Why Did Robinhood Rally 220% In 2025? The Answer Isn’t Speculation
Robinhood Markets Inc. (NASDAQ:HOOD) has surged over 220% in 2025, partially due to prediction markets, which became the fastest-growing product in company history.
The Numbers That Fueled The Rally
Robinhood reported Q3 revenue of $1.27 billion, up 100% year-over-year, with net income hitting $386 million, up 105%.
Full-year 2025 revenue is projected at $4.6-$4.7 billion, up 55% from 2024, with EPS estimates around $1.95-$2.07, up 79%.
At the activity level, equity trading volume hit a record $647 billion in Q3, up 126% year-over-year.
Meanwhile, crypto trading volumes totaled $80 billion, split evenly between the Robinhood app and Bitstamp, which the company acquired this year.
The customer base expanded to roughly 27 million funded accounts holding over $300 billion in assets, with deposit growth running at 40%+ annually.
Prediction Markets Became The Growth Engine
While strong earnings set the stage, prediction markets became the defining growth catalyst of 2025.
Launched in partnership with Kalshi in March 2024, event contracts became the company’s fastest-growing product …
About The Author
