Robinhood (HOOD) Stock Soars Over 200% in 2025: Latest News, Forecasts and Analysis

Robinhood Markets Inc. (NASDAQ: HOOD) has turned into one of 2025’s most dramatic comeback stories. After a rocky post‑IPO stretch, the trading app is now a profitable, large‑cap member of the S&P 500, with its stock up more than 200% year to date and over 200% on a one‑year basis. ^[1]

As of the latest close, HOOD trades around $131–132 per share, giving the company a market value near $120–130 billion and a trailing price‑to‑earnings ratio close to the high‑50s. ^[2] That kind of move naturally raises the big questions: what’s driving the surge, what are analysts forecasting next, and is the rally sustainable?

Below is a comprehensive, news‑style rundown of the latest developments, forecasts and risks as of December 7, 2025.

1. Robinhood stock today: price, performance and volatility

Current level & 52‑week range. Data services show HOOD around $131.95 at the December 5 close, with a 52‑week low of $29.66 and a 52‑week (and all‑time) high of $153.86 set on October 6, 2025. ^[3]
Massive 2025 rally. HOOD is up more than 200% year to date, according to recent coverage on crypto‑focused and trading news sites, which call it one of 2025’s standout market stories. ^[4]
Post‑peak pullback. From the October high, the stock has corrected roughly 15–20%, with several outlets noting a “correction” of about 20% into early December as traders take profits and crypto markets wobble. ^[5]
High beta. Research platform Simply Wall St estimates HOOD’s beta at about 2.4, meaning it tends to move more than twice as much as the broader market in either direction. ^[6]

Short‑term swings remain closely tied to crypto. A recent Motley Fool article on Nasdaq highlighted how a 7% drop in Bitcoin sent HOOD tumbling, only for the stock to rip 6% higher the next day as Bitcoin rebounded above $93,000. ^[7]

2. Latest news as of December 7, 2025

2.1 Fresh institutional flow and insider activity

Several new 13F‑based reports hit the wires today (December 7) summarizing second‑quarter institutional moves in HOOD: ^[8]

First Trust Advisors LP
- Trimmed its position by 6.3% in Q2.
- Still owns ~910,000 shares, worth about $85 million, or roughly 0.1% of the company. ^[9]
Cresset Asset Management LLC
- Increased its stake by 13.4% in Q2.
- Now holds 104,351 shares valued near $9.77 million. ^[10]
Jump Financial LLC
- Boosted its HOOD position by a staggering 2,404%, adding about 291,000 shares to reach 302,877 shares worth roughly $28.4 million. ^[11]

MarketBeat notes that institutional investors collectively hold more than 93% of HOOD’s float, with big additions from firms like Vanguard, Norges Bank and WCM Investment Management. ^[12]

At the same time, insider selling has been heavy:

Over the last three months, insiders have sold around 4.1 million shares worth about $525 million, according to recent filings tracked by MarketBeat. ^[13]
CEO Vladimir Tenev sold 750,000 shares at an average price near $140, while other executives, including the Chief Legal Officer and Chief Brokerage Officer, have also reduced stakes. ^[14]

Quiver Quantitative separately reports over 100 insider sale transactions in the past six months, contrasted with just one notable insider purchase, underscoring a pattern of profit‑taking at current levels. ^[15]

2.2 CoinCentral / MEXC feature: “Over 200% YTD Explosion”

A widely circulated CoinCentral piece, republished via MEXC on December 7, frames HOOD as one of 2025’s defining market winners: ^[16]

YTD performance: “More than 200%” gain year to date.
Valuation snapshot:
- Share price: ~$131.95
- Market value: ~$127 billion
- Trailing P/E: ~58x
Earnings momentum:
- Q3 revenue doubled year over year to $1.27 billion.
- Net income surged to $556 million, up roughly 270% YoY.
- First nine months of 2025 generated $3.19 billion in net revenue and $1.28 billion in net profit.
Platform metrics:
- Nearly 27 million funded accounts.
- Over $300 billion in customer assets (platform assets up about 115% YoY to ~$343 billion, per a separate QuiverQuant summary). ^[17]

The piece highlights prediction markets and crypto trading as the twin engines behind this breakout year.

2.3 S&P 500 inclusion: a watershed moment

On September 5, Reuters reported that Robinhood would replace Caesars Entertainment in the S&P 500 effective September 22, describing it as a “watershed moment for the U.S. fintech sector.” ^[18]

The inclusion:

Triggered index‑tracking funds to buy HOOD.
Signalled that Robinhood had evolved from a pandemic‑era trading phenomenon into a large, established player with sustained profitability. ^[19]

2.4 Crypto‑linked swings and recent correction

Several recent analyses note how tightly HOOD still trades with crypto:

A Motley Fool column on Nasdaq explained that a 7% plunge in Bitcoin earlier this week dragged HOOD sharply lower, only for the stock to jump 6% as Bitcoin rebounded above $93,000. ^[20]
Another Motley Fool article, “Should You Buy Robinhood Stock After Its Recent Correction?”, points out that although HOOD is still up about 225% YTD, it has fallen around 20% from its October peak, and warns that depending heavily on volatile options and crypto revenue may eventually backfire. ^[21]

3. Fundamentals: Q3 2025 earnings and operating momentum

Robinhood’s surge isn’t just about hype; its financial results have pivoted from “promising” to outright strong.

3.1 Q1 and Q2 2025: profitability inflection

A detailed Tickeron analysis of the 2025 rally highlights Q1 2025 as the turning point: ^[22]

Q1 2025 financials:
- Revenue: $927 million, up 50% YoY.
- Net income: $336 million, up 114% YoY, with a 36% net margin.
- Transaction‑based revenue: $583 million, up 77% YoY.
- Crypto revenue: $252 million, doubled YoY, about 27% of transaction revenue.

Simply Wall St later noted that Q2 2025 net revenues grew 45% YoY to $989 million, while net income jumped 105% to $386 million and earnings per share comfortably beat expectations. ^[23]

3.2 Q3 2025: blow‑out quarter

According to company releases and multiple summaries, Q3 2025 was even stronger: ^[24]

Revenue:
- Total net revenue: $1.27 billion, roughly +100% YoY.
- Transaction‑based revenue rose about 129%, led by options, equities and crypto.
- Net interest income climbed about 66%, driven by higher cash sweep balances and margin lending.
Profitability:
- GAAP net income: $556 million, up roughly 271% YoY.
- EPS: $0.61, beating consensus estimates around $0.51, and far above $0.17 in Q3 2024. ^[25]
User and asset growth:
- Net revenue for the first nine months of 2025 reached $3.19 billion with net profit above $1.28 billion.
- Retirement assets under custody rose 144% YoY.
- Margin loan balances jumped 153% to $13.9 billion.
- Combined crypto trading volume in 2025 so far is reported around $80 billion. ^[26]

QuiverQuant also cites internal data showing platform assets at $343 billion, up ~115% YoY, underscoring how quickly Robinhood has scaled beyond its meme‑stock origins. ^[27]

4. New growth engines: prediction markets, crypto and “super‑app” ambitions

4.1 Prediction markets: from experiment to core business

Several recent pieces frame prediction markets as Robinhood’s most important 2025 storyline:

A Zacks‑syndicated article on Yahoo Finance says prediction markets are reshaping Robinhood’s revenue mix, with event‑contract trading emerging as one of the fastest‑growing segments. ^[28]
The December 7 CoinCentral/MEXC recap notes that Q3 saw around 2.3 billion event contracts traded and that more than 1 million customers have tried Robinhood’s YES/NO prediction hub. ^[29]
Robinhood recently entered a deal with Susquehanna International Group to acquire a 90% stake in LedgerX, a CFTC‑regulated exchange that will underpin a broader prediction‑focused futures marketplace. ^[30]

A separate Motley Fool piece explains how an earlier agreement with Kalshi to bring sports prediction markets to Robinhood helped fuel Wall Street enthusiasm and contributed to the stock’s rally. ^[31]

Taken together, prediction markets are now:

Deepening engagement (short‑duration, high‑frequency trading).
Diversifying revenue away from pure equity and crypto trades.
Increasing Robinhood’s regulatory complexity, since event contracts sit at the intersection of derivatives and gambling rules.

4.2 Crypto trading comeback

After the crypto crash of 2022–2023, Robinhood’s crypto business has roared back:

Tickeron notes that in Q1 2025, crypto revenue doubled YoY to $252 million, about 27% of transaction‑based revenue. ^[32]
Robinhood’s October 2025 operating update (as summarized in news coverage) reported crypto notional trading volume of about $32.5 billion, up 38% month over month and roughly 480% YoY. ^[33]
The recent “Robinhood Ripped Higher Today” piece bluntly states that crypto trading is currently Robinhood’s fastest‑growing business, accounting for more than 30% of transaction‑based revenue and growing over 300% last quarter. ^[34]

However, another Motley Fool analysis warns that this dependence on highly cyclical crypto and options revenue has historically led to boom‑and‑bust earnings, and that a similar pattern could recur if Bitcoin and other tokens enter another prolonged downturn. ^[35]

4.3 Beyond trading: credit, wealth and tokenization

Robinhood is also layering in higher‑margin, more “traditional” financial products:

Wealth & retirement. The company launched wealth‑management services in 2025, offering robo‑advisory and retirement products. Retirement assets under custody grew more than 140% YoY in 2025. ^[36]
Robinhood Gold & credit card. Premium subscription Robinhood Gold (offering margin, advanced data and higher yields) now includes a branded credit card, with several commentators noting “nearly 4 million” paying Gold members. ^[37]
Global & tokenized products. In 2025 Robinhood completed acquisitions of WonderFi and Bitstamp, giving it a stronger crypto‑exchange footprint in Canada and Europe. It has launched trading in tokenized ETFs and stocks in the EU, supported by European crypto licenses. ^[38]

All of this supports the recurring narrative that Robinhood aims to morph into a “super‑app” for trading, crypto and everyday finance, not just a meme‑stock brokerage.

5. Analyst ratings, forecasts and price targets

5.1 Street consensus: broadly bullish, but is the stock ahead of itself?

StockAnalysis.com, aggregating Wall Street estimates, reports: ^[39]

21 analysts covering HOOD.
Consensus rating:“Buy”.
Average 12‑month price target:$119.62, implying about ‑9% downside from the recent ~$132 level.
Target range: Low $47 to high $180, illustrating wide disagreement about the long‑term trajectory.

That average target lags the current price, suggesting that the explosive rally has, at least temporarily, run ahead of the typical analyst model.

QuiverQuant, compiling multiple brokers, finds: ^[40]

18 analysts issuing price targets in the last six months.
Median target:$149, implying modest upside from current levels.
Recent notable targets include:
- Citizens: $180 (Market Outperform).
- Mizuho: $172 (Buy).
- Barclays: $168 (Overweight).
- Cantor Fitzgerald: $155 (Buy).

Needham has repeatedly reiterated a Strong Buy rating with a $145 target, most recently on December 5. ^[41]

Zacks Investment Research has also taken a constructive stance, highlighting Robinhood as a “Bull of the Day” earlier this year and more recently arguing that the stock is “well poised for a surge” on the back of positive earnings estimate revisions and strong Q3 results. ^[42]

5.2 Revenue and EPS outlook

Based on aggregated analyst forecasts: ^[43]

Revenue
- 2024 (actual): ~$2.95 billion
- 2025 (estimate): ~$4.57 billion (+55% YoY)
- 2026 (estimate): ~$5.59 billion (+22% YoY)
Earnings per share (EPS)
- 2024 (actual): $1.56
- 2025 (estimate): $2.07 (+33% YoY)
- 2026 (estimate): $2.57 (+24% YoY)

A Yahoo/Zacks article specifically notes that consensus estimates imply ~78% YOY growth in 2025 earnings and ~16% in 2026, depending on the base period used, underlining just how steep the current profit ramp is expected to be. ^[44]

6. Valuation: what are investors paying for?

Different data providers give slightly different numbers, but most agree Robinhood now trades at “quality growth stock”‑style multiples:

Trailing P/E: Roughly 55–58x GAAP earnings. ^[45]
Forward P/E (2026 EPS): Around 51x, using consensus 2026 EPS near $2.57. ^[46]
Price‑to‑sales (2025E): With a market cap in the $120–130 billion range and expected 2025 revenue around $4.6 billion, HOOD trades at roughly 25–28x forward sales – very rich by brokerage standards. ^[47]
One‑year return: Simply Wall St pegs the 1‑year price change at ~217% and 3‑year change above 1,300%, off the 2022 lows. ^[48]

Some valuation‑focused authors on platforms like Seeking Alpha argue that while the business is clearly stronger than in the meme‑stock days, the equity may already be pricing in years of near‑perfect execution, leaving “not much upside” if growth normalizes or crypto enthusiasm fades. ^[49]

7. Key risks and regulatory overhangs

7.1 Regulatory pressure

Robinhood operates at the edge of several highly regulated domains: securities, crypto and now event‑based derivatives. Recent history includes: ^[50]

An SEC Wells notice in May 2024 over crypto tokens listed on the platform.
A $26 million FINRA penalty in March 2025 tied to anti‑money‑laundering failures and restrictions that led some customers to get worse execution on their trades.
Earlier enforcement actions and settlements related to payment‑for‑order‑flow, system outages and “gamification” of trading.

Prediction markets add yet another layer of complexity, with regulators still debating how best to classify event contracts tied to elections, sports and macroeconomic data.

7.2 Revenue cyclicality and concentration

Multiple commentators stress that Robinhood’s revenue remains highly sensitive to market sentiment and trading activity:

A Nasdaq‑hosted Motley Fool piece points out that in previous cycles, crypto revenue soared several thousand percent in one quarter only to fall more than 75% YoY when the boom faded. ^[51]
Options and crypto trading together still make up the majority of transaction‑based revenue, leaving Robinhood exposed if risk appetite dries up. ^[52]

7.3 Competition and insider selling

Robinhood competes with established brokers like Schwab and Interactive Brokers, full‑service banks, and a growing roster of crypto and fintech apps. Simply Wall St notes that rising marketing and compliance costs, and growing competition, could pressure margins over time. ^[53]
Heavy insider selling — with hundreds of millions of dollars in stock sold by founders and executives in 2025 — has drawn scrutiny, even though insiders still control around 14–15% of shares. ^[54]

8. Bull vs. bear case heading into 2026

Bull case

Supporters of HOOD argue that:

Explosive user and asset growth (tens of millions of accounts and hundreds of billions in assets) shows Robinhood has cemented itself as a core gateway for younger investors. ^[55]
Prediction markets, crypto, and tokenized assets give the company a differentiated product mix that legacy brokers are slower to adopt. ^[56]
S&P 500 membership, strong profitability, and consistent estimate upgrades suggest HOOD is transitioning from speculative story to durable compounder. ^[57]
Analyst forecasts still project double‑digit annual growth in revenue and EPS through at least 2026, justifying a premium multiple in the eyes of growth investors. ^[58]

Bear case

Skeptics counter that:

The business is still deeply tied to speculative trading, meaning earnings could fall sharply in a risk‑off environment or prolonged crypto winter. ^[59]
Current valuation — P/E in the mid‑50s and P/S in the high‑20s — leaves little margin of safety if growth slows or regulators clamp down. ^[60]
Persistent regulatory and reputational issues, including past outages, fines and the GameStop saga, could resurface as Robinhood pushes into ever‑more complex products. ^[61]
Heavy insider selling and mixed fund flows (some big buyers, some big sellers) suggest that sophisticated players see better risk‑reward elsewhere at current prices. ^[62]

9. What this means for investors

As of December 7, 2025, the market’s message on Robinhood is clear:
the company has successfully reinvented itself as a profitable, high‑growth fintech at the center of the retail‑trading and crypto ecosystems — but that transformation is already reflected in an aggressive valuation.

For readers following HOOD:

Short‑term moves are likely to stay highly volatile, particularly around crypto swings, macro data, and any regulatory headlines.
Medium‑term outcomes hinge on whether Robinhood can sustain growth in higher‑margin, more stable products (wealth, credit, subscriptions) while managing the risks inherent in prediction markets and crypto.
Long‑term, the key question is whether Robinhood becomes a dominant, global investing and trading platform, or whether competitors and regulators cap its upside.

This article is information only and not investment advice. Anyone considering exposure to Robinhood — whether directly through HOOD shares or indirectly via index funds — should carefully evaluate their own risk tolerance, time horizon and need for professional financial guidance.