Needham raises Robinhood stock target to $71, maintains Buy

Published 14/05/2025, 13:36
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On Wednesday, Needham analysts increased their price target for Robinhood Markets (NASDAQ:HOOD) shares, boosting it to $71 from the previous $58, while sustaining a Buy rating on the stock. The firm’s positive outlook is rooted in the company’s ongoing product expansion, particularly in the cryptocurrency sector. The stock, currently trading at $62.57, has demonstrated remarkable momentum with a 247% return over the past year and a market capitalization of $55.2 billion. According to InvestingPro analysis, the stock appears to be trading above its Fair Value, with multiple indicators suggesting overbought conditions.

Robinhood’s strategic moves, including the recent acquisition of the Canadian firm WonderFi and the anticipated closure of the Bitstamp acquisition in the second half of 2025, were highlighted as key factors contributing to the company’s competitive edge in crypto for institutional clients and its international reach across Europe and Canada. The company’s aggressive expansion strategy is supported by strong financials, with revenue growing nearly 60% and maintaining an impressive 91% gross profit margin.

The analysts at Needham believe that these acquisitions will significantly enhance Robinhood’s offerings in the cryptocurrency space and are indicative of the company’s potential to attract a new customer base. They also project further crypto-specific developments, such as additional asset listings in the United States and the potential introduction of Robinhood’s own blockchain or a similar variant.

The firm’s statement underscored the expectation of more material increases in Robinhood’s product depth, prompted by these strategic initiatives. The updated price target reflects the analysts’ confidence in the company’s trajectory and incorporates upcoming catalysts, such as Robinhood’s June crypto event in France, which are anticipated to drive positive momentum for the company.

In other recent news, Robinhood Markets has reported several significant developments. Keefe, Bruyette & Woods maintained a Market Perform rating with a $47 price target, noting that while equity trading volumes met expectations, options and cryptocurrency trading volumes fell slightly short. Robinhood’s securities lending revenues were slightly below forecasts, and a 5% decrease in margin balances was observed. The firm’s second-quarter earnings per share estimate is $0.33, which is above the consensus of $0.29. Meanwhile, Robinhood has announced its acquisition of WonderFi, a Canadian digital asset company, for approximately C$250 million. This deal, expected to close in the second half of 2025, aligns with Robinhood’s strategy to expand its presence in the Canadian crypto market. Raymond (NSE:RYMD) James also maintained a Market Perform rating, highlighting Robinhood’s substantial revenue per client asset, which significantly surpasses that of Charles Schwab (NYSE:SCHW). Lastly, Needham adjusted its price target for Robinhood to $58 from $62, maintaining a Buy rating, following a recent earnings report that showed a slight revenue outperformance but a miss on adjusted EBITDA.

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