Evercore ISI 看好 Robinhood 产品飞轮带来的上行空间

Popular Searches

Please try another search

Top Brokers

Image 1: Plus500

Plus500

4.9

★★★★★

Open Account

Read Review

eToro

4.8

★★★★★

Open Account

Read Review

Tools

Calendars * Economic Calendar * Holiday Calendar * Earnings Calendar * Dividend Calendar * Splits Calendar * IPO Calendar * Futures Expiry Calendar

Investment Tools

*   [Stock Screener](https://www.investing.com/stock-screener)
*   [Fed Rate Monitor Tool](https://www.investing.com/central-banks/fed-rate-monitor)
*   [Currency Converter](https://www.investing.com/currency-converter/)
*   [Fibonacci Calculator](https://www.investing.com/tools/fibonacci-calculator)

Robinhood: Evercore ISI sees product flywheel driving upside

AuthorSam Boughedda

Stock Markets

Published Oct 12, 2026, 08:57 AM

Robinhood: Evercore ISI sees product flywheel driving upside

View all comments (0)0

Robinhood: Evercore ISI sees product flywheel driving upside

View all comments (0)0

Image 3: © Reuters

In this article:

HOOD+1.88%

Investing.com --Evercore ISI started coverage of Robinhood Markets with an Outperform rating and a 12-month price target of $130 in a note on Monday.

Track every analyst upgrade, downgrade, and target change in real time with InvestingPro

The firm called Robinhood “a very impressive company that achieved a significant user and deposit base in a relatively short period of time.”

Evercore’s positive thesis rests on two factors, with Robinhood having built and monetized a deep product ecosystem with strong user experience, aiming to be a one-stop shop for financial services that can also support a more affluent customer base.

It also believes the company can keep growing deposits at more than 20%, with both still underpenetrated.

The firm said Robinhood’s lower reliance on cash spreads provides some protection against structural headwinds, while its pricing is among the best in the industry across a diverse range of products.

Evercore pointed to Robinhood’s track record of driving adoption of new products and taking them to $100 million in revenue fairly quickly, with 13 such offerings now. Combined with early-stage prediction markets and its Chain business, the firm believes the stock can keep carrying a premium valuation.

At current levels, Evercore said shares discount either steady near-term deposit and monetization trends, or significant growth in areas such as prediction markets, international, institutional and Chain, but not both.

The firm said it debated waiting for a better entry point. However, it expects continued growth and cost discipline to drive the next major move over the next 12 months or more.

Robinhood Markets

Analyze HOOD

Included in our AI-picked strategies

Review strategies

109.02

▲+2.01(+1.88%)

Closed·09/10·USD

108.80

▼-0.22(-0.20%)

Pre Market·13:23:14

Max

Start trading HOOD now

Trade

Analyze HOOD

Trade

See the trade on HOOD, but can't pull the trigger?

Most traders can read a chart. The hard part is the moment: entry window open, pattern forming, and you're still waiting for more confirmation. That's the conviction gap — and our chart analysis closes it. Unlike other AIs that just read data, our Vision AI literally "sees" your charts and hands you a complete trading plan: entry, stop-loss, and profit target in under 60 seconds. Know exactly what to do next, every time.

Try Chart Analysis for HOOD

Robinhood: Evercore ISI sees product flywheel driving upside

View all comments (0)0

Latest comments

Post

Comment Guidelines

Loading next article…

Trade With A Regulated Broker

Indices Commodities Bonds Stocks

Max

US 30

51,689.50

+34.3

+0.07%

US 500

7,815.70

+4.2

+0.05%

Dow Jones

51,654.95

+423.31

+0.83%

S&P 500

7,811.54

+46.18

+0.59%

Nasdaq

27,366.17

+172.83

+0.64%

S&P 500 VIX

15.47

+0.63

+4.25%

Dollar Index

102.215

+0.193

+0.19%

Crude Oil WTI Futures

93.69

+1.84

+2.00%

Brent Oil Futures

106.70

+1.98

+1.89%

Natural Gas Futures

3.128

-0.092

-2.86%

Gold Futures

4,187.97

-28.33

-0.67%

Silver Futures

60.718

-0.331

-0.54%

Copper Futures

6.7585

+0.0665

+0.99%

US Soybeans Futures

1,288.50

-2.50

-0.19%

U.S. 10Y

5.258

+0.014

+0.27%

U.S. 30Y

5.599

-0.008

-0.14%

U.S. 5Y

5.021

+0.030

+0.60%

U.S. 3M

4.159

+0.008

+0.19%

US 10Y T-Note Futures

104.48

-0.11

-0.10%

Euro Bund Futures

120.99

-0.09

-0.08%

10-2 Yield Spread

31.32

+4.15

+15.27%

AAPL

336.64

-3.78

-1.11%

NVDA

229.28

-1.20

-0.52%

GOOGL

351.66

+3.37

+0.97%

TSLA

382.70

+7.70

+2.05%

AMZN

262.43

+8.37

+3.29%

NFLX

70.30

-1.27

-1.77%

Name	Last	Chg. %	Vol.
CCI	79.64	+15.60%	14.39M
MRNA	225.00	+14.21%	28.95M
HUM	431.87	+11.56%	4.99M
AMT	182.24	+9.30%	8.51M
SBAC	182.49	+7.34%	2.36M
DDOG	293.26	+7.11%	3.71M
AKAM	106.95	+6.00%	5.80M

Name	Last	Chg. %	Vol.
TMUS	148.58	-13.27%	19.03M
T	22.18	-10.82%	150.53M
VZ	41.65	-10.14%	95.17M
HPQ	30.20	-6.91%	16.70M
FMC	8.35	-6.39%	5.19M
CHTR	103.38	-5.74%	5.11M
FICO	667.58	-5.63%	1.09M

Trending Stocks

Name	Last	Chg. %	Vol.
MU	1,029.00	-0.66%	19.92M
NVDA	229.28	-0.52%	84.65M
SPCX	162.57	+1.25%	93.04M
IREN	35.190	-1.46%	38.53M
PLTR	209.05	+5.17%	37.62M

ProPicks AI

AI-powered stock picks with a proven track record to beat the S&P 500.

Tech Titans

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Top Value Stocks

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Best of Buffett

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Energy Elite

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Financial Fortresses

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Quality Compounders

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Small-Cap Sprinters

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Healthcare Heroes

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Beat the S&P 500

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Dominate the Dow

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Mid-Cap Movers

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Mexican Stock Exchange Leaders

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Best Brazilian Stocks

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Italian Market Elite

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Alpha Germany Select

Stocks in this Strategy

aaaa aaaaa aaaa a

Unlock Strategy

Comments

Post

Comment Guidelines

Calendars

Economic Calendar Earnings Calendar Holiday Calendar

US Economy

Fed Rate Monitor Tool US Treasury Yield Curve

More Tools

Stock Screener Currency Converter

Markets Ask WarrenAI Stocks Picked by AI Watchlist Alerts Top Brokers Breaking News Tools

Install Our App Scan QR code to install app

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Mediawould like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes.Fusion Mediaand any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.

By using this site, you agree with our use of cookies. Please see our privacy statement for more information.