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/WLTH
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WLTH

WLTH

WLTH
$9.26USD↓-2.06%-0.20 today

MARKET CAP

1.4B

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 rose 19% YoY to $96.6B; investment advisory assets +39%.
  • ↑Executed $100M share repurchase, deploying $27M at an average price of $8.66.
  • ↓Cash management revenue dropped 1% YoY due to reduced fee rates.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Wealthfront (NASDAQ: WLTH) is a leading digital wealth management platform that is primarily focused on serving tech-savvy individuals, especially digital natives. It operates within the personal finance sector, offering automated financial solutions, cash management accounts, and investment advisory services. Wealthfront leverages technology to enhance efficiency, aiming to disrupt traditional financial services by providing accessible, low-cost financial tools. The company has positioned itself well in the growing market of financial services directed towards a younger demographic that is increasingly focused on efficient wealth accumulation.

Bull says

  • ↑Total platform assets rose 19% YoY to $96.6B; investment advisory assets +39%.
  • ↑Executed $100M share repurchase, deploying $27M at an average price of $8.66.
  • ↑Launched tax-efficient custodial accounts and automated mortgage services to diversify revenue.
  • ↑Achieved 63% cross-product adoption; funded clients increased 15% YoY to ~1.46M.
  • ↑High earnings yield and book-to-price ratio suggest the stock is undervalued.
  • ↑Over 75% of funded clients were born post-1980, targeting high-growth digital natives.

Bear says

  • ↓Cash management revenue dropped 1% YoY due to reduced fee rates.
  • ↓Negative profitability metrics indicate ongoing margin pressures.
  • ↓Elevated debt leverage poses refinancing risk as interest rates rise.
  • ↓Short interest climbed ~33%, reflecting declining investor confidence.
  • ↓Growth outlook weakened amid market volatility and softer asset transitions.
  • ↓Expanding home-lending business raises regulatory compliance and operational risks.

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 ›