Robinhood Markets (HOOD) has become one of the market's best-performing stocks of the year, thanks to strong trading revenues, fantastic growth from its Robinhood Gold subscription service, and a surprising addition to the S&P 500. But after an impressive 288.6% year-to-date run, tech analysts at BTIG argue there might be an even better bet: its biggest crypto competitor, Coinbase Global (COIN) . Last week, BTIG initiated coverage of the crypto exchange with a buy rating and a $410 price target, creditin ...

Key Points Robinhood's customer accounts rose 10% in Q2 to 26.5 million. The company's average revenue per user surged 34% higher. The stock is trading at a premium at a time when troubling signs are on the economic horizon. 10 stocks we like better than Robinhood Markets › Robinhood (NASDAQ: HOOD) stock has rocketed higher over the past several years as the company continues to add new customers, expand its financial services offerings, and grow its top and bottom lines. The result is that the fi ...

Key Points Robinhood was added to the S&P 500 in September. The brokerage keeps gaining market share in the financial services space. Robinhood stock looks expensive right now. 10 stocks we like better than Robinhood Markets › Shares of Robinhood Markets (NASDAQ: HOOD) shot up 37% last month, according to data from S&P Global Market Intelligence. The stock trading and financial services platform was added to the S&P 500 (SNPINDEX: ^GSPC). It also keeps posting impressive growth with new customer ...

MENLO PARK, Calif., Oct. 01, 2025 (GLOBE NEWSWIRE) -- Today, Robinhood Markets, Inc. (“Robinhood”) (NASDAQ: HOOD) announced that it will release its third quarter 2025 financial results on Wednesday, November 5, 2025, after market close. Robinhood will host a video call to discuss its results at 2:00 PM PT / 5:00 PM ET on the same day. The video call and supporting materials will be available at investors.robinhood.com. The event will also be live streamed to YouTube and X.com via Robinhood’s official chann ...

Core Viewpoint - The Federal Reserve's interest rate cut is expected to have mixed effects on Robinhood Markets, potentially reducing income from idle cash while increasing trading activity from retail investors chasing volatility [1] Group 1: Market Performance and Valuation - Robinhood's stock is currently trading around $136.72, with a market value of $82.6 billion and a price-to-earnings multiple of approximately 46 times trailing earnings, a significant increase from sub-$10 lows two years ago [2] - The company's inclusion in the S&P 500 on September 22 has driven a nearly 16% spike in stock price, as passive funds are now required to hold the stock [3] Group 2: Financial Performance - In the second quarter, Robinhood reported a 45% year-on-year revenue increase to $989 million, with net income of $386 million and earnings per share of $0.42, surpassing Wall Street expectations [5] - The company has achieved seven consecutive GAAP-positive quarters, demonstrating consistent profitability and a shift from its previous reputation as a loss-making disruptor [4] Group 3: Business Model Innovations - Robinhood Gold, the paid membership tier, has over 3.5 million subscribers, providing higher yields on idle cash and lower margin rates, contributing to customer retention [6] - The launch of the Gold Card, offering cashback rewards, has attracted over 300,000 users, enhancing customer engagement within Robinhood's ecosystem [7] Group 4: New Market Opportunities - Robinhood has partnered with Kalshi to offer prediction markets, allowing users to trade contracts on various events, which has seen over four billion contracts traded historically, with two billion in the third quarter alone [8][9] - The company is expanding internationally, launching tokenized versions of over 400 U.S. stocks and ETFs in the EU, and preparing a fee-free Stocks & Shares ISA in the UK [12][13] Group 5: Competitive Positioning - Robinhood's assets under custody have increased to $279 billion, with funded accounts rising to 26.5 million, reflecting a 10% growth [16] - The company differentiates itself by being the most retail-friendly mobile ecosystem, focusing on customer engagement through multiple revenue streams [18] Group 6: Regulatory Environment - An SEC investigation into Robinhood Crypto was closed with no action, alleviating a significant regulatory risk [14] - However, the company faces ongoing scrutiny regarding its reliance on payment for order flow, which could be impacted by potential regulatory changes [15]

Key Takeaways Lower rates could cut Robinhood's net interest revenue by $40M per quarter.Trading volumes in stocks, options and crypto may rise as investors shift from bonds.Bitstamp acquisition, tokenized assets and Gold subscriptions diversify revenues.The Federal Reserve’s rate-cut cycle presents both challenges and opportunities for Robinhood Markets (HOOD) . While lower interest rates will weigh on net interest revenues (NIR), rising retail trading activity and new revenue streams are expected to provi ...

Key Points Robinhood stock now has a market cap of $100 billion and is up more than 400% in the past year. It's growing revenue per existing customer at a rapid rate. The stock's future performance will depend on how the broad market performs in the next five years. 10 stocks we like better than Robinhood Markets › Robinhood Markets (NASDAQ: HOOD) is now one of the largest financial services companies in the world. Saying that a decade ago would have sounded absurd. Yet, today, the discount brok ...

Robinhood Markets, Inc. (NASDAQ:HOOD) ranks among the hot stocks to invest in right now. On September 9, Bernstein SocGen Group reiterated an Outperform rating and a $160 price target for Robinhood Markets, Inc. (NASDAQ:HOOD). The reaffirmation follows Robinhood’s inclusion in the S&P 500 index, which marked a major turning point for the company that started as a retail trading platform but has since developed into what Bernstein refers to as “a financial services market leader for the new generation.” A ...

A newcomer to America's most-watched index is now its top-performing stock of the year. Robinhood Markets  (HOOD) , which joined the index on Sept. 22, is now the index's top year-to-date performer. Up 219% this year, the brokerage app now sits atop the S&P 500's year-to-date performers, surpassing Seagate Technology  (STX,)  which recently took the throne from one-time index leader Palantir Technologies  (PLTR) . Those two firms are up 164% and 142.7% year-to-date respectively; now the second and fourth- ...

Core Viewpoint - The online brokerage firm Robinhood is expected to benefit from the recent Federal Reserve interest rate cuts, which will likely lead to increased trading activity and revenue growth as investors shift towards riskier assets [2][3]. Group 1: Impact of Lower Interest Rates - Lower interest rates will reduce the value of idle cash, prompting investors to buy more growth stocks, dividend stocks, and cryptocurrencies on Robinhood, leading to increased trading volumes [5]. - Cryptocurrency trades on Robinhood accounted for 37% of its transaction revenue and 22% of total revenue in the first half of 2025, with significant year-over-year growth in trading revenue [6][7]. - Lower lending costs from the Fed's rate cuts are expected to spur more margin loans and active trades on Robinhood, boosting total transaction revenues [9][10]. Group 2: Subscription Growth and Revenue - Robinhood's Gold tier subscription, which offers various benefits for a monthly fee, saw a 76% year-over-year growth in subscribers, reaching 3.5 million, and subscription revenue surged 67% year-over-year to $82 million [11][12]. - The growth in Gold subscriptions could reduce the firm's dependence on more volatile trading and interest revenues [12]. Group 3: Overall Growth and Valuation - From 2020 to 2024, Robinhood doubled its funded customer base from 12.5 million to 25.2 million, with assets under custody tripling from $63 billion to $193 billion, and revenue growing at a CAGR of 32.5% [13]. - Analysts project Robinhood's revenue and adjusted EBITDA to grow at CAGRs of 22% and 30% respectively from 2024 to 2027, with an enterprise value of $108.6 billion [14]. - The recent rate cuts could drive investors to pay higher premiums for quality stocks, potentially pushing Robinhood's stock price higher despite its previous 440% rally over the past year [15].