Bernstein says Robinhood could see ‘strong tailwinds’ as World Cup drives record prediction market volumes

The Block·

Bernstein says Robinhood could see ‘strong tailwinds’ as World Cup drives record prediction market volumes

60-second summary

Bernstein projects Robinhood's prediction market revenue to increase from $150 million in 2025 to $586 million in 2026, driven by World Cup-related prediction market volumes expected to reach record highs. This growth is attributed to the increasing popularity of prediction markets, which are expected to attract more users and drive revenue for Robinhood, a major player in the space.

Bernstein projects Robinhood’s prediction market revenue to increase from $150 million in 2025 to $586 million in 2026.