Robinhood Markets (NASDAQ:HOOD) Earns Buy Rating from BTIG Research

Robinhood Markets (NASDAQ:HOOD)‘s stock had its “buy” rating reaffirmed by equities researchers at BTIG Research in a research note issued to investors on Thursday,Benzinga reports. They presently have a $125.00 price target on the stock. BTIG Research’s target price suggests a potential upside of 39.14% from the company’s current price.

Other equities research analysts have also issued research reports about the company. Mizuho boosted their price objective on Robinhood Markets from $115.00 to $130.00 and gave the stock an “outperform” rating in a research report on Thursday, July 2nd. Sanford C. Bernstein lifted their price target on shares of Robinhood Markets from $130.00 to $160.00 and gave the stock an “outperform” rating in a report on Monday, July 20th. Truist Financial cut their target price on Robinhood Markets from $120.00 to $100.00 and set a “buy” rating on the stock in a report on Monday, April 13th. KeyCorp lifted their price objective on Robinhood Markets from $100.00 to $125.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 22nd. Finally, Argus increased their target price on shares of Robinhood Markets from $90.00 to $110.00 and gave the company a “buy” rating in a research report on Wednesday, June 17th. Twenty-one equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $121.13.

Robinhood Markets Price Performance

Shares of NASDAQ:HOOD opened at $89.84 on Thursday. The company’s 50 day simple moving average is $97.55 and its 200 day simple moving average is $87.84. Robinhood Markets has a 1 year low of $63.51 and a 1 year high of $153.86. The stock has a market capitalization of $80.90 billion, a price-to-earnings ratio of 43.40, a price-to-earnings-growth ratio of 1.87 and a beta of 2.33.

Robinhood Markets (NASDAQ:HOOD) last posted its quarterly earnings results on Wednesday, July 29th. The company reported $0.62 EPS for the quarter, topping analysts’ consensus estimates of $0.44 by $0.18. The company had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.29 billion. Robinhood Markets had a return on equity of 21.39% and a net margin of 41.12%.Robinhood Markets’s revenue was up 32.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.42 EPS. As a group, analysts anticipate that Robinhood Markets will post 1.95 EPS for the current fiscal year.

Insider Activity

In related news, Director Baiju Bhatt sold 67,422 shares of Robinhood Markets stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $75.38, for a total value of $5,082,270.36. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Steven M. Quirk sold 19,377 shares of the business’s stock in a transaction dated Thursday, July 2nd. The stock was sold at an average price of $119.96, for a total transaction of $2,324,464.92. Following the sale, the insider directly owned 62,612 shares of the company’s stock, valued at approximately $7,510,935.52. The trade was a 23.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have acquired 680,000 shares of company stock valued at $55,306,560 and have sold 631,263 shares valued at $66,793,857. 13.48% of the stock is currently owned by company insiders.

Institutional Trading of Robinhood Markets

Several institutional investors have recently made changes to their positions in the company. Empowered Funds LLC boosted its holdings in Robinhood Markets by 46.7% during the first quarter. Empowered Funds LLC now owns 49,870 shares of the company’s stock worth $2,076,000 after purchasing an additional 15,885 shares during the last quarter. Arrowstreet Capital Limited Partnership bought a new stake in Robinhood Markets during the second quarter worth $5,105,000. Federated Hermes Inc. grew its stake in Robinhood Markets by 106.2% in the 2nd quarter. Federated Hermes Inc. now owns 63,957 shares of the company’s stock valued at $5,988,000 after purchasing an additional 32,933 shares during the period. NewEdge Advisors LLC raised its stake in shares of Robinhood Markets by 19.1% during the 2nd quarter. NewEdge Advisors LLC now owns 89,676 shares of the company’s stock worth $8,396,000 after purchasing an additional 14,356 shares during the period. Finally, Nebula Research & Development LLC bought a new position in Robinhood Markets during the second quarter valued at about $1,316,000. Institutional investors own 93.27% of the company’s stock.

More Robinhood Markets News

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

• Positive Sentiment: Robinhood reported record second-quarter revenue of $1.31 billion, up 32% year over year, while diluted EPS rose 48% to $0.62, exceeding the $0.44 analyst consensus. Strong market volatility and increased trading activity helped lift profitability. Robinhood quarterly profit rises on strong trading activity
• Positive Sentiment: Operating momentum extended beyond trading: net deposits reached a record $22 billion, Robinhood Gold subscribers climbed to 4.8 million, and 13 business lines now generate at least $100 million in annualized revenue. These metrics support greater diversification and operating leverage. Robinhood Reports Second Quarter 2026 Results
• Positive Sentiment: The company’s prediction-market business is reportedly surging, providing a potential new source of transaction revenue as Robinhood expands beyond its traditional brokerage model. Robinhood CFO details surging prediction market business
• Neutral Sentiment: CEO Vlad Tenev called the Trump administration crypto-friendly but said durable regulatory clarity is needed. The proposed Clarity Act could support long-term crypto expansion, but legislation and implementation remain uncertain. Robinhood CEO discusses crypto regulation
• Negative Sentiment: Despite the earnings beat, one analysis argued that slowing revenue growth and a projected 2028 P/E of roughly 31 leave HOOD too expensive. With a beta of 2.33, the stock remains particularly sensitive to changing growth expectations. Robinhood Still Not a Buy
• Negative Sentiment: Director Baiju Bhatt sold about $4.7 million of HOOD shares under a pre-arranged Rule 10b5-1 plan. The planned nature limits the signal, but the transaction may still weigh on investor sentiment.

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.