Cantor Fitzgerald raises Robinhood stock price target to $128 on strong July data

Published 14/08/2025, 12:22
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Investing.com - Cantor Fitzgerald raised its price target on Robinhood Markets (NASDAQ:HOOD) to $128.00 from $118.00 on Wednesday, while maintaining an Overweight rating following the release of the company’s July operating data. The new target sits near the analyst high of $130, with InvestingPro data showing the stock has already delivered an impressive 482% return over the past year.

The brokerage firm noted that Robinhood experienced an "extremely strong month" with equity volumes and option contracts breaking previous monthly records, both increasing approximately 17% month-over-month, significantly exceeding Cantor’s expectations of 6% growth.

Cryptocurrency trading volume on the platform rebounded substantially, jumping 110% month-over-month, far surpassing the anticipated 12% growth and outperforming competitor Coinbase’s 81% monthly increase in spot volume.

Robinhood’s Assets Under Custody (AUC) reached $298 billion in July, representing 43.5% of Interactive Brokers’ client equity, up from 41.9% in June and 33.9% at the end of 2024, while its margin balance grew to 16.9% of Interactive Brokers’, compared to 14.5% in June.

Based on the strong performance, Cantor Fitzgerald revised its 2025 and 2026 revenue estimates upward by 6.1% and 8.3% respectively, while adjusting EBITDA estimates higher by 10.8% and 13.2%, though the firm expects volumes to decline month-over-month in both August and September.

In other recent news, Robinhood Markets reported significant growth in its financial metrics, with total platform assets reaching $298 billion by the end of July 2025. This marks a 7% increase from June and an impressive 106% surge compared to the same time last year. Robinhood also added 160,000 new customers in July, bringing the total to 26.7 million funded accounts. The company’s strong second-quarter performance caught the attention of several investment firms. Cantor Fitzgerald raised its price target to $118, highlighting the company’s revenue, adjusted EBITDA, and EPS, which exceeded expectations. Citizens JMP also increased its price target to $130, noting Robinhood’s earnings per share of $0.42, surpassing both analyst estimates and consensus forecasts. Mizuho raised its price target to $120, citing the company’s accelerating user growth as a key factor. Additionally, Compass Point reiterated its Buy rating, emphasizing the effectiveness of Robinhood’s promotional strategy. These developments highlight Robinhood’s robust performance and strategic growth initiatives.

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