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Investing.com - Cantor Fitzgerald raised its price target on Robinhood Markets (NASDAQ:HOOD) to $155.00 from $130.00 on Thursday, while maintaining an Overweight rating on the stock. This target sits below the Street high of $181 but well above InvestingPro’s Fair Value assessment, suggesting the stock may be overvalued despite its impressive 377% return over the past year.
The brokerage firm’s decision follows Robinhood’s record third quarter for 2025, which showed revenue growth of 100% year-over-year with strength across all business segments. InvestingPro data reveals the company’s revenue has been growing at a 60% rate over the last twelve months, with analysts expecting continued profitability this year.
Robinhood reported significant increases in trading activity, with equity volumes rising 25.1% quarter-over-quarter and options contracts growing 18.4% quarter-over-quarter, both following record volumes in the second quarter.
Assets on the platform reached $334.7 billion, bolstered by record new deposits of $20.4 billion during the quarter, which Cantor Fitzgerald noted represents stronger relative growth compared to larger competitors like Charles Schwab.
The firm justified its higher price target based on increased estimates and a valuation of 42.5x 2026 EV/EBITDA, up from 38.5x previously, citing Robinhood’s revenue and earnings growth, product development pace, market share gains, and expanding total addressable market.
In other recent news, Robinhood Markets has reported impressive third-quarter earnings for 2025, with earnings per share of $0.61, surpassing the forecast of $0.51. The company’s revenue also exceeded expectations, reaching $1.27 billion compared to the anticipated $1.19 billion. This strong financial performance has led Mizuho to raise its price target for Robinhood to $172 from $145, maintaining an Outperform rating due to the company’s robust growth. Additionally, Robinhood’s Prediction Markets feature has achieved over $100 million in annualized revenue within its first year. Bernstein SocGen Group has also reiterated its Outperform rating, highlighting Robinhood’s record quarterly revenue, which grew 100% year-over-year and 29% sequentially. Keefe, Bruyette & Woods adjusted their price target to $135, maintaining a Market Perform rating after Robinhood’s earnings exceeded analyst expectations. These developments reflect the company’s continued expansion in prediction markets and cryptocurrency exchange.
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