Robinhood Markets

HOOD · NASDAQ

$98.21+$1.69 (+1.75%)TodayMarket closed · Oct 20, 7:59 PM ET

Prev close $96.52

HOOD analyst rating

BuyConsensus of 27 analysts over the last 12 months. 85% rate it a buy.

Strong buy0
Buy23
Hold4
Underperform0
Sell0

12-month price target · 30 analysts

Average $135.09 (+37.6% upside)

Low: $55.59
Now: $98.21
High: $178.50

Upgrades and downgrades

The latest rating actions, newest first

HOOD analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Oct 20, 2026	Maintains	Neutral	$103.00 → $115.00	53%
Wells Fargo	Oct 14, 2026	Maintains	Equal-Weight	$125.00 → $120.00	63%
Truist Securities	Oct 13, 2026	Maintains	Buy	$130.00 → $134.00	57%
Evercore ISI Group	Oct 12, 2026	Initiates	Outperform	$130.00	33%
Morgan Stanley	Oct 9, 2026	Maintains	Overweight	$150.00 → $160.00	54%
Barclays	Oct 7, 2026	Maintains	Overweight	$105.00 → $132.00	57%
B of A Securities	Oct 5, 2026	Maintains	Buy	$140.00 → $156.00	55%
Wells Fargo	Oct 2, 2026	Initiates	Equal-Weight	$125.00	63%
Morgan Stanley	Sep 30, 2026	Maintains	Overweight	$150.00	54%
Deutsche Bank	Sep 30, 2026	Maintains	Buy	$134.00	61%

The case for and against

Updated Oct 14, 2026

Bull case

Robinhood Markets is well positioned because its business is broadening beyond speculative trading into a multi-product financial platform, with 13 product lines generating $100mm+ in annual revenue and a customer base whose median age of 36 supports long runway compounding as clients enter peak earning years. Its scale is also expanding quickly, with $322 billion in customer assets and 27 million active accounts at year-end 2025, while management and analysts are raising FY26 revenue by 5% and EPS to $2.21, citing record engagement and improving platform momentum. The upside case is further strengthened by Robinhood Chain and prediction markets, which add new revenue streams, deepen engagement, and could help sustain 20%+ long-term platform asset growth.

Bear case

Robinhood Markets is facing a fragile mix of cyclicality and execution risk, because even though 3Q26 transaction revenue is running well ahead of estimates on record equity, options, and event-contract volumes, the company’s core economics still depend on retail trading intensity and speculative engagement. The apparent strength is not fully reassuring, since July/August net deposits were underwhelming, lower net deposits per average customer point to softer funding quality, and much of the recent activity in Robinhood Chain came from speculative tokens rather than direct equity-linked trading. Its broader outlook is also pressured by intense competition, above-average regulatory and legal risk, and dependence on payment for order flow, while new products and international expansion may prove slower and more disruptive than expected.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.