StoneX Sees 45% Upside for Robinhood on Chain and Predictions
Analyst cites Robinhood Chain and prediction markets as twin growth engines behind bullish price target.
StoneX issued a bullish rating on Robinhood as of September 2026, projecting 45% upside driven by the company's Robinhood Chain Layer 2 network and its expanding prediction markets business.
Why It Matters
For iGaming and crypto audiences, this analyst call signals that prediction markets are increasingly viewed as a core revenue driver — not a speculative side project. StoneX, as cited by The Block, identifies Robinhood Chain as an accelerant that could reduce transaction costs and increase throughput for on-chain activity including prediction markets. If the Layer 2 infrastructure matures as projected, it could position Robinhood as direct competition to established prediction platforms such as Polymarket. Investors and operators should note that a 45% upside target from an institutional desk carries weight, though equities analysis does not guarantee execution. Gambling and speculative trading both carry risk of loss.
Context
Robinhood has moved beyond its brokerage origins to build out crypto infrastructure and event-contract products. As of September 2026, its prediction markets offering sits inside a regulatory grey zone in the United States, where the CFTC has taken an inconsistent stance toward event contracts tied to political and sports outcomes. The Layer 2 chain is designed to bring settlement on-chain, which would meaningfully differentiate Robinhood from centralised prediction-market competitors.
What's Next
The pace of Robinhood Chain's rollout and any further CFTC guidance on prediction contracts are the two milestones most likely to validate or undercut StoneX's thesis. Watch for Robinhood's next earnings call for user-volume data on prediction markets.
Source: The Block. Gambling and speculative investing involve risk; past analyst targets are not guarantees of returns.
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