Wealthfront Corp. (WLTH)

NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-10-23

$11.14-0.54%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Wealthfront Corp.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-10-31
Revenue	—	94.17M
EPS	—	0.082
Quarter ending 2027-01-31
Revenue	—	97.43M
EPS	—	0.168
Annual ending 2027-01-31
Revenue	—	373.99M
EPS	—	0.363
Annual ending 2028-01-31
Revenue	—	436.07M
EPS	—	0.475

Management figures unavailable.

What the Thesis Depends On

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. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Annual revenue growth of about 18%	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. Target period is not explicitly aligned with this observation. Source published Sep 14, 20260.824161 percent · calculatedSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2027-Q2 · Period ending Jul 31, 2026 Source: company_financial_results. Reference: 5741401e-5381-4df5-a3b0-769bcef5b9d7. Source status: eligible. Compare required operating outcomes Compare 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. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare 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.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2028 · fiscal year ending 2028-01-31 · fmp

FY2028 EPS: comparable history unavailable.

FY2028 revenue$0.44B

$0.45B → $0.44B · observed estimates

Exact estimates & source dates

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.

FY2028 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	$453,687,529	4 / 5
2026-07-25	Unavailable	$453,687,529	4 / 5
2026-07-26	Unavailable	$453,687,529	4 / 5
2026-07-27	Unavailable	$453,687,529	4 / 5
2026-07-28	Unavailable	$453,687,529	4 / 5
2026-07-29	Unavailable	$453,687,529	4 / 5
2026-07-30	Unavailable	$453,687,529	4 / 5
2026-07-31	Unavailable	$453,687,529	4 / 5
2026-08-01	Unavailable	$453,687,529	4 / 5
2026-08-02	Unavailable	$453,687,529	4 / 5
2026-08-03	Unavailable	$453,687,529	4 / 5
2026-08-04	Unavailable	$453,687,529	4 / 5
2026-08-05	Unavailable	$453,687,529	4 / 5
2026-08-06	Unavailable	$453,687,529	4 / 5
2026-08-08	Unavailable	$453,687,529	4 / 5
2026-08-09	Unavailable	$453,687,529	4 / 5
2026-08-10	Unavailable	$453,687,529	4 / 5
2026-08-12	Unavailable	$453,687,529	4 / 5
2026-08-13	Unavailable	$453,687,529	4 / 5
2026-08-14	Unavailable	$453,687,529	4 / 5
2026-08-15	Unavailable	$453,687,529	4 / 5
2026-08-16	Unavailable	$453,687,529	4 / 5
2026-08-17	Unavailable	$453,687,529	4 / 5
2026-08-18	Unavailable	$453,687,529	4 / 5
2026-08-19	Unavailable	$453,687,529	4 / 5
2026-08-20	Unavailable	$451,518,714	4 / 5
2026-08-21	Unavailable	$451,518,714	4 / 5
2026-08-22	Unavailable	$451,518,714	4 / 5
2026-08-23	Unavailable	$451,518,714	4 / 5
2026-08-24	Unavailable	$451,518,714	4 / 5
2026-08-25	Unavailable	$451,077,857	4 / 5
2026-08-26	Unavailable	$451,077,857	4 / 5
2026-08-27	Unavailable	$451,077,857	4 / 5
2026-08-28	Unavailable	$451,077,857	4 / 5
2026-08-29	Unavailable	$449,506,429	4 / 5
2026-08-30	Unavailable	$449,506,429	4 / 5
2026-08-31	Unavailable	$449,506,429	4 / 5
2026-09-01	Unavailable	$449,506,429	4 / 5
2026-09-02	Unavailable	$449,506,429	4 / 5
2026-09-03	Unavailable	$449,506,429	4 / 5
2026-09-04	Unavailable	$449,506,429	4 / 5
2026-09-05	Unavailable	$448,692,143	4 / 5
2026-09-06	Unavailable	$447,349,286	4 / 5
2026-09-07	Unavailable	$447,349,286	4 / 5
2026-09-08	Unavailable	$447,349,286	4 / 5
2026-09-09	Unavailable	$447,349,286	4 / 5
2026-09-10	Unavailable	$439,518,657	4 / 5
2026-09-11	Unavailable	$439,516,429	4 / 5
2026-09-12	Unavailable	$439,516,429	4 / 5
2026-09-13	Unavailable	$439,516,429	4 / 5
2026-09-14	Unavailable	$439,516,429	4 / 5
2026-09-15	Unavailable	$439,516,429	4 / 5
2026-09-16	Unavailable	$439,516,429	4 / 5
2026-09-17	Unavailable	$439,516,429	4 / 5
2026-09-18	Unavailable	$439,516,429	4 / 5
2026-09-19	Unavailable	$439,516,429	4 / 5
2026-09-20	Unavailable	$439,516,429	4 / 5
2026-09-21	Unavailable	$439,516,429	4 / 5
2026-09-22	Unavailable	$439,516,429	4 / 5
2026-09-23	Unavailable	$439,516,429	4 / 5
2026-09-24	Unavailable	$439,516,429	4 / 5
2026-09-25	Unavailable	$439,516,429	4 / 5
2026-09-26	Unavailable	$439,500,875	4 / 5
2026-09-27	Unavailable	$439,500,875	4 / 5
2026-09-28	Unavailable	$439,500,875	4 / 5
2026-09-29	Unavailable	$439,500,875	4 / 5
2026-09-30	Unavailable	$439,500,875	4 / 5
2026-10-01	Unavailable	$439,500,875	4 / 5
2026-10-02	Unavailable	$439,500,875	4 / 5
2026-10-03	Unavailable	$439,500,875	4 / 5
2026-10-04	Unavailable	$439,500,875	4 / 5
2026-10-05	Unavailable	$439,500,875	4 / 5
2026-10-06	Unavailable	$439,502,825	4 / 5
2026-10-07	Unavailable	$439,502,825	4 / 5
2026-10-08	Unavailable	$438,610,700	4 / 5
2026-10-09	Unavailable	$438,610,700	4 / 5
2026-10-10	Unavailable	$438,610,700	4 / 5
2026-10-11	Unavailable	$436,073,200	4 / 5
2026-10-12	Unavailable	$436,073,200	4 / 5
2026-10-13	Unavailable	$436,073,200	4 / 5
2026-10-14	Unavailable	$436,073,200	4 / 5
2026-10-15	Unavailable	$436,073,200	4 / 5
2026-10-16	Unavailable	$436,073,200	4 / 5
2026-10-17	Unavailable	$436,073,200	4 / 5
2026-10-18	Unavailable	$436,073,200	4 / 5
2026-10-19	Unavailable	$436,073,200	4 / 5
2026-10-20	Unavailable	$436,073,200	4 / 5
2026-10-21	Unavailable	$436,073,200	4 / 5
2026-10-22	Unavailable	$436,073,200	4 / 5
2026-10-23	Unavailable	$436,073,200	4 / 5
2026-10-24	Unavailable	$436,073,200	4 / 5

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	4	3
2026-06-01	4	3
2026-07-01	4	3
2026-08-01	4	3
2026-09-01	5	3
2026-10-01	5	3

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 5 Buy / Strong Buy · 3 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades1 maintains

Recent actions · Sep 25–Oct 24 · 1 recorded

Price-target changes

30 days

○ Previous · ● Latest · common dollar scale

Goldman SachsOct 7 · prior Sep 10

$10.00 → $11.00+10.0%

Wells FargoOct 1 · prior Jul 1

$12.00 → $11.50-4.2%

NeedhamSep 25

$13.00New observation · no comparable prior

$0$7.15$14.30

1 raises · 1 cuts · 0 unchanged · 1 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 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.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Maintain adjusted EBITDA margin near 47%Published status: Broken
Annual revenue growth of about 18%Published status: Broken
Execute share repurchase program up to $100 millionDirect metric needs a verified mapping

Next proof point

Next earnings date unavailable

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

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.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.8%Typical daily move · historical

Downside history

-49.3%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Wealthfront Corp. outlook in detail

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.

Updated Oct 24, 2026

What kind of bet this is

WLTH is a growth-oriented wealth platform with a watch-state thesis, not a clear turnaround. Management has kept its main priorities steady, and platform assets and funded clients are growing, but recent financial performance is neutral and risk is elevated.

What's priced into Wealthfront Corp.

The valuation evidence is mixed: WLTH is described as cheap versus peers, while the model also shows a 48% peer premium and a slightly negative expectations gap. The priced-in assessment is tagged justified, with low fragility, so the evidence does not point to a clear mismatch between expectations and the business setup.

What the fundamentals likely do

Over the multi-year view, continued growth in platform assets and funded clients would support the business, and management is on track with those priorities. Home lending and family wealth products are expanding, but their progress is still on watch; recent company momentum has fallen, and the next call carries guidance risk. Near term, the earnings-miss watch is quiet, though WLTH is a smaller company and its peers have missed recently.

What Wealthfront Corp. hinges on

A guidance cut on the next call would be a meaningful negative and could lead analysts to reduce estimates. The favorable case depends partly on lower interest rates and continued strong results and guidance from sector peers such as SAP, CRM, and NOW. The key question is whether WLTH can sustain client and asset growth while improving recent business momentum.