JMP Securities raises Robinhood stock target to $77

Published 13/02/2025, 10:58
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On Thursday, JMP Securities increased their price target for Robinhood Markets (NASDAQ:HOOD) to $77, up from the previous $60, while retaining a Market Outperform rating for the stock. The firm’s analysts highlighted Robinhood’s strong performance and anticipated growth, noting the company’s expansion into new markets and potential for further innovation. The optimism appears well-founded, as InvestingPro data shows the stock has delivered an impressive 372% return over the past year, with the current price of $55.91 trading near its 52-week high of $57.27. According to InvestingPro’s Fair Value analysis, the stock appears overvalued at current levels.

Robinhood, known for its commission-free trading platform, has been experiencing significant momentum, according to JMP Securities. The analysts expect this trend to continue, driven by the company’s entry into various promising new markets over the next year. They also foresee opportunities for additional innovation beyond the current expansion plans. The company’s revenue has grown 35.74% over the last twelve months, supporting this positive outlook.

The analysts praised Robinhood’s management for their disciplined approach to controlling expenses. This fiscal responsibility is projected to contribute to further margin growth, building on the 60% adjusted EBITDA margin Robinhood reported in the fourth quarter. InvestingPro data reveals the company maintains an impressive 86.46% gross profit margin and has generated $949 million in EBITDA. For deeper insights into Robinhood’s financial health and 13 additional ProTips, consider exploring InvestingPro’s comprehensive analysis tools.

JMP Securities’ positive outlook on Robinhood is based on the company’s ability to sustain elevated growth across nearly all aspects of its business. The firm’s analysts believe that Robinhood’s strategic moves and operational efficiency position it well for continued success in the financial services sector.

The price target adjustment reflects JMP Securities’ confidence in Robinhood’s future performance and the anticipated benefits from the company’s strategic initiatives and market expansions. Robinhood’s stock price will likely be monitored closely by investors as the company continues to evolve and capitalize on new opportunities in the coming year.

In other recent news, Robinhood has seen a series of analyst upgrades following strong Q4 results. Barclays (LON:BARC) raised their stock target for Robinhood to $76, citing robust transaction activity and successful rollout of new products like Index options, Futures, and a Gold credit card. Similarly, KeyBanc Capital Markets lifted Robinhood’s stock target to $75, noting the company’s robust business momentum and operational leverage that surpassed their estimates.

In addition to financial performance, Robinhood has expanded its offerings by launching options trading for UK customers. This move is in response to growing interest in alternatives to traditional stock trading among UK retail investors.

Mizuho (NYSE:MFG) Securities also increased its price target for Robinhood to $65 after a survey revealed a significant interest among Robinhood users in using the trading app for sports betting. However, Robinhood had to suspend its newly launched Super Bowl betting feature after a request from the Commodities and Futures Trading Commission (CFTC).

These recent developments highlight Robinhood’s efforts to diversify its offerings and its strong financial performance, as acknowledged by multiple analyst firms. However, the company’s venture into sports betting has faced regulatory challenges, underscoring the evolving landscape of online trading and betting platforms.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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