Robinhood Markets, Inc.

🇺🇸NASDAQ Global Select
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Robinhood Markets, Inc. stock analysis HOOD overview
Very Bullish +82

The NYSE Is Going 24/7 – This Stock Could Surge by Triple Digits

📅 Robinhood (HOOD) is positioned to lead the NYSE's transition to 24/7 blockchain-based tokenized trading, having launched similar tokenized U.S. stocks in the EU with 24/5 access as early as June 2025.

⏱️ The proposed expansion of trading hours from roughly 32 hours per week to 168 hours could grow Robinhood's addressable trading day by an estimated 30% to 40%.

🔍 While competitors like Schwab and Fidelity are still preparing, Robinhood has already built infrastructure including the acquisition of Bitstamp and development of Robinhood Chain.

🤖 The NYSE plans to facilitate round-the-clock trading for stocks, ETFs, and fractional shares with instant on-chain settlement starting in early 2026, following a January 2026 filing.

💰 Robinhood's revenue model relies heavily on trading volume fees, meaning a switch to 24/7 operating hours would create an automatic windfall for the company.

🌍 Robinhood's younger customer base and international presence are well-suited to capture incremental volume across the new extended trading windows.

🏦 The New York Stock Exchange received SEC approval earlier this year, while Nasdaq has also proposed a 23/5 schedule with plans to launch in the second half of 2026.

💵 Robinhood's stock has fallen 53% from its October 2025 peak, partially due to crypto trading collapse which accounted for 17.8% of 2025 revenue.

📈 Despite Q1 earnings misses, the analyst sees a rebound potential to $152 if 24/7 equity trading expansion pairs with a crypto market recovery.

👶 Robinhood holds a unique advantage as the sole initial broker for the federal "Trump Accounts" pipeline serving over 60 million eligible American children.

🛠️ CEO Vlad Tenev has advocated for weekend and round-the-clock trading since 2022, following years of industry skepticism about operating outside work hours.

💻 The shift to automated systems reduces the need for physical offices, making the rationale for limiting trading to traditional business hours increasingly obsolete.

Bullish Signals
  • Robinhood is positioned as the primary beneficiary of the NYSE's plans for 24/7 blockchain-based tokenized trading, having already launched tokenized U.S. stocks in the EU in June 2025 with a commitment to 24/7 access.
  • The expansion of trading hours from roughly 32 hours per week to 168 hours could create a 30% to 40% expansion of the addressable trading day for Robinhood, whose younger and more international customer base is positioned to capture incremental volume.
  • Robinhood already offers more than 200 U.S.-listed equities with 24/5 trading and has publicly committed to flipping that to 24/7 with DeFi access ahead of competitors like Schwab and Fidelity.
  • If the NYSE starts trading 24/7, this will be an automatic windfall for Robinhood since it makes its money from trading volume as it takes a cut from every trade made on its platform.
  • Robinhood holds a significant competitive advantage with its joint venture with Susquehanna for prediction markets and its acquisition of Bitstamp and Robinhood Chain to facilitate legal tokenized U.S. stocks.
  • Robinhood is the sole initial broker and trustee for a federal 'Trump Accounts' program with over 60 million eligible American children, 5.5 million already enrolled, providing a stable revenue base.
  • The stock has already fallen by 53% from its October 2025 peak due to crypto trading collapsing, suggesting that the current price reflects significant downside risk and offers substantial upside potential if equity trading expands.
Risk Factors
  • Q1 earnings missed estimates by three cents on EPS and by $100 million on revenue due to crypto trading collapsing.
  • The stock has already fallen by 53% from its October 2025 peak, indicating significant downside pressure from the broader crypto decline.
  • Crypto accounted for 17.8% of 2025 revenue, and a flat or shrinking crypto market poses an ongoing threat to top-line growth even if equity trading expands.
  • Competitors like Schwab and Fidelity are still catching up to Robinhood's preparations, creating a window of competitive vulnerability where legacy brokers could accelerate their own tokenized stock offerings.
Full Analysis
Robinhood (NASDAQ:HOOD) is positioned as a primary beneficiary of the New York Stock Exchange's (NYSE) plans to launch round-the-clock trading for tokenized U.S. stocks, which the exchange filed for in January 2026. Robinhood CEO Vlad Tenev has advocated for this 24/7 schedule since 2022, contrasting with legacy competitors like Schwab and Fidelity who are lagging in preparation for such a shift. The NYSE's move aims to expand trading hours significantly, potentially moving from the current 32-hour weekly cycle to approximately 168 hours if full 24/7 access is implemented, a transition that could see Robinhood expanding its addressable trading day by an estimated 30% to 40%. Robinhood already launched tokenized U.S. stocks in the European Union in June 2025 with 24/5 trading and has publicly committed to flipping this schedule to 24/7 using decentralized finance (DeFi) access on its platform. The company, which recently acquired Bitstamp and Robinhood Chain, generates revenue through a commission on every trade executed on its platform. Analysts suggest that the NYSE's 24/7 venue combined with Nasdaq's 23/5 proposal, approved by the SEC for rollout in the second half of 2026, will create a substantial windfall for Robinhood as it captures incremental volume from an international and younger customer base, unlike other major brokers. Despite missing Q1 earnings estimates by three cents on EPS and $100 million in revenue due to a collapse in crypto trading—where crypto accounted for 17.8% of 2025 revenue—the stock has already incorporated this weakness with a 53% decline from its October 2025 peak. Proponents argue that the shift to equity-focused, 24/7 tokenized trading will outweigh the reduced crypto activity, potentially propelling the stock toward $152 or higher if a crypto rebound occurs. Additionally, Robinhood holds a unique position as the sole initial broker and trustee for the federal "Trump Accounts" program, which serves over 60 million eligible children with 5.5 million already enrolled, providing further revenue stability beyond traditional trading fees.