Invest with HenryANALYSTJul 12, 2026“Robinhood is evolving into a diversified financial platform with growing transaction revenue, net interest income, and subscription growth, targeting $140+ by 2027.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
During Q4 2025 last year, transaction revenue reached $776 million, representing roughly 61% of total revenue.
In the first quarter of 2026, net interest revenue reached $359 million, up 24% year-over-year, accounting for roughly 34% of Robin Hood's total business.
Robin Hood Gold subscribers grew 36% year-over-year to over 4.3 million members, while subscription revenue increased 32%.
they have rolled out products like Robin Hood chain, tokenized US stocks for international investors, expanded perpetual futures across Europe, continued growing Robin Hood Gold, and broaden their crypto offering internationally.
platform assets reached record $37 billion and average revenue per user continues to climb
I see Robin Hood still going to $140 plus per share in 2027.
The structured call
The receipt
Publish-day price $$111.97 · the claim is anchored to the moment it was said.
