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Wealthfront Corporation (WLTH)
NASDAQ:WLTH
Earnings Data
Report Date
Mar 11, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
-0.53Last Year’s EPS
―Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented strong underlying business momentum: record revenue, platform asset growth (+21% YoY), robust adjusted EBITDA growth (+24% YoY) and high profitability metrics (47% adjusted EBITDA margin, 89% gross margin, Rule of 40 at 63%). Product innovation (Nasdaq-100 Direct, Home Lending) and cross-product adoption gains support diversified growth. Headwinds were primarily macro-driven (Fed rate cuts) that moderated Cash Management growth and temporarily compressed fees, plus a large one-time post-IPO stock-based compensation charge that will weigh on near-term GAAP results. Given the scope and scale of positive operating and financial metrics and manageable nature of the challenges, the overall tone of the call is constructive and growth-oriented.Company Guidance
Successful IPO and Strengthened Balance Sheet
Completed IPO in December 2025; post-IPO fully diluted share count ~189 million; expanded revolving credit facility to $250 million (from $50 million); cash and cash equivalents of $266 million at quarter-end plus net IPO proceeds of over $130 million, bringing total cash to over $400 million.
Record Revenue and Asset Growth
Revenue of $93.2 million (quarterly record), up 16% year-over-year; Total Platform Assets of $92.8 billion at quarter-end, up 21% year-over-year.
Strong Investment Advisory Momentum
Investment Advisory assets of $45.8 billion, up 31% year-over-year; Investment Advisory revenue of $24.2 million, up 26% year-over-year; annualized Investment Advisory fee rate flat at 22 basis points.
Healthy Cash Management Scale
Cash Management assets $47.0 billion, up 14% year-over-year; average Cash Management balance $46.8 billion, up 18% year-over-year; Cash Management revenue $68.8 million, up 14% year-over-year.
Outstanding Profitability and Cash Generation
Adjusted EBITDA of $43.8 million, up 24% year-over-year with adjusted EBITDA margin of 47% (up 3 percentage points YoY); gross profit $83.0 million (record), up 15% YoY, with gross profit margin of 89%; free cash flow $41.3 million and free cash flow conversion of 94% of EBITDA.
Operational Efficiency and Rule of 40 Performance
Incremental adjusted EBITDA margin of 66%; reported Rule of 40 metric of 63% for the quarter and noted multi-quarter consistency (13th consecutive quarter above their Rule of 40 threshold).
Client and Deposit Growth
Funded clients ~1.38 million (up 20% YoY) and funded accounts ~1.78 million (up 20% YoY); total net deposits of $1.6 billion in the quarter and $9.7 billion over the trailing 12 months.
Product Innovation and Adoption
Launched Nasdaq-100 Direct (12 basis points advisory fee) and originated first Home Mortgage in Q3 with gradual roll-out (Colorado → Texas & California); several investment products (automated bond ladder, automated bond portfolio, direct indexing, stock investing) each exceed $1 billion in assets; tax-loss harvesting has generated over $1 billion in client tax savings, averaging over 7x clients' lifetime advisory fees.
Cross-Product Adoption Improving
Asset-weighted cross-product adoption at December-end was 60% (up nearly 1 percentage point vs. Q3 end and up ~2% YoY from Dec 2024); Q3 was the company's second-best quarter for total cross-product flows and best quarter ever for net cross-account transfers from cash to invest.
WLTH Earnings History
Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release | Slides | Play Transcript |
|---|---|---|---|---|---|---|---|
Mar 11, 2026 | 2026 (Q4) | ― | ― | ― | ― | ||
Jan 12, 2026 | 2026 (Q3) | ― | ― |
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
WLTH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 12, 2026 | $12.59 | $10.47 | -16.84% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Wealthfront Corporation (WLTH) report earnings?
Wealthfront Corporation (WLTH) is schdueled to report earning on Mar 11, 2026, After Close (Confirmed).
What is Wealthfront Corporation (WLTH) earnings time?
Wealthfront Corporation (WLTH) earnings time is at Mar 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is WLTH EPS forecast?
WLTH EPS forecast for the fiscal quarter 2026 (Q4) is -0.53.