in the 2nd quarter worth approximately $1,017,000. Yousif Capital Management LLC grew its holdings in shares of Robinhood Markets by 8.3% during the 2nd quarter. Yousif Capital Management LLC now owns 9,473 shares of the company’s stock worth $887,000 after purchasing an additional 725 shares in the last quarter. Finally, Sequoia Financial Advisors LLC increased its position in shares of Robinhood Markets by 36.4% during the second quarter. Sequoia Financial Advisors LLC now owns 14,226 shares of the company’s stock valued at $1,332,000 after purchasing an additional 3,800 shares during the period. 93.27% of the stock is currently owned by institutional investors and hedge funds.

More Robinhood Markets News

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

• Positive Sentiment: Solid operating results: Robinhood posted record 2025 revenue ($4.5B) and Q4 revenue of $1.28B, beat EPS estimates ($0.66 vs $0.63) and reported strong net deposits and growth in Gold subscribers — metrics that support long-term monetization. Robinhood Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Product expansion & product-velocity thesis: Management emphasized prediction markets (record event-contract volumes), a JV to acquire MIAXdx (Rothera) and international rollouts — initiatives management says will drive future revenue diversification. Robinhood outlines path to $1T in platform assets
• Positive Sentiment: Institutional buying signal: ARK Invest added roughly $34M of HOOD earlier in January, signaling some long‑term investor conviction despite recent volatility. ARK buys HOOD stock worth $34M
• Neutral Sentiment: CFO transition & expense plan: New CFO Shiv Verma takes the role; management expects 2026 adjusted operating expenses & SBC to grow ~18% at midpoint as it funds product expansion — a deliberate tradeoff between growth and near-term cost pressure. Press release (CFO transition & outlook)
• Neutral Sentiment: Mixed analyst responses: Several firms trimmed price targets (Goldman Sachs, Piper Sandler, Barclays, Needham) but many maintain buy/overweight ratings and elevated targets — signaling disagreement on timing vs. longer-term upside. Analyst moves summary (Benzinga)
• Negative Sentiment: Crypto revenue collapse weighed on sentiment: Crypto revenue fell ~38% YoY in Q4, driving a revenue miss vs. Street estimates and triggering selling pressure given HOOD’s exposure to crypto volumes/volatility. Crypto revenue collapse coverage
• Negative Sentiment: Revenue short of consensus and stock reaction: The $1.28B Q4 revenue came below consensus (~$1.32B), prompting downward stock pressure despite earnings beat; media/market commentary highlighted the miss. Earnings recap & call
• Negative Sentiment: Significant insider selling and volatile valuation: Recent data show heavy insider share sales (disclosed via Quiver/filings) and a high beta; both increase downside risk if market sentiment remains weak. Quiver/summary (insider & metrics)

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.