Robinhood’s crypto revenues are anticipated to develop quickly, with buying and selling quantity anticipated to triple by 2026, in accordance with a brand new report by Bernstein.
Bernstein Says Robinhood’s Crypto Buying and selling Quantity Will Triple by 2026 as Market Rally Continues
The bullish forecast comes after the corporate’s robust earnings report final week that led Bernstein analysts to almost double their worth goal for Robinhood inventory to $105 per share.
Bernstein believes that the continuing crypto bull market, fueled by the rise of stablecoins and tokenized securities, will prolong into 2026 and supply a serious tailwind for Robinhood’s enterprise.
At present, crypto buying and selling accounts for 40% of Robinhood’s whole buying and selling income, whereas non-crypto buying and selling (shares, choices, and different property) accounts for the remaining 60%.
Bernstein predicts that this steadiness will shift within the subsequent two years, with crypto turning into Robinhood’s main income.
Robinhood has been steadily growing its crypto-focused choices because it goals to develop into a serious entry level into the digital asset area for retail merchants.
“We need to be type of an on-ramp into the crypto world,” Johann Kerbrat, normal supervisor of Robinhood’s crypto division, mentioned in an interview final December.
Bernstein’s bullish outlook aligns with a January report from Morgan Stanley, which predicted {that a} extra favorable U.S. regulatory setting would enable Robinhood to “take part extra aggressively” within the crypto sector, unlocking even larger income potential.
Regardless of the agency’s rising reliance on crypto, Bernstein analysts argue that Robinhood’s diversified choices will assist scale back danger from crypto’s infamous volatility.
By increasing its entry to tokenized property and stablecoins, the corporate is positioning itself to climate market volatility whereas benefiting from long-term crypto adoption traits.
*This isn’t funding recommendation.
