Robinhood Markets Inc (HOOD) stock surged 31% last week, becoming the top performer in the S&P 500 index. The rally is attributed to a regulatory shift by the SEC, which removed a key barrier for active traders, and a concurrent cryptocurrency market rally that benefited the platform. Robinhood’s record revenue and strong subscriber growth provide additional momentum for the stock, which analysts project could see significant gains in the coming year.
Robinhood stock rallied 31% throughout the past trading week to finish at $90 a share. It was the S&P 500’s best-performer for the period, according to market data. The SEC’s decision to scrap the long-standing $25,000 pattern day trader equity requirement is front and center for Robinhood’s gains.
A concurrent crypto market rally in the past week also benefited HOOD, leading it to outperform the rest of the index. The removal of the pattern day trader rule dramatically lowers barriers to active trading for everyday investors. Robinhood is the clearest beneficiary, as its brand is built around democratizing finance.
The numbers backing Robinhood’s business are already strong heading into this regulatory shift. Full-year 2025 revenue hit a record $4.47 billion, and Gold subscribers grew 58% year over year to 4.2 million. The prediction markets currently assign a 99% probability that Gold subscribers will exceed 4.2 million in Q1.
Based on 17 Wall Street analysts offering 12-month price targets for Robinhood stock in the last 3 months, the average price target is $104.56. The high forecast is $135.00 and the low forecast is $75.00. Over the next 52 weeks, Robinhood Markets, Inc. has, on average, historically risen by 77.5% based on the past 4 years of stock performance.
