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HOODRobinhood Markets, Inc.Sell5.0·$93.00+0.83%
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Robinhood Markets, Inc. (HOOD) Stock Analysis

Recovery setup

SellDEATH CROSS (EXEMPT)Moderate Confidence

Financial Services · Capital Markets

Sell if holding. Analyst target reached at $93.00 — A.R:R is negative (-0.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Counterparty: Virtu.

Robinhood Markets operates commission-free brokerage and crypto trading platforms in the U.S., U.K., and EU, generating revenue primarily from payment for order flow, transaction rebates, net interest, and subscription fees. The company serves retail investors and had first... Read more

$93.00+1.1% A.UpsideScore 5.0/10#31 of 40 Capital Markets
QualityF-score7 / 9FCF yield
Stop $86.67Target $94.18(resistance)A.R:R -0.2:1
Analyst target$100.86+8.4%24 analysts
$94.18our TP
$93.00price
$100.86mean
$52
$155

Sell if holding. Analyst target reached at $93.00 — A.R:R is negative (-0.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Counterparty: Virtu. Chart setup: Death cross but MACD improving, RSI 67. Score 5.0/10, moderate confidence.

Passes 7/10 gates (positive momentum, clean insider activity, positive momentum, news events none recent, earnings proximity 45d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-14
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Jul 29, 202645d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
High-quality business
Wide economic moat
Risks
Concentration risk — Counterparty: Virtu
Analyst target reached - limited upside remaining
Leverage penalty (D/E 1.4): -0.5

Key Metrics

P/E (TTM)45.2
P/E (Fwd)33.3
Mkt Cap$83.9B
EV/EBITDA
Profit Mgn41.1%
ROE21.5%
Rev Growth15.1%
Beta2.35
DividendNone
Rating analysts32

Quality Signals

Piotroski F7/9MoatWideCompounder

Options Flow

P/C0.52bullish
IV79%elevated
Max Pain$290+211.8% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHcounterpartyVirtu
    10-K Item 1A: 'brokerage trades executed overnight primarily are routed through one Liquidity Provider - Virtu. If Virtu becomes unwilling or unable to do business with us in the future, we may be unable to find additional Liquidity Providers to support Robinhood 24 Hour Market'

Material Events(8-K, last 90d)

  • 2026-05-08Item 5.02MEDIUM
    Jeffrey Pinner, Chief Technology Officer, separating effective May 7, 2026. No reason cited; no successor named. Will receive severance benefits under company's Change in Control and Severance Plan.
    SEC filing →
  • 2026-02-10Item 5.02MEDIUM
    Board appointed Shiv Verma as Chief Financial Officer effective close of business February 6, 2026, succeeding the prior CFO. Clean handoff with named successor.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

3 floor-breakers

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
1.3
Support Resistance
1.3
52w Position
2.1

Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static

Ps
0.0
Pe
2.7
Forward Pe
3.3
Peg Ratio
3.9
Analyst Target
4.0
Forward P/E: 33.3xPEG: 2.61Expensive valuation

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Value Rank
0.8
Growth Rank
3.5
Quality Rank
8.0
Best-in-class margins
GatesA.R:R -0.2=NEGATIVEDeath cross exempted (quality + momentum high enough)Executive change: officer departure/appointmentMomentum 6.7>=5.5Insider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 45d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRecoverySuitability: Aggressive
RSI
67 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $73.18Resistance $96.10

Price Targets

$87
$94
A.Upside+1.3%
A.R:R-0.2:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-2.6% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-29 (45d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is HOOD stock a buy right now?

Sell if holding. Analyst target reached at $93.00 — A.R:R is negative (-0.2) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Counterparty: Virtu. Chart setup: Death cross but MACD improving, RSI 67. Prior stop was $86.67. Score 5.0/10, moderate confidence.

What is the HOOD stock price target?

Take-profit target: $94.18 (+1.1% upside). Prior stop was $86.67. Stop-loss: $86.67.

What are the risks of investing in HOOD?

Concentration risk — Counterparty: Virtu; Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.4): -0.5.

Is HOOD overvalued or undervalued?

Robinhood Markets, Inc. trades at a P/E of 45.2 (forward 33.3). TrendMatrix value score: 2.8/10. Verdict: Sell.

What do analysts say about HOOD?

32 analysts cover HOOD with a consensus score of 4.0/5. Average price target: $101.

What does Robinhood Markets, Inc. do?Robinhood Markets operates commission-free brokerage and crypto trading platforms in the U.S., U.K., and EU, generating...

Robinhood Markets operates commission-free brokerage and crypto trading platforms in the U.S., U.K., and EU, generating revenue primarily from payment for order flow, transaction rebates, net interest, and subscription fees. The company serves retail investors and had first full-year GAAP net income in 2024. Overnight brokerage trades through Robinhood 24 Hour Market are primarily routed through a single liquidity provider, Virtu.

Related stocks: FUTU (Futu Holdings Limited) · VIRT (Virtu Financial, Inc.) · EVR (Evercore Inc.) · TW (Tradeweb Markets Inc.) · SCHW (Charles Schwab Corporation (The)
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