S&P 500 Underperformer: Social media discussions spotlight Robinhood's stock as the worst performer in the S&P 500 year-to-date, plunging over 37 percent and 54 percent from all-time highs. Traders note its failure to benefit from cryptocurrency rebounds, fueling bearish sentiment amid reduced trading volumes.
Contrarian Buy Calls: Amid the downturn, some investors view the pullback as a buying opportunity, emphasizing strong fundamentals like surging prediction market revenues and new Platinum Card perks. They argue Robinhood is evolving into a comprehensive financial super app, potentially poised for a sharp recovery in the next market upswing.
Feature Rollouts in Focus: Chatter also swirls around recent launches such as the Robinhood Social beta and premium card offerings, which are drawing buzz despite volume declines. Technical watchers highlight key support at $70, blending caution with hints of optimism for innovation-driven growth.
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 143 times in the past 6 months. Of those trades, 0 have been purchases and 143 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 21 sales selling 2,232,370 shares for an estimated $280,059,220.
- VLADIMIR TENEV (Chief Executive Officer) has made 0 purchases and 12 sales selling 1,125,000 shares for an estimated $150,409,074.
- 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 39 sales selling 250,000 shares for an estimated $32,379,703.
- STEVEN M. QUIRK (Chief Brokerage Officer) has made 0 purchases and 18 sales selling 98,292 shares for an estimated $13,348,684.
- JEFFREY TSVI PINNER (Chief Technology Officer) has made 0 purchases and 38 sales selling 46,885 shares for an estimated $5,760,939.
- 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 6 sales selling 10,912 shares for an estimated $819,128.
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, 5 have been purchases and 4 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 3 purchases worth up to $45,000 on 01/30, 11/18, 10/17 and 2 sales worth up to $30,000 on 02/24, 12/24.
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 4 times. They made 2 purchases worth up to $100,000 on 11/06, 10/08 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 776 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 9 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 16 analysts offer price targets for $HOOD in the last 6 months, with a median target of $135.0.
Here are some recent targets:
- Dan Dolev from Mizuho set a target price of $110.0 on 03/13/2026
- Ramsey El-Assal from Cantor Fitzgerald set a target price of $100.0 on 02/17/2026
- David Smith from Truist Securities set a target price of $120.0 on 02/12/2026
- Devin Ryan from Citizens set a target price of $180.0 on 02/11/2026
- John Todaro from Needham set a target price of $100.0 on 02/11/2026
- Patrick Moley from Piper Sandler set a target price of $135.0 on 02/11/2026
- Will Nance from Goldman Sachs set a target price of $130.0 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.
