This year has registered an impressive upwards trajectory for Robinhood shares, posting an increase of over 175% following a 192% surge in 2024. Taking into account tech firms valued at a minimum of $5 billion and excluding the year’s offerings, the 2025 rally led by Robinhood surpasses all other U.S. tech firms.
A few significant milestones in the company’s evolution can be traced to the recent procurement of Bitstamp and WonderFi, alongside tokenized shares and a planned introduction of blockchain technology. As investors hold their breath for Robinhood’s Q2 earnings declaration, there is a substantial anticipation underpinning this event.
Robinhood has made its name through democratizing the markets, notably in the realms of stocks and cryptocurrencies, particularly among the younger investor demographic. The company’s impressive 177% share rise in this year alone surpasses all U.S. tech firms valued at or above $5 billion, exclusive of those that had their public debut in 2025.
Although Palantir has shown commendable progress with a 107% rise, Robinhood remains in the lead. The leading brokerage now has a market capitalization of $91 billion, placing it slightly behind its chief market competitor for crypto investments, Coinbase.
In the recent S&P 500 reshuffle, however, Robinhood was excluded, while Coinbase made it to the list in May. At about the same time, monitoring software company Datadog entered the index during its quarterly change. Subsequently, online advertiser The Trade Desk and fintech enterprise Block also found their spots on the S&P 500, replacing a few companies that were undergoing acquisitions.
Ironically, each of the three latest additions to this index carries a market value of several billion dollars less than Robinhood. During the upcoming announcement of its quarterly earnings after market close on Wednesday, Robinhood has an opportunity to demonstrate its earning potential once again.
Expectations are set high with projected revenue growth from last year of 33% to $908 million. The foreseen earnings per share are 31 cents, with an anticipated adjusted earnings amounting to approximately $448 million.
Robinhood has diversified from being a retail broker in the U.S. to establishing itself as a worldwide fintech and crypto platform. American fintech funding in 2025’s first half experienced a 42% dip; however, dealmaking stepped into high gear. In this landscape, Robinhood emerged as a key player.
In June, Robinhood purchased Bitstamp for around $200 million, hence acquiring institutional trading services, custody services, and over 50 active licenses. In an expansion move the following month, the Canadian crypto platform WonderFi was bought for a price of $179 million, increasing Robinhood’s regulatory influence throughout North America.
Robinhood’s substantial expansion in Europe is reflected in its unveiling of tokenized shares and exchange-traded funds. These include synthetic shares of OpenAI and SpaceX, employing blockchain technology. This initiative coincides with a larger emphasis on crypto, where the brokerage disclosed its intentions to deploy its proprietary layer-2 blockchain optimized for real-world asset settlement.
Simultaneously, the company introduced 24/7 trading and staking for Ethereum and Solana to its American customers. This feature lets users earn rewards by facilitating network operations. Additional enhancements offer users the ability to maximize leverage for crypto investments and leverage tools that alleviate capital gains payments, along with superior charting capabilities.
Following the successful launch in France, analysts at Mizuho adjusted their stock price target to $99. They drew attention to the company’s ‘unmatched product velocity’ and broad-based availability in over 30 European nations.
Yet, Robinhood’s ventures are not without potential regulatory complications. About the tokenized trading, Robinhood’s primary EU regulator, the Bank of Lithuania, confessed to be ‘awaiting clarifications’ on this product. Contrastingly, in the U.S., SEC Chair Paul Atkins lauded the model as an ‘innovation’.
During the first quarter earnings announcement, Robinhood confirmed a 77% rise in transaction-based revenue to $583 million. Furthermore, the firm’s crypto trading revenue doubled to $252 million, and the options revenue escalated by 56% to $240 million. Equities revenue saw a 44% increase to $56 million.
This quarter, analysts are eager to see if this momentum continues. Cantor Fitzgerald analysts commented last month, suggesting Robinhood might keep gaining ground from larger brokers, like Charles Schwab and Interactive Brokers, and crypto exchanges such as Coinbase. Following this assumption, they raised their price target from $60 to $89, maintaining an overweight rating.
Despite soaring past most analysts’ valuations, Robinhood still leaves room for potential setbacks. The share price settled at $103.32 on Tuesday, down around $6 from its peak on July 18. The common mark among tracked analysts has been set as $100.57.
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