What podcasters are saying about Robinhood Markets (HOOD)

Summary

In the past 30 days, 4 speakers on 2 finance podcasts discussed Robinhood Markets (HOOD) in 5 views. Going by each speaker's latest call, 2 are bullish and 2 are bearish. Chorus has followed Robinhood Markets since October 27, 2026.

Who talks about it most

• Josh Brown · 2
• Guy Adami · 1
• Steve Grasso · 1
• Tim Seymour · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Josh Brown · Ritholtz Wealth ManagementBearish

  Robinhood's diversification story is overstated; crypto is the revenue that matters, and it is falling.

  Brown says Robinhood's many new business lines are overstated. The one market that really matters is crypto, and crypto revenue is down about 50% in a year. He says prediction markets are not a real business, and the company is not meaningful in wealth management. Stock trading is free, and payment for order flow is a fractions-of-a-penny business. Options are large, but crypto is the core. He concludes the revenue base is weaker than the narrative.

  “They're not in wealth management in any substantial way that adds up to any money.”at 23:38

  The Compound and Friends: Dirty Dozen Charts, Anthropic’s S-1, Amazon Earnings Preview, Cost of Capital Hits AI · October 27, 2026

• Josh Brown · Ritholtz Wealth ManagementUncertain

  Robinhood's business is in great shape because customers rarely move accounts, but the stock looks ugly.

  Brown says he wants to turn bullish on Robinhood because he thinks it has a bright future and its business is in great shape. Customers aren't going to leave, and people rarely move brokerage accounts, so Robinhood's traders stay on the platform. He still won't buy the stock because the chart looks ugly and he doesn't know what's ailing it. He also says Robinhood is too dependent on crypto, which makes the story harder for him to like.

  “I don't really know what's ailing this name, but I wanna flip bullish on it because I do think they have a bright future.”at 57:23

  The Compound and Friends: Dirty Dozen Charts, Anthropic’s S-1, Amazon Earnings Preview, Cost of Capital Hits AI · October 27, 2026

• Steve Grasso · Grasso Global Inc.Bearish

  Robinhood looks toppy at 41x earnings with falling crypto volume and retail share; a better entry is likely.

  Crypto trading volume fell 38% year over year, and the stock trades at 41 times earnings. Retail investors account for only 9% of volume, down from 15%. Grasso says there are many reasons the stock feels toppy and expects a better entry point later, even though Robinhood has been a genius over the years.

  “There's a lot of reasons to be or to feel as if the stock is toppy. I think you'll probably get a better entry here, but they've been genius over the years.”at 38:32

  CNBC Fast Money: All Clear For Markets?... And What To Expect Out Of Fed Rate Decision Tomorrow 10/27/26 · October 27, 2026

• Guy Adami · CNBCBullish

  Robinhood is cheaper than it looks; earnings growth and the post-selloff level support the stock.

  Prediction markets are growing fast while crypto declines, and the key question is whether Robinhood can monetize that activity without cannibalizing other business. Adami thinks the stock is cheaper than its headline multiple because earnings growth supports it. He also notes the stock has fallen for about two months, and its current level looks attractive, with the July low nearby.

  “If they can really monetize a lot of the activity without cannibalizing something else, their prediction markets business growing fast, crypto declining... you have the earnings growth to back it up and the levels we're trading down to now.”at 38:49

  CNBC Fast Money: All Clear For Markets?... And What To Expect Out Of Fed Rate Decision Tomorrow 10/27/26 · October 27, 2026

• Tim Seymour · Seymour Asset ManagementBullish

  Robinhood is not expensive and leads its space; buy the selloff.

  Seymour does not think the stock is particularly expensive and sees Robinhood as the leader in its space. He says to buy the selloff. He notes that third-quarter results were light even though crypto was strong in the quarter, and he sees the event platform as the main debate around the stock.

  “I don't think it's particularly expensive. Think they're the leader on the clubhouse turn and I think you buy it on this selloff.”at 39:15

  CNBC Fast Money: All Clear For Markets?... And What To Expect Out Of Fed Rate Decision Tomorrow 10/27/26 · October 27, 2026