Robinhood Markets, Inc.: Product Updates: TradePMR Hits $50B in AUM; Rothera Live in Time for World Cup

研报英文原文证据摘录

Robinhood Markets, Inc.: Product Updates: TradePMR Hits $50B in AUM; Rothera Live in Time for World Cup

Equity Research

U.S. Brokers, Asset Managers & Exchanges

5 June 2026

Robinhood Markets, Inc.

Product Updates: TradePMR Hits

$50B in AUM; Rothera Live in Time

HOOD OVERWEIGHTfor World Cup

U.S. Brokers, Asset POSITIVE

HOOD announced a number of new features on TradePMR Managers & Exchanges Price Target USD 82.00

and disclosed AUM rose to $50B (+15% since closing the deal Price (03-Jun-26) USD 82.85

last year). Separately, Rothera is now live and comes with a Potential Upside/Downside -1.0% Source: Bloomberg, Barclays Research

lower fee structure, particularly for Gold members.

U.S. Brokers, Asset Managers &

Exchanges

Benjamin Budish, CFA

+1 212 526 2418

THE 2026 EXTEL SURVEY IS NOW OPEN benjamin.budish@barclays.com

BCI, US

Support our industry-leading analysts with 5-Star Chris O'Brien

votes in this year’s Extel All-America Research +1chris.obrien@barclays.com212 526 9284

Survey BCI, US

Mason Fleming

+1 212 526 7025

Vote Now View Analysts mason.fleming@barclays.com

Mark McLaughlin, CFA

+1 212 526 9320

mark.mclaughlin@barclays.com

Overview: Earlier this week, Robinhood hosted its SYNERGY2026 conference where the

company announced several new features for advisors and disclosed that AUM has reached

$50B, up ~$8B since 3/31. Separately, today Robinhood announced Rothera is now live with

select World Cup and professional baseball contracts (with more to come), and with a new

pricing model in which commission fees change based on the price of the contract and the size

of the order, with lower fees at the extremes (contracts priced near $0.01 and $0.99) and never

exceeding $0.01 per contract. With 16B in YTD prediction volumes, this implies ~4B in May (a