01:25 PM EST, 02/11/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

Despite HOOD capping a record year, we believe shares are trading down as investors weigh a Q4 revenue miss due to lower crypto transaction revenue (-38% Y/Y) and an 18% increase in the expense guidance for 2026. In our view, this spending is a strategic investment to accelerate growth in hyper-growth areas like Prediction Markets ($300M+ run rate) and to launch AI products like "Cortex Assistant." We see this as an aggressive offensive move to widen its competitive moat, not a structural deterioration in cost discipline. We lower our target by $50 to $110, 31.5x our 2028 EPS view vs. the peer average of 20.0x. We keep our 2026 EPS estimate at $2.24, 2027's at $2.53, and roll out 2028's at $3.49. Our revenue and adjusted EBITDA margin projections are $5.55B (+24%) and 59% in 2026, $6.55B (+18%) and 61% in 2027, and $7.69B (+17%) and 62% in 2028. Looking ahead, we see a pipeline of transformative, long-term opportunities stemming from HOOD's aggressive product roadmap and strategic international expansion.