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Is BULL a good stock to buy? We came across a bullish thesis on Webull Corporation on The Diversified Fins Analyst’s Substack. In this article, we will summarize the bulls’ thesis on BULL. Webull Corporation’s share was trading at $7.02 as of April 21st. BULL’s trailing and forward P/E were 53.35 and 28.09 respectively according to Yahoo Finance.
Webull Corporation operates as a digital investment platform. Its platform enables retail investors to trade securities through its licensed broker dealer in the United States and internationally. BULL delivered a strongly constructive 4Q25 performance, reinforcing its positioning as a high-growth global e-broker with accelerating scale in both client assets and engagement metrics. The company reported total revenue of $165M, up 5% QoQ and 50% YoY, driven primarily by trading-related revenues which rose 55% YoY to $114M, alongside continued strength in net interest revenue and a sharp increase in other revenue streams.
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Despite higher operating expenses of $148M, reflecting deliberate investment in growth and marketing, BULL achieved its fifth consecutive quarter of adjusted operating profitability, with adjusted net income of $12M, underscoring improving operating leverage even amid aggressive expansion.
On the operating side, momentum remained exceptionally strong: funded accounts reached 5.0M, up 8% YoY, while customer assets surged 81% YoY to $24.6B, marking industry-leading asset growth versus peers. Daily average revenue trades increased 54% YoY to 1.2M, and average assets per account expanded 68% YoY to $4,891, highlighting deepening user monetization and platform stickiness. Net deposits of $3.9B implied an annualized growth rate of ~74% relative to prior-quarter assets, signaling extraordinary ongoing asset gathering strength.
Strategically, Webull’s ecosystem expansion continues to accelerate. Its AI assistant Vega is already used by 1.2M weekly users, embedding AI deeply into the trading workflow and enhancing retention. The Webull Premium offering has scaled to 102K subscribers, contributing disproportionately to AUM and margin balances, and positioning itself as a key monetization lever going forward.
International expansion is also gaining traction, with meaningful growth across APAC, Canada, and newly licensed EU markets, supporting a diversified global growth runway. Meanwhile, prediction markets have driven incremental engagement, with strong trading volumes, while management continues to prioritize core active trading over standalone monetization.
Looking ahead, 1Q26 is tracking strongly with January marking one of the company’s best months historically, supported by elevated trading activity and favorable market volatility. With sustained asset inflows, accelerating engagement, expanding AI-driven features, and continued international penetration, Webull Corporation (BULL) is increasingly positioned as a structurally growing, capital-light platform compounding user assets and revenues at an industry-leading pace.
Previously, we covered a bullish thesis on Robinhood Markets, Inc. (HOOD) by kumaramit0703 in March 2025, which highlighted its shift into a diversified fintech platform with multiple revenue streams and strong user engagement. HOOD’s stock price has appreciated by approximately 101.93% since our coverage. The Diversified Fins Analyst shares a similar view but emphasizes Webull Corporation (BULL)’s stronger asset inflows, faster client growth, and superior trading momentum.
Webull Corporation is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 30 hedge fund portfolios held BULL at the end of the fourth quarter which was 27 in the previous quarter. While we acknowledge the risk and potential of BULL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BULL and that has 10,000% upside potential, check out our report about this cheapest AI stock.
Disclosure: None.
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