Based on Sept trading metrics, BTIG sees solid Q3, raises PT from $125 to $135
D1 -0.2% · +5d -3.6%
CapitalBear
CEO Tenev Sells 240,834 More Shares at $125 Avg
Sep 22 sale extends previously disclosed insider selling pattern
D1 -1.5% · +5d -8.0%
›2 waves of this story
2026-09-24 Insider selling vs. institutional buying signals divergent views
2026-09-26 Sep 22 sale extends previously disclosed insider selling pattern
EarningsBull
Robinhood Event Contracts Surge, Q2 Revenue Up 10x YoY
Fastest-growing segment, 152M daily contracts in August, diversifying revenue
D1 -1.2% · +5d -5.6%
Insider selling
Insider selling $30.2M (1)
D1 +0.8% · +5d -6.5%
Insider selling
Insider selling $32.5M (1)
D1 +2.9% · +5d -5.5%
RegulationBear
Robinhood Ex-Engineers Insider Trading Case Develops
Two former engineers charged over $50K crypto insider trading; Reddit buzz but no new facts.
D1 -5.5% · +5d +17.5%
›3 waves of this story
2026-09-16 U.S. Attorney's Office charges employees for trading Hyperliquid perps on confidential info, raising regulatory and compliance concerns
2026-09-16 US prosecutors allege they traded perps on non-public listing info, each profiting over $50K; criminal proceedings underway
2026-09-18 Two former engineers charged over $50K crypto insider trading; Reddit buzz but no new facts.
RegulationBear
Senate Fails to Advance CLARITY Act in Procedural Vote, Crypto Legislation Stalled
Senate fails to advance CLARITY Act with 41 no votes, dimming crypto regulatory clarity prospects for HOOD's crypto business
D1 -3.4% · +5d +12.5%
›2 waves of this story
2026-09-15 Clearer crypto regulatory framework would directly benefit trading platforms like Robinhood
2026-09-16 Senate fails to advance CLARITY Act with 41 no votes, dimming crypto regulatory clarity prospects for HOOD's crypto business
AnalystBear
Robinhood Prediction Markets Face Regulatory Hurdles in CT and MI
Surge in prediction markets, but state restrictions may raise costs and slow sports-led growth
D1 +3.4% · +5d +5.9%
›7 waves of this story
2026-09-02 Sees upside in prediction-market revenue, keeps Overweight
2026-09-07 Revenue mix shift plus analyst upgrades reinforce positive momentum
2026-09-08 Robinhood to add OG.com event contracts, take minority stakes in Crypto.com and OG, expanding prediction supply chain; Goldman raises PT to $142
2026-09-09 Partnership began Sep 8; Mizuho raises PT to $140, citing AI IPO boost
2026-09-12 CEO confirms industry push to pass bill, engagement continues during recess; aligns with prediction market expansion
2026-09-13 ARK resumed buying in early Sept; event contracts generated $156M
2026-09-16 Surge in prediction markets, but state restrictions may raise costs and slow sports-led growth
EarningsBear
Robinhood Tokenized Stocks Face Regulatory Scrutiny, Expansion Costs Could Rise
Issuer objections and regulatory questions threaten to raise costs and slow global expansion
D1 -0.7% · +5d +6.4%
›2 waves of this story
2026-09-11 August platform assets reached $384B, up 26% YoY; funded customers grew to 28.6M; trading volumes surged
2026-09-11 Issuer objections and regulatory questions threaten to raise costs and slow global expansion
CapitalBull
Robinhood Underwrites Oura IPO; Citizens Sees Chain Net Revenue of $365M
2026-09-08 Moves from IPO access to underwriting, gaining influence over retail allocations
2026-09-08 First formal IPO underwriting role, expanding retail allocations and issuer ties, investment banking as new growth avenue
2026-09-09 Robinhood received approval to underwrite IPOs and was listed as an underwriting partner for Oura IPO, marking progress in investment banking
Based on Sept trading metrics, BTIG sees solid Q3, raises PT from $125 to $135
D1 -0.2% · +5d -3.6%
CapitalBear
CEO Tenev Sells 240,834 More Shares at $125 Avg
Sep 22 sale extends previously disclosed insider selling pattern
D1 -1.5% · +5d -8.0%
›2 waves of this story
2026-09-24 Insider selling vs. institutional buying signals divergent views
2026-09-26 Sep 22 sale extends previously disclosed insider selling pattern
EarningsBull
Robinhood Event Contracts Surge, Q2 Revenue Up 10x YoY
Fastest-growing segment, 152M daily contracts in August, diversifying revenue
D1 -1.2% · +5d -5.6%
Insider selling
Insider selling $30.2M (1)
D1 +0.8% · +5d -6.5%
Insider selling
Insider selling $32.5M (1)
D1 +2.9% · +5d -5.5%
RegulationBear
Robinhood Ex-Engineers Insider Trading Case Develops
Two former engineers charged over $50K crypto insider trading; Reddit buzz but no new facts.
D1 -5.5% · +5d +17.5%
›3 waves of this story
2026-09-16 U.S. Attorney's Office charges employees for trading Hyperliquid perps on confidential info, raising regulatory and compliance concerns
2026-09-16 US prosecutors allege they traded perps on non-public listing info, each profiting over $50K; criminal proceedings underway
2026-09-18 Two former engineers charged over $50K crypto insider trading; Reddit buzz but no new facts.
RegulationBear
Senate Fails to Advance CLARITY Act in Procedural Vote, Crypto Legislation Stalled
Senate fails to advance CLARITY Act with 41 no votes, dimming crypto regulatory clarity prospects for HOOD's crypto business
D1 -3.4% · +5d +12.5%
›2 waves of this story
2026-09-15 Clearer crypto regulatory framework would directly benefit trading platforms like Robinhood
2026-09-16 Senate fails to advance CLARITY Act with 41 no votes, dimming crypto regulatory clarity prospects for HOOD's crypto business
AnalystBear
Robinhood Prediction Markets Face Regulatory Hurdles in CT and MI
Surge in prediction markets, but state restrictions may raise costs and slow sports-led growth
D1 +3.4% · +5d +5.9%
›7 waves of this story
2026-09-02 Sees upside in prediction-market revenue, keeps Overweight
2026-09-07 Revenue mix shift plus analyst upgrades reinforce positive momentum
2026-09-08 Robinhood to add OG.com event contracts, take minority stakes in Crypto.com and OG, expanding prediction supply chain; Goldman raises PT to $142
2026-09-09 Partnership began Sep 8; Mizuho raises PT to $140, citing AI IPO boost
2026-09-12 CEO confirms industry push to pass bill, engagement continues during recess; aligns with prediction market expansion
2026-09-13 ARK resumed buying in early Sept; event contracts generated $156M
2026-09-16 Surge in prediction markets, but state restrictions may raise costs and slow sports-led growth
EarningsBear
Robinhood Tokenized Stocks Face Regulatory Scrutiny, Expansion Costs Could Rise
Issuer objections and regulatory questions threaten to raise costs and slow global expansion
D1 -0.7% · +5d +6.4%
›2 waves of this story
2026-09-11 August platform assets reached $384B, up 26% YoY; funded customers grew to 28.6M; trading volumes surged
2026-09-11 Issuer objections and regulatory questions threaten to raise costs and slow global expansion
CapitalBull
Robinhood Underwrites Oura IPO; Citizens Sees Chain Net Revenue of $365M
2026-09-08 Moves from IPO access to underwriting, gaining influence over retail allocations
2026-09-08 First formal IPO underwriting role, expanding retail allocations and issuer ties, investment banking as new growth avenue
2026-09-09 Robinhood received approval to underwrite IPOs and was listed as an underwriting partner for Oura IPO, marking progress in investment banking
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