StoneX sees 45% upside for Robinhood, points to accelerating Layer 2 chain and prediction markets

What happened

StoneX published a report saying Robinhood's stock could rise 45%, citing the launch of Robinhood Chain and the company's prediction markets business as new growth drivers.

Confirmed

Global impact / market context

If Robinhood's new blockchain and prediction markets attract users, the company could earn more fees and trading revenue, potentially boosting its stock price and making it a more competitive financial app.

Analyst inference

This positive analyst view comes as trading platforms seek new revenue beyond traditional stock trading. Prediction markets, where people bet on event outcomes, are growing, and blockchain networks can offer faster, cheaper transactions, drawing investor attention to fintech companies.

Analyst inference

What to watch

1. Watch for official announcements from Robinhood about the launch timeline and features of Robinhood Chain, as delays or changes could affect the growth story StoneX describes. Confirmed
2. Investors should monitor Robinhood's quarterly earnings reports to see if prediction markets and blockchain activity actually generate measurable revenue growth, validating StoneX's 45% upside target. Proposed
3. Competitor responses may matter, as other trading apps could launch similar blockchain or prediction products, potentially reducing Robinhood's first-mover advantage and pressuring its stock valuation. Analyst inference

Evidence

• theblock.co