Summary
Robinhood’s long-awaited addition to the S&P 500 marks a huge turning point for the company and its investors. Index inclusion means forced buying from ETFs, more credibility on Wall Street, and greater exposure across the market. Alongside Robinhood, AppLovin and Emcor were also added to the index, highlighting a broader shift toward fintech and growth companies in 2025. With institutional demand kicking in, we remain confident in our $80 price target and see this as just the beginning of Robinhood’s next chapter. 🚀
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📚 Deep Dive 📚
Robinhood Joins the S&P 500 — A Huge Win for Our Bullish Thesis
Robinhood’s Big Breakthrough
Robinhood (ticker: HOOD) just hit a major milestone — it’s officially being added to the S&P 500 index on September 22, 2025.
The moment the news dropped, the stock soared over 8% after-hours. That’s the market cheering this update loud and clear. And for us? We’ve been bullish and holding Robinhood for months already, with an $80 price target which has been blown out with more to go. This announcement only makes our conviction stronger.
👉 Check out our original article on why we’ve been bullish here.
Why This Matters
If you’re newer to trading, here’s why S&P 500 inclusion is such a big deal:
Forced Buying from Big Funds
Index funds and ETFs that track the S&P 500 now have to buy Robinhood shares. That creates instant demand for the stock.Credibility Boost
The S&P 500 is like the “Hall of Fame” for U.S. companies. Robinhood’s inclusion shows it has grown into a serious, profitable, and stable business.More Attention on the Stock
Being in the index means more analysts cover it, more investors trade it, and liquidity improves. That usually leads to higher valuations over time.
Other Stocks Joining the S&P
Robinhood isn’t the only company being added:
- AppLovin (APP) – a big name in digital advertising, popped about 6.5% after-hours.
- Emcor (EME) – an industrial services company, up about 2%.
They’re replacing Caesars, MarketAxess, and Enphase Energy in the index.
Big Picture for 2025
This year has been packed with changes to the S&P 500. Names like Coinbase, DoorDash, and Interactive Brokers have also joined recently. What does that tell us?
- The index is shifting toward fintech, digital platforms, and growth companies.
- Legacy names like Walgreens and others are getting swapped out.
Robinhood’s addition fits perfectly into this trend.
Final Thoughts
We’ve been loud and clear: Robinhood is a growth story worth betting on.
- It’s evolving from just a “meme-stock app” into a full financial platform.
- It’s profitable, scaling, and now getting the stamp of approval from the S&P 500.
- Automatic buying from index funds gives the stock an extra tailwind.
We’re standing firm on our Bullish HOOD call — and honestly, with this momentum, we wouldn’t be surprised if it pushes even higher in the months ahead.
Bottom line: S&P inclusion is just the beginning of Robinhood’s next chapter. We’re bullish, we’re holding, and we’re ready for what’s next. 🚀