According to CNBC, Evercore ISI initiated coverage of Robinhood Markets with an outperform rating and a $130 price target, implying 19% upside from Friday's close. Analyst Adam Frisch said the trading platform has become skilled at creating and monetizing new products, has grown its deposit base to more than 20%, and has taken steps to reduce headwinds by cutting its reliance on case spreads and using what he called industry-best pricing across its offerings. Frisch also said Robinhood has several nascent but potentially game-changing products ahead, including prediction markets and Chain, and noted that the stock has fallen nearly 4% in 2026.