Wayfair (W) Expected to Announce Earnings on Thursday

Wayfair (NYSE:W) is anticipated to post its Q4 2025 results before the market opens on Thursday, February 19th. Analysts expect Wayfair to post earnings of $0.64 per share and revenue of $3.2962 billion for the quarter. Individuals can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Thursday, February 19, 2026 at 8:00 AM ET.

Wayfair Price Performance

Shares of W opened at $85.11 on Wednesday. The company has a 50-day simple moving average of $102.41 and a two-hundred day simple moving average of $93.57. The firm has a market capitalization of $11.09 billion, a PE ratio of -33.25, a price-to-earnings-growth ratio of 7.87 and a beta of 3.36. Wayfair has a one year low of $20.41 and a one year high of $119.98.

Analyst Ratings Changes

W has been the topic of several research reports. Stifel Nicolaus set a $100.00 price target on Wayfair in a research report on Wednesday, October 29th. UBS Group reissued a “buy” rating on shares of Wayfair in a research report on Tuesday. Weiss Ratings restated a “sell (d-)” rating on shares of Wayfair in a report on Wednesday, January 21st. Canaccord Genuity Group upped their target price on shares of Wayfair from $100.00 to $125.00 and gave the stock a “buy” rating in a research report on Wednesday, October 29th. Finally, TD Cowen reiterated a “hold” rating on shares of Wayfair in a research note on Wednesday, October 29th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, ten have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, Wayfair currently has a consensus rating of “Moderate Buy” and a consensus target price of $107.21.

Insider Buying and Selling at Wayfair

In other Wayfair news, insider Steven Conine sold 150,000 shares of the stock in a transaction dated Friday, January 23rd. The shares were sold at an average price of $108.87, for a total transaction of $16,330,500.00. Following the completion of the sale, the insider directly owned 289,073 shares of the company’s stock, valued at approximately $31,471,377.51. This represents a 34.16% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Niraj Shah sold 150,000 shares of Wayfair stock in a transaction that occurred on Friday, January 23rd. The stock was sold at an average price of $108.87, for a total transaction of $16,330,500.00. Following the completion of the transaction, the chief executive officer directly owned 289,137 shares in the company, valued at approximately $31,478,345.19. The trade was a 34.16% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 950,494 shares of company stock worth $100,127,813. 21.91% of the stock is currently owned by corporate insiders.

Institutional Trading of Wayfair

A number of institutional investors have recently bought and sold shares of the stock. Kestra Advisory Services LLC acquired a new position in Wayfair during the 4th quarter valued at approximately $44,000. Larson Financial Group LLC grew its holdings in shares of Wayfair by 30.0% during the third quarter. Larson Financial Group LLC now owns 520 shares of the company’s stock valued at $46,000 after buying an additional 120 shares during the last quarter. Comerica Bank increased its position in shares of Wayfair by 56.5% in the 3rd quarter. Comerica Bank now owns 634 shares of the company’s stock valued at $57,000 after acquiring an additional 229 shares during the period. Brown Brothers Harriman & Co. purchased a new position in Wayfair in the 4th quarter worth $71,000. Finally, Harvest Fund Management Co. Ltd acquired a new stake in Wayfair during the 3rd quarter worth about $65,000. 89.67% of the stock is currently owned by institutional investors and hedge funds.

Wayfair Company Profile

Wayfair Inc (NYSE: W) is an e-commerce company focused on home furnishings and décor. Through its platform, Wayfair offers a broad assortment of furniture, lighting, home textiles, kitchenware and decorative accessories. The company’s portfolio includes flagship sites such as Wayfair.com, as well as specialty retail brands like Joss & Main, AllModern, Birch Lane and Perigold, each catering to distinct design styles and price points.

Founded in 2002 by Niraj Shah and Steve Conine under the name CSN Stores, the business rebranded as Wayfair in 2011 and went public in 2014.