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Stock impact report

Morgan Stanley Raises Robinhood (HOOD) Q4 EPS Estimates on Surging Year-End Transaction Volumes [Yahoo! Finance]

Robinhood Markets, Inc. - Class A (HOOD) 
Company Research Source: Yahoo! Finance
target on Robinhood to $147 from $146 with an Equal Weight rating on the shares. In a sector preview, the firm noted that robust transaction volumes across brokers and exchanges in Q4 2025 have created a likely upside for earnings. Consequently, the firm is raising its Q4 EPS estimates by an average of 5%. Earlier on December 16, Truist initiated coverage of Robinhood with a Buy rating and $155 price target. In other news, on the same day, Robinhood unveiled a major expansion of the platform's AI and prediction market capabilities. Since its launch late last year, prediction markets have become Robinhood's fastest-growing revenue stream, with over 1 million customers trading 11 billion contracts. To build on this momentum, the company introduced Preset Combos for professional football, allowing users to trade combined outcomes, totals, and spreads. The day also marked the debut of the next-generation Robinhood Cortex, which is an AI-powered assistant designed for Robinhood Gold Show less Read more
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