Buy Recommendation: March 20, 2026 [PREMIUM]

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Robinhood Markets, Inc. (NASDAQ: HOOD)

Action: Buy (3rd Recommendation)

Date: March 20, 2026

Buy Price: $70.89

2nd Recommendation (February 5, 2026): READ

Update

Since our second Buy recommendation in February 2026 at $72.68 (and original entry at $39.85 in April 2025), Robinhood has continued advancing its transformation into a comprehensive digital financial platform. Recent monthly data for February 2026 showed funded customers at 27.4 million (up steadily year-over-year), platform assets holding strong at $314 billion (up significantly YoY despite some market fluctuations), and net deposits remaining robust at $5.6 billion. The revenue mix keeps diversifying with Robinhood Gold subscriptions, net interest income, equities and options trading, prediction markets, and expanding services all contributing meaningfully. This reduces dependence on volatile transaction volumes and builds greater stability. The broader strategy — deepening the ecosystem through banking, credit, crypto custody, and moves like the Bitstamp acquisition — progresses steadily without major interruptions.

The stock closed at $70.89 on March 20, reflecting recent pressure on fintech names. Fintech has been under pressure lately amid sector rotation and risk-off moves, and the ongoing conflict in the Middle East has added further pressure through geopolitical uncertainty, oil volatility, and broader market caution that disproportionately impacts growth-oriented, high-beta stocks like HOOD. Operationally, though, the fundamentals keep improving: customer growth persists, recurring revenue streams strengthen, assets build over time, and the platform gets closer every day to becoming the true financial super app for the next generation of investors.

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Bottom Line

We are re-recommending Robinhood Markets, Inc. (NASDAQ: HOOD) at $70.89. The dip stems mainly from fintech sector weakness and added macro pressure from the Middle East conflict — not any crack in the underlying transformation. This presents an attractive opportunity to build on our positions in a high-conviction growth name that's executing toward a full digital financial ecosystem, with expanding recurring revenue, loyal younger users, and capabilities across more than eleven business lines.

At a forward P/E of 30.58, HOOD trades at a slight premium, but we believe this quality company justifies the premium — and it's much lower than its historical forward P/E levels between 50 and 60. Volatility remains part of the fintech journey, but Robinhood's product velocity, diversification, and engagement set it up for substantial long-term upside as it edges closer every day to being the financial super app. We view this as a core long-term hold in the Dream Picks portfolio. If shares weaken further amid the broader pessimism, we'd look to add again.

This article was written by The Wall Street Dream. AI tools were used to assist with editing and polishing, but all ideas and opinions are entirely our own.

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Disclaimer

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