Update shared on11 Sep 2025
Fair value Increased 1.68%Analysts raised Robinhood's price target to $114.99, citing accelerated product innovation, strong financial results, and expanding market opportunity across trading and digital assets as key drivers of upside.
Analyst Commentary
- Bullish analysts cite Robinhood’s accelerated product innovation, including the introduction of short selling, futures trading, social trading features, advanced AI tools, and enhanced charting/screening, as major drivers of active trader engagement and expanded wallet share.
- Product launches at global events, such as the crypto user event in France and HOOD Summit, have demonstrated rapid feature rollout, geographic expansion in the EU, and new products like U.S. stock tokens and perpetual futures, substantially broadening Robinhood’s addressable market.
- Strong recent financial results, including substantial earnings beats, EBITDA margin expansion, and the achievement of multiple business segments surpassing $100M in annualized revenue, underpin many price target increases.
- A favorable regulatory outlook for digital assets, with potential near-term legislation, is seen by analysts as unlocking new growth, broadening user participation, and supporting engagement among crypto traders.
- Bullish analysts highlight Robinhood’s significant remaining market share opportunities in both trading and wealth management, aided by a diversified equities-crypto-financial services model and relentless focus on user experience and product velocity.
What's in the News
- Robinhood, along with Klarna and Gemini, urged the Trump administration to prevent U.S. banks like JPMorgan and PNC from imposing data access fees, warning these could hinder fintech innovation and hurt small businesses (Bloomberg, Aug 15, 2025).
- BofA analyst Craig Siegenthaler raised Robinhood's price target to $119 from $112, citing a 40% earnings beat in Q2 driven by stronger sales and effective expense management, and reaffirmed a Buy rating (Aug 3, 2025).
- Robinhood faces potential new competition as Coinbase seeks SEC approval to offer 'tokenized equities,' potentially enabling blockchain-based stock trading and positioning Coinbase against retail brokers like Robinhood and Charles Schwab (Reuters, Jun 18, 2025).
Valuation Changes
Summary of Valuation Changes for Robinhood Markets
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $113.09 to $114.99.
- The Future P/E for Robinhood Markets remained effectively unchanged, moving only marginally from 71.45x to 72.23x.
- The Consensus Revenue Growth forecasts for Robinhood Markets remained effectively unchanged, at 14.0% per annum.
Disclaimer
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