New York, Jan 28, 2026, 13:27 EST — Regular session
- Robinhood shares slipped roughly 0.6% in afternoon trading following a volatile session
- Needham stuck with its Buy rating and maintained the $135 price target
- Traders are bracing for the Fed’s policy statement and Powell’s press conference on Wednesday
Shares of Robinhood Markets dipped on Wednesday ahead of the Federal Reserve’s policy announcement. The stock fell roughly 0.6% to $104.64, bouncing between a high of $107.12 and a low of $103.63 during the session.
Timing is crucial. Robinhood, at the heart of retail risk-taking—from stocks to options and crypto—can react sharply when rate expectations change and volatility spikes.
Investors expect the Fed to keep rates on hold, though the wording might hint at how long the pause endures. “There is no urgency to lower rates aggressively,” noted Seema Shah, chief global strategist at Principal Asset Management. J.P. Morgan’s chief economist, Michael Feroli, cautioned against reading too much into the statement, saying any changes probably won’t deliver “material policy signals.” Reuters
Needham analyst John Todaro stuck with his “Buy” rating on Robinhood, maintaining a $135 price target, according to GuruFocus. The price target reflects where the analyst expects the stock to trade over the coming year. GuruFocus
Robinhood’s shares slipped, dragging down some fellow fintech players. Coinbase dropped roughly 1.2%, while SoFi Technologies slid about 1.7%.
Bitcoin climbed roughly 2.2%, nudging the stock slightly off sync with the broader crypto action.
Robinhood lets users trade stocks, options, futures, and crypto, while also selling subscriptions via Robinhood Gold. Investors frequently use it as a gauge for retail trading activity and the amount of cash held in brokerage accounts.
Robinhood will report its fourth-quarter and full-year 2025 results after the market closes on Feb. 10. CEO Vlad Tenev and incoming CFO Shiv Verma are set to go over the numbers during a video call at 5 p.m. ET. Shareholders can submit questions from Feb. 3 through Feb. 9.
Until that point, the focus remains on trading volume, customer expansion, and the company’s stance should markets cool off.
But the immediate risk comes from the Fed. “Even though rate cuts aren’t on the table, Jerome Powell’s press conference could focus as much on defending Fed independence as on policy moves,” said Chris Larkin, managing director of trading and investing at E*TRADE from Morgan Stanley. Kiplinger
The next big event is just hours away: the Fed’s decision drops at 2 p.m. ET, followed by Powell’s press conference at 2:30 p.m. Then all eyes shift to Robinhood’s earnings report on Feb. 10.
