Robinhood Markets, Inc. (NASDAQ:HOOD) Receives Consensus Rating of “Moderate Buy” from Brokerages

Robinhood Markets, Inc. (NASDAQ:HOOD) has earned an average recommendation of “Moderate Buy” from the twenty-four analysts that are presently covering the firm, MarketBeat reports. One investment analyst has rated the stock with a sell recommendation, six have issued a hold recommendation and seventeen have given a buy recommendation to the company. The average twelve-month price target among analysts that have covered the stock in the last year is $121.7273.

Several research firms have commented on HOOD. KeyCorp decreased their price objective on shares of Robinhood Markets from $160.00 to $130.00 and set an “overweight” rating for the company in a research note on Monday, February 9th. Truist Financial reduced their target price on Robinhood Markets from $130.00 to $120.00 and set a “buy” rating for the company in a report on Thursday, February 12th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Robinhood Markets in a research report on Monday, December 22nd. Argus began coverage on Robinhood Markets in a report on Friday, January 9th. They set a “buy” rating and a $145.00 price target on the stock. Finally, Barclays cut their price objective on Robinhood Markets from $159.00 to $124.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 11th.

Robinhood Markets News Roundup

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

• Positive Sentiment: Banking unit momentum — Robinhood’s banking arm surpassed $1 billion in customer deposits and 65k customers, strengthening core funding, deposit income potential and cross‑sell opportunities. Robinhood banking unit crosses $1 bln in deposits, 65k customers, CEO Tenev says
• Positive Sentiment: Lower short interest — February short interest fell ~12.8% to ~30.13M shares (about 4.2% of shares), cutting a common near‑term selling pressure vector and reducing days‑to‑cover to ~1.2. (Data release)
• Positive Sentiment: Product & revenue diversification — Robinhood is expanding beyond trading (venture fund, premium Platinum card) and scaling prediction‑market products that management says are already meaningful, which supports revenue multiple expansion if adoption continues. Robinhood Broadens Beyond Trading With Venture Fund And Platinum Card
• Positive Sentiment: Prediction‑market sales traction — coverage notes prediction markets are already annualizing at material levels (reported ~$435M annualized in recent commentary), giving a new high‑growth revenue stream inside an already profitable platform.
• Neutral Sentiment: Analyst backdrop & technicals — some analysts see >50% upside to ~ $120 consensus targets and the stock is described as consolidating after a large 2026 drawdown; this sets a narrative of upside if execution holds. Robinhood Markets, Inc. (HOOD) Aims to Become a “Financial Super App” with 20%+ Growth
• Neutral Sentiment: Industry attention & framing — multiple market pieces are positioning Robinhood as part of broader themes (AI, prediction markets, “super app”), which can attract long‑only thematic flows but also increase scrutiny. (Investor press coverage)
• Negative Sentiment: Regulatory/legal risk on prediction markets — CEO commentary about turning Robinhood into a prediction‑markets “super app” has reignited debate over whether prediction contracts cross into gambling; former public officials have warned of state‑level legal challenges, which could slow rollouts or increase compliance costs. Robinhood’s CEO Has A ‘Super App’ Vision For Prediction Markets

Robinhood Markets Trading Up 0.2%

Shares of NASDAQ:HOOD opened at $78.69 on Friday. The stock has a market cap of $70.85 billion, a PE ratio of 38.20, a price-to-earnings-growth ratio of 1.77 and a beta of 2.47. The stock’s fifty day simple moving average is $92.91 and its two-hundred day simple moving average is $114.26. Robinhood Markets has a 1-year low of $29.66 and a 1-year high of $153.86.

Robinhood Markets (NASDAQ:HOOD) last announced its earnings results 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 net margin of 42.10% and a return on equity of 22.32%. The company had revenue of $1.28 billion during the quarter, compared to the consensus estimate of $1.32 billion. During the same quarter in the prior year, the company posted $1.01 earnings per share. The firm’s revenue for the quarter was up 26.5% on a year-over-year basis. On average, sell-side analysts forecast that Robinhood Markets will post 1.35 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, insider Steven M. Quirk sold 52,540 shares of the firm’s stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $87.81, for a total transaction of $4,613,537.40. Following the completion of the sale, the insider owned 27,564 shares in the company, valued at approximately $2,420,394.84. This trade represents a 65.59% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Daniel Martin Gallagher, Jr. sold 10,000 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $75.49, for a total transaction of $754,900.00. Following the completion of the transaction, the insider owned 452,849 shares in the company, valued at approximately $34,185,571.01. The trade was a 2.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 475,132 shares of company stock valued at $55,127,149. 14.47% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Hantz Financial Services Inc. raised its holdings in shares of Robinhood Markets by 120.3% in the 2nd quarter. Hantz Financial Services Inc. now owns 271 shares of the company’s stock worth $25,000 after purchasing an additional 148 shares during the period. Valley National Advisers Inc. increased its position in Robinhood Markets by 113.6% in the third quarter. Valley National Advisers Inc. now owns 188 shares of the company’s stock worth $26,000 after buying an additional 100 shares during the last quarter. Sound Income Strategies LLC increased its position in Robinhood Markets by 152.6% in the fourth quarter. Sound Income Strategies LLC now owns 240 shares of the company’s stock worth $26,000 after buying an additional 145 shares during the last quarter. CYBER HORNET ETFs LLC raised its stake in shares of Robinhood Markets by 527.8% in the fourth quarter. CYBER HORNET ETFs LLC now owns 226 shares of the company’s stock valued at $26,000 after buying an additional 190 shares during the period. Finally, Golden State Wealth Management LLC raised its stake in shares of Robinhood Markets by 107.6% in the third quarter. Golden State Wealth Management LLC now owns 191 shares of the company’s stock valued at $27,000 after buying an additional 99 shares during the period. 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.