Ready to jump on the Trump 2.0 market rollercoaster? Instead of chasing hot stocks, consider the company cashing in every time retail investors click, swipe and trade.
Robinhood’s already up 22% in 2025, outpacing Trump-favorite trades $TSLA, $PLTR, $DJT, Bitcoin and, of course, the sluggish S&P 500.
Even Wall Street no longer treats it like a meme stock — Morgan Stanley now says that it has a legit “sustainable business model” with untapped potential that’s not yet reflected in its valuation or investor base.
With Donald Trump’s deregulatory push and a likely surge in M&A, IPOs and crypto activity, trading volumes could spike, pulling in more retail investors to Robinhood.
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Numbers don’t lie
Enough text. Here are Robinhood’s MVP-worthy stats: about 24 million US brokerage accounts, roughly 15% to 20% market share, and less than 0.3% of America’s $70 trillion investable assets.
Analyst consensus sees the stock rising around 9% in 12 months to $49.63, according to LSEG data. Morgan Stanley has an even higher price target of $55, more than 20% above current levels.
$HOOD has zero “sell” ratings, and all but five of the 17 analysts covering it recommend buying.
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What’s in store?
Morgan Stanley predicts client assets climbing from $6K per account to $10K, and eventually a $100K average, more in line with fierce rival Charles Schwab.
Expansion plans are on deck. Robinhood’s expanding in Europe, eyeing Asia with a Singapore HQ, and is betting on Trump’s crypto-friendly stance to diversify revenue through lending, staking and stablecoins.
While Robinhood’s stock trades at over 40x its 2025 earnings forecast, Morgan Stanley finds its valuation appealing based on 2026 profits, with a forward PE ratio of 24x.
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But hold up — competition’s heating up for millennial and Gen Z customers. Schwab’s trading at a cheaper multiple of 18x, and Interactive Brokers is at 25x. Both have still not seen Robinhood’s 2025 rally.
And while Robinhood is forecast to turn its first profit in 2024 since its 2021 IPO, with revenue growing 50%, its growth rate is expected to slow to 19% this year, 11% in 2026, before potentially dipping into the red by 2027.
So yeah, Robinhood’s all smooth sailing. But keep an eye out for rogue waves.
Edited by Ankush Chibber. If you have any tips, ideas or feedback, please get in touch: talk-to-us@moniify.com
