Wall Street analysts slash Robinhood price targets but maintain bullish Buy calls into 2026

Robinhood reported fourth-quarter revenue of $1.28 billion, below the $1.35 billion consensus, but earnings of $0.66 per share topped the $0.63 forecast as its stock dropped 9% on Wednesday after a 24% year-to-date slide by Tuesday. Despite weaker net new assets and mixed profitability metrics, major firms including Goldman Sachs, Deutsche Bank and Barclays cut 12‑month price targets yet kept Buy ratings, citing upside potential into 2026 alongside record user engagement. A few banks such as Morgan Stanley and JPMorgan stayed more cautious with equal-weight or neutral stances, highlighting near-term risks from crypto and slowing deposits.