Robinhood Markets (NASDAQ: HOOD) ended 2025 on a high note.
But its leadership is tempering expectations for the year ahead, thanks to market uncertainties.
In an interview with CNBC , Robinhood chief investment officer Stephanie Guild said the company expects growth to continue in 2026, but at a slower pace.
Related: Robinhood acquires crypto exchange Bitstamp despite SEC lawsuit threat
Robinhood’s strong 2025 performance
Founded in 2013, Robinhood became a publicly traded company in 2021 and joined the S&P 500 index in September 2025. It is among the five crypto-exposed stocks existing in the index, along with Strategy (NASDAQ: MSTR), Coinbase (NASDAQ: COIN), Block (NYSE: XYZ), and PayPal (NASDAQ: PYPL).
As of Dec. 30, Robinhood’s stock has surged 197.74% year-to-date (YTD) in 2025, marking a standout year for the trading platform. The firm’s third-quarter results, released on Nov. 5, drove much of that momentum.
The company beat analyst estimates and reported adjusted earnings per share of $0.61, a revenue of $1.274 billion, and set a new all-time high for the firm.
The previous record of $1.01 billion in revenue was set in late 2024.
Revenue for the first and second quarters of 2025 came in at $927 million and $989 million, respectively.
Robinhood’s growing footprint in prediction markets has been a key driver of its performance.
In March this year, it launched a prediction markets hub inside the Robinhood App, where customers can trade on the outcomes of important global events.
More News:
CEO Vladimir Tenev announced that the company’s Prediction Markets product surpassed 4 billion event contracts traded all-time, including 2 billion in the third quarter alone.
Prediction markets, which let users trade contracts on real-world outcomes, have become a strategic focus for Robinhood as it diversifies beyond traditional stock and crypto trading to capture a slice of the decentralized prediction market sector.
Robinhood also made headlines just a few days ago for announcing a new policy to contribute $1,000 each to Trump Accounts for eligible children of its employees.
Despite its record-setting performance, some analysts remain cautious. Needham & Company recently lowered its price target for Robinhood from $145 to $135. Meanwhile, DBS Bank upgraded the stock to a “moderate buy,” and Piper Sandler reaffirmed its “overweight” rating.
Related: Robinhood hits all-time high as aggressive expansion drive powers rally
Single-digit growth expected in 2026
Guild suggested that while retail participation remained strong through 2025, it began to cool in late October. She expects continued growth next year but at a more modest pace compared to recent double-digit gains.
"Our base case is around a 7,500 on the S&P 500 this time next year. And that’s around 8.5%, call it 8.7% to be specific," Guild said
“We do have some risks out there. If there’s a potential government shutdown, especially on the way, what happens with rates, and the labor market will also be important. So we do have some potential probability ranges around that, but our base case is solidly strong.”
Guild noted that growth is likely to “broaden out” across sectors rather than being concentrated in large-cap tech stocks.
“We still see a good year, but it may be more supported by other sectors besides just tech this year.”
At press time, HOOD was trading at $117.56, 0.27% higher during pre-market hours.
Related: Robinhood beats Wall Street expectations with blockbuster earnings
This story was originally published by TheStreet on Dec 30, 2025, where it first appeared in the MARKETS section. Add TheStreet as a Preferred Source by clicking here.
