Bernstein: Predicted market growth drives Robinhood's potential upside to 87%

CycleProphet · 2026-02-11T11:51:15+00:00

Analysts point out that Robinhood's cryptocurrency revenue decline of 38% is a temporary phenomenon, emphasizing that the company still has other growth points, including projected revenue from the market trading business and future expansion plans. Analysts believe the stock price has an 87% upside.

CycleProphet

2026-02-11 11:51:15

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Deep Tide TechFlow News, February 11 — According to The Block, Bernstein analysts stated that the 38% decline in Robinhood’s cryptocurrency revenue reflects only a temporary “volatility.” The company’s stock has fallen 24% since the beginning of the year, and current prices already reflect the most pessimistic scenario.

The analysts pointed out that aside from the cryptocurrency business, Robinhood has structural growth points, including a forecasted annual recurring revenue (ARR) of $435 million from its market prediction services, and plans to expand the Robinhood Chain scale by 2026. Bernstein believes the company’s stock has an 87% upside potential.

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