Robinhood Markets, IncNasdaq: HOOD

On June 17, 2026, Robinhood stock jumped roughly 12% (closing near $108-$109) after a wave of analyst price-target increases. Argus raised its target to $110 from $90 (Buy), while Goldman Sachs, Deutsche Bank, Needham and Cantor Fitzgerald lifted targets into the high-$90s to low-$110s with Buy/Overweight ratings. The rally was driven by strong May 2026 operating data: platform assets reached $377B (up 48% YoY), 27.7M funded customers, $5.6B in May net deposits, equity trading volume up about 75% and options contracts up 29% YoY, with record prediction-market activity. Separately, Robinhood Securities won approval to act as an IPO underwriter, expanding its capital-markets footprint. The bear case is that the stock has roughly doubled off the mid-$70s in weeks, leaving a stretched valuation highly leveraged to retail trading volumes that can reverse quickly; the company also disclosed cutting about 10% of staff (~290 roles) with ~$28M in restructuring charges.

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On June 16, 2026, Robinhood Markets announced a restructuring that cuts roughly 10% of its workforce, equating to approximately 290 jobs, and will incur about $28 million in one-time charges. Management framed the move as an effort to avoid a 'heavily-layered' organization and maintain a high-performance culture, leaning further into AI for efficiency. The cuts follow a 47% year-over-year drop in Q1 2026 crypto trading revenue to $134 million, a key pressure point on the business. The news lands against otherwise strong operating metrics, with May 2026 platform assets up 48% year-over-year to $377 billion and equity trading volumes up 75%. The risk is that the layoffs signal softening crypto-driven revenue momentum even as Wall Street remains broadly bullish, with several firms recently raising price targets. Shares traded volatile on the day, ranging roughly $94.57 to $101.88.

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No material news in the last 48 hours. The recent rally drivers (May operating metrics, multiple analyst price-target hikes) were reported June 9-10, outside the 48-hour window.

No material news in the last 48 hours.

No material news in the last 48 hours.

Robinhood announced on May 20 that CFO Shiv Verma will present at the Bernstein Strategic Decisions Conference on May 27 at 4:30 p.m. ET. Robinhood's first private-markets vehicle, Ventures Fund I (listed on NYSE as a public closed-end fund with positions including OpenAI, Databricks, and Stripe), has attracted 150,000 retail investors. CTO Jeffrey Pinner has departed the company in an unexpected exit. Shares are down roughly 30% year-to-date through mid-May 2026 (Interactive Brokers is up 35% over the same period), with crypto revenue down 47% YoY in Q1 to $134M though transaction revenue rose 7% to $623M. The stock traded $73.75-$76.35 on May 20. Analyst consensus across 22 firms is Buy with an average target near $108.

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Robinhood is preparing to launch RVII, a second retail-focused venture fund, having filed a confidential registration with the SEC just two months after listing its first venture fund, which has already drawn 150,000 retail investors. The company presented at the J.P. Morgan Global Technology, Media and Communications Conference on May 19, with Chief Brokerage Officer Steve Quirk speaking at 11:25 a.m. ET. Shares traded between $74.90 and $77.37 on May 19, down ~15% over the past month and ~31% YTD from $113.10 amid post-earnings profit-taking. April operating metrics showed total platform assets up 49% YoY to $345B. Q1 results posted earlier in May included revenue of $1.07B (+15%), diluted EPS of $0.38, $17.7B net deposits and 4.3M Gold subscribers (+36%). Among 27 analysts the average rating is Buy.

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No material news in the last 48 hours.

Robinhood announced on May 12 that Chief Brokerage Officer Steve Quirk will present at the J.P. Morgan Global Technology, Media and Communications Conference on May 19 at 11:25 AM ET. Robinhood Ventures Fund I, taken public as a closed-end fund on NYSE, has drawn 150,000 retail investors and includes 'frontier' companies like OpenAI (~$75M position closed April 17), Databricks, and Stripe. Stock is down 32% YTD following a Q1 miss in which crypto revenue collapsed 47% QoQ to $134M, though total Q1 revenue grew 15% YoY to $1.07B, diluted EPS rose to $0.38, Total Platform Assets reached $307B (+39%), and Robinhood Gold subscribers hit 4.3M (+36%). On May 18, HOOD traded between $75.37-$75.94. Analyst consensus (22) is Buy with a 2026 target near $108.27.

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Robinhood Markets jumped 5-6% in mid-day trading toward $81 after the company reported robust April 2026 operating metrics including total securities lending revenue of $32M (+28% YoY) and continued growth in platform assets and net deposits. Deutsche Bank reaffirmed its Buy call, citing the operating momentum. Crypto notional trading volumes softened, falling 33% from March, a near-term offset. Robinhood Ventures Fund I closed an investment in OpenAI and the company is preparing to launch Robinhood Ventures Fund II for private-market access. Analyst consensus Buy with $105.87 target (~30% upside). Risk: crypto volume softness pressuring near-term revenue mix.

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On or around May 11-12, 2026, Robinhood disclosed plans for Robinhood Ventures Fund II (RVII), a publicly listed vehicle that would invest in early- and growth-stage private companies, expanding beyond Fund I which holds stakes in names like OpenAI, Stripe, Databricks and Revolut. Robinhood has confidentially filed a draft S-1 with the SEC for RVII. The stock fell 3.1% on May 12 to $78.27 and traded between $75.34 and $78.79 on May 14 around $76.49, leaving HOOD down roughly 30-32% year-to-date amid slumping crypto revenue ($134 million in Q1, down 47% quarter over quarter). Chief Brokerage Officer Steve Quirk is slated to present at the J.P. Morgan TMT conference on May 19. Consensus is still a Buy across 22 analysts with a 2026 price target around $108, but near-term sentiment remains pressured by crypto monetization risk.

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Robinhood shares fell roughly 3.5% to about $77.92 as investors digested a sharp 47% year-over-year drop in crypto transaction revenue, even as total Q1 revenue rose 15% to $1.07B and net income hit $350M. The company confidentially filed for its second publicly listed venture fund, expanding its strategic pivot toward broader wealth management and private startup investing (Robinhood Ventures Fund I recently invested in OpenAI). HOOD also faces a lawsuit over alleged unauthorized data disclosure. Chief Brokerage Officer Steve Quirk is scheduled to present at the J.P. Morgan Global TMT Conference on May 19.

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Robinhood disclosed that its Ventures Fund I, designed to expand retail access to private markets, has drawn 150,000 retail investors and closed an approximately $75M common-stock investment in OpenAI purchased on April 17, 2026. The CEO issued a bullish outlook on the prediction markets business, which has now seen over 9 billion contracts traded by 1M+ customers since its launch one year ago. Shares trade near $77.03 (May 8), down ~32% YTD after Q1 crypto revenue fell 47% sequentially to $134M, even as total net revenue rose 15% YoY to $1.07B and platform assets reached $307B (+39% YoY). Consensus rating remains Buy across 22 analysts.

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