Robinhood Stock (HOOD) Analysts Raise Price Targets Amid Record Rally

Robinhood (HOOD) stock has surged 150% this year, but top analysts believe the rally may not be over. Citi raised its price target to $100 and Goldman Sachs to $104, while Barclays reiterated its Buy rating. TipRanks' consensus suggests a Moderate Buy rating with a target of $77.47, implying a 17.1% downside. Despite the high valuation, analysts see ongoing product rollouts and international expansion as key drivers for long-term growth.

Robinhood (HOOD) stock has experienced a remarkable surge, rising by 150% in 2025, according to data from various financial institutions. The stock has been buoyed by a series of strategic moves and product launches, including the introduction of tokenized equities and the expansion into the European Union market. Analysts from Citi, Goldman Sachs, and Barclays have raised their price targets, suggesting that the rally may not be over.

Citi has raised its price target to $100, while Goldman Sachs has set it at $104. Barclays reiterated its Buy rating, indicating confidence in the company's long-term growth prospects. TipRanks' consensus suggests a Moderate Buy rating with a target of $77.47, implying a 17.1% downside from the current price.

The surge in Robinhood's stock price can be attributed to several factors. The company's recent product rollouts, such as tokenized equities and private equity, have garnered significant attention from investors. Additionally, the expansion into the European Union market is seen as a strategic move to tap into a new market with substantial growth potential in digital financial services.

Financial performance has been robust, with revenue reaching $3.26 billion in the last twelve months, a 60% year-over-year growth. The latest quarter showed revenues of $927 million, marking a 50% year-over-year growth and exceeding estimates by approximately 2%. Robinhood's strong gross profit margin of 91% and EBITDA of $1.65 billion indicate solid operational efficiency.

Analysts are optimistic about the company's ability to monetize its user base and expand its service offerings. Earnings per share (EPS) estimates for Robinhood have been revised upwards, with projections for fiscal year 2025 ranging from $1.27 to $1.43 and reaching up to $1.75 for 2026.

Despite the high valuation, analysts see ongoing product rollouts and international expansion as key drivers for long-term growth. However, it is essential for investors to remain vigilant and consider the potential risks associated with a single stock investment.

References:
[1] https://www.thestreet.com/crypto/markets/openais-warning-sparks-eu-review-of-robinhoods-stock-token-
[2] https://www.trefis.com/stock/hood/articles/568715/whats-happening-with-robinhood-stock-3/2025-07-07
[3] https://www.investing.com/news/swot-analysis/robinhoods-swot-analysis-stock-surges-on-crypto-expansion-eu-push-93CH-4123686