My favorite part about Kalshi with sports…They’ve partnered with Robinhood.So I know my counter party is some random mfer from the middle of nowhere where spray n praying to hit a 2000x on their Robinhood appThey’re over there, fingers crossed hoping Tom Brady some how has a rushing touchdown today.&& I get to be the counter party.Not the house.It’s beautiful really. ...

Core Viewpoint - Robinhood Markets has demonstrated significant growth and is set to join the S&P 500, reflecting its strong market position and potential for future expansion [2][3][4]. Company Performance - Since its IPO in mid-2021, Robinhood's stock has increased by 237%, outperforming the S&P 500's 48% gain [3]. - Revenue has surged by 169%, while net income has skyrocketed by 1,440% despite challenges during the COVID-19 pandemic [3]. - In Q2, revenue grew 45% year over year to $989 million, with earnings per share (EPS) doubling to $0.42 [10]. - Transaction-based revenue increased by 65% to $539 million, contributing to a 34% rise in average revenue per user (ARPU) to $151 [10]. - The company's Rule of 40 score stands at 112%, indicating a healthy balance of revenue growth and profitability [10]. Growth Strategy - Robinhood's growth strategy includes expanding its trading platform to cover various asset classes, increasing user wallet share, and broadening its financial ecosystem with new features and services [9][11]. - The funded customer base has grown to 26.5 million, a 10% increase year over year, while premium tier subscribers surged by 76% [15]. Market Position and Analyst Sentiment - Wall Street remains optimistic about Robinhood, with 14 out of 23 analysts rating the stock as a buy or strong buy [12]. - The stock has increased by 497% over the past year, and analysts suggest further upside potential, with a price target of $160 indicating a 36% increase from current levels [12][13]. - Despite appearing expensive based on traditional valuation metrics, Robinhood's price/earnings-to-growth (PEG) ratio of 0.34 suggests it may be undervalued [13]. Financial Metrics - Total platform assets reached $279 billion, reflecting a 99% increase, while net deposits climbed 4% to $13.8 billion [15].

Earlier advances in software, cloud, and mobile capabilities forced nearly every business—from retail giants to steel manufacturers—to invest in digital transformation or risk obsolescence. Now, it’s AI’s turn. Companies are pumping billions of dollars into AI investments to keep pace with a rapidly changing technology that’s transforming the way business is done. Robinhood CEO Vlad Tenev told David Rubenstein this week on Bloomberg Wealth that the race to implement AI in business is a “huge platform shi ...

Core Insights - The article discusses Robinhood's strategic event, Hood Summit, aimed at engaging its most active retail traders and showcasing new platform features to retain and attract this valuable customer segment [3][5][19]. Group 1: Event Overview - Hood Summit is Robinhood's second annual conference designed for its most engaged customers, featuring activities like go-kart racing and a keynote address by CEO Vlad Tenev [5][6][17]. - The event attracted a diverse group of individual investors, including various age demographics and trading styles, highlighting the broad appeal of Robinhood's platform [2][4]. Group 2: Strategic Importance - Robinhood's focus on active traders is crucial for its business model, as these customers generate significant transaction-based revenue, which amounted to $539 million in Q2 2025 [20]. - The company aims to transition from being perceived as a platform for novice investors to one that caters to more advanced trading needs, introducing features like multiple accounts and futures trading [19][21]. Group 3: Customer Engagement - The event allowed Robinhood to gather feedback directly from users about desired platform features, reinforcing the company's commitment to customer-centric development [5][18]. - Active traders, who often start as novice investors, become more valuable over time, leading to increased engagement and revenue for Robinhood [20]. Group 4: Competitive Landscape - Robinhood faces competition from established brokerages like Charles Schwab and Fidelity, which offer more advanced trading tools that could attract sophisticated investors away from Robinhood [10][11][12]. - The introduction of new features is part of Robinhood's strategy to retain these valuable customers and enhance its market position [21].

Core Insights - Robinhood is focusing on retaining its most engaged customers by providing them with exclusive experiences, such as a VIP event in Las Vegas, highlighting their value to the company [1] Group 1 - The company is actively engaging its top customers to prevent attrition, indicating a strategic shift towards customer retention [1] - The VIP treatment offered to these customers underscores their importance in driving the company's growth and profitability [1] - This initiative reflects a broader trend in the industry where companies prioritize high-value customers to enhance loyalty and reduce churn [1]

This retail favorite is joining a major index.Shares of Robinhood Markets (HOOD -2.29%) soared this week, finishing up 13.6%. The jump comes as the S&P 500 and the Nasdaq-100 gained 1.6% and 1.9%, respectively.The online-trading platform and favorite of retail traders saw its shares soar this week following the official announcement of its inclusion in the S&P 500.Robinhood joins the S&P 500, replacing CaesarsThe company will officially join the S&P 500 index before markets open on Sept. 22, taking the plac ...

Greetings. I'm Sean Puit, Zach's equity strategist. Today, I'm going to be discussing whether it's time to buy, hold, or take profits in Robin Hood stock near all-time highs.So, as one of the most searched for companies on zaps. com, uh Robin Hood Markets stock, uh ticker symbol HOD, has skyrocketed a remarkable 215% in 2025, hitting a new all-time high of $123 in Wednesday's trading session this week. Uh so the extensive rally in Robin Hood stock has been attributed to a mix of strategic moves that have bo ...

Market Overview - The S&P 500 Index has increased by 12.5% year-to-date and 17% over the past six months, reaching an all-time high [1] - Despite strong market performance, investor sentiment remains bearish, with 49.5% of participants identifying as bears, 22.5% neutral, and only 28% bullish according to the AAII Sentiment Survey [1][5] Market Breadth - Major market indices are near all-time highs, but concerns have been raised that gains are driven by a few large tech stocks [2] - The NYSE New High-New Low indicator shows that new highs have consistently outnumbered new lows throughout August and September, indicating robust market breadth [2] Company News - Oracle's stock surged by 35% after announcing a contract backlog of $455 million [4] - Tesla shares rose following the chairman's statement that CEO Elon Musk is focused solely on the company [6] - OpenDoor's shares jumped approximately 80% after the announcement of a new CEO and investment [6] - Robinhood shares increased after being added to the S&P 500 Index, with the CEO announcing new products [6] - Nebius shares soared by 50% after securing a $17 billion data center deal with Microsoft [7] Upcoming Events - The Federal Reserve's interest-rate decision is anticipated next Wednesday, with markets expecting a high likelihood of a quarter-point cut [8] - The monthly options expiration is scheduled for next Friday [8] Summary - The week was marked by significant corporate news, particularly from Oracle, and a focus on the upcoming Fed interest-rate decision [9]

LIVE NOW: WEEKLY ROLLUPSome are calling the end of the bull market...But not when global liquidity sits at ATH.Meanwhile:- @HyperliquidX USDH Bidding War- @justinsuntron $100M+ in $WLFI frozen- Gary Gensler's suspicious deleted textsAlso @fundstrat and @saylor took a picture together.---TIMESTAMPS:0:00 Intro3:42 Markets35:35 Hyperliquid USDH Bidding War42:15 MegaETH Stablecoin47:30 Ronin and Upbeat Join OP Stack L250:56 Robinhood Joins S&P 50052:45 Gary Gensler’s Missing Texts56:36 Senate Clarity Act58:15 N ...

Core Insights - SoFi Technologies and Robinhood Markets are two rapidly growing fintech stocks with distinct business models and growth trajectories [1][4][6] - Robinhood has gained significant attention due to its meme stock status and innovative revenue model, while SoFi focuses on traditional banking services with a digital twist [4][6] Company Performance - Robinhood reported revenue of $989 million with a growth rate of 45%, and net income of $386 million, reflecting a 105% increase [9] - SoFi's revenue reached $855 million, growing at 43%, with net income of $97 million, showing a remarkable growth of 459% [9] - Membership for Robinhood increased by 10% to 26.5 million, while SoFi's membership grew by 34% to 11.7 million [9] Business Models - Robinhood operates on a payment for order flow model, generating revenue from market makers and offering services like cryptocurrency trading and Gold accounts [4][5][10] - SoFi provides a range of financial services, including lending and fee-based services, and aims to become a top-10 U.S. bank while expanding its offerings [6][11] Growth Strategies - Robinhood plans to introduce new services such as digital wallets and expand into new markets, indicating a long growth runway [10] - SoFi is focusing on cross-selling and upselling strategies, with its financial services segment showing significant revenue growth [11] Market Valuation - The market currently values Robinhood's growth potential more highly than SoFi's, despite SoFi being a smaller company with potential for more growth [12][13] - Robinhood's stock is trading at a premium, which may limit future growth potential, while SoFi's stock is considered more reasonably priced [15] Investment Considerations - Investors with a higher risk appetite may find Robinhood appealing due to its disruptive nature, while those seeking a more stable investment may prefer SoFi [16]