1 Reason to Buy Robinhood Stock on the Dip

Core Viewpoint - The recent dip in Robinhood Markets' stock price presents a buying opportunity due to continued customer asset growth on its platform, despite a slight revenue miss in the fourth quarter [1][2]. Group 1: Financial Performance - Robinhood reported a 27% year-over-year increase in revenue for the fourth quarter, but slightly missed estimates, leading to a sharp sell-off in shares [1]. - Net deposits reached nearly $16 billion in the fourth quarter, reflecting an annualized growth rate of 19% compared to the previous quarter's total platform assets [4]. Group 2: Customer Engagement and Growth - The company has seen net deposits of $7 billion already in the early part of the first quarter of 2026, indicating strong customer engagement and asset inflow [5]. - There was a 57% year-over-year increase in the number of retirement accounts opened last quarter, showcasing Robinhood's ability to build long-term relationships with customers [6]. Group 3: Future Outlook - The growth in customer deposits is expected to create more revenue opportunities through interest- and fee-related products, including the new Robinhood Banking service [5]. - The revenue miss does not fully reflect the underlying growth on Robinhood's platform, suggesting a positive trajectory for the stock in the coming years [6].