HOODFinancial Services · Capital MarketsThe 32 Wall Street analysts covering Robinhood Markets, Inc. hold a median 12-month price target of $132 — +50.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 39 of 100 as at 4 Nov 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Robinhood Markets, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (96): The business earns solid, repeatable profits on what it owns.
Accruals (12): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (4): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on HOOD, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +50.9% from it.
Of the 20 most recent actions, 2 moved their price target up and 10 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 Oct 2026 | Truist Securities | Maintains | Buy | $125 → $123 |
| 28 Oct 2026 | Barclays | Maintains | Overweight | $132 → $115 |
| 28 Oct 2026 | BTIG | Reiterates | Buy | $135 |
| 28 Oct 2026 | Citizens | Reiterates | Market Outperform | $165 |
| 28 Oct 2026 | Goldman Sachs | Maintains | Buy | $145 → $128 |
| 28 Oct 2026 | JP Morgan | Maintains | Neutral | $115 → $114 |
| 28 Oct 2026 | Keybanc | Maintains | Overweight | $140 → $135 |
| 28 Oct 2026 | Needham | Maintains | Buy | $126 → $116 |
| 28 Oct 2026 | Rosenblatt | Maintains | Buy | $135 |
| 28 Oct 2026 | Scotiabank | Maintains | Sector Outperform | $136 → $124 |
| 28 Oct 2026 | Truist Securities | Maintains | Buy | $134 → $125 |
| 28 Oct 2026 | Wells Fargo | Maintains | Equal-Weight | $120 → $100 |
| 21 Oct 2026 | Needham | Maintains | Buy | — |
| 21 Oct 2026 | Needham | Maintains | Buy | $123 → $126 |
| 21 Oct 2026 | Rosenblatt | Initiates | Buy | $135 |
| 21 Oct 2026 | Rosenblatt | Initiates | Buy | — |
| 20 Oct 2026 | JP Morgan | Maintains | Neutral | — |
| 20 Oct 2026 | JP Morgan | Maintains | Neutral | $103 → $115 |
| 14 Oct 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 14 Oct 2026 | Wells Fargo | Maintains | Equal-Weight | $125 → $120 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
HOOD appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Robinhood Markets, Inc. returned −36.1% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 19% of US stocks
Cheaper than 10% of US stocks
Cheaper than 12% of US stocks
Cheaper than 7% of US stocks
Higher than 57% of US stocks
Higher than 23% of US stocks
Higher than 92% of US stocks
Higher than 95% of US stocks
Higher than 94% of US stocks
Higher than 82% of US stocks
Higher than 71% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Robinhood Markets, Inc. has a market value of $77.2B and an enterprise value of $75.0B.
Revenue in the twelve months to 30 June 2026: $4.9B. The latest quarter grew 11.8% year on year.
Net income over the same four quarters: $2.1B, a 42.2% net margin.
Diluted earnings per share, trailing twelve months: $2.27.
Free cash flow in the twelve months to 30 June 2026: $178.0M, after $41.0M of capital spending.
Robinhood Markets, Inc. spent $871.0M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 39.5×; forward P/E: 25.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Robinhood Markets, Inc. employs 2,900 people — $1.7M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Robinhood Markets, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Robinhood Markets announced it will participate in the Wolfe Research Wealth Symposium on Wednesday, November 11, 2026.
Why it matters — HOOD watchers may note the company’s scheduled participation in an upcoming wealth-industry symposium.
Robinhood’s Q3 earnings topped estimates. The call highlighted cost discipline, rising customer deposits, and expansion into prediction markets and banking as parts of its growth strategy.
Why it matters — These results and strategic priorities offer HOOD watchers updates on the company’s performance and areas of expansion.
SkyFi announced that its “Satellite Intelligence” app, introduced in September as a Robinhood Agents app, is now available. Robinhood Agents customers can access satellite observations collected by BlackSky at locations including vehicle factory yards, fulfillment hubs, data center construction sites, and theme park lots.
Why it matters — The launch adds access to satellite-observation data through an app available to Robinhood Agents customers.
Robinhood’s new blockchain is seeing a rapid increase in tokenized stock transfer volume. Each transfer generates fees for the business, according to The Motley Fool.
Why it matters — The growth in transfers and associated fees may be relevant to HOOD watchers assessing this business activity.
The Motley Fool reports that Robinhood management is working to increase engagement on its platform.
Why it matters — Platform engagement is an area of management focus that HOOD watchers may want to follow.
The 32 Wall Street analysts covering Robinhood Markets, Inc. have a median 12-month price target of $132, with estimates ranging from $59 to $170. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 32 analysts covering Robinhood Markets, Inc., 26 rate it a Buy, 4 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Robinhood Markets, Inc. 39 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, Robinhood Markets, Inc. ranks 39 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (96 of 100).
No one can know that. What the data says: the median 12-month target from 32 analysts implies +50.9% from the last close, and Ticker Nerd's factor model ranks Robinhood Markets, Inc. 39 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Robinhood Markets, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for HOOD are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $59 to $170 over the next 12 months.
Robinhood Markets, Inc. returned -36.1% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Robinhood Markets Inc. Class A Common Stock represents the publicly traded equity of Robinhood Markets, a U.S.-based financial services company headquartered in Menlo Park, California.
The most recent item we track (GlobeNewsWire, 4 Nov 2026): "Robinhood Markets, Inc. to Present at the Wolfe Research Wealth Symposium on November 11, 2026". Robinhood Markets announced it will participate in the Wolfe Research Wealth Symposium on Wednesday, November 11, 2026.
Robinhood Markets Inc. Class A Common Stock represents the publicly traded equity of Robinhood Markets, a U.S.-based financial services company headquartered in Menlo Park, California. Robinhood operates a mobile-first investing platform that provides retail users access to commission-free trading in U.S. stocks, exchange-traded funds, options, and cryptocurrencies. The company also offers cash management features, debit card services, margin investing, recurring investments, fractional shares, retirement accounts, and fully paid securities lending. Its platform is designed around digital self-directed investing, making it a widely used tool for individual investors seeking streamlined access to public markets. Robinhood Markets plays a notable role in the online brokerage and fintech sectors by combining brokerage, market access, and consumer finance services in a single platform.
CEO Mr. Vladimir Tenev · 2,900 employees · United States · https://robinhood.com
