New York, Feb 9, 2026, 17:14 EST — After-hours
- Robinhood jumped roughly 4.5% in late trading Monday after Wolfe Research bumped up its rating and raised the price target on the stock.
- Just a day ahead of Robinhood’s quarterly earnings, investors are zeroed in on trading volumes and revenue tied to crypto.
- Barclays pointed to crypto sentiment and possible government resistance to prediction markets as key variables.
Robinhood Markets shares climbed roughly 4.5% in late trading Monday, hitting $86.56, after Wolfe Research bumped its rating on the online broker to Outperform. The firm slapped a $125 price target on Robinhood, pointing to what it called an opportunity to “take advantage of the recent selloff” among crypto-exposed stocks. 1
Robinhood’s shares rallied right before its fourth-quarter results, a stretch where even modest changes in retail trading sometimes jolt the stock. Investors are watching to see if trading stayed resilient during the latest crypto downturn—and if the company’s recent product launches can ease that reliance.
FactSet has analysts targeting adjusted earnings near 67 cents per share on revenue close to $1.35 billion. For Robinhood, crypto trading accounted for 36% of transaction-based revenue in the first nine months of 2025—a sharp figure that underscores just how fast sentiment shifts in this space. 2
Robinhood is set to post its fourth-quarter and full-year 2025 results Tuesday after the bell. A video call featuring CEO Vlad Tenev and incoming CFO Shiv Verma is scheduled for 5 p.m. ET. 3
Steven Chubak at Wolfe bumped the rating up from Peerperform to Outperform. Remember, a “price target” is simply where an analyst thinks the stock might go—it’s not set in stone, and can shift quickly as crypto prices and trading volumes jump around.
Investors are tuning in for clues on crypto trading, options flows, and if prediction markets are starting to matter. These event contracts pay out on a simple yes-or-no verdict. Robinhood’s been pushing into that space, positioning itself beyond just a crypto play.
Barclays flagged lingering headwinds before earnings, noting that softer crypto sentiment plus broader market strain could dampen retail activity. The bank also cautioned that Robinhood’s latest product rollouts might take time to impact profits. Uncertainty around sports-themed prediction markets remains, Barclays said, pointing to ongoing legal challenges at the state level in that sector. 4
Monday saw gains for several trading platforms and brokerages. Coinbase tacked on roughly 1.3%. Charles Schwab’s shares picked up about 2.0%, and Interactive Brokers jumped close to 5.1%, going by their most recent trades.
Robinhood, headquartered in Menlo Park, California, operates a trading app popular with retail investors for stocks, options, and cryptocurrencies. Over the last year, the company’s been rolling out fresh products and expanding into new markets, aiming to boost revenue and keep results more stable when crypto trading slows down.
Tuesday’s earnings report lands next, with management’s outlook on trading trends for the first quarter in focus. Investors have their eyes on any stronger language around prediction markets — plus, signs regulators or individual states could tighten things up sooner than expected.
