律动BlockBeats
律动BlockBeats|9月 01, 2026 11:29
[Morgan Stanley Upgrades Robinhood Rating: Monetization Potential of Existing Users Underestimated] BlockBeats News, September 1, Morgan Stanley upgraded Robinhood's rating from 'Hold' to 'Overweight' and raised its target price from $124 to $150, representing approximately 43% upside from Monday's closing price. Analysts stated that the market has gradually recognized Robinhood's accelerated rollout of new products and expansion of its potential market size, but the monetization potential of its existing user base remains underestimated. Morgan Stanley highlighted that Robinhood's approximately 28 million users form a critical growth foundation, with new businesses such as prediction markets enhancing per-user asset scale, trading activity, and monetization capabilities. Among these, prediction market users number fewer than 2 million but contributed $156 million in revenue in the second quarter, while driving adoption of other products. Analysts also believe that Robinhood's derivatives trading platform and clearinghouse, Rothera, will further expand its distribution advantages and create opportunities for infrastructure and third-party revenue. [Original Link]
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