Robinhood is validating the @arbitrum app-to-chain model.Tokenized securities on Arbitrum One have reached $8.9M, with 71.2% in stocks and 22.5% in ETFs.Patryk (@Solofunk):The market cap of @RobinhoodApp tokenized securities on Arbitrum One is $8.9M.71.2% is in stocks like $GOOGL, $BMNR, and $HOOD, and 22.5% is in ETFs like $VOO.In Phase 2, Robinhood will follow the app-to-chain model and launch an @arbitrum chain, settling on @ethereum. https://t.co/0F2fXULS8I ...

Core Insights - Robinhood Markets' rapid expansion into prediction markets is a significant catalyst reshaping its business in 2025, holding nearly 30-35% market share in the U.S. prediction market event contract trading [1][3] - Prediction markets have become the fastest-growing business line in Robinhood's history, surpassing even the early boom of crypto trading on the platform [1][4] Business Performance - The prediction markets segment reached $100 million in annualized revenues, becoming the quickest business line in Robinhood's history to achieve this milestone [2][10] - In Q3 2025, Robinhood handled 2.3 billion event contracts, with an additional 2.5 billion contracts traded in October, reflecting strong user demand [2][10] - The surge in prediction-market activity contributed to a doubling of quarterly revenues year over year and a record net profit in Q3 2025 [3][10] Strategic Direction - The growth of prediction markets has diversified Robinhood's business model beyond traditional brokerage and crypto, creating a more resilient earnings stream [4][5] - The company is positioned at the forefront of a trend toward entertainment-driven, outcome-based trading, appealing to younger investors [4][5] Future Outlook - Expectations are high as Robinhood plans to deepen its event-contract offerings and expand into new verticals targeting millennial and Gen Z engagement [5] - The prediction markets segment is anticipated to remain a key revenue driver and a competitive advantage for Robinhood's future growth [5] Industry Response - Other firms, such as Cboe Global Markets and CME Group, are showing significant interest in the prediction markets business [6] - Cboe Global plans to launch event-based contracts tied to economic data and financial outcomes, while CME Group is partnering with FanDuel to launch "FanDuel Predicts" for trading event contracts on various outcomes [7][8] Financial Performance - Over the past year, Robinhood's shares have increased by 228.8%, significantly outperforming the industry average of 28.4% [9] - The company currently has a trailing price-to-tangible book (P/TB) ratio of 14.04X, compared to the industry average of 2.94X, indicating a premium valuation [11] - The Zacks Consensus Estimate for Robinhood's earnings implies year-over-year growth of 78% for 2025 and 16.2% for 2026, with revised estimates of $1.94 and $2.26 respectively [12][13]

Market Overview - U.S. stock markets are experiencing a successful year, with major indexes like the Dow, S&P 500, and Nasdaq Composite up 11.2%, 14.8%, and 18.8% respectively [2] - The technology sector, particularly driven by advancements in generative and agentic artificial intelligence (AI), is the primary force behind this rally, although the finance sector has also contributed with the Financial Select Sector SPDR (XLF) up 8.5% year to date [3] Recommended Stocks for 2026 - Five finance stocks are recommended for investment in 2026, having risen over 30% this year: Morgan Stanley (MS), Interactive Brokers Group Inc. (IBKR), Robinhood Markets Inc. (HOOD), Cboe Global Markets Inc. (CBOE), and Invesco Ltd. (IVZ) [4][9] - All five stocks currently hold a Zacks Rank 1 (Strong Buy), indicating potential for further upside [4] Morgan Stanley (MS) - Morgan Stanley's focus on wealth and asset management, along with strategic acquisitions like EquityZen, is expected to enhance revenue growth, with projected increases of 11.7% in total revenues and 12.8% in investment banking fees for 2025 [7] - The firm has an expected revenue growth rate of 3.9% and earnings growth rate of 5.8% for next year, with a recent 3.7% improvement in the Zacks Consensus Estimate for earnings [10] Interactive Brokers Group Inc. (IBKR) - IBKR's revenue growth is supported by proprietary software development, lower compensation expenses, and expansion into emerging markets, with an expected revenue growth rate of 5.5% and earnings growth rate of 8.1% for next year [11][13] - Recent results showed solid revenue growth and lower expenses, indicating a positive outlook for the company [12] Robinhood Markets Inc. (HOOD) - Robinhood operates a financial services platform that allows trading in various assets, including cryptocurrencies, and is expected to benefit from increased retail market participation [14][15] - The company has an expected revenue growth rate of 20.3% and earnings growth rate of 16.2% for next year, with a notable 9.7% improvement in the Zacks Consensus Estimate for earnings [16] Cboe Global Markets Inc. (CBOE) - CBOE anticipates growth in trading volume, which will drive transaction fees and organic growth, with an increased revenue growth target for 2025 set to low double digits to mid-teens [17][18] - The company has an expected revenue growth rate of 2.7% and earnings growth rate of 4.7% for next year, with a 3% improvement in the Zacks Consensus Estimate for earnings [19] Invesco Ltd. (IVZ) - Invesco's financial performance is bolstered by higher assets under management (AUM) and strategic expansion plans, with an expected revenue growth rate of 14.4% and earnings growth rate of 28.6% for next year [20][22] - Recent initiatives, including converting QQQ into an open-end ETF and establishing a joint venture in India, are expected to support revenue growth [21]

Key Points Robinhood is already rolling out tokenized U.S. stocks in the EU, giving it an early lead as traditional equities move onto blockchains. Coinbase is building a far more ambitious “everything app” on its Base blockchain. Both companies are chasing the same future, but one may have the clearer roadmap and stronger retail positioning. 10 stocks we like better than Robinhood Markets › Financial service companies Robinhood (NASDAQ: HOOD) and Coinbase (NASDAQ: COIN) haven't competed much hea ...

Key Points These high-flying stocks delivered strong third-quarter earnings, but the market had even higher expectations. Even so, their leadership in disruptive industries, growth prospects, and strong moats make them buys. 10 stocks we like better than Robinhood Markets › Though earnings season is often volatile, it's crucial for investors focused on the long game to look beyond a single earnings report and avoid making long-term buy-or-sell decisions on a whim. Even when a company does not perfo ...

RT CoinDesk Podcast Network (@CoinDeskPodcast)🔑 Access is everything. Robinhood's crypto leader on why education, not exclusion, will win the future of money.@JohannKerbrat, SVP & GM of Crypto at @RobinhoodApp, joins #GenC to discuss how Robinhood is leveraging stablecoins and L2 technology to construct the transparent, decentralized rails of tomorrow. ...

Core Insights - Robinhood Markets has seen significant stock price growth in 2025, currently trading around $130 per share, with a more than 3x increase since early January, driven by earnings momentum, user base expansion, and cryptocurrency market involvement [2][3] - The company was added to the S&P 500 in September, enhancing its structural advantages as passive funds and ETFs are required to buy its stock [2] - Q3 earnings surpassed expectations, with revenue doubling year-over-year to $1.27 billion and net income rising to $556 million, or $0.61 per share, compared to $150 million, or $0.17 per share, in the same period last year [2] Revenue Growth Potential - Robinhood's revenues have surged from $280 million in 2019 to approximately $2.9 billion in 2024, reflecting an annual growth rate of nearly 60% [5] - Consensus estimates suggest a revenue growth of about 53% for 2025, reaching approximately $4.5 billion, with a potential average annual growth rate near 35% over the next few years [5][6] - Revenues could increase from an estimated $4.5 billion in FY'25 to around $8.2 billion by FY'27, representing an increase of over 82% [6] User Base and Market Opportunities - Funded customer accounts rose by 2.5 million, or 10%, year-over-year to 26.8 million, while platform assets surged 119% year-over-year to $333 billion [7] - Cryptocurrency revenues increased by 98% last quarter to $160 million, nearing a sixth consecutive quarter of triple-digit growth [8] - Robinhood's user base primarily consists of millennials and younger investors, positioning the company to benefit from a significant wealth transfer expected over the next two decades [9] Margin Expansion - Adjusted net margins have improved from negative levels in FY'21 to approximately 35% in FY'24, driven by high-margin revenue channels and increased transaction volumes [11] - The business model exhibits considerable operational leverage, suggesting that each additional dollar of revenue could disproportionately enhance profits [12] - Margins could trend upwards, potentially reaching around 40%, leading to anticipated earnings of about $3.3 billion by combining this margin with projected revenues [12] Valuation and Stock Price Potential - If earnings grow threefold, the price-to-earnings multiple could contract, but strong growth and improving margins may maintain a higher P/E ratio around 35x [13] - The addition to the S&P 500 may help sustain a higher multiple due to increased visibility and institutional participation [14] - The stock price could realistically reach levels over $250 within the next few years, with a timeline of approximately two to three years for this scenario [14]

Core Points - Robinhood is launching a sweepstakes for its Gold members, offering a chance to win physical gold bars, including a grand prize of a 1-kilogram gold bar valued at approximately $130,000 and 999 smaller bars valued at around $330 each [2][3]. Group 1: Sweepstakes Details - The sweepstakes is open to Robinhood Gold members from November 3 to November 28, with entries based on net deposits made during this period, earning one entry for each dollar deposited [6][9]. - A maximum of 1,002,000 entries can be accumulated per person, and withdrawals during the sweepstakes will reduce total entries [10][9]. - An alternative entry method is available through mail, allowing non-Gold members to participate, with each valid mail-in entry counting for 3,000 entries [11]. Group 2: Membership and Costs - Robinhood Gold membership costs $5 per month or $50 per year, providing benefits such as a 3.50% interest rate on uninvested cash and access to additional research tools [14][12]. - For existing Gold members, entering the sweepstakes incurs minimal costs beyond moving funds into their brokerage account, while non-members must weigh the cost of membership against the potential prize [15][7]. - The potential trade-off for Gold members includes the interest income lost if funds are moved from higher-yield savings accounts to participate in the sweepstakes [13].

Group 1 - Major companies experienced stock movements due to recent news [1] - The week's news significantly impacted the stock performance of various firms [1] - Investors are closely monitoring these companies for potential investment opportunities [1] Group 2 - Specific companies were highlighted for notable stock changes [1] - The overall market sentiment was influenced by the developments surrounding these firms [1] - Analysts are evaluating the implications of these stock movements on future performance [1]

Market Overview - The cryptocurrency market has experienced significant sell-offs, with Bitcoin dipping below $95,000, indicating a broader trend affecting speculative plays [1] - The recent market movements are correlated with the NASDAQ, particularly in low liquidity conditions, leading to a disorderly unwind and billions in forced liquidations [2] Structural Stress Indicators - Key indicators of structural stress in the crypto market include negative funding rates, thinning market depth, and net negative ETF flows [2][3] - Regulatory support for crypto has stalled, contributing to underperformance in altcoins, particularly those with substantial year-to-date gains [3] Impact on Crypto-Linked Stocks - The sell-off in cryptocurrencies is adversely affecting the entire digital asset equity sector, particularly fintech companies and crypto treasury plays [4] - Fintech companies such as Coinbase, Robinhood, and Circle have seen significant declines, with Circle down nearly 20% in the past week [5] - Companies holding cryptocurrencies on their balance sheets, like Michael Saylor's strategy and Tom Lee's Bitmine Emerging, are experiencing double-digit percentage losses [6]