Stocks / Investment Banking
HOODInvestment Banking
Robinhood Markets, Inc.
$109.081d +3.2%5d -1.3%settled close · 2026-09-17
Mkt cap $62B (3/25)β 3.1252w $65–152Shares 790.1M (A)Ind. Security Brokers, Dealers & Flotation CompaniesNasdaq since 2021Emp. 2,900HQ Menlo Park, CArobinhood.com
The tape, with the calls on it
Who said what, and what HOOD did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about HOOD
5 long2 shortlatest 2026-09-10
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-09-10 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Robinhood is crypto-adjacent and benefits from the crypto sector driving Q3 equity market performance, with… |
| 2026-08-19 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | Tom Lee | Robinhood has matured beyond a crypto proxy into a real financial services company with 32% revenue growth… |
| 2026-07-27 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Robinhood Chain launched on Ethereum is already exceeding $1B daily volume and could generate $1B/year in new… |
| 2026-02-06 | Jim ChanosShort seller — Chanos & Co (family office) | Short | RiskReversal Media | Robinhood was trading at 50x 2026 estimates while activity had already peaked in October, with profitability… |
| 2025-12-13 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Global Money Talk | Robinhood is aggressively pivoting toward the digital wallet space and understands that owning the consumer… |
| 2025-03-21 | Mike IppolitoCo-Founder, Blockworks | Bullish | Forward Guidance | Robin Hood has more monthly active users and more valuable order flow than Coinbase while executing the same… |
| 2021-09-14 | Chris BloomstranPresident & CIO, Semper Augustus Investments | Bearish | POWERS Pod | Robinhood extracts ~3% annually from customer assets vs. Schwab's ~25bps, generates 80% of revenue from… |
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Earnings
Next report: 3 Nov 2026 after the close
Confirmed date · consensus EPS 0.53. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where HOOD’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 8 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-03 | ||||||
| 2026-08-21 | ||||||
| 2026-06-17 | ||||||
| 2026-05-29 | ||||||
| 2026-05-28 | ||||||
| 2026-04-30 | ||||||
| 2026-04-17 | ||||||
| 2026-04-16 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
HOOD is in this morning’s Brief.
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