TLDR
- Robinhood expects positive stock market performance in 2026 with steady growth.
- The company does not predict double-digit returns for the upcoming year.
- Increased customer participation and net buying activity were observed during the summer months.
- Net buying has declined since its peak around October 29th, 2025.
- Economic factors like government shutdowns and interest rate movements could impact the market.
Robinhood Markets expects strong stock market performance in 2026, despite not forecasting double-digit returns. The trading platform has seen increased customer participation and net buying activity. However, net buying has declined from its peak observed in late October.
Optimistic Outlook for 2026
Stephanie Guild, Robinhood’s Chief Investment Officer, shared the company’s outlook for 2026, highlighting a positive yet cautious forecast. “For next year, we’re looking at still another strong year,” Guild stated. She mentioned that while market performance will be solid, the company does not anticipate returns reaching double-digit levels.
Guild explained that several factors could impact the stock market in 2026, including potential government shutdowns and movements in interest rates. Labor market conditions could also play a role in shaping market trends. Despite these uncertainties, Guild emphasized that Robinhood has developed probability ranges to account for various scenarios.
Shifts in Market Trends
Guild pointed to an expected diversification in the stock market, moving beyond large-cap stocks and major indices. Growth is expected to extend beyond the technology sector, which has dominated in recent years. Guild believes that other industries will play a larger role in driving market performance.
According to Robinhood’s analysis, projections for earnings growth in the technology sector are above historical averages. However, the company anticipates other sectors will provide stronger support for the S&P 500 in 2026. “We think there’s probably more beef coming in other sectors,” Guild remarked, suggesting that sectors beyond tech could drive broader market growth.
Robinhood’s Position in the Market
As one of the world’s largest retail trading platforms, Robinhood continues to focus on expanding its reach and services. Despite the overall positive outlook, the company has no immediate plans to develop a crypto treasury, as of November. Guild’s comments reflect Robinhood‘s cautious yet optimistic approach to the future, prioritizing diversification and broader market participation.
With a clear view of the upcoming year, Robinhood remains confident in its ability to navigate potential challenges. The company’s forecast for 2026 focuses on growth supported by sectors outside of technology, ensuring a balanced approach to market opportunities.
