Robinhood Markets stock gets a higher BTIG target at USD 135.00

Robinhood Markets stock is backed by a higher BTIG price target of USD 135.00, raised from USD 125.00 while the firm kept its Buy rating. The company also delivered USD 1.31 billion in Q2 FY2026 revenue, giving investors two concrete measures of trading activity and operating growth.

BTIG raises target to USD 135.00

According to Investing.com, BTIG lifted its target from USD 125.00 to USD 135.00 and cited strong third-quarter trading volumes through September 24. The new target is USD 30.00 below the USD 165.00 level implied by the source's stated Street-high forecast of USD 170.00 after the target increase, keeping valuation debate central to the stock's outlook.

BTIG also raised its fiscal 2026 revenue estimate by 5.00 percent and lifted its adjusted EPS forecast from USD 2.04 to USD 2.21, while the source cited consensus adjusted EPS of USD 2.57. The gap between the firm's forecast and consensus makes execution in the third quarter more important than the target increase alone.

Q2 revenue rises 32.30 percent

Ticker Scout reported total net revenue of USD 1.31 billion for Q2 FY2026, the quarter ended June 30, 2026, up 32.30 percent from USD 989.00 million a year earlier. Net income attributable to Robinhood reached USD 561.00 million, up 45.30 percent, while diluted EPS came to USD 0.62 versus USD 0.42.

Transaction-based revenue provided the larger growth engine at USD 776.00 million, up 44.00 percent year over year, while net interest revenue reached USD 389.00 million, up 9.00 percent. The earnings comparison needs one qualification: Q2 net income included a gain linked to the deconsolidation of Robinhood Ventures Fund I.

November earnings date is estimated

Nasdaq lists November 4, 2026 as an estimated earnings date and shows a consensus EPS forecast of USD 0.53 for the upcoming quarter. The date is algorithm-based rather than a company-announced schedule, so the next report will test whether September trading strength carries into reported results.

Robinhood Markets market value

Robinhood Markets had a market capitalization of USD 104.7 billion as of September 29, 2026. The company is listed on Nasdaq under ticker HOOD, operates in Financial Services and Capital Markets, and its platform covers stocks, options, exchange-traded funds, crypto assets and cash management.