Earnings Miss Triggers Selloff: Social media erupted following Robinhood Markets' first-quarter results, which missed revenue and earnings expectations primarily due to a sharp 47% drop in crypto revenue. The stock tumbled around 9% in after-hours trading, with users pointing to cyclical crypto weakness as the culprit rather than structural issues. Despite the disappointment, robust net deposits of $17.7 billion underscored ongoing customer engagement.
Bright Spots in Subscriber Growth: Discussions highlighted record 4.3 million Gold subscribers, up 36% year-over-year, and total platform assets swelling 39% to $307 billion. Prominent investors like Cathie Wood added millions in shares post-earnings, fueling talk of a potential dip-buying opportunity. Net interest revenue rose 24%, signaling resilience in core operations amid market volatility.
Long-Term Optimism Prevails: Conversations emphasized Robinhood's positioning for the great wealth transfer and product innovations like retirement accounts now holding $31 billion. While short-term sentiment soured on expense growth outpacing revenue, many viewed the pullback as a chance to accumulate ahead of crypto recovery and buybacks totaling $250 million in the quarter. Options flow showed heavy call buying, reflecting bets on a rebound.
Note: This discussion summary was generated from an AI condensation of post data.
Robinhood Markets Insider Trading Activity
Robinhood Markets insiders have traded $HOOD stock on the open market 139 times in the past 6 months. Of those trades, 0 have been purchases and 139 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 26 sales selling 1,938,715 shares for an estimated $234,130,355.
- VLADIMIR TENEV (Chief Executive Officer) has made 0 purchases and 8 sales selling 750,000 shares for an estimated $71,797,464.
- JASON WARNICK has made 0 purchases and 5 sales selling 425,000 shares for an estimated $50,478,160.
- DANIEL MARTIN JR GALLAGHER (Chief Legal Officer) has made 0 purchases and 36 sales selling 235,000 shares for an estimated $29,369,615.
- STEVEN M. QUIRK (Chief Brokerage Officer) has made 0 purchases and 19 sales selling 106,832 shares for an estimated $14,073,986.
- JONATHAN RUBINSTEIN has made 0 purchases and 4 sales selling 42,430 shares for an estimated $5,611,794.
- JEFFREY TSVI PINNER (Chief Technology Officer) has made 0 purchases and 30 sales selling 46,798 shares for an estimated $4,620,142.
- SHIV VERMA (Chief Financial Officer) has made 0 purchases and 11 sales selling 16,348 shares for an estimated $1,285,845.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Robinhood Markets Revenue
Robinhood Markets had revenues of $1.1B in Q1 2026. This is an increase of 15.1% from the same period in the prior year.
You can track HOOD financials on Quiver Quantitative's HOOD stock page.
Robinhood Markets Congressional Stock Trading
Members of Congress have traded $HOOD stock 8 times in the past 6 months. Of those trades, 3 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $HOOD stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 5 times. They made 2 purchases worth up to $30,000 on 01/30, 11/18 and 3 sales worth up to $45,000 on 03/13, 02/24, 12/24.
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 3 times. They made 1 purchase worth up to $50,000 on 11/06 and 2 sales worth up to $65,000 on 01/20, 12/22.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
Robinhood Markets Hedge Fund Activity
We have seen 709 institutional investors add shares of Robinhood Markets stock to their portfolio, and 702 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 12,153,548 shares (-75.2%) from their portfolio in Q4 2025, for an estimated $1,374,566,278
- FMR LLC removed 9,806,917 shares (-31.4%) from their portfolio in Q4 2025, for an estimated $1,109,162,312
- BLACKROCK, INC. added 4,688,128 shares (+7.9%) to their portfolio in Q4 2025, for an estimated $530,227,276
- WCM INVESTMENT MANAGEMENT, LLC removed 3,484,268 shares (-40.3%) from their portfolio in Q4 2025, for an estimated $394,070,710
- CORIENT PRIVATE WEALTH LLC added 2,511,743 shares (+5221.4%) to their portfolio in Q4 2025, for an estimated $284,078,133
- D. E. SHAW & CO., INC. removed 2,398,528 shares (-56.8%) from their portfolio in Q4 2025, for an estimated $271,273,516
- JENNISON ASSOCIATES LLC added 2,157,372 shares (+95.7%) to their portfolio in Q4 2025, for an estimated $243,998,773
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Robinhood Markets Analyst Ratings
Wall Street analysts have issued reports on $HOOD in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 02/11/2026
- Barclays issued a "Overweight" rating on 01/08/2026
- Truist Securities issued a "Buy" rating on 12/17/2025
- B of A Securities issued a "Buy" rating on 12/10/2025
- Citizens issued a "Market Outperform" rating on 11/07/2025
- Mizuho issued a "Outperform" rating on 11/06/2025
To track analyst ratings and price targets for Robinhood Markets, check out Quiver Quantitative's $HOOD forecast page.
Robinhood Markets Price Targets
Multiple analysts have issued price targets for $HOOD recently. We have seen 19 analysts offer price targets for $HOOD in the last 6 months, with a median target of $110.0.
Here are some recent targets:
- Stephen Biggar from Argus Research set a target price of $90.0 on 04/30/2026
- Devin Ryan from Citizens set a target price of $155.0 on 04/29/2026
- Ramsey El-Assal from Cantor Fitzgerald set a target price of $110.0 on 04/29/2026
- Chris Allen from Keefe, Bruyette & Woods set a target price of $65.0 on 04/29/2026
- Benjamin Budish from Barclays set a target price of $82.0 on 04/29/2026
- John Todaro from Needham set a target price of $85.0 on 04/29/2026
- Kenneth Worthington from JP Morgan set a target price of $92.0 on 04/23/2026
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.
