Cyprys表示，在摩根士丹利覆盖的公司中，Robinhood是“选举结果最大受益者”之一。他对Robinhood最近宣布收购TradePMR的决定表示赞赏。TradePMR是一家托管和投资组合管理平台，该交易将扩大Robinhood潜在的市场范围。Analysts believe that the recovery of investor sentiment and the Trump administration's friendly stance on cryptos are important driving forces behind Robinhood's development.
According to the Zhithong Finance APP, shares of Robinhood Markets (HOOD.US) surged significantly after morgan stanley analysts raised the target price for the company. Analysts believe that the recovery of investor sentiment and the Trump administration's friendly stance on cryptos are important driving forces behind Robinhood's development.
According to dow jones market data, Robinhood's stock price rose 3.27% on Monday to $37.85, expected to achieve its best performance in history this month. morgan stanley analyst Michael Cyprys raised its rating from ‘hold’ (Equal Weight) to ‘shareholding’ (Overweight), and increased the target price from $24 to $55.
Cyprys stated that among the companies covered by morgan stanley, Robinhood is one of the ‘biggest beneficiaries of the election results’. He praised Robinhood's recent decision to acquire TradePMR. TradePMR is a custody and portfolio management platform, and this acquisition will expand Robinhood's potential market range.
Cyprys noted that this acquisition is one of Robinhood's several long-term important development initiatives and has significant long-term flexibility. morgan stanley predicts that Robinhood's revenue will grow at a compound annual growth rate of 15% until 2027.
Additionally, Robinhood plans to hold an investor day event on December 4, which is expected to boost market confidence in its growth prospects and attract more investors to buy its stocks.
Although Robinhood's stock price has risen by more than 100% this year, morgan stanley believes there is still room for further increases. Cyprys pointed out that Robinhood's current valuation is low and it is launching new initiatives more rapidly, while investors' enthusiasm in the post-election period will also bring more opportunities.
Cyprys wrote in the report: "Looking ahead to 2025, the rebound of IPO and merger activities may further drive retail investor participation and trading activity, while a more favorable regulatory environment for digital assets may allow Robinhood to more actively seize this opportunity."
Not only morgan stanley, other institutions are also optimistic about Robinhood stocks. Last week, Needham analyst John Todaro upgraded its rating from "hold" to "buy" and raised the target price from $33 to $40.
With the continuing positive market sentiment, Robinhood's future growth potential is worth looking forward to.
