WEALTHFRONT CORP
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RBC Capital's Daniel Perlin maintained a Buy rating on Wealthfront (WLTH) with a $11.00 price target. WLTH closed at $10.89. Perlin has a -5.9% avg return. Needham also gave a Buy, while Goldman Sachs kept a Hold. WLTH reported Q2 revenue of $91.87M and net profit of $17.75M, down from $34.74M last year.
Needham maintained a Buy rating on Wealthfront with a $13 price target, suggesting a 23.2% upside from the Oct 6 close. The firm cited Wealthfront's strong growth potential, robust financial metrics, and expansion into new products as reasons for its optimism.
Wealthfront reported September 2026 assets of $100.5B, up 9% YoY but down 0.4% MoM. Net deposits were $532M, with cash management and investment advisory assets at $45.3B and $55.2B, respectively. Funded clients increased 1% MoM and 13% YoY to 1.54M. The company expects $1.2M in one-time tax expenses in F3Q27.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning WLTH (WEALTHFRONT CORP). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent WLTH coverage spans financial news, insider activity and earnings.
In the last 30 days, WLTH insiders filed 17 SEC Form 4 transactions — no purchases and 17 sales ($5.0M). The most active reporter was Fortunato David, CEO and President, with 4 filings. 41% of those filings were made under pre-arranged Rule 10b5-1 plans.
Analyst rating reinforcement and modest earnings beat may support short-term price upside.
Needham maintained a Buy rating on Wealthfront with a $13 price target, suggesting a 23.2% upside from the Oct 6 close. The firm cited Wealthfront's strong growth potential, robust financial metrics, and expansion into new products as reasons for its optimism.
Monthly metrics show modest month-over-month dip but strong year-over-year growth, indicating stable but not accelerating momentum.
Modest net deposit growth suggests slight positive sentiment for WLTH.
Analyst upgrade and higher price target suggest near‑term upside potential.
AlphAI scores every news story that mentions WLTH with an AI model for sentiment and relevance, and aggregates insider trades from WEALTHFRONT CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
RBC Capital's Daniel Perlin maintained a Buy rating on Wealthfront (WLTH) with a $11.00 price target. WLTH closed at $10.89. Perlin has a -5.9% avg return. Needham also gave a Buy, while Goldman Sachs kept a Hold. WLTH reported Q2 revenue of $91.87M and net profit of $17.75M, down from $34.74M last year.
1 min readNeedham maintained a Buy rating on Wealthfront with a $13 price target, suggesting a 23.2% upside from the Oct 6 close. The firm cited Wealthfront's strong growth potential, robust financial metrics, and expansion into new products as reasons for its optimism.
1 min readWealthfront reported September 2026 assets of $100.5B, up 9% YoY but down 0.4% MoM. Net deposits were $532M, with cash management and investment advisory assets at $45.3B and $55.2B, respectively. Funded clients increased 1% MoM and 13% YoY to 1.54M. The company expects $1.2M in one-time tax expenses in F3Q27.
2 min readWealthfront reported September 2026 metrics: Total Platform Assets were $100.5B (flat MoM, +9% YoY), Cash Management Assets $45.3B (flat MoM, -4% YoY), Investment Advisory Assets $55.2B (-1% MoM, +24% YoY). Net Deposits were $532M. CEO cited strong performance and cross-product adoption.
2 min readNeedham initiated coverage on Wealthfront (WLTH) with a buy rating and $13 price target, citing its high-margin robo-advisor model and growth potential. WLTH reported Q2 2027 revenue of $91.9M, beating Citizens' estimate but missing consensus. Adjusted EBITDA was $38.1M, exceeding projections. Shares trade at $10.19, with analysts divided on price targets and ratings.
2 min readImberman Alan (CFO and Treasurer) sold 76,540 shares of WEALTHFRONT CORP (WLTH) at $10.10 ($0.77M total) on 2026-09-17 under a Rule 10b5-1 trading plan.
1 min readFortunato David (CEO and President) sold 50,000 indirectly-held shares of WEALTHFRONT CORP (WLTH) at $10.14 ($0.51M total) on 2026-09-17 under a Rule 10b5-1 trading plan.
1 min readFortunato David (CEO and President) sold 50,000 shares of WEALTHFRONT CORP (WLTH) at $10.14 ($0.51M total) on 2026-09-17 under a Rule 10b5-1 trading plan.
1 min readWealthfront CTO Julien Wetterwald converted 60,499 RSUs into common stock and sold 34,361 shares in mid-September 2026 to cover tax obligations. Shares were sold at weighted average prices of $10.73 and $10.19. No Rule 10b5-1 trading plan was reported.
1 min readWetterwald Julien (Chief Technology Officer) sold 34,361 shares of WEALTHFRONT CORP (WLTH) at an average of $10.60 ($10.19–$10.73, $0.36M total) across 2 trades over 2026-09-15 to 2026-09-16.
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