Robinhood’s crypto revenues are anticipated to develop quickly, with buying and selling quantity anticipated to triple by 2026, in line 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 sturdy earnings report final week that led Bernstein analysts to almost double their value goal for Robinhood inventory to $105 per share.
Bernstein believes that the continued crypto bull market, fueled by the rise of stablecoins and tokenized securities, will lengthen into 2026 and supply a significant tailwind for Robinhood’s enterprise.
At present, crypto buying and selling accounts for 40% of Robinhood’s complete buying and selling income, whereas non-crypto buying and selling (shares, choices, and different belongings) accounts for the remaining 60%.
Bernstein predicts that this stability will shift within the subsequent two years, with crypto changing into Robinhood’s major income.
Robinhood has been steadily growing its crypto-focused choices because it goals to turn out to be a significant entry level into the digital asset area for retail merchants.
“We need to be form of an on-ramp into the crypto world,” Johann Kerbrat, basic supervisor of Robinhood’s crypto division, stated 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 higher income potential.
Regardless of the agency’s rising reliance on crypto, Bernstein analysts argue that Robinhood’s diversified choices will assist cut back danger from crypto’s infamous volatility.
By increasing its entry to tokenized belongings and stablecoins, the corporate is positioning itself to climate market volatility whereas benefiting from long-term crypto adoption developments.
*This isn’t funding recommendation.
