Robinhood Markets (NASDAQ:HOOD) Raised to “Strong-Buy” at Cantor Fitzgerald

Robinhood Markets (NASDAQ:HOOD) was upgraded by investment analysts at Cantor Fitzgerald to a “strong-buy” rating in a research note issued to investors on Tuesday,Zacks.com reports.

Other research analysts also recently issued reports about the stock. Weiss Ratings reissued a “hold (c+)” rating on shares of Robinhood Markets in a research report on Monday, December 22nd. Truist Financial assumed coverage on Robinhood Markets in a report on Wednesday, December 17th. They set a “buy” rating and a $155.00 price target on the stock. Zacks Research cut Robinhood Markets from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 6th. Barclays decreased their price objective on Robinhood Markets from $171.00 to $159.00 and set an “overweight” rating for the company in a research report on Thursday, January 8th. Finally, Needham & Company LLC lowered their target price on Robinhood Markets from $145.00 to $135.00 and set a “buy” rating on the stock in a research note on Monday, December 29th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $136.62.

Robinhood Markets Stock Down 1.7%

HOOD opened at $103.40 on Tuesday. Robinhood Markets has a 52 week low of $29.66 and a 52 week high of $153.86. The business’s 50 day moving average is $118.29 and its two-hundred day moving average is $119.86. The firm has a market cap of $92.98 billion, a price-to-earnings ratio of 42.90, a price-to-earnings-growth ratio of 1.64 and a beta of 2.44.

Robinhood Markets (NASDAQ:HOOD) last announced its earnings results on Wednesday, November 5th. The company reported $0.61 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.41 by $0.20. The business had revenue of $1.27 billion for the quarter, compared to analyst estimates of $1.15 billion. Robinhood Markets had a net margin of 52.19% and a return on equity of 21.74%. The company’s revenue for the quarter was up 100.0% compared to the same quarter last year. During the same period last year, the firm posted $0.17 earnings per share. Equities analysts expect that Robinhood Markets will post 1.35 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, insider Daniel Martin Gallagher, Jr. sold 120,000 shares of Robinhood Markets stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $132.13, for a total value of $15,855,600.00. Following the sale, the insider directly owned 430,012 shares in the company, 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 filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Vladimir Tenev sold 375,000 shares of the 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 SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 2,878,425 shares of company stock worth $358,100,808. Company insiders own 19.95% of the company’s stock.

Hedge Funds Weigh In On Robinhood Markets

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. boosted its holdings in Robinhood Markets by 24.9% during the third quarter. Vanguard Group Inc. now owns 94,437,054 shares of the company’s stock worth $13,521,497,000 after buying an additional 18,824,923 shares in the last quarter. State Street Corp lifted its position in shares of Robinhood Markets by 103.2% during the 3rd quarter. State Street Corp now owns 32,246,155 shares of the company’s stock valued at $4,617,004,000 after acquiring an additional 16,375,734 shares during the period. Geode Capital Management LLC boosted its stake in shares of Robinhood Markets by 4.0% during the 2nd quarter. Geode Capital Management LLC now owns 13,176,539 shares of the company’s stock worth $1,233,840,000 after acquiring an additional 507,926 shares in the last quarter. WCM Investment Management LLC boosted its stake in shares of Robinhood Markets by 3,615.7% during the 2nd quarter. WCM Investment Management LLC now owns 11,555,160 shares of the company’s stock worth $1,081,910,000 after acquiring an additional 11,244,182 shares in the last quarter. Finally, Norges Bank acquired a new stake in shares of Robinhood Markets in the 2nd quarter worth approximately $973,122,000. 93.27% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Robinhood Markets

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

• Positive Sentiment: Needham reaffirmed a “buy” and set a $135 price target, signaling ~30% upside from current levels and supporting upside expectations from research coverage. Read More.
• Positive Sentiment: Cantor Fitzgerald upgraded HOOD to “strong-buy,” adding institutional momentum to the stock narrative and potentially attracting flow from model-driven funds. Read More.
• Positive Sentiment: Zacks publishes a favorable longer-term view — framing Robinhood’s evolution from discount broker to a broader fintech platform — which supports multiple growth levers (crypto, global expansion, new products). Read More.
• Neutral Sentiment: Analysts and commentaries note HOOD’s 105.6% one‑year gain; debate centers on whether current multiples already price in crypto tailwinds and expansion — watch guidance and margin cadence for validation. Read More.
• Neutral Sentiment: Comparative pieces (SCHW vs HOOD) highlight valuation and product differences — useful for relative‑value investors weighing Robinhood’s growth premium vs. incumbents. Read More.
• Neutral Sentiment: Wider market commentary (Nasdaq/AI themes) may lift growth‑oriented fintech names, including HOOD, but exposure depends on beta to tech and crypto performance. Read More.
• Neutral Sentiment: MarketBeat notes Capital One’s acquisition of Brex — Brex counts Robinhood as a customer — so shifts in corporate payments and bank consolidation could have mixed implications for Robinhood’s B2B relationships. Read More.
• Negative Sentiment: Robinhood was singled out in a Zacks piece noting it “fell more than the broader market,” underscoring short‑term volatility and investor sensitivity to news flow and trading volumes. Read More.
• Negative Sentiment: Insider selling: CTO Jeffrey Pinner sold 5,864 shares (~39% reduction of his holding), a disclosed SEC Form 4 that can create short‑term selling pressure or signal personal liquidity needs. Read More.

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.