The post Why is Wall Street suddenly issuing rampant Buy ratings on Robinhood’s stock? appeared on BitcoinEthereumNews.com.

Robinhood reported weaker-than-expected revenue in the fourth quarter, and Wall Street didn’t care. Instead of backing off, most analysts turned around and kept pushing Buy ratings. The company brought in $1.28 billion, missing the $1.35 billion analysts were looking for. But it still posted earnings of 66 cents per share, better than the expected 63 cents. The stock still dropped 9% early Wednesday. It was already down 24% year-to-date by Tuesday. The big red flag was the drop in net new assets (NNAs). But Barclays’ Benjamin said things started looking better in February. He pointed out that NNAs were down in December but ticked up in January and early February. He added, “February looks off to a stronger start, particularly with NNAs, though commentary on trading volumes was ambiguous.” Even with that unclear part, he sounded confident the worst was already over. Analysts lower targets but keep buy ratings Goldman Sachs’ James lowered his 12-month price target for Robinhood from $152 to $130, still expecting a 52% gain. He also cut 2026 and 2027 earnings forecasts by 7% and 3%, while adding new projections for 2028. He said they dropped their P/E target from 54x to 45.5x, since the market is valuing stocks lower in general. Still, he’s standing behind Robinhood. Deutsche Bank’s Brian also dropped his price target, from $155 to $130, but didn’t change his view. He called the fourth quarter “mixed.” Their adjusted earnings came in at 57 cents, which was lower than his own estimate of 61 cents, and below the 63-cent consensus. Robinhood got a 9-cent bump from taxes coming in lower than expected. Their adjusted EBITDA was $761 million, falling short of Deutsche’s $815 million and the $833 million average. Barclays, despite pointing out weak securities lending and take rates, stayed optimistic. They cut…

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Filed under: News - @ February 11, 2026 9:23 pm