Robinhood

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<p>Bernstein SocGen Group, a global equity and institutional brokerage firm, has raised its price target on Robinhood (HOOD) stock from $130 to $160. The firm believes Robinhood’s expansion into tokenized stocks and blockchain products could unlock billions in new revenue.</p>
<h2 id="h-bernstein-sees-robinhood-leading-the-next-trading-boom" class="wp-block-heading">Bernstein Sees Robinhood Leading the Next Trading Boom</h2>
<p>According to Bernstein <a href="https://x.com/wallstengine/status/2079137560413302946?s=20" rel="noopener noreferrer nofollow">analyst Gautam Chhugani</a>, Robinhood is in a strong position to benefit from a $70 billion market that includes prediction markets, perpetual futures, tokenized stocks, and blockchain products.</p>
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 <p>“We expect Robinhood to expand into prediction markets, perpetual futures, and tokenized equities, which are key drivers behind our revised price target.”</p>
</blockquote>
<p>Bernstein says <a href="https://coinpedia.org/crypto-live-news/robinhood-chain-dex-volume-reaches-record-560-million/" rel="noopener noreferrer nofollow">Robinhood’s</a> biggest strength is its 27 million funded accounts and 14 million monthly active users. This helps the company launch new products quickly without spending a lot to bring in new customers.</p>
<p>Robinhood (HOOD) is now trading near $100, so Bernstein’s new $160 price target suggests the stock could rise by more than 60%. The firm also expects these new businesses to grow from 3% of Robinhood’s revenue in 2025 to 18% in 2027 and 23% in 2028.</p>
<h2 id="h-prediction-markets-could-soon-earn-more-than-crypto" class="wp-block-heading">Prediction Markets Could Soon Earn More Than Crypto</h2>
<p>Bernstein says the biggest reason for its higher price target is the fast growth of prediction markets. The firm expects revenue from prediction markets to grow 64% every year between 2026 and 2028, reaching nearly $1.7 billion.</p>
<p>It also believes that by the second quarter of 2026, prediction markets could earn more money than <a href="https://coinpedia.org/price-analysis/robinhood-chain-flips-hyperliquid-in-dex-volume-heres-what-really-powered-the-surge/" rel="noopener noreferrer nofollow">Robinhood’s crypto business</a>. Bernstein expects about $150 million in prediction market revenue during the quarter, while crypto revenue could fall because trading activity has slowed.</p>
<p>Robinhood’s Rothera Exchange, launched in May, is already growing quickly. Bernstein says it has processed more than 3.5 billion contracts, with FIFA World Cup markets making up about 93% of the activity.&nbsp;</p>
<p>Rothera now handles around 16% of Robinhood’s prediction market volume, while the rest still goes through its partner Kalshi.</p>
<h2 id="h-robinhood-s-crypto-business-slows-while-blockchain-expands" class="wp-block-heading">Robinhood’s Crypto Business Slows While Blockchain Expands</h2>
<p>On the flip side, Bernstein has lowered its 2026 crypto revenue forecast by 49% because crypto trading activity has slowed this year.</p>
<p>As a result, the firm cut its 2026 revenue estimate to $5.3 billion, while its earnings per share (EPS) forecast dropped from $2.65 to $2.05. Still, Bernstein says this slowdown is only temporary.</p>
<p>At the same time, Robinhood is growing its blockchain business. Its Robinhood Chain, built on Arbitrum, has already crossed $400 million in total value locked (TVL). The network is also on track to process nearly $200 billion in yearly decentralized exchange volume, while generating about $50 million in yearly chain fees.</p>
<p>Because of these new businesses, Bernstein now expects Robinhood’s 2028 EPS to reach $4.56, about 39% higher than Wall Street estimates, supporting its new $160 price target.</p>

Bernstein Predicts 60% Robinhood Rally, Lifts HOOD Target to $160

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