Robinhood Price Target Trimmed, Analyst Remains Bullish On Stock (HOOD)

Robinhood Markets Inc. (NASDAQ: HOOD) experienced a revised price target from Barclays, although the firm maintains an optimistic outlook on the stock. While the price target was lowered, the Overweight rating remains intact, suggesting continued confidence in the company's potential.

The  adjustment saw Barclays lower its price target on Robinhood to $159 from a previous $171. This revision comes amidst updates to targets within the brokers, asset managers, and exchanges group, preceding the Q4 reports. Despite the reduced target, Barclays highlights positive trends, noting a “nice” quarter-over-quarter increase in total volumes across equities, options, and futures, coupled with a sequential uptick in volatility.

Prior to this adjustment, Barclays had incrementally raised its price target on Robinhood throughout late 2025. In December, the price target was increased from $168.00 to $171.00, following an earlier adjustment in November from $162.00 to $168.00. 

Several factors have contributed to the generally bullish sentiment surrounding Robinhood.

The company's strong Q4 performance, which surpassed Wall Street's revenue and adjusted EBITDA expectations by 8% and 12% respectively, has instilled confidence in its growth trajectory. Furthermore, Robinhood's strategic introduction of new products, such as index options, futures, and the Gold credit card, demonstrates a commitment to diversifying its offerings and enhancing user engagement.

Analysts have also pointed to a favorable macro environment for retail trading, which aligns well with Robinhood's business model and overall growth prospects.

Despite the lowered price target from Barclays, the firm's continued Overweight rating signals underlying confidence in Robinhood's long-term potential. The company's ability to capitalize on positive market conditions, coupled with its strategic product expansions, will likely play a crucial role in shaping investor sentiment and driving future stock performance.

This latest adjustment may reflect a recalibration of expectations in light of broader market dynamics, rather than a fundamental shift in the outlook for Robinhood. The stock's performance is now closely tied to the company's ability to execute its growth strategy and maintain its competitive edge in the evolving landscape of retail trading platforms.