Robinhood: World-Class Entry Point (Rating Upgrade)

Oliver Rodzianko6.31K FollowersFollow5ShareSavePlay(7min)CommentsSummaryRobinhood (HOOD) is rated a Buy, presenting a world-class entry point after trading 55% below its all-time high.HOOD exhibits elite growth: FY25 revenue up 52%, adjusted EBITDA up 76%, and margin expansion of 8 percentage points.Platform assets surged 68% year-over-year, with robust growth in ARPU (+16%), Gold subscribers (+58%), and retirement AUC (+102%).Despite being fundamentally diversified, HOOD trades as a speculative, crypto-adjacent sentiment asset, with crypto comprising 20% of 2025 revenue. Bobex-73/iStock via Getty Images Robinhood (HOOD) stock is down by -25% since my last analysis, in which I issued a Hold rating on the company. However, now there's evidence that we could be set up at world-class entry point. I admit that the equity isThis article was written byOliver Rodzianko6.31K FollowersFollowOliver Rodzianko is the Director of Invictus Origin, managing a high-alpha portfolio strategy outperforming the Nasdaq-100 through rotation with disciplined cash deployment during market dislocations.Analyst’s Disclosure: I/we have a beneficial long position in the shares of MSTR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.