INTEL: Bernstein sees 31% upside for $HOOD after Robinhood Chain generated $33M in fees over 15 days, more than Solana and BNB Chain

What happened

Bernstein analysts see 31% upside for Robinhood's stock (HOOD) after its new blockchain, Robinhood Chain, generated $33 million in fees over 15 days, surpassing Solana and BNB Chain in that period.

Confirmed

Global impact / market context

If Robinhood's blockchain keeps earning high fees, the company could make more money from transaction fees, which might boost its stock price. This suggests the new chain is becoming a meaningful part of Robinhood's business.

Analyst inference

Robinhood's stock may rise as investors see its blockchain as a strong competitor to established networks like Solana and BNB Chain. This could pressure those networks and shift investor interest toward platforms with fast-growing fee income.

Analyst inference

What to watch

1. Watch whether Robinhood Chain continues to generate high fees in the coming weeks, as the $33 million over 15 days is a confirmed early result that may or may not last. Confirmed
2. Investors should consider how Robinhood's fee growth compares to Solana and BNB Chain over a longer period, since the 15-day figure might be a short-term spike rather than a lasting trend. Proposed
3. If the fee trend continues, Robinhood's revenue could rise, potentially supporting the 31% upside that Bernstein predicts, but a slowdown could make that target less likely. Analyst inference

Affected assets

• SOL — Solana
• HOOD — GreenHood
• BNB — BNB

Evidence

• x.com