Recent discussions on X about Robinhood Markets, Inc. (HOOD) have been ignited by the company’s impressive Q2 2025 earnings report, which highlighted a significant surge in trading revenue and platform assets. Many users are captivated by the reported 106% year-over-year growth in total platform assets, viewing it as a testament to the company’s expanding influence in the fintech space. The buzz also touches on strategic moves like share buyback programs, which some argue have bolstered the stock’s remarkable price increase.
However, not all chatter is unequivocally positive, as some voices on X express concern over rising margin balances, with a noted 111% year-over-year increase sparking debate about potential market risks. Others have brought up ongoing regulatory scrutiny, including investigations into claims of misleading crypto trading costs, adding a layer of caution to the conversation. Despite these concerns, the overall tone remains dynamic, with many intrigued by Robinhood’s trajectory in a competitive landscape.
Note: This discussion summary was generated from an AI condensation of post data.
Robinhood Markets, Inc. Congressional Stock Trading
Members of Congress have traded $HOOD stock 13 times in the past 6 months. Of those trades, 7 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $HOOD stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS has traded it 2 times. They made 2 purchases worth up to $100,000 on 07/21, 07/17 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 07/09.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 6 times. They made 2 purchases worth up to $30,000 on 05/13, 05/09 and 4 sales worth up to $60,000 on 04/03, 03/11, 02/20.
- REPRESENTATIVE BYRON DONALDS has traded it 4 times. They made 2 purchases worth up to $30,000 on 03/06 and 2 sales worth up to $30,000 on 03/20.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Robinhood Markets, Inc. Insider Trading Activity
Robinhood Markets, Inc. insiders have traded $HOOD stock on the open market 46 times in the past 6 months. Of those trades, 1 have been purchases and 45 have been sales.
Here’s a breakdown of recent trading of $HOOD stock by insiders over the last 6 months:
- BAIJU BHATT has made 0 purchases and 12 sales selling 3,670,629 shares for an estimated $298,178,359.
- VLADIMIR TENEV (Chief Executive Officer) has made 0 purchases and 5 sales selling 2,000,000 shares for an estimated $152,341,344.
- JASON WARNICK (Chief Financial Officer) has made 0 purchases and 5 sales selling 625,000 shares for an estimated $50,930,952.
- DANIEL MARTIN JR GALLAGHER (Chief Legal Officer) has made 0 purchases and 8 sales selling 425,000 shares for an estimated $35,651,840.
- STEVEN M. QUIRK (Chief Brokerage Officer) has made 0 purchases and 7 sales selling 409,169 shares for an estimated $28,736,369.
- MEYER MALKA sold 64,951 shares for an estimated $3,224,271
- JEFFREY TSVI PINNER (Chief Technology Officer) has made 0 purchases and 7 sales selling 41,016 shares for an estimated $2,779,609.
- CHRISTOPHER D PAYNE purchased 26,500 shares for an estimated $1,965,995
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Robinhood Markets, Inc. Hedge Fund Activity
We have seen 701 institutional investors add shares of Robinhood Markets, Inc. stock to their portfolio, and 424 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 17,960,161 shares (+110.9%) to their portfolio in Q2 2025, for an estimated $1,681,609,874
- WCM INVESTMENT MANAGEMENT, LLC added 11,244,182 shares (+3615.7%) to their portfolio in Q2 2025, for an estimated $1,052,792,760
- D. E. SHAW & CO., INC. removed 10,856,016 shares (-85.8%) from their portfolio in Q2 2025, for an estimated $1,016,448,778
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 10,162,120 shares (+inf%) to their portfolio in Q2 2025, for an estimated $951,479,295
- GQG PARTNERS LLC removed 8,113,929 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $337,701,724
- RENAISSANCE TECHNOLOGIES LLC removed 5,140,782 shares (-30.9%) from their portfolio in Q2 2025, for an estimated $481,331,418
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 4,862,978 shares (-86.2%) from their portfolio in Q2 2025, for an estimated $455,320,630
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Robinhood Markets, Inc. Analyst Ratings
Wall Street analysts have issued reports on $HOOD in the last several months. We have seen 10 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 08/01/2025
- Barclays issued a "Overweight" rating on 07/31/2025
- JMP Securities issued a "Market Outperform" rating on 07/31/2025
- Cantor Fitzgerald issued a "Overweight" rating on 07/31/2025
- Needham issued a "Buy" rating on 07/31/2025
- Piper Sandler issued a "Overweight" rating on 07/31/2025
- Keybanc issued a "Overweight" rating on 07/01/2025
To track analyst ratings and price targets for Robinhood Markets, Inc., check out Quiver Quantitative's $HOOD forecast page.
Robinhood Markets, Inc. Price Targets
Multiple analysts have issued price targets for $HOOD recently. We have seen 18 analysts offer price targets for $HOOD in the last 6 months, with a median target of $108.0.
Here are some recent targets:
- Dan Dolev from Mizuho set a target price of $120.0 on 08/01/2025
- Benjamin Budish from Barclays set a target price of $120.0 on 07/31/2025
- Kyle Voigt from Keefe, Bruyette & Woods set a target price of $106.0 on 07/31/2025
- Patrick Moley from Piper Sandler set a target price of $120.0 on 07/31/2025
- Brett Knoblauch from Cantor Fitzgerald set a target price of $118.0 on 07/31/2025
- Christopher Allen from Citigroup set a target price of $120.0 on 07/31/2025
- Devin Ryan from JMP Securities set a target price of $130.0 on 07/31/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
