Robinhood Markets (NASDAQ:HOOD) Stock Gets Price Target Boost from Morgan Stanley

Posted by Geri Gentry on Oct 9th, 2026

Robinhood Markets (NASDAQ:HOOD – Get Free Report) had its price target raised by equities research analysts at Morgan Stanley from $150.00 to $160.00 in a report released on Friday, Benzinga reports. The firm currently has an “overweight” rating on the stock. Morgan Stanley’s price target suggests a potential upside of 49.52% from the company’s previous close.

A number of other research firms have also weighed in on HOOD. The Goldman Sachs Group upped their price objective on Robinhood Markets from $124.00 to $142.00 and gave the stock a “buy” rating in a research report on Tuesday, September 8th. Raymond James Financial reissued a “market perform” rating on shares of Robinhood Markets in a research note on Monday. Loop Capital set a $135.00 price target on Robinhood Markets in a research report on Tuesday, September 29th. Scotiabank initiated coverage on shares of Robinhood Markets in a research note on Wednesday, September 2nd. They set a “sector outperform” rating and a $136.00 target price on the stock. Finally, Keefe, Bruyette & Woods lifted their price target on shares of Robinhood Markets from $100.00 to $115.00 and gave the stock a “market perform” rating in a research note on Tuesday, September 29th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $134.12.

Check Out Our Latest Analysis on Robinhood Markets

Robinhood Markets Stock Performance

Shares of Robinhood Markets stock opened at $107.01 on Friday. The stock has a market capitalization of $96.21 billion, a price-to-earnings ratio of 47.14, a price-to-earnings-growth ratio of 2.14 and a beta of 2.35. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.22 and a quick ratio of 1.22. The business has a 50-day moving average of $107.50 and a 200 day moving average of $94.88. Robinhood Markets has a 12 month low of $63.51 and a 12 month high of $153.56.

Robinhood Markets (NASDAQ:HOOD – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The company reported $0.62 earnings per share for the quarter, beating analysts’ consensus estimates of $0.44 by $0.18. The firm had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.29 billion. Robinhood Markets had a net margin of 42.01% and a return on equity of 22.43%. The business’s quarterly revenue was up 32.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.42 earnings per share. As a group, sell-side analysts forecast that Robinhood Markets will post 2.14 earnings per share for the current year.

Insider Buying and Selling at Robinhood Markets

In other news, Director Baiju Bhatt sold 43,373 shares of Robinhood Markets stock in a transaction dated Thursday, September 10th. The stock was sold at an average price of $114.28, for a total transaction of $4,956,666.44. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Shiv Verma sold 11,472 shares of the business’s stock in a transaction dated Tuesday, September 15th. The shares were sold at an average price of $110.42, for a total value of $1,266,738.24. Following the completion of the sale, the chief financial officer directly owned 56,858 shares of the company’s stock, valued at $6,278,260.36. The trade was a 16.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 1,089,658 shares of company stock valued at $127,966,018. 13.48% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of HOOD. State Street Corp lifted its holdings in shares of Robinhood Markets by 2.7% during the fourth quarter. State Street Corp now owns 33,121,452 shares of the company’s stock worth $3,746,036,000 after purchasing an additional 875,297 shares during the period. Sumitomo Mitsui Trust Group Inc. raised its position in Robinhood Markets by 10.2% during the 1st quarter. Sumitomo Mitsui Trust Group Inc. now owns 6,812,999 shares of the company’s stock worth $472,141,000 after buying an additional 632,403 shares during the last quarter. Amundi raised its position in Robinhood Markets by 89.0% during the 1st quarter. Amundi now owns 6,385,232 shares of the company’s stock worth $442,497,000 after buying an additional 3,007,103 shares during the last quarter. Amova Asset Management Americas Inc. lifted its stake in shares of Robinhood Markets by 15.0% in the 1st quarter. Amova Asset Management Americas Inc. now owns 5,240,796 shares of the company’s stock worth $362,925,000 after acquiring an additional 685,041 shares during the period. Finally, Renaissance Technologies LLC lifted its stake in shares of Robinhood Markets by 48.6% in the 1st quarter. Renaissance Technologies LLC now owns 5,104,137 shares of the company’s stock worth $353,717,000 after acquiring an additional 1,668,400 shares during the period. 93.27% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Robinhood Markets

Here are the key news stories impacting Robinhood Markets this week:

Positive Sentiment: Barclays raised its price target to $132 from $105 and maintained an “Overweight” rating. The upgrade reflects confidence in Robinhood’s growth across trading, crypto and newer financial products, implying substantial upside from recent levels. Barclays analyst price target
Positive Sentiment: Robinhood’s reported second-quarter results beat expectations, with earnings of $0.62 per share and revenue of $1.31 billion, up 32.5% year over year. The results support the bullish case for continued revenue and profitability growth. Robinhood second-quarter earnings
Positive Sentiment: Robinhood may benefit from regulatory problems facing rival Webull, potentially attracting customers through account-transfer incentives, trading tools and an expanding product lineup. Webull regulatory troubles
Positive Sentiment: The company reportedly purchased approximately $25 million of bitcoin for its own balance sheet and expanded Robinhood Chain’s capabilities through a NEAR Intents integration supporting swaps across more than 180 assets. These moves reinforce its crypto strategy, although the bitcoin purchase is small relative to Robinhood’s size. Robinhood bitcoin purchase
Neutral Sentiment: Analysts see an opportunity for Robinhood to expand into private-market investing and prediction-market products, potentially increasing customer engagement and revenue diversification. However, the long-term financial impact remains uncertain. Robinhood private-market opportunity
Negative Sentiment: State regulators are scrutinizing Robinhood’s prediction-market operations, creating a risk that restrictions could reduce sports-contract volumes and limit monetization. Prediction-market regulatory risk
Negative Sentiment: CEO Vladimir Tenev sold 375,000 shares worth about $42.6 million, while insider Daniel Gallagher sold 10,000 shares worth about $1.1 million. Both trades used pre-arranged Rule 10b5-1 plans, reducing their signaling value, but the sales may still weigh on investor sentiment. Robinhood insider sale filing
Negative Sentiment: Weakness in bitcoin and other crypto assets is pressuring crypto-sensitive brokerages, potentially reducing trading activity and transaction revenue. Robinhood’s elevated valuation—about 47 times earnings—also leaves the stock vulnerable to disappointing growth or risk-off trading.

About Robinhood Markets

(Get Free Report)

Robinhood Markets, Inc (NASDAQ: HOOD) operates a financial services platform designed to provide investing and trading products through mobile applications and a website. Its offerings include commission-free trading in stocks and exchange-traded funds, options trading, cryptocurrency services, margin investing, and retirement accounts. The company also provides cash management features and other tools intended to help customers manage and invest their money.

Founded in 2013 by Vlad Tenev and Baiju Bhatt, Robinhood gained prominence by expanding access to investing through a low-cost, easy-to-use digital platform.