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Robinhood Soars 31% on SEC Rule Change and Crypto Rally

Robinhood stock soars 31% on SEC rule change and crypto rally, analysts see further upside.

  • Robinhood (HOOD) stock surged 31% this week, making it the top performer in the S&P 500 (^GSPC).
  • The rally is driven by the SEC’s removal of the $25,000 pattern day trader rule and a concurrent crypto market rally.
  • Wall Street analysts have an average 12-month price target of $104.56 for HOOD, representing a 15.22% upside from current levels.
  • The company reported record full-year 2025 revenue of $4.47 billion and saw 58% year-over-year growth in Gold subscribers.

Robinhood Markets, Inc. (HOOD) soared to become the S&P 500’s best performer this week, closing with a staggering 31% rally to trade near $90 per share. This surge was primarily fueled by a pivotal regulatory shift from the SEC and a rising tide in cryptocurrency markets. Consequently, the removal of the long-standing $25,000 pattern day trader equity requirement is seen as a direct tailwind for the trading platform.

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Its brand mission of democratizing finance directly aligns with this lower barrier to active trading. Meanwhile, the broader crypto market rally provided an additional boost to Robinhood’s business prospects. The company’s fundamental metrics are already strong heading into this favorable environment.

Full-year 2025 revenue hit a record $4.47 billion, according to the provided data. Furthermore, Gold subscribers grew 58% year over year to reach 4.2 million. Prediction markets currently assign a 99% probability that Gold subscribers will exceed 4.2 million in Q1.

Based on 17 Wall Street analysts, the average 12-month price target for Robinhood stock is $104.56. This represents a potential 15.22% change from the current price of $90. Historically, the stock has risen by an average of 77.5% over a 52-week period based on the past four years of performance.

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