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Robinhood looks better placed than Coinbase for prediction-market upside, Mizuho says
Yahoo Finance· 2025-12-17 16:10
Core Insights - Robinhood (HOOD) is expected to benefit more from prediction markets compared to Coinbase (COIN) as users are more likely to use fresh cash for trading rather than selling existing holdings [1][2] - Mizuho raised revenue forecasts for Robinhood while cutting the price target for Coinbase due to concerns about prediction-market activity potentially cannibalizing crypto trading [2] User Behavior and Market Trends - Users of Robinhood and Coinbase are significantly more likely to engage in prediction markets, with a focus on economic (81%) and political events (49%), followed by sports (47%) [3] - Approximately 50% of Robinhood users plan to fund prediction market trades with new money, while only 12% and 10% intend to sell traditional portfolios or crypto [4] - In contrast, Coinbase users are split evenly between selling crypto (37%) and adding new money (37%) as funding sources, raising concerns about the impact on existing crypto trading revenue [5] Financial Projections - Robinhood's prediction-market business is projected to reach a $300 million run rate in Q4, leading Mizuho to increase its 2026-2027 revenue estimates for the company by 6%-7% [6] - Mizuho maintained an outperform rating for Robinhood with a price target of $172, while cutting Coinbase's price target from $320 to $280 due to weaker-than-expected trends and lower Bitcoin prices [7]
How Much Upside is Left in Robinhood Markets (HOOD)? Wall Street Analysts Think 30.14%
ZACKS· 2025-12-17 15:56
Robinhood Markets, Inc. (HOOD) closed the last trading session at $119.4, gaining 4.5% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $155.39 indicates a 30.1% upside potential.The average comprises 18 short-term price targets ranging from a low of $92.00 to a high of $180.00, with a standard deviation of $20.03. While the lowest estimate indicates a decline of 23% from the curren ...
Forget AI - Buy 5 Non-Tech High-Flyers of 2025 for More Gains in 2026
ZACKS· 2025-12-17 14:26
Core Insights - U.S. stock markets have experienced a significant rally in 2023, largely driven by advancements in artificial intelligence, with notable performance from non-tech companies as well [1][2] Group 1: Company Highlights - General Motors Co. (GM) holds a 17% market share as the top-selling U.S. automaker, benefiting from strong demand across its brands and a 10% year-over-year sales increase in China [6][7] - GM's software and services division generated $2 billion in revenue by the end of Q3 2025, with 11 million OnStar subscribers, indicating a shift towards software-led growth [7] - Robinhood Markets Inc. (HOOD) is seeing improved trading activity and higher net interest income, with a focus on product diversification to enhance its market position [10][11] - Expedia Group Inc. (EXPE) operates a robust platform that connects travelers and suppliers, leading to stable demand and increased gross bookings, supported by a strong brand portfolio [13][14] - Dillard's Inc. (DDS) is enhancing its customer base through store and online improvements, with a focus on fashionable merchandise driving traffic and better-than-expected earnings [15][16] - Five Below Inc. (FIVE) is experiencing strong momentum with traffic gains and improved marketing effectiveness, leading to an upward revision of its full-year sales expectations to $4.62-$4.65 billion [18][19] Group 2: Financial Performance and Projections - GM has an expected revenue growth rate of -0.3% and an earnings growth rate of 12.9% for the next year, with a 0.5% improvement in the Zacks Consensus Estimate for earnings [8] - HOOD's expected revenue and earnings growth rates are 21% and 17.9%, respectively, with a 1.8% improvement in the earnings estimate [12] - EXPE's expected revenue and earnings growth rates are 6.3% and 20.8%, respectively, with a 3.2% improvement in the earnings estimate [14] - DDS has an expected revenue growth rate of 0.7% and an earnings decline of -8.2%, with a 5.3% improvement in the earnings estimate [17] - FIVE's expected revenue and earnings growth rates are 8.6% and 5.6%, respectively, with a 1.3% improvement in the earnings estimate [20]
Robinhood Markets (NasdaqGS:HOOD) Update / Briefing Transcript
2025-12-17 03:02
Summary of Robinhood Markets Update / Briefing December 16, 2025 Company Overview - **Company**: Robinhood Markets (NasdaqGS: HOOD) - **Event Date**: December 16, 2025 - **Focus**: Introduction of new features, particularly in prediction markets and enhancements in user experience Key Points Prediction Markets - Robinhood has launched over 1,500 prediction markets covering various categories including sports, entertainment, and world affairs, with over 10 billion contracts traded in less than a year [2][3] - The prediction market for the next Federal Reserve decision is highlighted as particularly significant, affecting a wide range of economic factors [3] - The company anticipates a "supercycle" for prediction markets, expecting adoption and trading volumes to grow potentially into trillions of contracts annually [7] - Prediction markets are seen as a way to democratize trading, allowing users to trade on specific outcomes rather than stock prices influenced by external factors [5][6] Sports Market Enhancements - Robinhood has reimagined the sports experience with a new Sports Hub that consolidates live games, upcoming games, and trading options [12] - New features include limit orders, game notifications, and a daily sports newsletter called Scoreboard [14] - Introduction of player markets allows users to trade on individual player performances, enhancing engagement for sports fans [15][19] - Custom combos will be available in January, allowing users to create personalized trades by combining multiple predictions [29] Cortex AI Integration - Robinhood introduced Cortex, a personal financial assistant that provides insights into user portfolios and helps with trading decisions [32][44] - Cortex Digest will summarize portfolio movements, key events, and macro factors impacting performance, enhancing user understanding [35][36] - The AI can assist in generating trading strategies and executing trades through natural language commands, making the trading process more intuitive [44][48] Future Outlook - The company envisions a future where users can trade and hedge a wide variety of markets, with the potential for significant disruption across multiple industries, including insurance [8][31] - Robinhood aims to become a comprehensive platform for financial education and community engagement, integrating trading with idea generation and inspiration [69] Additional Insights - The introduction of prediction markets is expected to attract attention from traditional industries, such as the $8 trillion insurance sector, as they offer a more accessible alternative to conventional insurance [8] - The company is focused on expanding the variety and number of prediction markets available on the platform, moving from thousands to potentially tens of thousands in the coming years [31] Conclusion - Robinhood is positioning itself as a leader in the prediction market space while enhancing user experience through innovative features and AI integration. The company is set to disrupt traditional trading and insurance industries, aiming for significant growth and user engagement in the future.
Robinhood expands sports event contracts as rivals flood industry
Reuters· 2025-12-17 02:32
Core Insights - Robinhood has introduced a new feature allowing customers to bet on the individual performances of professional football players [1] Company Developments - The online brokerage has rolled out a new batch of sports-focused event contracts [1]
Robinhood is rolling out NFL parlay and prop bets on prediction markets platform
CNBC· 2025-12-17 02:30
In this articleHOODPat Freiermuth #88 of the Pittsburgh Steelers runs the ball during the fourth quarter of the NFL 2025 game against the Miami Dolphins at Acrisure Stadium on Dec. 15, 2025 in Pittsburgh, Pennsylvania.Lauren Leigh Bacho | Getty ImagesRobinhood is stepping up the capabilities of its fastest growing product — prediction markets — by giving users the ability to place what are essential parlay bets on multiple NFL games, putting it into direct competition with traditional sports books.Starting ...
Robinhood Says Customers Are Still Investing in Crypto, Despite the Downturn
Youtube· 2025-12-16 13:53
Core Insights - The sentiment in the crypto market has been affected by recent price declines, but younger customers are still actively investing, viewing current prices as buying opportunities [1][2] - There is a notable trend of customers transferring assets to decentralized finance (DeFi) platforms, indicating ongoing activity in the crypto networks [3] - Robinhood has recently launched staking for Ethereum and Solana for New York customers, which is seen as a significant development for the platform [3][4] Trading Activity - Despite the downturn in prices, younger investors are maintaining a long-term investment horizon and are actively seeking yield opportunities in cryptocurrency [2] - Advanced trading features have been introduced to cater to high-volume traders, with Robinhood offering one of the lowest fees at three basis points [8][9] Tax Features - Robinhood provides a free 1099 form for tax reporting, which is unique among platforms, and has introduced features to help users manage their tax bases for DeFi activities [6][7] International Expansion - Robinhood is planning to enhance its presence in Europe by rolling out a web experience for customers, addressing the demand for improved mobile experiences [12] - The company is also exploring tokenized assets in the EU, which could provide exposure to U.S. stocks and ETFs, indicating a shift towards integrating blockchain technology into traditional finance [15][16]
Options Corner: How To Use Distributional Math To Navigate Robinhood's Multiverse - Robinhood Markets (NASDAQ:HOOD)
Benzinga· 2025-12-15 21:20
With the tech space still attempting to digest wide-ranging fears associated with the possible bubble in artificial intelligence, innovators in other fields have also struggled. In particular, Robinhood Markets Inc (NASDAQ:HOOD) has been stuck in a negatively tilted consolidation pattern since October. However, this behavioral cue may also be setting up a bullish reversal in HOOD stock.One expert that apparently feels the same is Cathie Wood, who leads Ark Invest. Recently, the investment firm made several ...
Best-Performing Leveraged ETF Areas of 2025
ZACKS· 2025-12-15 16:01
Market Overview - The year 2025 began with optimism but faced challenges from low-cost AI initiatives from China, Trump tariffs, sticky inflation, and high interest rates, leading to market turbulence in April before stabilization in May [1] - Market euphoria solidified midyear due to easing trade tensions and three Federal Reserve rate cuts starting in September, but momentum faded with a government shutdown halting economic progress and raising overvaluation concerns in the AI sector [2] Performance of Major Indices - Wall Street showed resilience in 2025, with the SPDR S&P 500 ETF Trust (SPY) up 16.6%, the Invesco QQQ Trust (QQQ) up 20.3%, and the SPDR Dow Jones Industrial Average ETF Trust (DIA) up 14.5% year-to-date as of December 12, 2025 [3] Winning Leveraged ETFs - **Gold Miners**: MicroSectors Gold Miners 3X Leveraged ETNs (GDXU) surged 794.9% as gold prices rose over 60% year-to-date, driven by central bank buying and safe-haven demand amid U.S. debt concerns [4] - **Rocket Lab**: Defiance Daily Target 2X Long RKLB ETF (RKLX) increased 529.2%, with Rocket Lab USA (RKLB) stock gaining over 146% due to NASA contracts and excitement in the space sector [5] - **Micron**: Direxion Daily MU Bull 2X Shares (MUU) rose 408.3%, with Micron Technology (MU) stock up 176% driven by high demand for high-bandwidth memory and pricing recovery for DRAM [6] - **Robinhood**: Defiance Daily Target 2X Long HOOD ETF (HOOX) climbed 368.8%, with Robinhood Markets Inc (HOOD) stock up 203% due to increased trading volumes and retail investor interest [7] - **South Korea**: Direxion Daily MSCI South Korea Bull 3x Shares (KORU) increased 336.2%, with South Korea's KOSPI climbing about 73% driven by the AI boom and strong performance from Samsung Electronics and SK Hynix [8] - **D-Wave Quantum**: Tradr 2X Long QBTS Daily ETF (QBTX) rose 312.0%, with D-Wave Quantum Inc (QBTS) stock up 171.6% due to enthusiasm for quantum technologies [10] - **Applovin**: Tradr 2X Long APP Daily ETF (APPX) increased 307.0%, with Applovin Corp (APP) stock up 96.2% driven by its AI-driven advertising platform and strong financial results [11] - **Silver**: ProShares Ultra Silver (AGQ) rose 272.4%, with rising industrial demand and supply shortages boosting silver prices [12]
Wall Street Analysts Think Futu Holdings (FUTU) Could Surge 27.48%: Read This Before Placing a Bet
ZACKS· 2025-12-15 15:55
Futu Holdings Limited Sponsored ADR (FUTU) closed the last trading session at $171.45, gaining 3.4% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $218.57 indicates a 27.5% upside potential.The mean estimate comprises 11 short-term price targets with a standard deviation of $34.89. While the lowest estimate of $157.85 indicates a 7.9% decline from the current price level, the most ...