TL;DR
- Analysts expect Robinhood’s stock to rise around 12%, reflecting stronger confidence in its crypto strategy and solid earnings momentum.
- The company confirmed it is evaluating adding Bitcoin (BTC) to its balance sheet, aligning with a growing number of firms adopting digital assets for treasury management.
- Robinhood is expanding internationally and diversifying revenue streams, building new crypto-driven business lines that could reinforce long-term growth.
Robinhood is exploring whether to introduce BTC into its corporate treasury, a move that would position the company among the most visible publicly traded adopters of digital assets. The discussion surfaced shortly after incoming Chief Financial Officer Shiv Verma acknowledged that management is assessing the idea seriously during the firm’s latest earnings call. Market analysts see the potential treasury shift as a sign of confidence in the long-term role of Bitcoin in modern finance.
Bernstein analysts released an upbeat outlook, projecting a stock increase from $142 to $160. Their view is backed by Robinhood’s improving fundamentals and its continued transition toward a wider suite of crypto and tokenised financial services. The firm has been investing in infrastructure that supports digital asset trading, tokenised equities and new blockchain-based products for both retail and institutional clients. Industry observers suggest that this approach may help Robinhood stay ahead of competitors in an increasingly digital financial landscape.
Growing Institutional Interest In Digital Assets
More public companies have been adopting BTC for treasury allocation throughout 2025, recognising its potential as a scarce and independent store of value. Although market volatility triggered a temporary slowdown after the October 10 deleveraging event, institutional interest has remained steady. If Robinhood proceeds with this strategy, it could help further normalise digital-asset treasury practices among tech-driven firms and inspire broader adoption within corporate finance. Analysts note that this shift reflects an evolution in treasury management philosophy rather than a short-term trend.
Expanding Global Strategy And Product Suite
Robinhood now counts roughly 27 million active users, up 2.5 million year over year, with customer assets surpassing $300 billion. Revenue from crypto-linked products climbed 300% to $268 million, pushing total quarterly revenue to over $1.27 billion. Executives outlined plans to expand outside the United States and increase institutional exposure, aiming to create durable revenue from tokenisation, prediction markets and global product rollouts. Analysts argue that this multi-track strategy could strengthen competitiveness and support a potential 12% stock appreciation in the months ahead.
