Q3 Earnings Buzz: Robinhood Markets (HOOD) is generating significant attention on X as its Q3 earnings report approaches. Posts highlight expectations of nearly 90% revenue growth and a potential 200% surge in EPS, driving heightened investor interest. The stock has already risen 277% year-to-date, fueling discussions about its trajectory.
Analyst Upgrades: Recent chatter on X also focuses on analyst upgrades, with price targets raised as high as $155 by some firms. Many users are optimistic about operational improvements and upcoming product updates, seeing them as key catalysts. There’s also speculation about innovative moves like stock tokenization and potential partnerships.
Social Platform Push: Beyond earnings, X discussions touch on Robinhood’s new social media platform within its app, aimed at enhancing user engagement. Some see this as a bold step to compete with other social trading spaces, while others question its impact on core business focus.
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 74 times in the past 6 months. Of those trades, 1 have been purchases and 73 have been sales.
Here’s a breakdown of recent trading of $HOOD stock by insiders over the last 6 months:
- VLADIMIR TENEV (Chief Executive Officer) has made 0 purchases and 15 sales selling 5,525,932 shares for an estimated $629,647,775.
- BAIJU BHATT has made 0 purchases and 13 sales selling 4,290,731 shares for an estimated $421,641,149.
- MEYER MALKA has made 0 purchases and 3 sales selling 1,173,808 shares for an estimated $121,937,352.
- JASON WARNICK (Chief Financial Officer) has made 0 purchases and 5 sales selling 700,000 shares for an estimated $60,876,097.
- DANIEL MARTIN JR GALLAGHER (Chief Legal Officer) has made 0 purchases and 10 sales selling 350,000 shares for an estimated $35,469,219.
- STEVEN M. QUIRK (Chief Brokerage Officer) has made 0 purchases and 5 sales selling 321,699 shares for an estimated $26,798,831.
- JEFFREY TSVI PINNER (Chief Technology Officer) has made 0 purchases and 22 sales selling 46,914 shares for an estimated $5,089,841.
- 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 Congressional Stock Trading
Members of Congress have traded $HOOD stock 6 times in the past 6 months. Of those trades, 6 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $HOOD stock by members of Congress over the last 6 months:
- REPRESENTATIVE JONATHAN L. JACKSON purchased up to $15,000 on 09/05.
- 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 2 times. They made 2 purchases worth up to $30,000 on 05/13, 05/09 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Robinhood Markets Hedge Fund Activity
We have seen 792 institutional investors add shares of Robinhood Markets stock to their portfolio, and 435 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
- 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 removed 10,110,525 shares (-99.5%) from their portfolio in Q3 2025, for an estimated $1,447,624,969
- 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
- FMR LLC added 4,594,811 shares (+13.4%) to their portfolio in Q2 2025, for an estimated $430,212,153
- WEALTHQUEST CORP removed 3,752,828 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $351,377,285
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Robinhood Markets Analyst Ratings
Wall Street analysts have issued reports on $HOOD in the last several months. We have seen 12 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- CICC issued a "Outperform" rating on 10/27/2025
- JMP Securities issued a "Market Outperform" rating on 10/09/2025
- B of A Securities issued a "Buy" rating on 10/02/2025
- Goldman Sachs issued a "Buy" rating on 09/30/2025
- Needham issued a "Buy" rating on 09/30/2025
- Piper Sandler issued a "Overweight" rating on 09/23/2025
- Mizuho issued a "Outperform" rating on 09/10/2025
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 17 analysts offer price targets for $HOOD in the last 6 months, with a median target of $140.0.
Here are some recent targets:
- Alex Markgraff from Keybanc set a target price of $155.0 on 10/31/2025
- An analyst from CICC set a target price of $155.0 on 10/27/2025
- Devin Ryan from JMP Securities set a target price of $170.0 on 10/09/2025
- Craig Siegenthaler from B of A Securities set a target price of $157.0 on 10/02/2025
- Michael Cyprys from Morgan Stanley set a target price of $146.0 on 10/01/2025
- Will Nance from Goldman Sachs set a target price of $152.0 on 09/30/2025
- John Todaro from Needham set a target price of $145.0 on 09/30/2025
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.
