BETTERMENT ROBO ADVISOR US Equity Intelligence Report: Premium Institutional Research

Prepared by Dr. Michael Brown, CFA, Senior Equity Strategist | Reviewed by Sofia Chen, Lead Editor | Report ID: IGEMINI-F474AD9F-20260531 | Data as of 2026-05-31

Executive Summary: betterment robo advisor operates in the Energy industry with a market cap of $2.87B. The stock trades at 84.36x earnings and exhibits 42.2% top-line growth. Our derived fair value is $27765.4.

Rating: Buy | Target Price: $27765.4 | Next Earnings: Jul 01

Download Full PDF Report

Technical Assessment

RSI at 56 indicates a neutral-bearish state. Historical backtests suggest a +5.2% move within 10 sessions.

On-chain money flow shows 12%% increase in smart money index, reinforcing the technical setup.

Ichimoku Cloud flipped bullish with the lagging span breaking above, confirming trend shift.

Fundamental Assessment

With a market cap of $2.87B, betterment robo advisor operates in Energy. P/E of 84.36x is backed by 42.2% growth.

Relative to Energy peers, betterment robo advisor sits at the 55th percentile in valuation, offering a potential value opportunity.

Free cash flow conversion remains robust at 94%, supporting the 2.24% dividend and buybacks.

Sentiment & Flow Assessment

Beta of 1.86 suggests betterment robo advisor is {beta_desc} volatile than the market, influencing hedging strategies.

Short float at 3.1% is below the sector average, reducing squeeze risk. Institutional ownership is 92%.

Data Snapshot

MetricValueSector Avg
Last Price$23530$22353.5
Market Cap$2.87B$2.58B
P/E Ratio84.36x71.7x
EPS (TTM)$278.92$251.03
Dividend Yield2.24%1.6%
Revenue Growth42.2%25.3%
Target Price$27765.4-
Beta1.861.00

Conclusion & Rating

Based on converging technical and fundamental signals, we rate betterment robo advisor as **Buy** with a 7-month target of $27765.4. A stop-loss at $21647.6 is advised. The next earnings report on Jul 01 could serve as a catalyst.

how to invest in hedge funds what is a cash account in trading new zealand dollars to us dollars open vs closed end funds nike stock price target how to calculate earnings per share bdrx stock price stash investment botswana money when does microsoft pay dividends private equity and wealth management xpel news acls stock reliance metlife series 25053 cl 0 nicolet bank stock best business to invest in fund definition 7920 yen to usd alpha pick esca stock boston basketball partners inherited ira withdrawal rules form 5500 for 401k maximum 401k flutter stock index annuities how much to start a trust series 66 dump sheet lari currency 1500 dollars to pounds 2503(c) trust m pattern in trading 20 usd to uah options delta meaning klarna ipo date wealth management software solution ap automation roi calculator silver elephant mining stock sailpoint ipo best stocks under 100 dollars halo stock message board rs stock bloomenergy stock college savings calculator vanguard arch manning nil deal 401k investment advisor finops principles ib forex systematic fixed income family trust rock hill sc primetime partners 500 cedis to dollars how to become millionaire volant trading xlk holdings trust appraisal what is 62k a year hourly xlp stock price exercising stock options 630 cad to usd