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BTIG Boosts Robinhood Target to $135 on Solid Q3 Metrics

BTIG raises Robinhood target to $135 as crypto volumes surge but retail sentiment stays bearish.

  • BTIG raised Robinhood’s price target to $135 from $125, maintaining a Buy rating with nearly 16% implied upside.
  • Crypto notional trading volumes reached roughly $17 billion through Sept. 24, tracking toward the strongest month since February.
  • Equity notional trading volumes hit approximately $267 billion, while event contracts traded reached about 4.4 billion.
  • Retail sentiment on Stocktwits remains bearish despite the positive analyst outlook, with message volume up nearly 75%.

Robinhood Markets Inc. (HOOD) released its month-to-date September trading volume metrics on Monday, prompting BTIG to raise its price target to $135 from $125 while maintaining a Buy rating. The new target implies nearly 16% upside from the stock’s last close, according to The Fly.

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The firm said the metrics round out a solid third quarter, with crypto volume tracking toward its strongest month since February and event contracts heading toward $5.5 billion. Strong user growth and net deposits in the third quarter should help the stock command an even higher trading multiple, BTIG noted.

Robinhood reported equity notional trading volumes of approximately $267 billion through Sept. 24, with options contracts traded reaching roughly 234 million. Crypto notional trading volumes came in at about $17 billion, including $7 billion from the Robinhood App and approximately $10 billion from Bitstamp.

Event contracts traded reached approximately 4.4 billion during the same period. For the full month of August, Robinhood posted equity notional trading volumes of $335 billion, options contracts of 293 million, crypto notional trading volumes of $17.5 billion, and event contracts of 4.7 billion.

Meanwhile, shares dipped nearly 1% in overnight trading late Monday following the metrics release. On Stocktwits, retail sentiment around HOOD stock was bearish at the time of writing amid a nearly 75% increase in message volume over 24 hours.

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One bearish user commented, “$HOOD going down to $105 line in a few days.” Despite the cautious retail outlook, HOOD stock has gained about 1% so far in 2026.

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