Analysts Cut Robinhood Price Targets to $130 and $100 Despite Mixed Q4 Results
Goldman Sachs kept a Buy on Robinhood while cutting its price target from $152 to $130 for a 71% upside; Needham cut its target from $135 to $100 for a 32% upside. Core Q4 EPS of $0.61 missed estimates by 4% and January prediction market volumes reached 3.5 billion contracts.
1. Analyst Ratings and Price Target Revisions
Goldman Sachs maintained a Buy rating and trimmed its price target from $152 to $130 for a 71% upside, while Needham also affirmed a Buy stance but lowered its target from $135 to $100 for a 32% upside potential.
2. Fourth Quarter Performance
Robinhood reported core Q4 EPS of $0.61, missing consensus by 4%, with modestly softer revenues and an overall mixed market response to the results.
3. Product Expansion and International Momentum
Leadership cited acceleration in customer activity, increased deposits, new product launches, and expanding international operations as key drivers for growth throughout 2026.
4. Prediction Markets and Crypto Outlook
January prediction market volumes reached 3.5 billion contracts, setting a new high, while crypto trading activity is expected to remain subdued for the next two quarters before gradually recovering later in the year.