Opinions Jason Del Vicario
RobinhoodHOODDON'T BUYNov 13, 2026
Stock price when the opinion was issued
As of Nov 13, 2026. Market Open.
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Revenues are up 32% to record levels, EPS up 48%, and a record $22 billion in net assets. One year the chart hasn't done much, but he's made good money over 3 years. The market wrongly correlates this with bitcoin. It's matured into a financial services company.
Kevin SimpsonIt's matured from a trading app to a super financial app: banking, retirement, credit cards and prediction markets. HOOD owns the youngest, fastest-growing retail user base which is built for cell phone use, exactly where HOOD is positioned. Recent earnings were good. Net interest income drives 34% of sales. Q1 net revenue grew 15% and gold subscribers grew 36%.
(Analysts’ price target is $105.99)
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Premium contentIn the last quarter, the company reported 0.38 USD per share, beating the 0.39 USD estimate by -1.36%. Revenue for the same period reached 1.07 B USD, despite the estimate of 1.14 B USD. For the next quarter, analysts expect 0.40 USD in earnings per share and 1.19 B USD in revenue. Social media mentions are up 130% in the past 24h.
They announced they will let AI agents trade. It's a good thing. This is where the business is going, using AI tools. He hopes people don't use these tools recklessly.They announced they will let AI agents trade.JoshIt's a good thing. This is where the business is going, using AI tools. He hopes people don't use these tools recklessly.
This sector is diversifying its product model and offering so that each company isn't known for only one thing, like HOOD and meme trading. No, he would never let an AI agent run his own fund.
Joe TerranovaIt was parabolic a year ago and has since settled in. Her calls expire next month at $80, which is resistance. But being down 50% from highs is not a catalyst to go higher.
Bryn TalkingtonHe just bought a little on this dip, then covered it on the earnings report on a tight call. The next day, the stock traded down. Then, he went long on it at $72. In the $70s, it's solid investment, not a trade. A solid company with a solid customer base.
Kevin SimpsonPremium contentIn the last quarter, the company reported 0.66 USD per share, beating the 0.63 USD estimate by 4.61%. Revenue for the same period reached 1.28 B USD, despite the estimate of 1.35 B USD. For the next quarter, analysts expect 0.51 USD in earnings per share and 1.26 B USD in revenue. Social media mentions are up 417% in the past 24h.
Not sure about bitcoin. But blockchain technology is going to be an important aspect of the continued tech evolution of transferring information and data across the industrial world. Bitcoin is a speculative asset and doesn't have a lot of industrial or financial uses.
Bought a bit, and sold on a bounce. Visionary CEO. Morphing into wider markets. Innovative. Hiccup recently. Be careful with these highly valued names. He'd be interested in the low $60s.
One of his pet peeves is the constant "gamification" of the financial markets. When the barrier to buying and selling securities is so low, you invite short-term trading (which is just speculation and gambling). Philosophically, he takes some exception to the business model.
In the 1970s, average holding time for a stock was 5 years. Now it's below 10 months. He'll die on the sword of encouraging investors to understand that they own a piece of a business. The leaders of those businesses aren't buying and selling them every couple of months.
Margins are extremely low because of no trading commissions, so has to generate income by other (unsustainable) means. Richly valued. Doesn't meet his firm's criteria.