Wayfair (W) Expected to Announce Quarterly Earnings on Thursday

Wayfair (NYSE:W) is expected to be announcing its Q4 2025 results before the market opens on Thursday, February 19th. Analysts expect the company to announce 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 Stock Down 0.1%

W stock opened at $82.41 on Tuesday. The company has a 50-day simple moving average of $102.59 and a 200 day simple moving average of $93.43. The company has a market capitalization of $10.74 billion, a P/E ratio of -32.19, a PEG ratio of 7.87 and a beta of 3.36. Wayfair has a fifty-two week low of $20.41 and a fifty-two week high of $119.98.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the stock. Wells Fargo & Company increased their price objective on shares of Wayfair from $90.00 to $110.00 and gave the company an “overweight” rating in a report on Wednesday, October 29th. Barclays upped their target price on Wayfair from $70.00 to $104.00 and gave the stock a “positive” rating in a research report on Wednesday, October 29th. Piper Sandler reaffirmed an “overweight” rating on shares of Wayfair in a research note on Friday, November 21st. Guggenheim boosted their price objective on Wayfair from $120.00 to $125.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. Finally, Jefferies Financial Group lowered Wayfair from a “buy” rating to a “hold” rating and set a $94.00 price objective for the company. in a report on Wednesday, December 3rd. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $107.21.

Insider Transactions at Wayfair

In other news, insider Steven Conine sold 150,000 shares of the company’s stock in a transaction that occurred on 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 transaction, the insider directly owned 289,073 shares in the company, valued at approximately $31,471,377.51. This represents a 34.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Niraj Shah sold 150,000 shares of the stock in a transaction that occurred on 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 sale, the chief executive officer directly owned 289,137 shares in the company, valued at $31,478,345.19. This trade represents a 34.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 950,494 shares of company stock worth $100,127,813. Corporate insiders own 21.91% of the company’s stock.

Institutional Trading of Wayfair

A number of institutional investors have recently bought and sold shares of W. Arrowstreet Capital Limited Partnership lifted its stake 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 valued at $251,648,000 after purchasing an additional 2,512,854 shares during the period. Voloridge Investment Management LLC bought a new stake in Wayfair in the third quarter valued at about $108,125,000. AQR Capital Management LLC lifted its stake in Wayfair by 197.3% in the second quarter. AQR Capital Management LLC now owns 1,557,937 shares of the company’s stock valued at $79,673,000 after buying an additional 1,033,865 shares during the period. Holocene Advisors LP boosted its holdings in Wayfair by 351.9% during the second quarter. Holocene Advisors LP now owns 1,294,057 shares of the company’s stock worth $66,178,000 after buying an additional 1,007,676 shares during the last quarter. Finally, Scopus Asset Management L.P. bought a new position in Wayfair during the second quarter worth about $40,536,000. Institutional investors and hedge funds own 89.67% of the company’s stock.

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.