Robinhood Projected 51.1% EPS Growth and $150.05 Target After 200% Surge

HOODHOOD

Robinhood is projected to report 51.1% EPS growth and 31.7% revenue growth on Feb. 10, driven by record trading volumes, crypto trading enhancements, prediction markets and retirement account rollouts. After a 200% stock surge in 2025, analysts set a $150.05 target implying 34% upside.

1. Robinhood CEO Sees AI-Driven Job Transformation

Robinhood CEO Vlad Tenev asserted during a FOX Business interview that artificial intelligence will not eliminate work but fundamentally redefine it, sparking an “explosion of not just new jobs, but new job families.” Drawing parallels to the century-old shift from agricultural and factory labor to office and digital roles, Tenev argued today’s skeptics overlook how future generations will view careers based on AI-driven investing and trading. He highlighted that while some professional tasks have already been automated—contributing to headcount reductions at major technology firms—the velocity and scale of current AI adoption will accelerate role creation in areas few today recognize as full-time professions.

2. Strong Growth Momentum Ahead of Q4 Earnings

As Robinhood prepares to report its Q4 results, Wall Street consensus forecasts point to a 51.1% year-over-year increase in earnings per share and a 31.7% rise in revenue. This anticipated outperformance is underpinned by record retail trading volumes, robust user growth, and recent product expansions—including prediction markets, enhanced cryptocurrency trading capabilities and retirement account offerings. International rollouts in the U.K. and Europe further bolster the growth outlook. Analysts maintain a positive stance, citing up to 34% upside potential from current levels as the company capitalizes on heightened retail engagement and diversified revenue streams.

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