Robinhood's SEC Challenges Likely Overblown, Shares Up as Market Shrugs Off Crypto Concerns: Analyst
Robinhood's SEC Challenges Likely Overblown, Shares Up as Market Shrugs Off Crypto Concerns: Analyst
Mizuho analyst Dan Dolev reiterated a Buy rating on Robinhood Markets, Inc (NASDAQ:HOOD) with a price target of $21.
瑞穗分析師丹·多列夫重申了對Robinhood Markets, Inc（納斯達克股票代碼：HOOD）的買入評級，目標股價爲21美元。
HOOD announced that it had received a Wells Notice from the SEC on May 4 stating that the SEC had made a preliminary determination to recommend an enforcement action against Robinhood Crypto alleging violations of Sections 15(a) and 17A of the Securities Exchange Act of 1934, the analyst flagged.
該分析師表示，胡德宣佈已於5月4日收到美國證券交易委員會的富國銀行通知，稱美國證券交易委員會已作出初步決定，建議對Robinhood Crypto採取執法行動，指控其違反了1934年《證券交易法》第15（a）和17A條。
Also Read: Robinhood's Expected Move To Profitability In 2024 'A Positive Sign' Ahead Of Q1 Earnings, Analyst Says
另請閱讀： 分析師稱，Robinhood預計將在2024年實現盈利，這是第一季度業績前的 “積極信號”
The concerns regarding the notice are likely overblown as it is unlikely entirely new news, as investigative subpoenas from the SEC were previously disclosed, and crypto rebates represented 7% of fiscal 2023 revenues and 15% of AUC, as per the analyst.
分析師稱，對該通知的擔憂可能被誇大了，因爲它不太可能是全新的消息，因爲美國證券交易委員會的調查傳票此前已披露，加密回扣佔2023財年收入的7％和AUC的15％。
Also, Coinbase Global, Inc (NASDAQ:COIN), where crypto overall exposure is 100%, is up nearly 3x since receiving a Wells Notice in March 2023.
此外，自2023年3月收到富國銀行通知以來，加密貨幣總體敞口爲100％的Coinbase Global, Inc（納斯達克股票代碼：COIN）已上漲近3倍。
Dolev valued HOOD on 6x fiscal 2025 revenues. HOOD currently trades at ~5x EV / fiscal 2025 revenues, which is in line with the FinTech peer group multiple. He noted a premium is appropriate given the strong execution exhibited so far in fiscal 2024.
Dolev 對 HOOD 的估值是 2025 財年收入的 6 倍。HOOD目前的交易價格約爲電動汽車/2025財年收入的5倍，與金融科技同行群體倍數持平。他指出，鑑於2024財年迄今表現出的強勁執行力，溢價是適當的。
Robinhood Markets stock gained 104% in the last 12 months. Investors can gain exposure to the stock via ARK Next Generation Internet ETF (NYSE:ARKW) and ARK Fintech Innovation ETF (NYSE:ARKF).
羅賓漢市場的股票在過去12個月中上漲了104％。投資者可以通過方舟下一代互聯網ETF（紐約證券交易所代碼：ARKW）和方舟金融科技創新ETF（紐約證券交易所代碼：ARKF）獲得股票敞口。
Price Action: HOOD shares traded higher by 1.27% at $18.01 at the last check Tuesday.
價格走勢：在週二的最後一次檢查中，HOOD股價上漲1.27％，至18.01美元。
Photo via Shutterstock
照片來自 Shutterstock
譯文內容由第三人軟體翻譯。