emergencyBreaking NewsBermuda's regulatory sandbox turns insurtech into investable business modelsUM-Flint Student Organizations See Giving Surge Driven by Campus EngagementOil Shocks Push Federal Reserve Rate Cuts Into 2027Bitcoin Depot installs new compliance chief to navigate evolving federal and state regulationsBlackRock's Bitcoin ETF Now Holds More BTC Than Any Corporation, Closing In On 800,000 CoinsBermuda's regulatory sandbox turns insurtech into investable business modelsUM-Flint Student Organizations See Giving Surge Driven by Campus EngagementOil Shocks Push Federal Reserve Rate Cuts Into 2027Bitcoin Depot installs new compliance chief to navigate evolving federal and state regulationsBlackRock's Bitcoin ETF Now Holds More BTC Than Any Corporation, Closing In On 800,000 Coins
DoiDoi
Credit & Lendingexpand_more
Credit CardsPersonal LoansStudent Loans
Markets & Investingexpand_more
Stocks & ETFsCrypto & BlockchainFed & Macro
Retirement & Benefitsexpand_more
401(k) & IRASocial SecurityRetirement Policy
Real Estateexpand_more
Mortgage RatesHousing Market
Financial Foundationexpand_more
Budgeting & SavingInsurance
Latest News
MarketsPortfolio
The Digital Ledger
Credit & Lending
Markets & Investing
Retirement & Benefits
Real Estate
Financial Foundation
Latest News
Dashboards

Institutional Financial Analysis

Home/Markets & Investing/ROBINHOOD

Truist Lowers Robinhood Price Target to $100 on Revenue Headwinds

LA

Leona Ashford

Robinhood · Apr 13, 2026

Truist Lowers Robinhood Price Target to $100 on Revenue Headwinds

Source: DojiDoji Data Terminal

Robinhood shares have fallen 39% year-to-date and are currently trading at $70.69. This decline reflects revenue headwinds from crypto prices and high-beta equity volatility.

Related Brief3d ago
equity research

Morgan Stanley lowers Robinhood target price to $95

The target price for Robinhood is now $95. This follows an adjustment by Morgan Stanley analyst Michael Cyprys, who lowered the target price from $147 to $95 while maintaining a hold rating for the stock.

Truist Securities lowered its price target on Robinhood Markets to $100 from $120, though it maintains a Buy rating. The firm updated its financial model to incorporate trading data from February and March ahead of the company's April 28 earnings report.

Related Brief17h ago
fintech

Robinhood restricts event contracts to block insider trading

Robinhood customers cannot access certain prediction markets, including mention markets where traders bet on specific words used during earnings calls or speeches. The company has barred these event contracts to mitigate risks of market abuse and insider trading. Jordan Sinclair, president of Robinhood UK, stated the firm is focused on preventing users from gaining an unfair advantage through privileged information. This caution follows instances of unusually large bets preceding the U.S. attack on Iran in February and charges filed by Israeli authorities against two people who used classified information to bet on military operations. Robinhood's partnership with Kalshi to offer prediction markets is expected to generate $300 million in yearly revenue.

According to analyst David Smith, the updated model showed lower transaction-based revenues. These losses were only partially offset by higher share repurchases and modestly lower operating expenses. As a result, Truist trimmed its earnings estimates for the period between 2026 and 2028.

Related Brief2d ago
brokerage

Robinhood's Growth Strategy Targets a User Base That Has Never Experienced a Bear Market

A deep bear market could materially alter the trajectory of Robinhood's business. The company has been public since 2021 and its customers have only invested in markets that have generally risen. The average Robinhood user's age is 31. Robinhood focuses on bringing new assets into the market by introducing investing to people who have never invested before. The company was selected as one of two companies to launch Trump accounts to introduce children to investing. If history is any guide, many of these new and young investors may be scared out of the market in the event of a deep and lingering downturn and never return.

Despite the target reduction, Truist views the current price level as an attractive entry point. The firm expects the platform to organically grow assets more than 20% annually through net deposits for the next three years, compared to a mid-single-digit industry average.

Related Brief2d ago
equity analysis

SoFi's Balance Sheet Questions Now Drive a 46% Upside Potential

SoFi stock has fallen 38% year-to-date. The decline is driven by a Muddy Waters report alleging accounting issues and describing the company as a 'financial engineering treadmill.' Muddy Waters called for over $312 adalah $312 million of loans to be restated. This has fueled questions regarding the strength of the seorang person's balance sheet and loan book. Keefe Bruyette lowered its price target to $17 with an Underperform rating, citing deteriorating credit metrics in securitizations and potential Q1 earnings pressure from fair-value marks. Wells Fargo lowered its price target to $18. The average analyst price target of $23.88 implies roughly 46% upside from current levels.

Robinhood

The Ledger Morning

The essential intelligence to start your trading day. Delivered 6:00 AM EST.

Join 50,000+ professionals who start their day with The Digital Ledger.

No spam. Unsubscribe anytime.

Read More Analysis

Fed interest rate decision

Oil Shocks Push Federal Reserve Rate Cuts Into 2027

Consumer sentiment has reached its lowest level on record. This follows the biggest monthly jump in inflation since 2022…

ETF inflows data

Institutional inflows lift Dogecoin, but price remains trapped under key resistance

Dogecoin’s price is holding around $0.091, supported by a sudden $1.34 million inflow into DOGE-focused ETFs — the large…

DoiDoi

© 2026 DojiDoji. All rights reserved.

EditorialEditorial GuidelinesCorrections
LegalPrivacy PolicyTerms of Service
DisclosureSEC DisclosuresAd Choice
SocialX (Twitter)LinkedIn