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伯恩斯坦:Robinhood将凭借预测市场和新产品上涨Robinhood to rally on prediction markets and new offerings, Bernstein says

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伯恩斯坦表示,Robinhood Markets将因预测市场以及其他融入新兴技术的新产品和服务而获得大幅提振。

Robinhood Markets will get a big boost from prediction markets and other newer products and services incorporating emerging technologies, according to Bernstein.

这家投资机构对该交易平台给予“跑赢大盘”评级,并给出160美元的股价目标,意味着较周二收盘价约有69%的上涨空间。

The investment firm has an outperform on the trading platform along with a $160 price target on shares, implying about 69% upside from Tuesday's close.

分析师高塔姆·丘加尼周三在给客户的报告中表示:“预测市场和新产品(很可能)将推动下一阶段的增长。”

"Prediction markets and new products [are likely] to drive [the] next leg of growth," analyst Gautam Chhugani said Wednesday in a note to clients.

“对我们来说,未来12至18个月该股的走势将取决于,随着美国监管和市场结构快速变化,该平台能以多快速度扩大新产品的规模。”

"For us, the stock over next 12-18 months will be driven by how fast the platform scales new products as U.S regulation and market structure move rapidly."

HOOD年初至今走势图 根据伯恩斯坦的数据,Robinhood第三季度预测市场收入同比增长了六倍。丘加尼补充说,非体育类合约的收入增长了30%。

HOOD YTD mountain HOOD year to date Robinhood's third-quarter prediction market revenue increased six-fold on a year-over-year basis, according to Bernstein. Chhugani added that revenue from non-sports contracts increased 30%.

他还指出,衍生品交易所和清算机构Rothera成为Robinhood第14个年化收入突破1亿美元的业务——这对该股是又一利好。丘加尼还强调了Robinhood的加密业务。

He also noted that Rothera, a derivatives exchange and clearinghouse, became Robinhood's 14th business to cross $100 million in annualized revenue — another boon for the stock. Chhugani also highlighted Robinhood's crypto business.

他写道:“加密业务正从加密原生散户交易演变为基础设施业务。”

"The crypto business is evolving from crypto native retail-trading to an infrastructure business," Chhugani wrote.

“HOOD链获得了强劲的采用(自上线以来链上交易所交易量达1000亿美元),投资者对股票代币交易(约200种股票代币已上线)和永续期货也表现出浓厚兴趣。”

"HOOD chain has seen strong adoption ($100Bn exchange volumes on-chain since launch) and strong investor interest in stock token trading (~200 equity tokens live) and perp futures."

LSEG数据显示,在覆盖Robinhood Markets的33位分析师中,27位给予该股“买入”或“强力买入”评级,5位给予“持有”评级。该股2026年以来已下跌超过16%。在公司发布第三季度财报后,该股盘前又下跌了7%。

Of the 33 analysts covering Robinhood Markets, 27 have a buy or strong buy rating on the stock, while five have a hold on it, LSEG data shows. Shares are down more than 16% in 2026. The stock slipped another 7% premarket on the back of the company's third-quarter report .

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