Wayfair Inc.

Wayfair Inc.

WยทNYSE

$69.38

-0.19%
Consumer CyclicalSpecialty Retail

Wayfair Inc. engages in the e-commerce business in the United States and internationally. The company provides approximately thirty-three million products for the home sector under various brands. It offers online selections of furniture, dรฉcor, housewares, and home improvement products through its sites, including Wayfair, Joss & Main, AllModern, Birch Lane, and Perigold brands. The company was founded in 2002 and is headquartered in Boston, Massachusetts.

At a Glance

Live Snapshot
Market Cap$9.16B
EPS-2.4200
P/E Ratio-28.67
Earnings Date08/03/2026
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Wayfair Inc. Street Expectations Map

W ยท NYSE

Wall Street analysts project that W stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 99.86, with estimates ranging from a low of 75.00 to a high of 125.00.

Lowest Target
75.00
8.10%
Consensus Target
99.86
43.93%
Highest Target
125.00
80.17%

The consensus 1-year price target stands at 99.86, with estimates ranging from a low of 75.00 to a high of 125.00.

Analyst Consensus Analysis

Upside Potential

+43.9%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

50.1% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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Wayfair Inc. Forward Estimates of Revenue

W ยท NYSE
Latest Revenue
12.46B
FY 2025
Avg Estimate
13.05B
FY 2026
Estimate Range
12.78B - 13.19B
Analyst Spread

Forward Growth Analysis

Projected Growth+4.8%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage23 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Wayfair Inc. Forward Estimates of Net Income

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Latest Net Income
-313.00M
FY 2025
Avg Estimate
373.39M
FY 2026
Estimate Range
303.35M - 443.44M
Analyst Spread

Forward Growth Analysis

Projected Growth+219.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage23 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread38%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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Wayfair Inc. Forward Estimates of EPS

W ยท NYSE
Latest EPS
-2.42
FY 2025
Avg Estimate
$2.89
FY 2026
Estimate Range
$2.47 - $3.61
Analyst Spread

Forward Growth Analysis

Projected Growth+219.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage18 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread39%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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Wayfair Inc. Forward Estimates of EBIT

W ยท NYSE
Latest EBIT
-223.00M
FY 2025
Avg Estimate
-484.47M
FY 2026
Estimate Range
-489.68M - -474.41M
Analyst Spread

Forward Growth Analysis

Projected Growth-117.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage23 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Wayfair Inc. Forward Estimates of EBITDA

W ยท NYSE
Latest EBITDA
82.00M
FY 2025
Avg Estimate
-115.19M
FY 2026
Estimate Range
-116.43M - -112.80M
Analyst Spread

Forward Growth Analysis

Projected Growth-240.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage23 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Wayfair Inc. Forward Estimates of SG&A Expense

W ยท NYSE
Latest SG&A Expense
3.42B
FY 2025
Avg Estimate
4.19B
FY 2026
Estimate Range
4.10B - 4.23B
Analyst Spread

Forward Growth Analysis

Projected Growth+22.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage23 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Wayfair Inc. Insider Positioning

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During the last 12 months, insiders have purchased $12K and sold $65.38M worth of W shares, resulting in $65.37M of net selling activity.

3 Months

Bought

0

0.00

Sold

24.4K

1.85M

Net Activity

-1.8M

-$1.85M

3-6 Months

Bought

0

0.00

Sold

184.5K

17.82M

Net Activity

-17.8M

-$17.82M

6-9 Months

Bought

0

0.00

Sold

270.7K

24.16M

Net Activity

-24.2M

-$24.16M

9-12 Months

Bought

160

11.99K

Sold

321.0K

21.55M

Net Activity

-21.5M

-$21.54M

Top Buyers

1
KMA

Kumin Michael Andrew

Director

160 sharesโ€ข1 transactions

$12K

Top Sellers

1
CS

Conine Steven

Director

446.0K sharesโ€ข20 transactions

$36.98M

2
SN

Shah Niraj

Director, 10 Percent Owner, Officer: Chief Executive Officer

249.9K sharesโ€ข13 transactions

$18.68M

3
GK

Gulliver Kate

Officer: Cfo And Chief Admin Officer

46.1K sharesโ€ข2 transactions

$4.87M

4
TF

Tan Fiona

Officer: Chief Technology Officer

31.3K sharesโ€ข6 transactions

$2.81M

5
BJ

Blotner Jon

Officer: Pres., Commercial & Operations

27.3K sharesโ€ข4 transactions

$2.05M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $65.37M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.85M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.