Cathie Wood, from ARK Invest, made her largest stock purchase of 2026, acquiring Robinhood Markets shares despite the stock falling 31% year-to-date. The purchase totaled $50 million across multiple sessions, adding up to $23.8 million on Feb. 11 alone. Wood sees this as an opportunity rather than a warning sign.

Robinhood’s fourth-quarter results were stronger than recent stock performance indicated. The company reported diluted earnings per share of $0.66 for Q4 2025, beating analyst expectations, with total net revenue climbing 27% year-over-year to $1.28 billion. However, the crypto segment showed signs of cooling, with crypto transaction revenue falling 38% to $221 million.

Wall Street analysts are positive on Robinhood, with a consensus price target of $122.81. Analysts from Cantor Fitzgerald, KeyBanc, and Truist Securities set average targets around $130. FactSet estimates projected a 38% decline in EPS to $0.63 and a 34% increase in revenue to $1.36 billion ahead of the earnings release.

Read more at Yahoo Finance: Cathie Wood just made her biggest stock purchase of 2026