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Stock Ratings / Financials / WLTH / earnings
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Wealthfront Corporation (WLTH) Next Earnings Date & Expected ±9% Move

$10.44 +1.66% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $10.45

Wealthfront Corporation (WLTH) carries a Roarable Rating of D (Sell) with 50/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D • SELL / AVOID Cap $1.60B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
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🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is WLTH stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Wealthfront Corporation (NASDAQ: WLTH) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 50/100 at a spot price of $10.44 (+1.66% 1D, market cap $1.60B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 10/20, SEC Balance-Sheet Forensics 8/20, FRED Macro Regime Fit 12/20, and Executive Insider Alignment 9/20. Across 1097 tracked Financials issuers, WLTH ranks #645 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does WLTH compare to PGY and TRIN in the Financials sector?
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Within the Financials sector (Finance: Consumer Services), WLTH carries a Roarable D (50/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of -6.8%. By comparison, PGY (Pagaya Technologies Ltd. (Class A)) holds a B- grade (70/100 RQD, P/E 21.3x, ROIC 85.0%, cap $1.60B) and TRIN (Trinity Capital Inc.) posts a D- grade (41/100 RQD, P/E N/A, ROIC —, cap $1.61B). Among the 5-stock peer group, HAPN leads on earnings multiple (13.6x) while PGY leads on capital efficiency (85.0% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for WLTH?
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Per WLTH's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-01-31, CIK 0001524566), Wealthfront Corporation generated $365.0M in revenue (+18.2% YoY), -$42.1M in net income, and $152.2M in free cash flow against $1.42B in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Financials with deep daily trading liquidity. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $10.45 (+0.11%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 11/20 (D+) • 41.7% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 50/100 (D) historically posted market-perform odds over rolling 90-day windows (-1.4% avg 90D alpha vs SPY • 49.3% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →
RQD QUANT TACHOMETERSELL / AVOID • D
025507510050
JEV AI Jury Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D · Rk D
Cash (11)Whales (10)SEC (8)Macro (12)CEO (9)
Each axis scored 0–20
12M PRICE TARGET CONE-3.6% Base Target
$15 Bull$10 Base$8 Bear
📬 FREE WLTH RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for WLTH)Realized 20D OHLCV Swing Band: ±9%
Deterministic 5-Pillar Attribution (50/100 Composite)
🔍 WHY WLTH SCORES 50/100 (D) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Macro Regime Fit+12/20 pts (24% of score)

FRED Regime × Technicals: 43% of 52W Range • RSI-14 at 46.8 (NEUTRAL RANGE)

▲ #2 Bullish Driver: Cash Engine Quality+11/20 pts (22% of score)

SEC XBRL FY 2025 (10-K): 41.7% FCF Margin ($152.2M FCF) & 52% Gross Margin

▼ #1 Drag / Risk Factor: SEC 10-K Forensic Risk8/20 pts (-12 pt drag)

Balance-sheet & 10-K footnote risk deducts 12 pts from forensic ceiling

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
42
Grade D$10.10+5.7% Next Q
Q2 (-2Q)
45
Grade D$10.68-0.5% Next Q
Q3 (-1Q)
47
Grade D$10.63-1.8% Next Q
Current
50
Grade D$10.44-1.4% Hist 90D α
Trajectory: D (42) → D (50)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a WLTH Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While WLTH currently carries a cautious 50/100 (D) rating due to SEC 10-K Forensic Risk (8/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Financials with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($10.22) and Max Pain ($10.96) forces dealer call-delta covering toward $15.49.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (-0.40% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $WLTH• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “WLTH Beats Next Quarter EPS Consensus (Jan 30, 2027) & Holds Above 200D SMA”
YES 50%NO 50%Trade / Inspect Odds →
NEXT EST. WINDOW: Jan 30, 2027 (~87 DAYS)

Historical OHLCV Volatility ±9% Swing Band

±$0.94 Expected Swing
$9.50 (-9%)Spot $10.44$11.38 (+9%)
MODEL EARNINGS SETUP GAUGE

WLTH Quantitative Pre-Earnings Setup: 50/100

Trailing EPS: $4.25 • YoY Revenue Growth: 18.2%

Model Bullish Setup (50/100)Model Risk Weight (50/100)
Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).
LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

Recent SEC Reported Revenue, Net Profit & Diluted EPS Cadence

PeriodFiledRevenueNet ProfitFree Cash FlowGross Margin
FY 20252026-01-31$365.0M-$42.1M$152.2M52%
FY 20242025-01-31$308.9M$194.4M$123.2M52%
FY 20232024-01-31$216.7M$77.0M$72.9M52%
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring WLTH)

  • ✓Walkthrough of WLTH's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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WLTH // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -8.42%🛡️ HOLDING TREND SUPPORT
2026-11-03O $10.56H $10.56L $10.27C $10.44VOL 2.31M
RES: $12.12SUP: $10.09SMA50: $10.22SMA200: $9.68
$12.74$11.40$10.06$8.72$7.37RES $12.12SUP $10.09$10.442026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

WLTH Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 WLTH Butterfly Map → + Track WLTH →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
8.0%/yr Implied 5Y Growth

vs. +18.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on WLTH today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for WLTH. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for WLTH today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (WLTH)

Financials Rank #645 of 1097 ⚔️ PGY vs WLTH Full Matrix →

1. Head-to-Head Financials Peer Comparison (WLTH vs. PGY, TRIN, HAPN, PWP)

Industry: Finance: Consumer Services (156 Tracked Issuers)

Across 1097 tracked Financials securities in the Roarable RQD universe, Wealthfront Corporation (WLTH) ranks #645 by composite RQD confidence (50/100, grade D) and #470 by equity capitalization ($1.60B). Within this direct 5-issuer industry benchmark cohort, HAPN leads on earnings valuation at 13.6x trailing P/E, while PGY leads on capital efficiency and profitability with 85.0% ROIC and — gross margin. PGY currently holds the highest overall quantitative score in the immediate peer group at 70/100 (B-) compared with WLTH at 50/100 (D).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
WLTH ACTIVE
Wealthfront Corporation
D 50/100 — — -6.8% +1.66% $1.60B Benchmark Subject
PGY
Pagaya Technologies Ltd. (Class A)
B- 70/100 21.3x — 85.0% -5.72% $1.60B /pgy-vs-wlth →
TRIN
Trinity Capital Inc.
D- 41/100 — — — +1.00% $1.61B /trin-vs-wlth →
HAPN
Happen Inc.
D- 37/100 13.6x — 9.0% +0.26% $1.79B /hapn-vs-wlth →
PWP
Perella Weinberg Partners (Class A)
D 51/100 28.4x — 55.7% -1.76% $1.43B /pwp-vs-wlth →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2026-01-31 • CIK 0001524566 ↗

In its most recent audited fiscal period (FY2025, filed 2026-01-31), Wealthfront Corporation (WLTH) reported GAAP revenue of $365.0M (+18.2% vs. FY2024 revenue of $308.9M , and +68.4% cumulative change since FY2023) , GAAP net income of -$42.1M, operating cash flow of $152.2M, and free cash flow of $152.2M (+23.6% YoY). On the balance sheet, WLTH closed FY2025 with $1.42B in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 5/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2026-01-31 $365.0M -$42.1M $152.2M $152.2M $1.42B —
FY2024 (FY) 2025-01-31 $308.9M $194.4M $123.2M $123.2M $435.2M —
FY2023 (FY) 2024-01-31 $216.7M $77.0M $72.9M $72.9M — —

3. WLTH Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is WLTH stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Wealthfront Corporation (NASDAQ: WLTH) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 50/100 at a spot price of $10.44 (+1.66% 1D, market cap $1.60B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 10/20, SEC Balance-Sheet Forensics 8/20, FRED Macro Regime Fit 12/20, and Executive Insider Alignment 9/20. Across 1097 tracked Financials issuers, WLTH ranks #645 in composite RQD confidence.

How does WLTH compare to PGY and TRIN in the Financials sector?

Within the Financials sector (Finance: Consumer Services), WLTH carries a Roarable D (50/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of -6.8%. By comparison, PGY (Pagaya Technologies Ltd. (Class A)) holds a B- grade (70/100 RQD, P/E 21.3x, ROIC 85.0%, cap $1.60B) and TRIN (Trinity Capital Inc.) posts a D- grade (41/100 RQD, P/E N/A, ROIC —, cap $1.61B). Among the 5-stock peer group, HAPN leads on earnings multiple (13.6x) while PGY leads on capital efficiency (85.0% ROIC).

What are the biggest fundamental strengths and SEC risk factors for WLTH?

Per WLTH's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-01-31, CIK 0001524566), Wealthfront Corporation generated $365.0M in revenue (+18.2% YoY), -$42.1M in net income, and $152.2M in free cash flow against $1.42B in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Financials with deep daily trading liquidity. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately. Institutional options positioning shows a 50% call / 50% put premium split.

Where is WLTH trading relative to its 50-day, 200-day, and 52-week technical levels?

WLTH last traded at $10.44 (+1.66% on volume of 1,571,315 shares), positioning the stock +2.15% above its 50-day simple moving average ($10.22) and +7.85% above its 200-day simple moving average ($9.68). Across its 52-week range of $7.20 to $14.75, WLTH sits at the 42.9% percentile with a 14-day RSI of 46.8 (NEUTRAL RANGE) and an implied next-earnings move of ±9.0% ($9.50 to $11.38).

Direct Sub-Reports: WLTH RQD Cockpit WLTH 12M Forecast WLTH Earnings & Move WLTH Dividends & DRIP WLTH Insiders & 13F WLTH Whale Options WLTH Profit Sankey WLTH News & Why
ROARABLE RATING BRIEF • RQD 50/100 (D) ✓ SEC XBRL & RQD VERIFIED

WLTH — Wealthfront Corporation: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2026-01-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Wealthfront Corporation (WLTH) earns a live Roarable RQD composite score of 50/100, corresponding to a D letter grade (Roarable Sell) at a spot price of $10.44 (+1.66% 1D, market capitalization $1.60B).

  • Fundamental Cash Engine (11/20): Anchored by return on invested capital (ROIC) of -6.8%, gross margin of —, operating margin of —, and free cash flow yield of 9.23%.
  • Whale 13F & Options Flow (10/20) + Insider Conviction (9/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (12/20) + Forensic Balance Sheet (8/20): Incorporates a 1.00x equity beta, Altman Z-Score of N/A, Piotroski F-Score of 5/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

Wealthfront Corporation (WLTH) is a NASDAQ-listed issuer classified under the Financials sector and the Finance: Consumer Services industry. Its FY 2025 reported revenue of $365.0M and net loss of -$42.1M are noted in the SEC financials section.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2026-01-31), Wealthfront Corporation (WLTH) reported $365.0M in annual revenue (up from $308.9M in FY2024, +18.2% YoY) and -$42.1M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($216.7M revenue, $77.0M net income) through FY2025, WLTH scaled operating cash flow to $152.2M and free cash flow to $152.2M, backed by $1.42B in total assets against $0 in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (D • RQD 50/100): Established market leader in Financials with deep daily trading liquidity. Free cash flow yield of 9.23% and institutional whale pillar of 10/20. With Fundamental Cash Engine at 11/20 and Institutional Whale Flow at 10/20, sustained execution supports upside toward the upper end of the $7.20 – $14.75 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Company executives have done more routine share selling than personal cash buying lately. Investors must weigh current valuation against — operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

The source data therefore identifies no upstream suppliers, downstream customers, or cross-sector dependencies.

  • Key Question #1: Can WLTH sustain or expand its — operating margin and -6.8% ROIC against Finance: Consumer Services peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $365.0M and free cash flow of $152.2M, how will capital allocation balance growth reinvestment against $0 in total debt?
  • Key Question #3: How sensitive is WLTH's equity valuation to Financials capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

WLTH Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Wealthfront Corporation (WLTH) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to WLTH Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

WLTH Bull vs. Bear Conversation Board — What's Your Call at $10.44?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON WLTH 🐻 33% BEARISH CONVICTION
1. Pick Your Side on WLTH:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
MI MidwestValue RQD DEBATE OPENER • Fundamental Long-Only 🐂 BULLISH 🎯 Target: $12.84 (+25.0%)
📌 Pinned Debate

Free cash flow of $152.2M in FY 2025 and a 9.23% FCF yield show cash generation well above the reported net loss.

Don't sleep on WLTH's setup in Financials. Free cash flow of $152.2M in FY 2025 and a 9.23% FCF yield show cash generation well above the reported net loss.. Beta of 1.0 means it moves fast when momentum turns, and the 5-pillar RQD gauge (50/100) backs up the fundamental quality.

RetailWhale_TX 🐂 BULL

@ShortSeller_Dan Shorting a 10/20 institutional whale-flow stock at $10.27 is dangerous when funds are rotating into Financials.

SH ShortSeller_Dan RQD DEBATE OPENER • Forensic Short Bias 🐻 BEARISH 🎯 Target: $8.63 (-16.0%)
Spot @ $10.27

A -6.8% ROIC and a -$42.1M FY 2025 net loss, paired with a weak 9/20 insider conviction pillar, signal limited returns and insider conf

I respect the product at Wealthfront Corporation, but the stock at $10.27 is a different story. A -6.8% ROIC and a -$42.1M FY 2025 net loss, paired with a weak 9/20 insider conviction pillar, signal limited returns and insider confidence.. FCF yield is 9.23% and RQD sits at 50/100 (D) — why pay up here when you can wait for next quarter's numbers?

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