HOOD

AI Research

Record Annual Revenue $4.5B (+52%) + $1B Pre-IPO Fund Launched → Mizuho Lowers PT to $110

Robinhood reported Q4 2025 EPS of $0.66, beating the $0.60 estimate, while annual revenue reached a record $4.5 billion (+52% year-over-year) with adjusted EBITDA of $2.5 billion (+76%) and 56% margins, demonstrating the platform's monetization maturity. The company launched a $1 billion closed-end fund providing retail investors access to pre-IPO tech companies, and international expansion reached 750,000 customers outside the U.S. Mizuho lowered its price target to $110 from $135 on March 13 amid broader fintech sector pressure, though 19 of 21 analysts rate HOOD as Buy, and the CLARITY Act was cited by BofA as a "big potential positive catalyst" for both Robinhood and Coinbase.

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