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Is Robinhood Markets (HOOD) a Top Tech Stock for 2026?

Robinhood Markets Inc (NASDAQ:HOOD) is one of the Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.

Robinhood Markets Inc (NASDAQ:HOOD) accounts for about 3.6% of the overall portfolio of Cathie Wood, as ARK owns a $543.6 million stake in the trading platform company. Robinhood Markets Inc (NASDAQ:HOOD) saw an increase in hedge fund sentiment as 83 funds reported owning shares in the company at the end of the December quarter, up from 77 funds in the previous quarter.

Over the past year, Robinhood Markets Inc (NASDAQ:HOOD) shares are up 110%. Can the stock keep growing and is it really one of the best stocks to buy for 2026?

Robinhood Markets Inc (NASDAQ:HOOD) has become one of the favorite trading platforms of young investors who are looking to directly invest in stocks, crypto and other asset classes. The explosive growth in interest from the younger audience Robinhood Markets Inc (NASDAQ:HOOD) saw during the pandemic days is ongoing. The number of funded accounts on the platform has grown from about 12 million in 2020 to 27 million as of last year. Robinhood Markets Inc (NASDAQ:HOOD) shares wavered last month after it missed revenue estimates for Q4 amid crypto weakness. However, it plans to expand across several products like options trading, stocks and prediction markets.

Robinhood CEO Vlad Tenev talked about how Robinhood Markets Inc (NASDAQ:HOOD) is expanding beyond crypto.  It has plans for tokenized stocks and other on-chain financial services to let users trade digital versions of real assets on its own blockchain. Tenev said the company has 11 business lines generating $100 million or more in annual revenue.

Gator Capital Management stated the following regarding Robinhood Markets, Inc. (NASDAQ:HOOD) in its fourth quarter 2025 investor letter:

“During 2025, we had strong performance and outperformed both the broader market and the Financials sector benchmark. The two major drivers were our positions in Robinhood Markets, Inc. (NASDAQ:HOOD) and Anywhere Real Estate.

We entered 2025 with Robinhood as our largest position after it had a strong 2024. The stock had another strong year as the company continued to introduce new products, which drove accelerating growth. We hedged the position throughout the year as the valuation increased and currently have minimal exposure to the stock. One factor in hedging the position is that we are uncomfortable with the regulatory stability of prediction markets. We believe prediction markets have allowed people in non sports gambling states and people 18-20 years old to gamble on sports through their brokerage accounts because prediction markets are considered exchanges and not casinos.”

While we acknowledge the risk and potential of HOOD as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than HOOD and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. Follow Insider Monkey on Google News.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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