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/WLTH
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WLTH

WLTH

WLTH
$8.86USD↓-3.80%-0.35 today

MARKET CAP

1.3B

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$9 – $9

52W RANGE

$7
$15

AI Summary

Stalk
TrimMedium

WLTH remains in an early Stage 1 base after the sharp June breakdown, with the active Support Failure pattern pointing to further downside. The medium-term tradable side is bearish, but short-term price action is range-bound around the EMAs, so execution should be deferred. Look to initiate short positions near the upper boundary of the July consolidation (~9.6 area) for a rejection. Key risk is a false breakdown if price reclaims and holds above the early-July highs.

  • ↑Total platform assets reached $96.6B, a 19% YoY increase
  • ↑Funded clients rose to 1.46M, up 15% YoY
  • ↓Total GAAP expenses hit $75.9M, up 46% YoY
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Wealthfront Corporation (NASDAQ:WLTH) is a leading digital wealth management platform, primarily focused on providing automated investment and cash management solutions aimed at digital natives. The company, which leverages technology to streamline financial processes and enhance client experience, is well-positioned amidst the growing trend of individuals seeking accessible and low-cost personal finance solutions. Wealthfront's significant market presence aligns with the broader fintech theme, catering to younger generations who prioritize ease-of-use and automation in managing their financial assets.

Bull says

  • ↑Total platform assets reached $96.6B, a 19% YoY increase
  • ↑Funded clients rose to 1.46M, up 15% YoY
  • ↑Adjusted FCF was $42.7M with a 114% conversion ratio
  • ↑Advisory revenue climbed 32% YoY to $26.2M
  • ↑Analyst consensus Hold with $12.42 PT implies ~29% upside
  • ↑Tech-driven low-fee automation resonates with digital natives

Bear says

  • ↓Total GAAP expenses hit $75.9M, up 46% YoY
  • ↓Negative profitability metrics and low gross margins persist
  • ↓High stock volatility may hinder client engagement
  • ↓Cash management fee rate reductions could squeeze profits
  • ↓Home lending rollout faces execution and competitive risks
  • ↓Poor earnings revisions and elevated short interest signal skepticism

Earnings Call · Q3 2025 · Mgmt. Guidance

Updated 06-05-2026bullish

Transcript signals

Bull points

  • our stock investing product is the second most popular product for account openings over the last few months behind our automated investment account in terms of number of clients getting started there.
  • We see it as an aggregation opportunity to help consolidate existing client assets on the platform so that they can see everything and manage everything in one place.
  • We originated our first home mortgage in the third quarter and started letting clients off the wait list in November. We initially started in Colorado. We've expanded and are letting clients off the wait list now in Texas and California.
Read full transcript analysis ›