From The Motley Fool · Leo Sun · · 1m
Fintech Stocks to Buy as Customer Numbers Rise
SoFi and Robinhood stocks drop but customer growth suggests buying opportunities.
In brief
SoFi and Robinhood stocks drop but customer growth suggests buying opportunities. SoFi and Robinhood's customer growth and profitability could make them attractive buys despite recent stock declines. Originally reported by The Motley Fool.
SoFi and Robinhood disrupt traditional finance
SoFi and Robinhood both disrupted older financial companies with their fintech platforms.
SoFi's customer growth
SoFi's members grew 35% year over year to 17.1 million in Q3 2026.
SoFi's revenue growth
SoFi's adjusted net revenue grew at a 37% CAGR from 2021 to 2025.
SoFi's profitability
SoFi turned profitable under GAAP in 2024 and 2025.
Robinhood's customer growth
Robinhood ended Q3 2026 with 28.7 million funded customers, up 7% year over year.
Robinhood's revenue growth
Robinhood's revenue and adjusted EBITDA grew at CAGRs of 25% and 193% from 2021 to 2025.
Stock price drops
SoFi's stock declined 46% over 12 months, while Robinhood's dropped 38%.
Buying opportunities
The pullbacks could be great buying opportunities for investors who can stomach volatility.
What matters most
SoFi and Robinhood's customer growth and profitability could make them attractive buys despite recent stock declines.
