Core Insights - Wealthfront Corp. has announced its intention to go public, reflecting the ongoing trend of high-profile IPOs in the fintech sector, particularly in the robo-adviser space [1][5][6] Company Overview - Wealthfront Corp. was founded in 2008 and is headquartered in Palo Alto, California, led by CEO David Fortunato [1][2] - The company provides a financial platform and smartphone app for users to invest in various assets, including stocks and bonds, and offers cash accounts and automated index investing [2] Target Demographic - Wealthfront specifically targets digital natives, defined as individuals born after 1980, who predominantly use digital platforms for everyday services [3][4] - This demographic includes millennials, Gen Zers, and younger customers, characterized by large liquid savings and long investment horizons, showing resilience to market corrections [4] Market Potential - A study by Oxford Economics, commissioned by Wealthfront, projects that the total wealth of digital natives will grow from $12 trillion in 2022 to $140 trillion by 2045 [4] Financial Metrics - As of Q2 2026, Wealthfront reported platform assets of $88 billion, with a year-over-year growth of 24% [7] - The company generated revenue of $339 million over the past 12 months, reflecting a year-over-year revenue growth of 26% [7] - Wealthfront's net income for the last twelve months was $123 million, with approximately 1.3 million funded users [7]

Industry Overview - The Zacks Technology Services Industry is performing strongly, ranking in the top 22% of over 240 Zacks industries, with 11 stocks currently rated as Zacks Rank 1 (Strong Buy) [1] CoreCard (CCRD) - CoreCard's stock price is $26, having reached a 52-week high of $28, driven by consistent revenue growth and increased profitability [2] - The company exceeded Q1 EPS expectations by 75%, reporting earnings of $0.28 per share against estimates of $0.16, a significant increase from $0.07 in Q1 of the previous year [2][3] - Institutional investors own 41% of CoreCard's shares, and the company has surpassed the Zacks EPS Consensus for six consecutive quarters, with an average earnings surprise of 119.22% over the last four quarters [3] Dave Inc. (DAVE) - Dave Inc.'s stock price is $217, reflecting a nearly 150% increase year-to-date and a staggering 3,900% gain over the last two years [5][6] - The company has seen record growth since going public in 2022, with projections indicating high-double-digit growth in both revenue and earnings for fiscal years 2025 and 2026 [6] - Dave crushed Q1 EPS expectations by 61%, reporting earnings of $2.48 per share compared to estimates of $1.54, with FY25 and FY26 EPS estimates increasing by over 26% and 31% respectively in the last 60 days [7] Microvast (MVST) - Microvast's stock price is $3, having increased over 90% in 2025 and reaching a one-year high of $4.32 [8] - The company reported a surprise profit of $0.06 per share in Q1, compared to an expected loss of -$0.02, and achieved record Q1 revenue of $116.49 million, exceeding estimates of $103.75 million and up 43% from $81.35 million in the prior period [9] - Microvast is expected to achieve profitability this year, with rapid sales growth indicating strong future earnings potential [9] Conclusion - The positive trend in earnings estimate revisions suggests further upside potential for highly ranked technology services stocks, with CoreCard, Dave Inc., and Microvast identified as viable buy-the-dip candidates due to their significant expansion [13]