Robinhood Markets Stock Analysis

HOOD Stock  USD 77.03  0.48  0.63%   
This chart presents the normalized historical price performance of Robinhood Markets since July 29, 2021. Split-adjusted and dividend-adjusted prices are used throughout the series. The profit margin for Robinhood Markets stands at 41.12%.
 200 Day MA
106.44
 50 Day MA
76.33
 Beta
2.29
Macro event markers
 
Covid
 
Interest Hikes
At the current market price of $77.03, HOOD trades below the analyst target price of $98.44. HOOD valuation begins with estimating what the business generates versus what the market charges for it. Fundamental metrics and price behavior for HOOD are examined below to identify alignment or divergence between the two signals.
HOOD holds a debt-to-equity ratio of 0.22 relative to financials peers. As of December 31, 2025, Net Debt is holding steady around $11.15 billion. Also, Net Debt To EBITDA is holding steady around 5.11x. Given Robinhood Markets' cash position, gross debt may overstate financial risk, making net debt a more relevant indicator of balance sheet positioning.

Asset vs Debt

Equity vs Debt

Enterprise Value stood at $111.64 billion as of December 31, 2025. Meanwhile, Price To Sales Ratio remains stable near 22.47x, while Stock Based Compensation To Revenue is staying broadly flat near 0.07x.
 Price Book
7.12
 Price Sales
14.94
 Shares Float
783.63 million
 Wall Street Target Price
98.44
 Earnings Share
2.06
Latest disclosures for Robinhood Markets show $4.5 billion in Total Revenue, $1.9 billion in Net Income, and $1.8 million in Non Operating Income Net Other.
  

Stock Analysis Notes

About 74.0% of HOOD shares are owned by institutional investors. HOOD had not issued any dividends in recent years. Latest disclosures for Robinhood Markets show $0.02 in Intangibles To Total Assets, $38.1 billion in Total Assets, and a Return On Assets of 5.2%.

Total Assets

$22 billion
Total Assets stood at $38.14 billion as of December 31, 2025.

Investor Insights and Alerts

For Robinhood Markets, investor alerts are designed to highlight developments that deserve a second look before a position in the stock is increased, reduced, or left unchanged. The strongest alert framework is one that makes risk easier to acknowledge before the market fully reprices it.
Robinhood Markets had very high historical volatility over the last 90 days
Robinhood Markets is unlikely to experience financial distress in the next 2 years
Latest headline from finance.yahoo.com: Challenging Quarter for Robinhood Will Prediction Markets Be the Next Big Catalyst

Largest EPS Surprises

Analyst consensus for Robinhood Markets is reset after each reporting cycle, making the beat-or-miss outcome a recurring catalyst. The direction and magnitude of the surprise both matter for near-term price action. For this stock, read EPS surprises with profitability quality and forward revisions.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2025-04-30
2025-03-310.330.370.0412 
2024-08-07
2024-06-300.260.30.0415 
2023-08-02
2023-06-30-0.010.030.04400 
View All Earnings Estimates

Environmental, Social, and Governance (ESG) Scores

Reviewing Robinhood Markets' ESG trend shows whether governance quality and stakeholder risk are improving or declining. Trend direction often matters more than one isolated ESG reading taken out of context.

Top Institutional Investors Holding Robinhood Stock

At large-cap scale, institutional coverage and secondary-market liquidity are typically well established. At Robinhood Markets's scale, fund flows and index rebalancing drive most of the daily volume. The business currently sits in the Financial Services sector and the Financial Services industry. That institutional share is enough to anchor governance but can also amplify selling when risk sentiment shifts.
Shares
Bank Of America Corp2025-12-31
6.8 M
Northern Trust Corp2025-12-31
6.2 M
Sumitomo Mitsui Trust Group Inc2025-12-31
6.2 M
Charles Schwab Investment Management Inc2025-12-31
5.6 M
Wcm Investment Management2025-12-31
5.2 M
T. Rowe Price Associates, Inc.2025-12-31
5.1 M
Ark Investment Management Llc2025-12-31
4.8 M
Amova Asset Management Americas, Inc2025-12-31
4.6 M
Barclays Plc2025-12-31
4.5 M
Vanguard Group Inc2025-12-31
95.8 M
Blackrock Inc2025-12-31
64.2 M
Robinhood Markets large-cap profile at 68.93 billion shapes market structure and potential liquidity pressure during stressed periods. The business currently sits in the Technology sector and the Software—Infrastructure industry. Reading Robinhood Markets holder concentration alongside float turnover and volatility adds the best context for understanding how large-cap ownership shapes price.

Market Capitalization

Robinhood Markets enters market cap screens as a large-cap name with total equity value near $68.93 billion across financial exchanges & data companies. That size classification is easier to frame alongside enterprise value near $70.13 billion, a workforce of about 2,900 people, and about 791.18 million shares outstanding.

Profitability

A profitability review of Robinhood Markets connects sales quality and cost control with the ability to produce steady returns across market cycles. The key question is whether current profitability is lasting, cyclical, or boosted by items that may not repeat. HOOD has Profit Margin (PM) of 41.0%. Similarly, it shows Operating Margin (OM) of 39.0%.
Last ReportedEnd Of Year Estimate
Return On Tangible Assets0.050.05
Return On Capital Employed0.220.23
Return On Assets5.00%5.00%
Return On Equity21.00%22.00%

Management Efficiency

HOOD has return on total asset (ROA) of 5.19% consistent with positive asset efficiency. This aligns with typical sector levels. HOOD also reports a return on stockholder's equity (ROE) of 21.46%, a positive signal for capital allocation.
Last ReportedEnd Of Year Estimate
Book Value Per Share10.310.81
Tangible Book Value Per Share9.6810.16
Price Book Value Ratio10.98x11.53x
Enterprise Value Multiple51.21x48.65x
Price Fair Value10.98x11.53x
Enterprise Value$111.64 billion$117.22 billion
Management quality at Robinhood Markets matters because strategic decisions eventually show up in margins, cash conversion, capital allocation, and the market's willingness to assign a premium multiple. Operating efficiency, capital deployment, and guidance credibility together determine how much confidence management warrants.
 Operating Margin
38.5%
 Three Month Return
6.07
 Short Long Term Debt Total
16.18 billion
 Three Year Return
771.07
 Expected Return
0.04

Technical Drivers

As of the 5th of May, Robinhood Markets maintains a quoted price of 77.03 per share. Short-term indicators show Risk Adjusted Performance of -0.05, coefficient of variation of -1,689, and Variance of 25.29. The model measures trend continuation and reversal probability using historical patterns. Comparative analytics measure deviation from sector averages.

Price Movement Analysis - Bollinger Bands

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This analysis covers thirty-eight data points across the selected time horizon. Bollinger Bands frame Robinhood Markets price range using a moving average and volatility bands. Movement toward the lower band may indicate short-term downside pressure, while approaches to the upper band can reflect resistance levels or momentum continuation.

Insider Trading Activities

Reviewing insider trades in Robinhood Markets shows whether management is acting in line with the public story on growth and strategy. At large-cap scale, institutional coverage and secondary-market liquidity are typically well established. These records work best as context, not as standalone buy-or-sell signals.

Outstanding Bonds

Robinhood Markets may use bonds as part of its capital structure to fund operations, refinance liabilities, or support acquisitions and other long-duration investments. Used together with earnings and cash-flow analysis, the bond stack can reveal whether leverage is a manageable tool or a developing constraint.

Predictive Daily Indicators

For active positions in Robinhood Markets, intraday data shows when a move is gaining strength and when it is fading. Used carefully, they can improve execution without tempting investors to overtrade every small swing.

Corporate Filings

13A
30th of April 2026
The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934
10Q
29th of April 2026
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
8K
28th of April 2026
Report filed with the SEC to announce major events that shareholders should know about
22nd of April 2026
Other Reports
F4
20th of April 2026
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
F4
17th of April 2026
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
F4
8th of April 2026
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
F4
2nd of April 2026
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities

Forecast Models

Forecast models for Robinhood Markets use past prices and returns to estimate how the stock may behave under similar conditions. Forecast models complement fundamental research by showing where price behavior supports or contradicts the thesis.

Financial Strength and Earnings Quality Indicators

Robinhood Markets financial ratings play a critical role in determining how much Robinhood Markets has to pay to access credit markets, i.e., the amount of interest on their issued debt. The threshold between investment-grade and speculative-grade ratings has important market implications for Robinhood Markets' borrowing costs.
Piotroski F Score
5
HealthyView
Beneish M Score
-2.81
Unlikely ManipulatorView

Debt to Cash Allocation

Tracking debt and cash allocation over time can show when Robinhood Markets is prioritizing expansion, refinancing, or capital return.
Total debt stands at approximately $15.41 billion with Debt to Equity (D/E) ratio of 0.22. HOOD has a current ratio of 1.27, suggesting that it has limited short-term liquidity flexibility relative to its financial obligations when due. Robinhood Markets' use of debt should be considered alongside its cash position and equity base.

Total Assets Over Time

Assets Financed by Debt

Debt finances 42.0% of HOOD's total assets — a moderate level, though leverage may still be elevated relative to peers depending on capital structure.
Robinhood Markets Debt Ratio
    
  42.0   
Current figures show about 58% of Robinhood Markets' assets are financed through equity. A high debt-to-asset ratio signals elevated leverage, increasing Robinhood Markets' exposure to interest rate changes and credit tightening. It can also constrain Robinhood Markets' borrowing capacity and reduce financial flexibility.

Corporate Bonds Issued

Bond maturity for Robinhood Markets is a core risk dimension. Longer duration can offer higher yield, but price sensitivity and credit uncertainty also increase.

Robinhood Short Long Term Debt Total

Short Long Term Debt Total

$16.18 billion
Short and Long Term Debt Total stood at $15.41 billion as of December 31, 2025.

Stock Analysis Methodology

If Robinhood Markets fundamentals are improving, the diagnostic should show it through margins, leverage, and cash-flow trends. Robinhood Markets operates in Financial Exchanges & Data within Financial Services in NASDAQ Composite. Robinhood Markets shows ROE (TTM) of 21.46% and net margin (TTM) of 41.12%. Balance sheet indicators include debt-to-equity of 0.22 and current ratio of 1.3.

Robinhood Markets figures are aggregated from periodic company reporting and market reference feeds and normalized across reporting formats. Professional analyst research is incorporated when coverage is available.

Editorial review and methodology oversight provided by: Michael Smolkin, Member of Macroaxis Board of Directors

Current Robinhood Analyst Rating Consensus

Target PriceConsensus# of Analysts
98.44Strong Buy21Odds
Analyst recommendations for Robinhood Markets are summarized across multiple research providers. Analyst recommendations can range from strong sell to strong buy on a standardized scale. Robinhood Markets's analyst consensus is derived from the aggregate of buy, hold, and sell ratings issued by covering institutions. Consensus upgrades or downgrades for Robinhood often have meaningful short-term impact on the stock price. Following analyst revisions on Robinhood over time reveals trends in institutional sentiment. Consensus estimates serve as a benchmark for evaluating Robinhood Markets's stock performance over time.
Robinhood Analyst Advice Details

Robinhood Stock Analysis Indicators

Diagnostics snapshot includes 18 indicators such as Begin Period Cash Flow, Common Stock Shares Outstanding, Total Stockholder Equity.
Begin Period Cash Flow8.7 billion
Common Stock Shares Outstanding918.78 million
Total Stockholder Equity9.15 billion
Total Cashflows From Investing Activities141 million
Tax Provision225 million
Quarterly Earnings Growth Y O Y0.027
Property Plant And Equipment Net154 million
Cash And Short Term Investments8.04 billion
Cash4.26 billion
Accounts Payable463 million
Net Debt11.15 billion
50 Day M A76.3261
Total Current Liabilities28.77 billion
Other Operating Expenses2.38 billion
Non Current Assets Total9.27 billion
Forward Price Earnings37.4532
Non Currrent Assets Other8.56 billion
Stock Based Compensation305 million