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HOOD

Robinhood Markets Inc

NASDAQ: HOOD · FINANCIAL SERVICES · CAPITAL MARKETS

$71.20
-13.24% today

Updated 2026-04-29

Market cap
$76.27B
P/E ratio
41.32
P/S ratio
17.05x
EPS (TTM)
$2.05
Dividend yield
—
52W range
$46 – $154
Volume
30.4M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Robinhood Markets Inc (HOOD) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$71.20
Consensus
$109.09
+53.22%
2030 Target
—
—
DCF
—
—
23 analysts:
10 Buy4 Hold3 Sell

Management guidance

No specific CEO revenue targets found in provided materials. Management has emphasized diversification into banking (achieved $1.5B deposits in <6 months), prediction markets, and super-app expansion. Company is executing $1.5B buyback program and investing in new product verticals (Ventures Fund, Social platform, AI tools) but has not provided explicit 2026-2030 revenue guidance in available disclosures.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$220.48
—
Base case (2030)
$130.91
—
Bear case (2030)
$89.57
—

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)
Revenue$1.9B$3.0B$4.5B$5.6B$6.6B$8.1B$9.8B
Revenue growth—58.2%51.6%24.9%18.3%22.7%21.0%
EPS$-0.30$1.84$2.13$2.44$2.97$3.75$4.60
P/S ratio———12.0x12.0x12.0x12.0x
Implied price———$75.79$89.57$110.24$130.91

Catalysts & risks

Growth catalysts
+ SpaceX IPO retail allocation (potential major commission/trading fee driver)
+ Robinhood Banking scale-up and deposits growth trajectory (currently $1.5B in <6 months)
+ Prediction markets regulatory approval and monetization (new revenue stream with high TAM potential)
+ Super-app expansion (Ventures Fund, Social, AI tools, custody accounts driving AUM and wallet share)
+ Trump Administration kid savings accounts partnership (ongoing customer acquisition channel)
+ Crypto market cycle recovery (BTC above $68K; historically drives HOOD volatility trading volume)
Key risks
- Regulatory scrutiny on prediction markets and newer product lines (SEC/CFTC oversight uncertainty)
- Crypto volatility impact on revenue (options/crypto trading down in recent months; cyclical)
- Customer retention/migration risk as users 'graduate' to full-service brokers (Morningstar concern)
- Valuation compression (P/E 33.6x, PEG 1.37x; Morningstar fair value $50 vs. $70 current price)
- SpaceX IPO allocation uncertainty (E*Trade reportedly favored; could lose material commission event)
- Interest rate/macro sensitivity (banking deposit rates, trading activity correlation to volatility)
- Competition from E*Trade (Morgan Stanley), Interactive Brokers, Coinbase in retail/crypto space

Methodology

Robinhood Markets Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 23 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.