Robinhood’s Prediction Markets Success Fuels Global Expansion Plans
Robinhood's prediction markets division has become a powerhouse, surpassing 4 billion event contracts traded since its March 2025 launch. The platform's election contracts, introduced in October 2024, now generate an estimated $200 million in annual revenue through its $0.01-per-contract fee structure.
The company's stock surged 12% on September 30, 2025, capping a 260% year-to-date rally that pushed its market valuation to $108 billion. Wall Street analysts have taken notice, with Needham raising its price target to $145 while praising Robinhood's evolution into a comprehensive financial platform.
International expansion moves are underway, with VP JB Mackenzie confirming discussions with UK regulators. The Financial Conduct Authority talks signal Robinhood's ambition to replicate its US success abroad, leveraging the same model that saw 2 billion contracts traded in Q3 2025 alone.