Earnings Reaction: Robinhood's Q4 results showed an earnings per share beat but fell short on revenue expectations, largely due to softer crypto trading volumes. The stock tumbled nearly 10% in after-hours trading, prompting debates on social media about overreliance on volatile assets. Investors highlighted resilient metrics like rising deposits and options activity as silver linings.
Price Pullback Draws Buyers: Shares recently dipped to the mid-$70s following a strong run-up, viewed by some as a market gift amid surging platform metrics. Social media chatter points to aggressive share buybacks and new ventures like tokenized assets fueling optimism for higher targets. Fundamentals such as funded accounts and trading volumes continue to expand impressively.
Rising Competition: Coinbase's push into stock trading has intensified scrutiny on Robinhood's turf. Discussions on social media weigh the threat against Robinhood's edge in prediction markets, now boasting tripled revenue. Broader growth in banking and international expansion tempers concerns over rivals.
Note: This discussion summary was generated from an AI condensation of post data.
Robinhood Insider Trading Activity
Robinhood insiders have traded $HOOD stock on the open market 140 times in the past 6 months. Of those trades, 0 have been purchases and 140 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 17 sales selling 4,650,932 shares for an estimated $554,382,966.
- BAIJU BHATT has made 0 purchases and 22 sales selling 2,650,708 shares for an estimated $330,019,110.
- 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 35 sales selling 265,000 shares for an estimated $34,147,680.
- STEVEN M. QUIRK (Chief Brokerage Officer) has made 0 purchases and 19 sales selling 158,405 shares for an estimated $19,414,717.
- JEFFREY TSVI PINNER (Chief Technology Officer) has made 0 purchases and 34 sales selling 46,914 shares for an estimated $5,876,631.
- JONATHAN RUBINSTEIN has made 0 purchases and 4 sales selling 42,430 shares for an estimated $5,611,794.
- SHIV VERMA (Chief Financial Officer) has made 0 purchases and 4 sales selling 5,474 shares for an estimated $411,273.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Robinhood Revenue
Robinhood had revenues of $1.3B in Q4 2025. This is an increase of 26.53% from the same period in the prior year.
You can track HOOD financials on Quiver Quantitative's HOOD stock page.
Robinhood Congressional Stock Trading
Members of Congress have traded $HOOD stock 9 times in the past 6 months. Of those trades, 6 have been purchases and 3 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 4 times. They made 3 purchases worth up to $45,000 on 01/30, 11/18, 10/17 and 1 sale worth up to $15,000 on 12/24.
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 5 times. They made 3 purchases worth up to $115,000 on 11/06, 10/08, 09/05 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.
Robinhood Hedge Fund Activity
We have seen 775 institutional investors add shares of Robinhood stock to their portfolio, and 661 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
- CASTLE HOOK PARTNERS LP removed 2,628,756 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $376,385,284
- 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
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Robinhood 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 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
- CICC issued a "Outperform" rating on 10/27/2025
To track analyst ratings and price targets for Robinhood, check out Quiver Quantitative's $HOOD forecast page.
Robinhood 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 $135.0.
Here are some recent targets:
- Ramsey El-Assal from Cantor Fitzgerald set a target price of $100.0 on 02/17/2026
- Dan Dolev from Mizuho set a target price of $135.0 on 02/17/2026
- David Smith from Truist Securities set a target price of $120.0 on 02/12/2026
- Benjamin Budish from Barclays set a target price of $124.0 on 02/11/2026
- Devin Ryan from Citizens set a target price of $180.0 on 02/11/2026
- Patrick Moley from Piper Sandler set a target price of $135.0 on 02/11/2026
- John Todaro from Needham set a target price of $100.0 on 02/11/2026
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.
