Expectations trend
FY2028 · fiscal year ending 2028-01-31 · fmp
Wealthfront Corp. (WLTH)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
$11.17+7.09%
Close 2026-11-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.48 → 0.47 EPS · FY ending Jan 31, 2028 · 4 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 4 to 4; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for WLTH yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain adjusted EBITDA margin near 47% | Profit margins aim for 47% adjusted EBITDA, supporting strong cash flow. | Broken | Adjusted EBITDA margin falls below 40% next year | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-01-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
WLTH is a growth-oriented wealth platform with progress in its core scale and client goals, rather than a proven steady compounder. Its multi-year thesis is intact but in a watch state, with elevated risk and neutral recent financial performance.
The valuation evidence points to WLTH being cheap versus peers, while the expectations gap is negative, suggesting expectations may still be ahead of the evidence. The priced-in assessment is tagged justified, with low fragility and medium model confidence.
Over the multi-year view, platform assets and funded clients have grown, and management remains on track with those priorities. Near term, momentum has weakened, results have been mixed, and performance sits below the industry cohort; the estimated miss risk is quiet but not absent. Home lending and family wealth expansion are progressing, though that priority remains on watch.
The thesis depends on sustained growth in platform assets and funded clients, alongside execution in newer lending and family wealth products. Near term, a guidance cut would be a meaningful negative; Fed rate cuts or stabilization among major technology peers could provide a favorable backdrop.
Over the next 1 to 3 years, WLTH offers a cheap-versus-peers growth setup, but weaker momentum and elevated risk make consistent execution the central test. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in Wealthfront Corp.'s published investment case. The stated target is >=18% YoY. |
| Broken |
| YoY revenue growth falls below 10% next year |
Revenue growth: 0.82% FY2027-Q2; GAAP. Published target: >=18% YoY. Annual target cannot be compared with a quarterly or TTM observation. Sep 14, 20260.824161 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Execute share repurchase program up to $100 million | A supporting condition in Wealthfront Corp.'s published investment case. The stated target is Repurchase up to $100 million authorized. | Intact | No meaningful share repurchases within 12 months | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.51 → $0.47 · observed estimates
$0.45B → $0.44B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-07-25 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-07-26 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-07-27 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-07-28 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-07-29 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-07-30 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-07-31 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-08-01 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-08-02 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-08-03 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-08-04 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-08-05 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-08-06 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-08-08 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-08-09 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-08-10 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-08-12 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-08-13 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-08-14 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-08-15 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-08-16 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-08-17 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-08-18 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-08-19 | $0.51 | $453,687,529 | 4 / 5 |
| 2026-08-20 | $0.51 | $451,518,714 | 4 / 5 |
| 2026-08-21 | $0.51 | $451,518,714 | 4 / 5 |
| 2026-08-22 | $0.51 | $451,518,714 | 4 / 5 |
| 2026-08-23 | $0.51 | $451,518,714 | 4 / 5 |
| 2026-08-24 | $0.51 | $451,518,714 | 4 / 5 |
| 2026-08-25 | $0.51 | $451,077,857 | 4 / 5 |
| 2026-08-26 | $0.51 | $451,077,857 | 4 / 5 |
| 2026-08-27 | $0.51 | $451,077,857 | 4 / 5 |
| 2026-08-28 | $0.51 | $451,077,857 | 4 / 5 |
| 2026-08-29 | $0.50 | $449,506,429 | 4 / 5 |
| 2026-08-30 | $0.50 | $449,506,429 | 4 / 5 |
| 2026-08-31 | $0.50 | $449,506,429 | 4 / 5 |
| 2026-09-01 | $0.50 | $449,506,429 | 4 / 5 |
| 2026-09-02 | $0.50 | $449,506,429 | 4 / 5 |
| 2026-09-03 | $0.50 | $449,506,429 | 4 / 5 |
| 2026-09-04 | $0.50 | $449,506,429 | 4 / 5 |
| 2026-09-05 | $0.49 | $448,692,143 | 4 / 5 |
| 2026-09-06 | $0.49 | $447,349,286 | 4 / 5 |
| 2026-09-07 | $0.49 | $447,349,286 | 4 / 5 |
| 2026-09-08 | $0.49 | $447,349,286 | 4 / 5 |
| 2026-09-09 | $0.49 | $447,349,286 | 4 / 5 |
| 2026-09-10 | $0.48 | $439,518,657 | 4 / 5 |
| 2026-09-11 | $0.48 | $439,516,429 | 4 / 5 |
| 2026-09-12 | $0.48 | $439,516,429 | 4 / 5 |
| 2026-09-13 | $0.48 | $439,516,429 | 4 / 5 |
| 2026-09-14 | $0.48 | $439,516,429 | 4 / 5 |
| 2026-09-15 | $0.48 | $439,516,429 | 4 / 5 |
| 2026-09-16 | $0.48 | $439,516,429 | 4 / 5 |
| 2026-09-17 | $0.48 | $439,516,429 | 4 / 5 |
| 2026-09-18 | $0.48 | $439,516,429 | 4 / 5 |
| 2026-09-19 | $0.48 | $439,516,429 | 4 / 5 |
| 2026-09-20 | $0.48 | $439,516,429 | 4 / 5 |
| 2026-09-21 | $0.48 | $439,516,429 | 4 / 5 |
| 2026-09-22 | $0.48 | $439,516,429 | 4 / 5 |
| 2026-09-23 | $0.48 | $439,516,429 | 4 / 5 |
| 2026-09-24 | $0.48 | $439,516,429 | 4 / 5 |
| 2026-09-25 | $0.48 | $439,516,429 | 4 / 5 |
| 2026-09-26 | $0.48 | $439,500,875 | 4 / 5 |
| 2026-09-27 | $0.48 | $439,500,875 | 4 / 5 |
| 2026-09-28 | $0.48 | $439,500,875 | 4 / 5 |
| 2026-09-29 | $0.48 | $439,500,875 | 4 / 5 |
| 2026-09-30 | $0.48 | $439,500,875 | 4 / 5 |
| 2026-10-01 | $0.48 | $439,500,875 | 4 / 5 |
| 2026-10-02 | $0.48 | $439,500,875 | 4 / 5 |
| 2026-10-03 | $0.48 | $439,500,875 | 4 / 5 |
| 2026-10-04 | $0.48 | $439,500,875 | 4 / 5 |
| 2026-10-05 | $0.48 | $439,500,875 | 4 / 5 |
| 2026-10-06 | $0.48 | $439,502,825 | 4 / 5 |
| 2026-10-07 | $0.48 | $439,502,825 | 4 / 5 |
| 2026-10-08 | $0.48 | $438,610,700 | 4 / 5 |
| 2026-10-09 | $0.48 | $438,610,700 | 4 / 5 |
| 2026-10-10 | $0.48 | $438,610,700 | 4 / 5 |
| 2026-10-11 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-10-12 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-10-13 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-10-14 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-10-15 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-10-16 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-10-17 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-10-18 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-10-19 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-10-20 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-10-21 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-10-22 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-10-23 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-10-24 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-10-25 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-10-26 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-10-27 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-10-28 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-10-29 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-10-30 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-10-31 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-11-01 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-11-02 | $0.48 | $436,073,200 | 4 / 5 |
| 2026-11-03 | $0.47 | $435,321,250 | 4 / 5 |
| 2026-11-04 | $0.47 | $435,321,250 | 4 / 5 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 5 Buy / Strong Buy · 3 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 2 recorded
1 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.