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
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.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 8.9% |
| Our one-year growth estimate | diamond | 13.6% |
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: 224 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
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 4.7 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 36 industry peers · Company calendar date is not available
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: Assets grew 12% year over year, but revenue grew only 1%. More growth in lower-fee investments may keep revenue growth weak.
Watch forQuarterly platform assets grow more than 10% year over year, and revenue growth rises above 1%.
Also watch forPlatform asset growth falls below 10% year over year, or revenue growth stays at 1% or less.
Why it matters: The stated goal is a margin near 47%. The margin fell to 41% from 49% a year earlier.
Watch forA quarterly report shows an Adjusted EBITDA margin of at least 47%.
Also watch forThe margin stays below 47%, or falls below the latest 41% level.
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 | ±$178 on $10,000 · ±1.8% | How much price usually moves either way. |
| Bad day | $632 loss on $10,000 · 6.3% | 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.