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WLTHWealthfront CorporationSell5.6·$8.80-2.11%
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Wealthfront Corporation (WLTH) Stock Analysis

SellVALUE-TRAP 1/5High Confidence

Technology · Software - Application

Sell if holding. Momentum 1.3/10 is below the 5.0 floor at $8.80 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: V7 low-quality RISK_OFF penalty: -0.5 (Q=4.8); Sector modifier (Technology): -0.8.

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

$8.80+28.3% A.UpsideScore 5.6/10#53 of 98 Software - Application
QualityF-score6 / 9FCF yield
Stop $8.20Target $11.31(analyst − 13%)A.R:R 1.9:1
Analyst target$13.00+47.7%6 analysts
$11.31our TP
$8.80price
$13.00mean
$17

Sell if holding. Momentum 1.3/10 is below the 5.0 floor at $8.80 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: V7 low-quality RISK_OFF penalty: -0.5 (Q=4.8); Sector modifier (Technology): -0.8. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.6/10, high confidence.

Passes 6/7 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, earnings proximity 85d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-10
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Sep 3, 202685d to earnings· next earnings call

Thesis

Rewards
Attractive valuation
Strong growth profile
Analyst upside: 28%
Risks
V7 low-quality RISK_OFF penalty: -0.5 (Q=4.8)
Sector modifier (Technology): -0.8
Leverage penalty (D/E 1.5): -1.0

Key Metrics

P/E (TTM)
P/E (Fwd)11.3
Mkt Cap$1.3B
EV/EBITDA-7.2
Profit Mgn-14.9%
ROE-12.9%
Rev Growth7.1%
Beta
DividendNone
Rating analysts13

Quality Signals

Piotroski F6/9

Options Flow

P/C0.08bullish
IV106%elevated
Max Pain$3-71.6% vs spot

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers·1 ceiling hit

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Volume
0.0
Obv
1.0
Ma Position
2.5
Rsi
3.0
Capitulation risk (RSI 25, below 200MA)Volume distribution (falling OBV)

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
1.3
Growth Rank
2.0
Value Rank
4.9
GatesMomentum 1.3<4.5A.R:R 1.9 ≥ 1.5Insider activity: OKNo SEC red flagsEARNINGS PROXIMITY 85d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
25 · Oversold
20D MA 50D MA 200D MASupport $8.06Resistance $12.42

Price Targets

$8
$11
A.Upside+28.5%
A.R:R1.9:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! momentum at 1.3 (below the engine's 4.5 threshold)

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-09-03 (85d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is WLTH stock a buy right now?

Sell if holding. Momentum 1.3/10 is below the 5.0 floor at $8.80 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: V7 low-quality RISK_OFF penalty: -0.5 (Q=4.8); Sector modifier (Technology): -0.8. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $8.20. Score 5.6/10, high confidence.

What is the WLTH stock price target?

Take-profit target: $11.31 (+28.3% upside). Prior stop was $8.20. Stop-loss: $8.20.

What are the risks of investing in WLTH?

V7 low-quality RISK_OFF penalty: -0.5 (Q=4.8); Sector modifier (Technology): -0.8; Leverage penalty (D/E 1.5): -1.0.

Is WLTH overvalued or undervalued?

Wealthfront Corporation trades at a P/E of N/A (forward 11.3). TrendMatrix value score: 8.7/10. Verdict: Sell.

What do analysts say about WLTH?

13 analysts cover WLTH with a consensus score of 3.8/5. Average price target: $13.

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.

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