By: Quiver DiscussionTracker
Posted: 1 day and 2 hours ago / January 17, 2026 at 5:31 p.m. UTC
Recent price drop: Robinhood Markets has seen a sharp drop in its stock price recently, with social media chatter highlighting a drop of nearly 7-8% in a single day. Many point to insider selling and concerns over high valuations as the main factors behind this decline. This sparked intense debate among investors about the stock’s future trajectory.
Crypto Regulation Concerns: Another hot topic is the delay in crypto legislation, particularly the blocking of the CLARITY Act, which has added to regulatory uncertainty for Robinhood’s crypto offerings. Discussions on social media reflect frustration over the impact this is having on the company’s growth in the crypto space. Some users note a slight rebound overnight, fueling cautious optimism about a possible recovery.
Note: This discussion summary was generated from an AI condensation of post data.
Insider Trading Activity on Robinhood Markets
Robinhood Markets insiders have traded $HOOD stock on the open market 140 times in the last 6 months. Among these professions, 0 were purchases And 140 were sold.
Here’s a look at recent $HOOD stock trading by insiders over the last 6 months:
- BAIJU BHATT made 0 purchases and 22 sales selling 5,000,629 shares for an estimated amount $571,512,350.
- VLADIMIR TENEV (General Manager) made 0 purchases and 17 sales selling 4,650,932 shares for an estimated amount $554,382,966.
- MEYER MALKA made 0 purchases and 3 sales selling 1,173,808 shares for an estimated amount $121,937,352.
- DANIEL MARTIN JR GALLAGHER (Chief Legal Officer) made 0 purchases and 37 sales selling 515,000 shares for an estimated amount $59,247,452.
- JASON WARNICK (CFO) made 0 buys and 5 sells selling 400,000 shares for an estimated amount $50,935,035.
- STEVEN M. QUIRK (Chief Brokerage Officer) made 0 purchases and 20 sales selling 198,536 shares for an estimated amount $23,616,758.
- JEFFREY TSVI PINNER (Chief Technology Officer) made 0 purchases and 32 sales selling 46,914 shares for an estimated amount $5,860,489.
- JONATHAN RUBINSTEIN made 0 purchases and 4 sales selling 42,430 shares for an estimated amount $5,611,794.
To track insider trading, visit Quiver Quantitative’s Insider Trading Dashboard.
Robinhood Markets Revenue
Robinhood Markets earned revenue of $1.3 billion in the third quarter of 2025. This is an increase of 100.0% at the same period of the previous year.
You can track HOOD’s financial data on Quiver Quantitative’s HOOD stock page.
Robinhood Markets Trading Congress Stocks
Members of Congress have traded $HOOD stock 8 times in the last 6 months. Of these exchanges, 6 were purchases and 2 were sales.
Here’s a look at recent $HOOD stock trading by members of Congress over the past 6 months:
To track Congressional stock trading, visit Quiver Quantitative’s Congressional Trading Dashboard.
Robinhood Markets Hedge Fund Activity
We saw 810 institutional investors add shares of Robinhood Markets to their portfolio, and 490 decrease their positions during their most recent quarter.
Here are some of the biggest recent moves:
- VANGUARD GROUP INC added 18,824,923 shares (+24.9%) to its portfolio in the third quarter of 2025, for an estimated amount $2,695,352,475
- STATE STREET CORP added 16,375,734 shares (+103.2%) to its portfolio in the third quarter of 2025, for an estimated amount $2,344,677,594
- BLACKROCK, INC. added 16,213,055 shares (+37.5%) to its portfolio in the third quarter of 2025, for an estimated amount $2,321,385,214
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 10,110,525 shares (-99.5%) from its portfolio in the third quarter of 2025, for an estimated amount $1,447,624,969
- RENAISSANCE TECHNOLOGIES LLC withdrew 9,513,384 shares (-82.6%) from its portfolio in the 3rd quarter of 2025, for an estimated amount $1,362,126,321
- GEODE CAPITAL MANAGEMENT, LLC added 7,638,484 shares (+58.0%) to its portfolio in the third quarter of 2025, for an estimated amount $1,093,678,139
- FMR LLC removed 7,579,476 shares (-19.5%) from its portfolio in the third quarter of 2025, for an estimated amount $1,085,229,373
To track hedge funds’ stock portfolios, visit Quiver Quantitative’s Institutional Holdings Dashboard.
Robinhood Market Analyst Ratings
Wall Street analysts have been reporting on $HOOD over the past few months. We saw 11 companies issue buy ratings on the stock, and 0 companies issue sell ratings.
Here are some recent analyst notes:
- Barclays issued an “Overweight” rating on 08/01/2026
- Truist Securities issued a “Buy” rating on 12/17/2025
- B of A Securities issued a “Buy” rating on 10/12/2025
- Citizens issued a “Market Outperform” rating on 07/11/2025
- Mizuho issued an “Outperform” rating on 06/11/2025
- CICC issued an “Outperform” rating on 10/27/2025
- JMP Securities issued a “Market Outperformance” rating on 09/10/2025
To track analyst ratings and price targets for Robinhood Markets, visit Quiver Quantitative’s $HOOD forecast page.
Robinhood Markets Price Targets
Several analysts have recently published price targets for $HOOD. We’ve seen 16 analysts offer price targets for $HOOD over the last 6 months, with a median target of $153.0.
Here are some recent targets:
- An analyst from Argus Research set a price target of $145.0 on 01/09/2026
- Benjamin Budish of Barclays has set a price target of $159.0 on 01/08/2026
- Morgan Stanley’s Michael Cyprys set a price target of $147.0 12/22/2025
- David Smith of Truist Securities set a target price of $155.0 17/12/2025
- Brett Knoblauch of Cantor Fitzgerald set a price target of $152.0 11/12/2025
- Craig Siegenthaler of B of A Securities set a price target of $154.0 10/12/2025
- Needham’s John Todaro set a price target of $145.0 on 05/12/2025
This article does not constitute financial advice. See Quiver Quantitative Disclaimers for more information. Note that there may be inaccuracies due to errors in ticker mapping and other anomalies.
