Wealthfront Corporation offers compelling valuation at a forward price-to-earnings ratio near 11x and substantial analyst upside, but severe price momentum deterioration with RSI near 21 and two consecutive earnings misses create near-term downside risk that must be resolved before the fundamental case can take hold.
Thesis pillars
- Deep Value Low Forward Pe↓Deteriorating
- Momentum Capitulation Risk↑Improving
- Consecutive Earnings Misses↓Deteriorating
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Apr 24, 2026· older than 90 days
Wealthfront Corporation (WLTH) Stock Analysis
Inst Constrain edge
Technology · Software - Application
Sell if holding. Engine safety override at $11.16: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.5/10. Specifically: High short interest: 12%.
Wealthfront Corporation is a privately owned investment manager. It primarily provides its services to individuals. It also caters to high net worth individuals, charitable organizations, and corporations. The firm invests in the public equity and fixed income funds. It also... Read more
Sell if holding. Engine safety override at $11.16: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.5/10. Specifically: High short interest: 12%. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.5/10, moderate confidence.
Passes 6/8 gates (positive momentum, no SEC red flags, news boost analyst 0.60, earnings proximity 40d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and clean insider activity. Suitability: aggressive.
Recent developments
updated Nov 3, 2026Recent Developments — Wealthfront Corporation
Latest news
- NEWS Wells Fargo Maintains Overweight on Wealthfront, Raises Price Target to $12 — benzinga Nov 3, 2026 positive
- NEWS Wealthfront Corporation Board Approves Additional $150 Million Common Stock Repurchase — fiscal.ai Oct 22, 2026 positive
- NEWS Wealthfront's Board Approves Additional $150M Common Stock Repurchase — benzinga Oct 21, 2026 positive
- NEWS Needham Reiterates Buy on Wealthfront, Maintains $13 Price Target — benzinga Oct 7, 2026 positive
- NEWS Needham Initiates Coverage On Wealthfront with Buy Rating, Announces Price Target of $13 — benzinga Sep 25, 2026 positive
Latest item Nov 3, 2026 · Generated 2026-11-05T11:49:12Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHProductcash management product74%10-K Item 1: 'For fiscal 2026 and fiscal 2025, revenue from our cash management product constituted approximately 74% and 75% of our total revenue, respectively.'
- MEDIUMProductinvestment advisory products25%10-K Item 1: 'For fiscal 2026 and fiscal 2025, revenue from our investment advisory products constituted approximately 25% and 24% of our total revenue, respectively.'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
3 floor-breakers
Insiders leaning net-seller recently. Could be diversification/taxes rather than view, but the signal is not supportive.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $11.16: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.5/10. Specifically: High short interest: 12%. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $10.38. Score 5.5/10, moderate confidence.
Analyst target $10.66 reached (−4.5% from $11.16); no take-profit level is published. Prior stop was $10.38. Stop-loss: $10.38.
Concentration risk — Product: cash management product (74.0%); Target reached (-4.5% upside); Heavy insider selling (2.0 < 2.5).
Wealthfront Corporation trades at a P/E of N/A (forward 15.2). TrendMatrix value score: 7.2/10. Verdict: Sell.
14 analysts rate WLTH, with a consensus score of 3.9/5. 7 analysts publish price targets averaging $12.
What does Wealthfront Corporation do?Wealthfront Corporation is a privately owned investment manager. It primarily provides its services to individuals. It...
Wealthfront Corporation is a privately owned investment manager. It primarily provides its services to individuals. It also caters to high net worth individuals, charitable organizations, and corporations. The firm invests in the public equity and fixed income funds. It also invests in mutual funds and exchange traded funds. It conducts in-house research to make its investments. Wealthfront Corporation was formerly known as Wealthfront Inc. and is based in Redwood City, California with an additional office in Palo Alto, California.