TLDR
- Robinhood Markets (HOOD) stock closed at $132.98 per share on November 12, with shares gaining 312.73% over the past 52 weeks and a market cap of $119.57 billion.
- The company reported Q3 2025 revenues of $1.3 billion, beating analyst estimates with over 100% year-over-year growth and earnings per share of $0.61 versus forecasted $0.51.
- Citizens Financial maintains a Market Outperform rating with a $180 price target, while other firms including Mizuho ($172), Cantor Fitzgerald ($155), and Bernstein ($160) have raised their targets.
- Robinhood expanded its services in 2025 with new offerings including Robinhood Strategies, Robinhood Banking, and Robinhood Cortex, while its Prediction Markets feature achieved over $100 million in annualized revenue.
- The company holds approximately 15-20% market share among brokerage accounts with over 25 million accounts but represents only 0.3% of the $70 trillion in U.S. household investable assets.
Robinhood Markets continues to post impressive numbers as the financial services platform wraps up its third quarter of 2025. The company’s stock closed at $132.98 on November 12, reflecting a remarkable 312.73% gain over the past year.
The stock has climbed 256.9% year-to-date, giving the company a market capitalization of $119.57 billion. Over the past month alone, shares added 1.17% to their value.
Third quarter results exceeded Wall Street expectations across the board. Robinhood reported revenues of $1.3 billion, surpassing the $1.19 billion analyst consensus. That figure represents over 100% year-over-year growth.
Earnings per share came in at $0.61, beating the forecasted $0.51. The strong performance caught the attention of multiple investment firms and hedge funds.
Fred Alger Management’s Mid Cap Growth Fund highlighted Robinhood as a positive contributor to its portfolio during the quarter. The fund noted the company’s strong operating results and better-than-expected financials.
Analyst Upgrades Follow Strong Results
Several financial institutions have raised their price targets following the earnings report. Mizuho lifted its target to $172 from $145, calling 2025 a “stellar year” for the platform.
Cantor Fitzgerald increased its price target to $155. The firm acknowledged record growth across all business segments.
Keefe, Bruyette & Woods adjusted their target to $135 from $121 after earnings beat their expectations. Bernstein maintained an Outperform rating with a $160 price target.
Citizens Financial reiterated its Market Outperform rating with a $180 price target. The firm expressed confidence in the company’s leadership transition as CFO Jason Warnick prepares to hand responsibilities to incoming CFO Mr. Verma.
New Products Drive Growth
Robinhood expanded its offerings throughout 2025. The company launched Robinhood Strategies, which provides expert-managed portfolios to users.
New announcements included Robinhood Banking and Robinhood Cortex. These additions represent the platform’s push into advisory services, banking, and AI-driven tools.
The company’s Prediction Markets feature has proven particularly successful. The new product achieved over $100 million in annualized revenue.
Robinhood serves over 25 million accounts. The platform holds roughly 15-20% market share among brokerage accounts in the United States.
Despite its strong position, the company represents only about 0.3% of the $70 trillion in U.S. household investable assets. This leaves room for potential growth in capturing a larger share of the market.
Citizens Financial praised Robinhood’s operating system design. The firm believes the company’s structure allows it to scale multiple growth engines simultaneously through its GM model and developer-focused allocation.
The research firm noted that this approach lets innovation and operating leverage coexist. This balance allows the company to pursue growth while maintaining operational efficiency.
Citizens emphasized Robinhood’s technology-driven execution paired with disciplined cost control. The firm views this combination as providing a structural advantage in unit economics.
As of the second quarter, 85 hedge fund portfolios held Robinhood stock, up from 76 in the previous quarter.
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