文章核心观点 - 过去两年,高利率是Robinhood业务的重大推动力[1] - 但随着联储近期降息,Robinhood的利息收入将大幅下降[2][5] - 尽管交易收入有所恢复,但仍低于2021年峰值水平[3] - Robinhood无法依赖期权和加密货币交易来抵消利息收入的下降[6] - 因此Robinhood股价的近期反弹可能会停滞[7] 公司概况 - Robinhood在2021年IPO后股价一度飙升至85美元的历史高位,受到市场热捧[1] - 但随后股价暴跌91%至7美元附近的历史低点,主要是由于2022年熊市导致公司客户减少投资[1] - Robinhood拥有21.3百万月活用户峰值,但目前已降至11.8百万[3] - 公司交易收入从2021年第二季度的4.51亿美元下降至2024年第二季度的3.27亿美元[3] - 但利息收入从2021年第二季度的0.68亿美元大幅增长至2024年第二季度的2.85亿美元,占总收入的主要部分[4] 行业趋势 - 联储近期降息,未来可能还会进一步降息,这将大幅拖累Robinhood的利息收入[5] - 尽管交易收入有所恢复,但主要依赖于期权和加密货币交易,这些是较为风险的领域,难以持续稳定增长[6]

Robinhood Markets Inc HOOD stock is up after Piper Sandler analyst Patrick Moley maintained an Overweight rating and raised its price target from $23 to $27. The re-rating follows the 50 bps Fed rate cut, with Moley reiterating that the second-order effects of Fed rate cuts on margin balance growth and overall retail trading activity will be enough to offset the negative impact of lower rates. The price target reflects seven times the analyst's 2026 revenue estimate (up from 6 times previously to reflect re ...

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page. Considering buying Robinhood stock? Here's what analysts think: Robinhood Markets Inc has a consensus price target of $21.56 based on the ratings of 20 analysts. The high is $32 issued by B of A Securities on August 12, 2024. The low is $7 issued by Atlantic Equities on August 31, 2022. The 3 most-recent analyst ratings ...

Investors might want to bet on Robinhood Markets, Inc. (HOOD) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and followin ...

Robinhood Markets, Inc. (HOOD) closed the latest trading day at $22.07, indicating a +1.99% change from the previous session's end. The stock's change was more than the S&P 500's daily gain of 0.54%. On the other hand, the Dow registered a gain of 0.72%, and the technology-centric Nasdaq increased by 0.65%. The company's shares have seen an increase of 10.69% over the last month, surpassing the Finance sector's gain of 4.89% and the S&P 500's gain of 4.86%. The investment community will be closely monitorin ...

kramikel Investment Thesis Robinhood (NASDAQ:HOOD) is a steal. Case in point, revenue growth rates are expected to remain very strong into the back half of 2024. If I were to pinpoint one blemish from its Q2 2024 earnings report, it would be that its free cash flow was subdued. That being said, that's because of the massive amount of working capital used this quarter. We should expect this working capital usage to reverse in the coming quarters. Furthermore, Robinhood's underlying EBITDA is now expected to ...

Robinhood Markets, Inc. (HOOD) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, HOOD broke through the 20-day moving average, which suggests a short-term bullish trend. The 20-day simple moving average is a well-liked trading tool because it provides a look back at a stock's price over a 20-day period. Additionally, short- term traders find this SMA very beneficial, as it smooths out short-term price trends and shows more trend reversal sign ...

After reaching an important support level, Robinhood Markets, Inc. (HOOD) could be a good stock pick from a technical perspective. HOOD surpassed resistance at the 50-day moving average, suggesting a short-term bullish trend. One of the three major moving averages, the 50-day simple moving average is commonly used by traders and analysts to determine support or resistance levels for different types of securities. However, the 50-day is considered to be more important since it's the first marker of an up or ...

Robinhood's growth is taking a pause based on recent numbers. Robinhood (HOOD 0.20%) released August operating data, which is the regular news update investors get about the company's operations. While there's some good news, Travis Hoium digs into where there's some weakness in the video below. *Stock prices used were end-of-day prices of Sept. 10, 2024. The video was published on Sept. 10, 2024. ...

MENLO PARK, Calif., Sept. 09, 2024 (GLOBE NEWSWIRE) -- Robinhood Markets, Inc. ("Robinhood") (NASDAQ: HOOD) today reported select monthly operating data for August 2024: Funded Customers at the end of August were 24.3 million (up approximately 60 thousand from July 2024, up over one million year-over-year). Assets Under Custody (AUC) at the end of August were $143.6 billion (down 1% from July 2024, up 60% year-over-year). Net Deposits were $3.3 billion in August, translating to a 27% annualized growth rate ...