• In recent months, Robinhood Markets expanded its crypto arm into tokenized stocks, staking, and a forthcoming Ethereum-based layer-2 network, while its prediction markets business grew into a meaningful revenue contributor by late 2025.

• This combination of new blockchain infrastructure and fast-growing prediction markets signals a broader shift toward more diversified, transaction-driven income beyond traditional trading.

• We’ll now examine how Robinhood’s rapid prediction markets growth could reshape its investment narrative and future earnings profile for investors.

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To own Robinhood today, you need to believe it can turn its large, active user base into durable, diversified revenue beyond traditional trading. The recent surge in prediction market activity supports that story in the near term, but the stock’s rich valuation and signs of softening trading volumes keep the key risk squarely on whether growth can keep pace with expectations in upcoming results.

Among recent developments, the rapid scaling of Robinhood’s prediction markets since their Q1 2025 debut looks most relevant. By Q3 2025, these contracts were already a meaningful revenue contributor, complementing tokenized assets and crypto staking as newer transaction engines that could matter if core equity and options activity remains under pressure.

Yet while the story sounds promising, investors should be aware that any slowdown in new-product growth could leave today’s high expectations exposed and…

Read the full narrative on Robinhood Markets (it’s free!)

Robinhood Markets’ narrative projects $5.3 billion revenue and $1.8 billion earnings by 2028. This assumes 14.0% yearly revenue growth with earnings remaining flat, implying no change from current earnings of $1.8 billion.

Uncover how Robinhood Markets’ forecasts yield a $151.55 fair value, a 29% upside to its current price.

Forty one fair value estimates from the Simply Wall St Community span roughly US$45 to US$158 per share, with opinions spread across the full range. You can weigh those views against the risk that any regulatory delay in tokenization or staking could slow new product momentum and reshape how you think about Robinhood’s longer term earnings power.

Explore 41 other fair value estimates on Robinhood Markets – why the stock might be worth less than half the current price!