HOOD's Platform Assets Rise in Early 2026: Revenue Tailwinds Ahead?

Key Takeaways Robinhood Markets' platform assets rose 59% y/y to $324.4B in January 2026.HOOD posted $4.5B net deposits; the margin balance surged 122% y/y to $18.4B.Securities lending revenues rose 36% y/y as equity volumes jumped 57%.Robinhood Markets, Inc.’s (HOOD) platform assets have become the company’s primary financial growth engine, driving both resilience and operating leverage. In January 2026, total platform assets climbed to $324.4 billion, marking a 59% year-over-year jump, supported by contin ...