Cartoon-style digital illustration of a modern-day Robin Hood with fintech gadgets in hand, riding a rocket labeled

Can Robinhood Still Steal the Show?

As part of our “Insider Scoops” series
📅 June 17, 2025 🏹 
📈 $HOOD: $74.95 (–2.35%)


🔔 Trigger Alert: Insider Buy (and not just any insider…)

Christopher Payne — who helped grow DoorDash, Tinder, eBay (post-acquisition!), Amazon, Microsoft, and now sits on the board at Gogo Inc and Hims & Hers — just made a splash at Robinhood.

🛒 2025-06-13
📄 Filing Date: 2025-06-17
💸 Purchase Price: $74.19
📦 Shares Bought: 26,500
📈 Total Value: ~$1.97 million
👀 % Increase: >999% (seriously)

So… is Payne signaling more than just confidence?


🏛️ Big Institutions Are Watching (but not ALL in yet)

Institutional ownership stands at 70.32% of the float — decent, but still leaves room for growth.

📊 Top Holders:

  • Vanguard: 74.24M shares (9.68%)

  • BlackRock: 40.49M (5.28%)

  • FMR (Fidelity): 34.22M (4.46%)

  • Newlands Management: 24.16M (3.15%)

  • Renaissance Tech: 16.66M (2.17%)

  • JPMorgan: 16.19M (2.11%)

  • State Street: 14.53M (1.89%)

🔍 For full Institutional Ownership breakdown, see here.


💰 The 2024 Numbers? 🤯

Robinhood's growth is not your average fairy tale. It's more like a full-blown fintech opera.

Full-Year 2024 Highlights:

  • 💵 Net Revenues: $2.95B (+58% YoY)

  • 🧾 Net Income: $1.41B, vs. loss of $0.54B in 2023

  • 🧮 Adjusted EBITDA: $1.43B (+167%)

  • 🛒 Share Buybacks: $257M (10.4M shares at avg. $24.78)


🔥 Product Momentum: They're Not Just Stealing, They’re Building

  • 💎 Crypto Dominance: $71B notional volume Q4 2024

  • 🇪🇺 ETH staking launches in EU

  • 🤝 Acquiring Bitstamp (pending approval)

  • 🎯 Robinhood Legend desktop + futures & index options

  • 🇸🇬 Expansion to Asia-Pacific (HQ: Singapore)

  • 🇬🇧 Options trading rollout in UK

  • 💳 Robinhood Gold: 2.6M subs + 100K+ credit card holders

  • 🧠 Moving into advisory space with TradePMR ($40B AUA)


📈 First Quarter 2025 = More 🔥

  • 💵 Net Revenues: $927M (+50%)

  • 💸 Crypto Rev: $252M (+100%)

  • 📉 Net Income: $336M (+114%)

  • 🧮 Adjusted EBITDA: $470M (+90%)

  • 💼 Funded Customers: 25.8M

  • 💰 Total Platform Assets: $221B (+70%)

  • 🧾 ARPU: $145 (+39%)

👉 Want the full picture? Dive into Robinhood’s financials here.


🟢 Why Bulls Still Believe

  1. 🚀 Growth is real — revenues & profits compounding fast

  2. 🔗 Acquisitive strategy — smart bolt-ons building a competitive moat

  3. 🧠 Experienced leadership — Payne is no amateur

  4. 🔁 Buybacks — shareholder-friendly

  5. 🌍 Global ambition — not just a U.S. play anymore

  6. 🪙 Fintech meets crypto meets active trading — a powerful combo


🛑 What Could Go Wrong?

  1. 🏷️ Valuation:

    • P/E = 42.95

    • Fwd P/E = 50.25

    • Price/Sales = 20.91

    • Price/Book = 8.32
      Not cheap. A pullback may offer better entry.

  2. 🧩 Integration Risk:
    Can they absorb Bitstamp and TradePMR smoothly?

  3. 🥊 Heavy Competition:
    Interactive Brokers, Schwab, SoFi, Webull, and yes — banks.

  4. 🐻 Macro & Market Risk:
    In a bear market, even fintech fairy tales feel the sting.

💡 Curious about another hot stock?
Check our take on UnitedHealth Group.


📦 Final Take

Christopher Payne might just know a thing or two about fast-growing, scalable, tech-first companies. With the kind of growth Robinhood is showing — and its bold moves in crypto, advisory, and global markets — it may still have room to steal the show.

If you believe in high-growth fintech, you might want to keep an eye on $HOOD — preferably from a watchlist with a notification set for “dip.” 🎯


🚫 Disclaimer:

Not investment advice. This is fintech fan fiction with numbers.
Consult your real-life broker before following any merry men (or directors with Tinder in their résumé). 


🧭 Want More Like This?

👉 Browse our Insider Purchases Center
👉 Explore our Follow the Pundits Hub: When Big Bets Matter
👉 Check out our Young Guns & Turnaround Stocks 
👉 Dive into Stock Market Humor & Serious-ish Plays
👉 International Investment Opportunities and value plays await here.
👉 For even older brands on new missions, explore our Corporate Resurrection Series. Nope, doesn't exist anymore. 

 

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