Insider buying last 90 days
No open-market insider purchases were filed for WLTH in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every WLTH insider filing, plotted on the chart in Gekko.Open WLTH in Gekko
NASDAQ: WLTH
Wealthfront (WLTH) Stock Analysis & Forecast
Oct 12 close
$10.67−0.15 (−1.4%)
Gekko Brief
AI summaryOct 12 closeThis week brings a mix of analyst endorsement and legal scrutiny for Wealthfront. RBC Capital kept its Buy rating with an $11.00 price target, alongside reiterated Buy ratings from Needham & Company at a $13.00 target, following strong September 2026 monthly metrics that showed total platform assets reaching $100.5 billion, a 9% year-over-year increase driven by a 23.6% surge in Investment Advisory assets, along with net deposits of $532 million. Separately, Johnson Fistel, PLLP disclosed an investigation into potential securities claims tied to stock declines following Wealthfront's IPO.
WLTH closed at $10.67, down 1.4% on the day, with its 50-day and 200-day averages both at $9.83. The three-month return stands at 17.4%, while the one-month return is 2.8%. The GekkoIndex reads 51.7, placing the stock in the Neutral zone, down 3.2 over five days. Price sits 8.9% above Gekko Fair Value of $9.80.
Earnings are not due until 12 January 2027, 91 days out, placing the next report outside a typical 20-trading-day holding window. No insider, Congress, or unusual options activity appears in the current windows. Consensus among 7 firms shows 4 Buy and 3 Hold ratings, with a consensus target of $12.25 implying 14.8% upside. One billionaire holder is noted in current positioning. The ongoing investigation into post-IPO disclosures may continue to draw attention alongside the steady metrics reporting cadence.
Written by AI from the Oct 12, 2026 close and checked automatically against the figures on this page.
Wealthfront price vs fair value
Close $10.67200-day averageGekko Fair Value $9.80
Wealthfront quick facts
- Market cap
- $1.59B
- P/E ratio
- —
- Forward P/E
- 14.9
- EPS, TTM
- −$0.95
- Revenue, TTM
- $371.7M
- Profit margin
- -19.4%
- Dividend yield
- —
- Beta
- —
- Volume
- 1.38M avg 3.27M
- 1-year return
- —
- Typical daily move
- ±4.5%
- Typical 20-day move
- ±10.2%
- 50-day average
- $9.83
- 200-day average
- $9.83
- Next earnings
- Jan 12 after close
- Shares outstanding
- 156.2M
Wealthfront swing-trade checklist
Wealthfront scores 1 supportive, 2 mixed and 1 headwind across the 4 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
1 supportive2 mixed1 headwind
- Trendmixed
Averages disagree
Close $10.67 sits between the 50-day ($9.83) and 200-day ($9.83) averages, or the averages disagree.
See the chart - GekkoIndexmixed
51.7, Neutral
Reading 51.7 is in the Neutral zone.
See the GekkoIndex - Fair valueheadwind
8.9% above
Price is 8.9% above Gekko Fair Value (more than 5% above).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings risksupportive
Reports in 92 days
Next report Jan 12, 2027, 92 days away — outside a typical 20-trading-day hold.
See earnings - Seasonalityno data
No data
Not enough years of history for a seasonal read.
A description of current data, not a recommendation. How this page works
Wealthfront stock chart and price history
Wealthfront closed at $10.67 on Oct 12, 2026, inside a 52-week range of $7.20 to $14.88.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- +2.8%
- 3 months
- +17.4%
- 6 months
- +2.0%
The full WLTH chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open WLTH in Gekko
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About Wealthfront
Wealthfront manages investment portfolios for individual investors, along with high-net-worth clients, charitable organizations, and corporate entities. It constructs these portfolios by placing client capital into public equity and fixed income funds, as well as mutual funds and exchange-traded funds, drawing on research developed within the firm.
The company builds its offering around asset allocation across pooled investment vehicles rather than picking individual securities, and it relies on its own research process to guide those allocation choices. Its customer base spans everyday investors as well as wealthier clients and institutional entities such as charities and corporations.
Wealthfront is based in Redwood City, California, and also maintains a location in Palo Alto, California. The company was previously known as Wealthfront Inc. Its shares are listed on the NASDAQ under the ticker WLTH.
- Listed
- NASDAQ
- Sector
- Technology services
- Industry
- Packaged software
- Website
- wealthfront.com
Wealthfront GekkoIndex: the smart money zone
Wealthfront’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 51.7, in the Neutral zone, down 3.2 points over five sessions.
51.7Neutral
Down 3.2 points over five sessions.
Reading for Oct 12, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 23 | −2.6% | −4.3% | ||
| Accumulation | 63 | +1.3% | +1.6% | ||
| Neutral (current zone) | 110 | −0.2% | −1.3% | ||
| Distribution | 6 | Too few readings yet | |||
| Selling | 0 | Not available | |||
Average WLTH share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.
Neutral zone: No clear directional signal. About the five zones →
See every daily GekkoIndex reading plotted over the WLTH price, zone by zone.Track WLTH in Gekko
Is Wealthfront stock overvalued? Gekko Fair Value
Wealthfront trades 8.9% above Gekko Fair Value of $9.80, so the shares are overvalued on Gekko’s estimate.
Gekko’s own estimate of what Wealthfront shares are worth, recalculated every trading day.
$9.80
Gekko Fair Value, Oct 10, 2026
8.9% Overvalued
At the end of Aug 2026 the price was 5.9% below the estimate.
Gekko Fair ValueShare price, month end
Gekko Fair Value on every chart, with the gap to price updating daily.Open WLTH in Gekko
Wealthfront insider and Congress trading
No open-market insider purchases were filed for Wealthfront, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in WLTH were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for WLTH, plotted on the chart in Gekko.Open WLTH in Gekko
Buybacks
Wealthfront has been buying back its own shares.
- Bought back, quarter ended Jul 31, 2026
- $31.84M
- As a share of market cap
- 2.00%
- Trailing four quarters
- $60.32M
From company filings.
Hedge funds and billionaires quarter ended Mar 31
1of the funds Gekko tracks holds WLTH.
0added1opened0trimmed1sold out
Which funds are on each side, name by name.Unlock in Gekko
Wealthfront earnings: next date and track record
Wealthfront reports on Jan 12, 2027, after the close (92 days away), and beat the EPS estimate in 1 of its last 3 reports.
Next earnings report
Jan 12, 2027
Expected after the close, 92 days away
- EPS estimate
- $0.08
- Revenue estimate
- $94.17M
1 of 3reports beat the EPS estimate
±13.6%average move across the report
1 of 3reports followed by a gain
Share-price move across each report
Last earnings call, Sep 9, 2026 AI summary
- What they said
- Wealthfront surpassed $100 billion in total platform assets as of end of August 2027. Q2 total platform assets reached $99 billion, up 2% QoQ and 12% YoY. Investment advisory assets grew 5% QoQ and 30% YoY to $54.1 billion. Net deposits totaled $1.1 billion. New initiatives include expanded Home Lending, Custodial Accounts, and AI-driven emergency fund sizing tools.
- Guidance
- Management expressed confidence in continued growth across macro environments, leveraging their hedged business model. No specific revenue or earnings targets were disclosed in this excerpt, but the company emphasized ongoing product expansion and client asset growth momentum.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Sep 9, 2026 | $0.10 est $0.08 | $91.87M est $91.53M | +13.0% |
| Jun 4, 2026 | $0.15 est $0.16 | $90.48M est $91.77M | −16.2% |
| Mar 11, 2026 | −$1.31 est −$1.24 | $96.14M est $92.35M | −11.6% |
| Sep 29, 2025 | $0.14 | $91.10M | — |
| Apr 30, 2025 | $0.21 | $87.82M | — |
| Jan 31, 2025 | $0.23 | $81.49M | — |
| Oct 31, 2024 | $0.23 | $81.49M | — |
| Jul 31, 2024 | $0.23 | $77.55M | — |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Wealthfront stock forecast and analyst price targets
Analysts’ average 12-month price target for Wealthfront is $12.25, +14.8% from the last close, from 7 firms rating the stock in the last 90 days.
$12.25consensus 12-month target, +14.8% from the last close
Now $10.67Avg $12.25
Low $10.25High $13
Each firm’s latest rating in the last 90 days: 7 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Oct 7 | Needham | $13 | +21.8% |
| Oct 7 | Goldman Sachs | $11 | +3.1% |
| Oct 6 | Goldman Sachs | $11 | +3.1% |
| Oct 6 | Wells Fargo | $11.50 | +7.8% |
| Oct 4 | Wells Fargo | $11.50 | +7.8% |
−1.3%average 20-day move after past Neutral readings
±4.5%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Wealthfront market cap and key statistics
Wealthfront’s market cap is $1.59B and revenue of $371.7M over the last twelve months.
Valuation
- Market cap
- $1.59B
- Forward P/E
- 14.9
- EPS, TTM
- −$0.95
- Gekko Fair Value
- $9.80
Trading
- Volume
- 1.38M
- Avg volume, 20 days
- 3.27M
- 52-week high
- $14.88
- 52-week low
- $7.20
- Shares outstanding
- 156.2M
Financials
- Revenue, TTM
- $371.7M
- Profit margin
- -19.4%
- Return on equity
- -15.5%
- Quarterly earnings growth, YoY
- −58.0%
Risk and income
- Typical daily move
- ±4.5%
- Typical 20-day move
- ±10.2%
Wealthfront stock news this week
Coverage of Wealthfront this week reads positive: 8 positive, 0 neutral and 1 negative headlines.
- RBC Capital Keeps Their Buy Rating on Wealthfront Corporation (WLTH)The Globe and Mail, Oct 10
- Wealthfront (WLTH) Investor Alert: Johnson Fistel Investigates Post-IPO DisclosuresGlobeNewswire, Oct 10
- Analysts’ Top NA Picks: Figure Technology Solutions, Inc. Class A (FIGR), Wealthfront Corporation (WLTH)The Globe and Mail, Oct 9
- Wealthfront Reports September 2026 Monthly MetricsFinTech Magazine, Oct 7
- Wealthfront (NASDAQ:WLTH) Earns "Buy" Rating from Needham & Company LLCMarketBeat, Oct 7
- Wealthfront (NASDAQ:WLTH) Stock Keeps Buy Rating at Needham & Company LLCDefense World, Oct 7
Wealthfront peers
Wealthfront’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| MSFTMicrosoft | Neutral | 21.7% above |
| PLTRPalantir Technologies | Distribution | 22.3% above |
| ORCLOracle | Neutral | 24.3% below |
| PANWPalo Alto Networks | Neutral | 21.6% above |
| CRWDCrowdStrike | Neutral | 23.7% above |
| CRMSalesforce | Neutral | 3.6% below |
A peer links to its own page where one exists.
Wealthfront stock FAQ
What is Wealthfront’s market cap?
Wealthfront’s market cap is $1.59B at the Oct 12, 2026 close of $10.67, with 156.2M shares outstanding.
What is the Wealthfront stock forecast?
The consensus analyst 12-month price target for Wealthfront is $12.25, +14.8% from the last close. Of the 7 firms that rated the stock in the last 90 days, 4 rate it a buy, 3 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is Wealthfront stock overvalued or undervalued?
On Gekko’s estimate Wealthfront is overvalued: the Oct 12, 2026 close of $10.67 is 8.9% above Gekko Fair Value of $9.80. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Wealthfront report earnings next?
Wealthfront is expected to report on Jan 12, 2027, after the market closes (92 days away). Analysts expect earnings of $0.08 per share on revenue of $94.17M.
What is Wealthfront’s 52-week high and low?
Wealthfront’s 52-week high is $14.88 and its 52-week low is $7.20; it closed at $10.67 on Oct 12, 2026.
Is Wealthfront stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 1 of the 4 items with data read as supportive (earnings risk), 2 as mixed (trend and gekkoindex) and 1 as a headwind (fair value). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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