Tom Lee: Why to Avoid Robinhood in 2026 — Top Core Stock Ideas

Bullish Gator

Investment Committee responds to Tom Lee’s recommendation to steer clear of Robinhood in 2026 and discusses his top core stock picks and implications for investors.

Editorial companion

What stands out

Tom Lee told CNBC viewers he would avoid Robinhood Markets in 2026, and the Investment Committee spent the segment parsing why a high-profile strategist would steer clear of a company synonymous with retail trading. The moment matters because Robinhood shows the twin faces of fast growth and slow profitability: revenue running roughly 49% year over year while net income trends remain deeply negative (about -125% on average), making Lee's caution less about narrative and more about math. It also highlights a common investor fork: chase the momentum or wait for durable profits.