Morgan Stanley Raises Robinhood (HOOD) Q4 EPS Estimates on Surging Year-End Transaction Volumes

Group 1 - Robinhood Markets Inc. is recognized as one of the best performing stocks in the S&P 500 for 2025, with Morgan Stanley raising its price target to $147 from $146, maintaining an Equal Weight rating [1] - Truist initiated coverage of Robinhood with a Buy rating and a price target of $155 [2] - Morgan Stanley has increased its Q4 EPS estimates for Robinhood by an average of 5% due to strong transaction volumes in Q4 2025 [1][3] Group 2 - Robinhood has expanded its AI and prediction market capabilities, with prediction markets becoming the fastest-growing revenue stream, attracting over 1 million customers trading 11 billion contracts [3] - The launch of Robinhood Cortex, an AI-powered assistant for Gold subscribers, aims to enhance user experience by providing personalized insights and facilitating trades through plain-English commands [4] - The updated Robinhood Cortex experience is set to roll out in Q1 2026 for Gold members, who pay a subscription fee of $5 monthly or $50 annually [4] Group 3 - Robinhood operates a financial services platform in the US, enabling users to invest in various assets including stocks, ETFs, options, gold, and cryptocurrencies [5]