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Tuesday's Bonus Article Why Robinhood Stock Is Soaring—and What Comes NextWritten by Gabriel Osorio-Mazilli. Published 9/22/2025. 
Key Points - Robinhood is experiencing rapid growth across revenue, user base, and AUM, driven by increased trading activity and net deposits post-Fed rate cuts.
- Retail investor momentum is returning, and Robinhood is positioned to benefit from rising market volatility and falling interest rates.
- Despite a high valuation, analysts see upside, with bullish price targets reflecting confidence in Robinhood’s future earnings power.
It's official: the long-awaited decision by the Federal Reserve (Fed) is in. Interest rates have been cut, and the market's initial reaction matters more than ever. The day after the announcement, the financial sector led the S&P 500 higher—a clear signal of where the next leg of the market's upside may emerge. While Wall Street focused on Tesla's earnings, Elon Musk was quietly building a supercomputer so powerful it could transform warfare, robotics, and the global economy. But you don't need to buy Tesla or wait for xAI to IPO to benefit.
One overlooked public company is supplying the critical tech behind Musk's AI push — and it trades for a fraction of Nvidia's price. Hedge funds are already loading up, but most investors haven't noticed yet. See the full details on this "backdoor" Musk bet here At the heart of this rally is Robinhood Markets Inc. (NASDAQ: HOOD). As both a fintech innovator and gateway for retail investors, Robinhood stands to benefit directly from this macro shift. Lower rates ease pressure on traders and spark volatility—two key drivers of Robinhood's revenue model. With new account openings, fresh capital inflows, and heightened trading activity, the company is in a prime position. The recent breakout in Robinhood's stock reflects more than sentiment; it's grounded in real financial momentum that warrants a closer look. Robinhood's Growth Engine Is Firing on All Cylinders Robinhood's latest earnings release sent a strong signal: growth is accelerating. Net revenues jumped 45% year-over-year (YOY) to $989 million. For a company now managing $107.4 billion in assets, that increase is impressive. Net assets surged to $279 billion, fueled by net deposits that rose at a staggering 99% YOY pace—evidence that new users are depositing more capital than ever. Customer acquisition remains a major growth driver. Funded accounts climbed 10% YOY to 26.5 million users, reinforcing Robinhood's status as the go-to platform for retail investors. But it's the quality of those customers that truly stands out. Robinhood is no longer just a beginner platform—its expanding asset base shows it is attracting more affluent investors. Management has leveraged this expansion to strengthen the company's future profitability. Average revenue per user (ARPU)—a key driver of bottom-line earnings—grew 34% YOY to $151. As markets reawaken and trading volumes rise, ARPU should climb further, boosting earnings. Robinhood Stock Hits All-Time Highs, But Is It Just the Beginning? Trading at an all-time high, Robinhood stock reflects market confidence in its earnings potential, especially as lower rates are poised to drive more business. With a price-to-earnings (P/E) ratio of 61.4×, Robinhood trades at a significant premium to the financial sector average of 17.6×. While traditional value investors may balk at this valuation, growth-oriented investors recognize that premium multiples often follow premium performance—which is precisely what Robinhood is delivering. Analyst optimism underscores this sentiment. Although the consensus price target remains $101.88—slightly below current levels—Mizuho analyst Dan Dolev sees more upside. In his September 2025 note, he reiterated an Overweight rating with a $145 price target, implying roughly 20% upside. This dynamic helps explain why markets gravitated toward Robinhood immediately after the Fed pivot—and why the company's future growth might still be underappreciated in today's price.
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