Robinhood shares climbed more than 7% and briefly crossed the $100 level after the company opened its AI-powered Agentic Trading product to all customers. In an update posted on X, Robinhood said users can now connect artificial intelligence agents through its MCP server and assign investing tasks including market research, trade execution, and portfolio rebalancing.
AI agents move from testing into the full customer rollout
Robinhood said customers can set up dedicated accounts for AI-driven investing while deciding how much authority to hand over to automated systems. The company framed the feature as a controlled way to introduce AI into the investment process: users define the instructions, and the agents carry out selected activities inside those limits.
The launch expands access beyond earlier testing phases and puts AI agents directly into routine investing workflows. According to the company, those agents can analyze markets, place trades, and manage portfolios, while customers still retain oversight of their accounts. That balance between automation and user control appears central to the product design.
Stock reaction tracks investor interest in new product releases
Tuesday’s session reflected strong interest from the market. HOOD traded above $99 and reached an intraday high of $100.87 before easing back. The timing tied the move closely to the wider release of Agentic Trading, adding another catalyst to a stock that has already benefited from a steady stream of product and business updates.
Robinhood’s broader expansion has also drawn attention. Earlier reporting noted that chief executive Vlad Tenev said Robinhood Securities had received approval to act as an underwriter. That change allows the company to take part more directly in helping companies go public, rather than only distributing IPO shares through its IPO Access program.
Prediction market growth remains part of the bull case
Analysts have also pointed to momentum in Robinhood’s prediction market business. In a client note published Monday, Bernstein projected that revenue from the segment could rise from roughly $150 million in 2025 to $586 million in 2026. The firm linked that forecast to a jump in trading tied to the World Cup.
Bernstein estimated the business could account for about 17% of transaction-based revenue next year. Wall Street sentiment has also improved alongside these product launches. Goldman Sachs recently lifted its price target on Robinhood shares from $105 to $108, while analyst James Yaro maintained a Buy rating on the stock.