Wayfair (W) Expected to Announce Quarterly 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. Investors may review the information on the company’s upcoming Q4 2025 earning report for the latest details on the call scheduled for Thursday, February 19, 2026 at 8:00 AM ET.

Wayfair Trading Down 2.0%

Wayfair stock opened at $88.23 on Thursday. The company has a market cap of $11.50 billion, a PE ratio of -34.46, a PEG ratio of 7.40 and a beta of 3.36. Wayfair has a 1 year low of $20.41 and a 1 year high of $119.98. The company’s 50-day moving average is $103.33 and its two-hundred day moving average is $92.90.

Insiders Place Their Bets

In related news, CFO Kate Gulliver sold 36,497 shares of the business’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $106.50, for a total transaction of $3,886,930.50. Following the transaction, the chief financial officer directly owned 149,238 shares in the company, valued at approximately $15,893,847. The trade was a 19.65% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CTO Fiona Tan sold 9,000 shares of the business’s stock in a transaction on Tuesday, January 13th. The stock was sold at an average price of $119.00, for a total value of $1,071,000.00. Following the transaction, the chief technology officer directly owned 200,328 shares in the company, valued at $23,839,032. This trade represents a 4.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 950,494 shares of company stock worth $100,127,813. Company insiders own 21.91% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the stock. Arrowstreet Capital Limited Partnership grew its holdings in shares of Wayfair by 826.0% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 2,817,056 shares of the company’s stock worth $251,648,000 after acquiring an additional 2,512,854 shares during the last quarter. AQR Capital Management LLC lifted its position in shares of Wayfair by 5.8% in the third quarter. AQR Capital Management LLC now owns 1,647,726 shares of the company’s stock worth $147,191,000 after buying an additional 89,789 shares during the last quarter. Holocene Advisors LP grew its stake in Wayfair by 351.9% in the 2nd quarter. Holocene Advisors LP now owns 1,294,057 shares of the company’s stock valued at $66,178,000 after buying an additional 1,007,676 shares during the last quarter. Voloridge Investment Management LLC bought a new position in Wayfair in the 3rd quarter worth approximately $108,125,000. Finally, Scopus Asset Management L.P. bought a new stake in shares of Wayfair in the second quarter valued at about $40,536,000. 89.67% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several analysts have issued reports on W shares. Truist Financial lifted their price target on Wayfair from $95.00 to $120.00 and gave the company a “buy” rating in a research note on Tuesday, October 28th. The Goldman Sachs Group reiterated a “neutral” rating and set a $104.00 target price on shares of Wayfair in a research note on Wednesday, January 14th. Wells Fargo & Company upped their price target on shares of Wayfair from $90.00 to $110.00 and gave the company an “overweight” rating in a research note on Wednesday, October 29th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Wayfair in a report on Wednesday, January 21st. Finally, Barclays raised their target price on shares of Wayfair from $70.00 to $104.00 and gave the stock a “positive” rating in a report on Wednesday, October 29th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, Wayfair currently has an average rating of “Moderate Buy” and an average price target of $107.21.

Key Wayfair News

Here are the key news stories impacting Wayfair this week:

• Positive Sentiment: Expanded Affirm partnership could help international conversion and payment flexibility, supporting revenue growth and customer acquisition. Is Wayfair Inc. (W) One of the Best E-Commerce Stocks to Buy Now?
• Positive Sentiment: Broad Presidents’ Day promotions (sitewide furniture & appliance deals) are getting heavy coverage — likely driving traffic and short-term sales uplift if conversion holds. From Accent Chairs to Appliances, Wayfair’s Best Presidents’ Day Deals Are Up to 70% Off
• Neutral Sentiment: High-profile merchandising (Kelly Clarkson–inspired set pieces and other curated picks) increases brand visibility but is unlikely to move fundamentals by itself. Kelly Clarkson’s Talk Show Is Ending, but You Can Still Shop Wayfair Pieces Inspired by Her Set for Up to 83% Off
• Neutral Sentiment: Individual product deals (e.g., mid-century sofa marked down to $210, pet bed 69% off, popular lamps and loveseats on sale) suggest promotional depth but vary in profit impact by SKU and vendor. Wayfair is selling a $789 vintage-style mid-century modern sofa for $210
• Negative Sentiment: Very steep markdowns and closeouts (examples: Kelly Clarkson rugs up to 87% off, big Sealy mattress discounts) point to inventory-clearing that can depress gross margins if sustained. 7 of Kelly Clarkson’s ‘Expensive’-Looking Rugs Are on Sale from $16 at Wayfair’s Closeout Sale — Save Up to 87%
• Negative Sentiment: Frequent heavy promotions (coverage across MSN, Yahoo, PennLive, Forbes) may boost near-term revenue but risk compressing margins and inflating marketing costs; watch Q1 guidance, gross margin trends, and inventory levels for signals. Wayfair is having its massive Presidents’ Day sale right now and Sealy mattresses are up to $800 off

About Wayfair

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.