Wealthfront Corp. (WLTH)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$9.58+2.68%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · WLTH
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
No current thesis-health read is available for this company.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 4.5% |
| Our one-year growth estimate | diamond | 16.1% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 182 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 11.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 120 industry peers
WLTH — earnings miss
Dated 2026-06-04
Results of Operations and Financial Condition. On June 4, 2026, Wealthfront Corporation (the “Company”) issued a press release announcing its financial results for the first fiscal quarter ended April 30, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. As previously announced, the Company will host a conference call on June 4, 2026 at 2:00 p.m. PT/5:00 p.m. ET.
Why it matters: Slower growth in funded clients may show trouble in getting new customers.
Worry ifFunded clients growth was below 15% compared to last year.
Less concerning ifFunded clients growth reported at or above 15% year-over-year.
Why it matters: A drop in the adjusted EBITDA margin may show higher costs or problems.
Worry ifThe EBITDA margin was under 41%.
Less concerning ifAdjusted EBITDA margin is at or above 41%.
Why it matters: A clear announcement about the $100M share buyback could help investors feel more positive.
Supportive ifAn official announcement will confirm the start of the share repurchase program.
Worry ifNo announcement is made regarding the share repurchase program by the next earnings date.
Why it matters: Slower revenue growth may mean less demand or more competition.
Worry ifQ1 2027 revenue growth was below 7% compared to last year.
Less concerning ifQ1 2027 revenue growth meets or exceeds 7% year-over-year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$168 on $10,000 · ±1.7% | How much price usually moves either way. |
| Bad day | $660 loss on $10,000 · 6.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,926 loss on $10,000 · 49.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: A slowdown in client growth could reflect declining interest in Wealthfront's services.
Worry ifClient growth rate reported above 10% year-over-year in the next earnings report.
Less concerning ifClient growth rate reported below 10% year-over-year in the next earnings report.
Why it matters: A lower adjusted EBITDA margin means less profit and worse cost control.
Worry ifAdjusted EBITDA margin is below 40% in the next earnings report.
Less concerning ifAdjusted EBITDA margin remains at or above 41% in the next earnings report.
Why it matters: If sector growth slows, it could hurt Wealthfront's performance. This is key for understanding the market.
Worry ifSector revenue growth is lower than its usual average.
Less concerning ifSector revenue growth is higher than its usual average.
Why it matters: Slower growth in total platform assets may show less client trust or market issues.
Worry ifTotal platform assets growth was below 15% compared to last year.
Less concerning ifTotal platform assets growth meets or exceeds 15% year-over-year.
Why it matters: Another earnings miss may raise worries about growth and management.
Worry ifEarnings report shows results that meet or exceed expectations after the June miss.
Less concerning ifAnother earnings miss reported in Q2 results.
Why it matters: Slower revenue growth may show trouble in getting new clients or keeping old ones.
Worry ifRevenue growth is below 15% year-over-year in the next earnings report.
Less concerning ifRevenue growth remains at or above 18% year-over-year in the next earnings report.
Why it matters: This growth matches what management wants. It shows the company can expand. Meeting this goal builds trust in their growth plan.
Supportive ifQ3 revenue growth of 18% year-over-year or higher.
Worry ifQ3 revenue growth falls below 15% year-over-year.
Why it matters: Active share repurchases can signal management's confidence in the company's value. It can also support share price.
Supportive ifThey announced share buybacks of $100 million.
Worry ifNo announcements of share buybacks or major delays.