Robinhood Stock (HOOD) Shatters Records - Bernstein Predicts The Rally Isn’t Over Yet

Robinhood stock just hit unprecedented heights—and analysts at Bernstein say this is only the beginning.

The Momentum Engine

HOOD's surge isn't happening in a vacuum. Retail trading volumes are exploding, crypto integration is pulling in a new wave of users, and zero-commission appeal remains a powerful draw in an era where every basis point counts.

Why Bernstein Is Bullish

Bernstein points to growing market share, increased options and crypto engagement, and a platform that’s steadily eating into traditional brokerage turf. They’re betting that growth—not just hype—will keep driving the stock upward.

But Let’s Be Real

Sure, it’s easy to cheer a rising stock—until you remember this is the same company that had to halt trading during the GameStop saga. A little skepticism never hurt anybody in finance, where today’s darling can be tomorrow’s regulatory headline.

Bottom line: HOOD’s run has been impressive. Whether it’s built to last depends on execution—not just excitement.

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Notably, Robinhood’s inclusion in the S&P 500 will likely boost demand for HOOD shares, since index funds and ETFs that follow the benchmark are required to buy the stock.

Bernstein Sees More Upside for HOOD Stock

Following the recent news, Chhugani reiterated his Buy rating on HOOD stock. His price target of $160 predicts an upside of 38% from current levels. According to Chhugani, Robinhood is moving beyond its image as a platform for casual traders and is now positioning itself as a growing financial “super-app.” He believes that the company’s recent addition to the S&P 500 gives it more room to expand market share.

Additionally, Bernstein estimates that Robinhood now makes up about 12% of U.S. retail trading revenue across stocks and crypto, up from just 7% two years ago. Meanwhile, the company has also grown rapidly in crypto, capturing roughly 30% of the market after FTX’s collapse and Binance.

Chhugani also praised Robinhood’s strong pace of product innovation and ability to make money from it. On the other hand, he warned that regulatory risks tied to payment for order flow and crypto trading still hang over the company.

Is Robinhood Stock a Good Buy?

According to TipRanks’ consensus, HOOD stock has a Moderate Buy rating, based on 12 Buys and six Holds assigned in the last three months. The Robinhood Markets share price target of $117.81 implies a 2% upside over current trading levels.