Robinhood’s 175% rally this year is best among U.S. tech stocks
As Robinhood investors await second-quarter earnings, expectations are sky-high.
The online broker, known for popularizing stock and crypto trading with young investors, has seen its shares surge 177% this year, outpacing all other U.S. tech companies valued at $5 or more, excluding those that went public in 2025. The next best performer is Palantir, up 107%.
Robinhood’s pop this year follows a 192% rally in 2024. The company’s market cap now sits at $91 billion, putting it slightly behind Coinbase, one of its top rivals in the market for buying crypto.
Still, Robinhood was left out of the S&P 500 in the latest reshuffle, while Coinbase made the cut in May. Earlier this month, monitoring software company Datadog was added to the benchmark index as part of its quarterly change. Shortly thereafter, online ad company The Trade Desk and fintech firm Block joined the S&P 500, replacing companies that were getting acquired.
The index’s three newest companies are each worth tens of billions of dollars less than Robinhood.
Robinhood has another shot to show that it’s deserving when it reports quarterly earnings after the bell on Wednesday. Analysts expect the company to report revenue growth of 33% from a year earlier to $908 million, according to LSEG, with projected earnings per share of 31 cents.
Adjusted earnings are expected to come in at about $448 million, according to StreetAccount.
The rally reflects Robinhood’s transformation from a U.S. retail broker into a global fintech and crypto infrastructure platform.
While U.S. fintech funding fell 42% in the first half of 2025, according to Tracxn’s semiannual report, dealmaking accelerated, and Robinhood stands out as one of the most notable buyers.
In June, Robinhood acquired Bitstamp for about $200 million, gaining institutional trading rails, custody services, and more than 50 active licenses. In May, it agreed to buy Canadian crypto platform WonderFi for $179 million, expanding its regulatory footprint across North America.
Robinhood is finding significant traction in Europe, where the company has begun rolling out tokenized stocks and exchange-traded funds, including synthetic shares of OpenAI and SpaceX, using blockchain.
The token launch this month came alongside a broader crypto push announced at Robinhood’s Cannes summit, where the company also disclosed plans for its own layer-2 blockchain optimized for real-world asset settlement. It also announced 24/7 trading and staking for Ethereum and Solana for its U.S. customers, a feature that allows users to earn rewards by supporting network operations.
Other enhancements allow users to tap more leverage for crypto investments and use tools that help minimize capital gains payments and get more advanced charting.
Analysts at Mizuho raised their price target on the stock to $99 following the launch in France, citing the company’s “unmatched product velocity” and availability in more than 30 countries in Europe.
‘We expect to be scrutinized’
There are potential regulatory hurdles to some of Robinhood’s efforts. Regarding the tokenized trading, the Bank of Lithuania, Robinhood’s lead regulator in the European Union, said it’s “awaiting clarifications” on the product. But in the U.S., SEC Chair Paul Atkins called the model “an innovation” on CNBC’s “Squawk Box.”
Robinhood CEO Vlad Tenev told CNBC after the announcement that he is “happy to continue to answer questions from our regulators,” and said the company built its tokenized stock program to withstand scrutiny.
“Since this is a new thing, regulators are going to want to look at it,” he said. “And we expect to be scrutinized as a large, innovative player in this space.”
Robinhood declined to comment for this story.
In its first-quarter earnings announcement in late April, Robinhood reported a 77% increase in transaction-based revenue to $583 million. Crypto trading revenue doubled to $252 million, options revenue rose 56% to $240 million and revenue from equities increased 44% to $56 million.
This quarter, analysts are watching how that momentum holds up.
Analysts at Cantor Fitzgerald said in a note last month that it sees Robinhood continuing to gain share from larger brokers like Charles Schwab and Interactive Brokers, as well as from crypto exchanges such as Coinbase. The firm recently lifted its price target to $89 from $60, maintaining an overweight rating on the stock.
The challenge for investors is that Robinhood has zoomed past most analysts’ estimates, leaving plenty of room for disappointment. Its stock closed at $103.32 on Tuesday, down about $6 from its high on July 18. Among analysts tracked by FactSet, the average price target is $100.57.
Starting with the 2026 Cadillac Optiq, all future GM EVs will have a built-in NACS port, including the new Chevy Bolt. In the meantime, GM introduced several new charging adapters for current Chevy, Cadillac, and GMC EV owners.
GM launches new NACS adapters for EVs
You know how the iPhone seems to get a new plug every year? GM compared the transition to NACS to the evolution of USB-C in smartphones and laptops and the HDMI standard for TVs.
With a similar movement with EV charging transitioning to the NACS standard, GM aims to make the transition as seamless as possible.
Starting with the 2026 Optiq, Cadillac’s new entry-level electric SUV, all future GM EVs will be equipped with an NACS charge point as standard. And yes, that does include the upcoming 2027 Chevy Bolt EV, which is expected to make its official debut by the end of the year.
The company introduced four new chargers this week to “help ensure that every customer can navigate this transition,” including NACS-to-CSS, CSS-to-NACS, and several others.
GM’s new adapters are mainly designed to help drivers access Tesla’s Supercharger Network. However, the company is also offering an adapter for NACS-equipped EVs to connect to its Level 2 PowerShift home charger. Another adapter for NACS-equipped models enables vehicle-to-home (V2H) capabilities.
The new adapters are in addition to the NACS DC Adapter that GM began selling last year, so drivers could use Tesla Superchargers.
To help you understand which adapter you need, GM has created a helpful graphic. Although it may seem like a lot, the new adapters are really just designed to help current owners get the best charging experience while GM works to add native NACS ports to all its upcoming EVs.
With over 46,000 electric vehicles sold in the second quarter, GM is starting to chip away at Tesla’s dominant lead in the US. Thanks to the new Equinox EV, or “America’s most affordable 315+ range EV,” Chevy became the fastest-growing electric vehicle brand in the US earlier this year.
With leases starting at just $279 a month, the Chevy Equinox EV is hard to pass up right now. If you want to test out one of GM’s electric vehicles for yourself, you can use our links below to find Chevy, Cadillac, and GMC EVs near you.
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ChargePoint (NYSE: CHPT) and Eaton just unveiled ChargePoint Express Grid, powered by Eaton, a V2X‑ready ultrafast EV charging platform with full‑site power gear that pushes passenger EV charging up to 600 kW and brings megawatt‑level power for heavy‑duty fleets.
What it is
- Express Grid integrates ChargePoint’s Express DC fast chargers with Eaton’s power infrastructure.
- It’s designed to overcome grid constraints and make it easier and cheaper to roll out high‑power charging as more EVs hit the road.
- The system is V2G‑enabled and can sync onsite renewables, energy storage, and EV batteries with local energy markets to help fleets cut fueling costs. With participating utilities and at scale, it can also help balance the grid.
How it works
- Eaton custom engineers each Express configuration and ships the site‑ready power package, with an optional skid‑mounted setup to speed installation, trim equipment needs, and simplify connections to the grid and distributed energy resources (DERs).
- Eaton plans to commercialize solid‑state transformer technology in the next year through its acquisition of Resilient Power Systems to support DC applications for the EV market and beyond.
ChargePoint CEO Rick Wilmer said the new ChargePoint Express architecture, particularly the Express Grid variant, will “take DC fast charging to levels of performance and cost not previously imagined.” He added, “Combined with Eaton’s end-to-end grid capabilities, ChargePoint is delivering solutions to help EVs win on pure economics, regardless of tax incentives or government support.”
Eaton’s Paul Ryan, vice president and general manager of energy transition, called it “industry‑changing technology” that can be deployed faster while achieving new levels of reliability and efficiency “at a significantly lower cost.”
Express solutions are available to order for select customers in North America and Europe, with deliveries beginning in the second half of 2026.
Quick specs
- Platform: ChargePoint Express Grid, powered by Eaton
- Capability: V2X (with integrated V2G)
- Power: Up to 600 kW for passenger EVs; megawatt‑level for heavy‑duty
- Deployment: Site‑ready power package; optional skid‑mounted configuration
- Grid/DER: Built to sync renewables, storage, and vehicle batteries with local energy markets
- Timeline: Orders open (select customers, North America & Europe); deliveries start H2 2026
Read more: Home charging rules as global EV ports soar to 206 million by 2040
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Environment
A Chinese robot vacuum maker is not only trying to build luxury EVs, but compete with Bugatti
Only in China can a company specializing in robot vacuums be bold enough to design, manufacture, and sell EVs. Additionally, China is the only place where such a business could actually work. A company named Dreame Technology is transcending smart appliances and wants to deliver ultra-luxury BEVs. Better still, it’s already targeting Bugatti as its main competitor. Dreame big!
Dreame Technology was founded in 2017 with the goal to, per its website, “revolutionize daily life for our global consumers.” Dreame currently offers a number of electronics that do just that, including robot vacuums, robotic pool cleaners, and hair dryers.
Over the last eight years, Dreame has accumulated manufacturing know-how and its team understands much of the technology behind electric mobility, but does that mean it’s capable of transitioning into a bona fide BEV automaker?
We saw Chinese smartphone behemoth Xiaomi, announce a similar strategy back in 2021. Now, a mere four years later, Xiaomi Automobile’s two flagship BEVs are among China’s most sought-after, and the company is setting world speed records with its technology.
Dreame Technology has likely drawn some inspiration from Xiaomi, but its automotive development plans actually predate the company’s existence. Today, the robot vacuum maker has already assembled a massive team to “Dreame up” its first all-electric model—one it says will compete against the Bugatti Veyron.
From robot vacuums to luxury EVs? Meet Dreame
As reported by CnEVPost, Dreame Technology officially announced its entry into the ultra-competitive BEV industry in China, beginning with an ultra-luxe model planned for a 2027 debut that will compete against the Bugatti Veyron.
The flagship EV from the robot vacuum developer will be powered by Dreame super motors as well as an intelligent ecosystem that differs from traditional luxury vehicles, enabling “seamless integration” with user smart homes and smartphones. Per Dreame Technology:
Today, Dreame officially announces its entry into automotive manufacturing to build the world’s fastest car.
While Dreame’s decision to evolve beyond robot vacuums and pool cleaners into BEVs may seem hasty, the company explained that its plans for vehicle development actually date back to 2013, four years before the current iteration of the company was established.
Per the company, it has already assembled an automotive team of nearly 1,000 people, which it will continue to expand as development of its flagship BEV model continues. The company added:
We may not be the earliest to embark on this journey, but we will be the most determined.
What do you guys think? Can a robot vacuum company deliver the world’s fastest BEV? Can it even deliver an all-electric model that can compete in China’s saturated market? Xiaomi did it, so there’s hope. This will be a developing story to keep an eye on.
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