Robinhood Markets (NASDAQ:HOOD) received a new Buy rating from Compass Point, with analysts setting a $61 price target, citing crypto-driven revenue expansion and improving regulatory conditions as key catalysts.
The firm highlighted Robinhood’s ability to increase average revenue per user (ARPU) among its 12 million crypto users, estimating a $665 million revenue opportunity from cross-selling existing crypto products to U.S. customers. The analysts also expect a more favorable regulatory landscape to support Robinhood’s expansion in digital assets.
Looking ahead, Compass Point’s 2026 EBITDA forecast is 16% above consensus estimates, based on stronger-than-expected revenue growth rather than assuming a stagnant industry. Beyond crypto, Robinhood is benefiting from broader secular trends, particularly by catering to younger generations that have been priced out of traditional asset ownership due to housing and market inflation.
As 2025-26 revenue outperforms expectations and user engagement proves more resilient than in previous cycles, the analysts see Robinhood’s stock rebounding, making it an attractive long-term growth opportunity.