On Monday, Robinhood's share price was under scrutiny. Bernstein raised its target price for 12 months from $130 to $160 and maintained the "Big Run" rating. According to the Agency, the growth point for this retail voucher is extending from traditional stocks and encrypted transactions to forecast markets, tokenized shares, sustainable contracts and AI-driven trading instruments.
Once on the disk, $102
Robinood reported US$ 100.49 in the daybook and between US$ 98.61 and US$ 102.60 in the sun. The unit rose by 0.53 per cent in the disc and, at one point, by more than 2 per cent.
Bernstein analyst Gautam Chhugani says Robinwood is expanding its business focus to more rapidly growing trade products. Directions mentioned by the Agency include forecasting markets, renewals of futures, monetization of stocks, and calculator-related contractual products, and it is estimated that the corresponding fees pool in these areas could exceed $70 billion in size.
Forecasting markets as new sources of income
Bernstein predicts that the market is likely to outpace encryption in the second quarter as the fastest source of revenue for Robinwood. The agency projects a market income of approximately $150 million for the second quarter of Robinood.
In contrast, income from encrypted transactions is under pressure from trade-offs. Bernstein projected a 49 per cent reduction in the value of Robinhod ' 2026 for encrypted transactions, but believes that this is more like a cyclical slowdown than a long-term weakening.
According to the article, the Rothera Exchange of Robinwood has processed over 3.5 billion contracts since it went online in late May. Of these, the relevant market for the World Cup accounts for approximately 93 per cent of the Platform ' s trade.
Work with and compete with Kalshi
Bernstein believes that Robinwood's relationship with Kalshi is closer to "competition." On the one hand, Robinhood is still distributing Kalshi's contract; on the other hand, Robinhood is also providing incident contracts through Rothera, which accounts for about 16 per cent of the transaction.
This means that Robinhood is not using the forecast market as a distribution business, but is trying to build up its own product and trading infrastructure. For the Platform, the sustainability of these products will affect the stability of the new revenues.
AI trading interface open to third parties
In addition to the expansion of the tradables, Robinwood has launched a new product called Agenic Trading, an interface with a third party AI proxy voucher opener platform. Users have access to autonomous software for market research, portfolio construction and trade.
According to the article, the user can access the AI agent through the Model Context Protocol infrastructure of Robinwood. The feature is now open to United States users free of charge to support stock and options transactions, and encryption asset support is expected to be added in the future.
Robinhood indicates that AI proxy can read portfolio information, available purchasing power, account balances, trade history and self-selected lists. The user can set pre-transaction confirmation or allow the agent to automatically place the order.