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W Overview

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Intellectia

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High
77.720
Open
75.120
VWAP
75.94
Vol
1.92M
Mkt Cap
9.90B
Low
74.760
Amount
145.44M
EV/EBITDA(TTM)
29.22
Total Shares
130.75M
EV
11.63B
EV/OCF(TTM)
21.78
P/S(TTM)
0.78
Wayfair Inc., through its e-commerce platform, offers a selection of furniture, decor, housewares and home improvement products. The Company’s customers span a range of demographics, with annual household incomes ranging from $25,000 to over $250,000, and also include business professionals, from small startups to global enterprises. Its family of brands includes Wayfair, AllModern, Birch Lane, Joss & Main, Perigold and Wayfair Professional. It also features certain products under its house brands, such as Three Posts and Mercury Row. The Company operates through two segments: U.S. and International. The U.S. segment primarily consists of amounts earned through product sales through Wayfair's family of sites in the U.S. The International segment primarily consists of amounts earned through product sales through the Company’s international sites. It operates as Wayfair.ca in Canada, Wayfair.co.uk in the United Kingdom and Wayfair.ie in Ireland.
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Events Timeline

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News

Fool
5.0
03-07Fool
Wayfair Co-Founder Sells 26,950 Shares Amid Strong Stock Performance
  • Transaction Overview: On February 26, 2026, Wayfair co-founder Steven Conine sold 26,950 shares of common stock in multiple open-market transactions, totaling approximately $2.13 million, while retaining 169,073 direct shares and 22,857 indirect shares, with an overall holding value of about $13.35 million.
  • Ownership Impact: This sale represented 12.31% of Conine's direct holdings, reflecting a decrease in available shares compared to his recent average sell-only transaction of 85,000 shares since May 2025, indicating a strategic adjustment in his holding capacity.
  • Market Performance Analysis: Wayfair achieved $12.5 billion in sales for 2025, marking a 5% year-over-year growth, and while still unprofitable, its net loss improved from $492 million the previous year to $313 million, suggesting a positive trend in financial health, with shares hitting a 52-week high of $119.98 in January.
  • Investor Confidence: Conine's stock sale was part of a prearranged Rule 10b5-1 trading plan adopted in May 2025 to avoid insider trading accusations, and with nearly 170,000 direct shares still held, it indicates his strong long-term investment confidence in Wayfair.
NASDAQ.COM
5.0
03-07NASDAQ.COM
Wayfair Co-Founder Steven Conine Sells Shares Worth $2.13 Million
  • Share Sale Details: On February 26, 2026, Wayfair co-founder Steven Conine sold 26,950 shares for approximately $2.13 million, representing 12.31% of his holdings, indicating his confidence in the company's future prospects.
  • Ownership Structure Analysis: After the sale, Conine retains nearly 170,000 directly held shares and 22,857 indirectly held shares, suggesting he is not in a rush to divest and continues to support Wayfair's long-term growth.
  • Market Performance Review: Wayfair achieved $12.5 billion in sales in 2025, reflecting a 5% year-over-year growth, and although still unprofitable, its net loss decreased from $492 million to $313 million, indicating an improvement in financial health.
  • Investor Recommendations: Despite Wayfair's stock reaching a 52-week high of $119.98 in January 2026, analysts advise caution in investing at current elevated valuations, noting that Wayfair was not included in The Motley Fool's list of top investment picks.
Yahoo Finance
5.0
03-07Yahoo Finance
Wayfair Co-Founder Sells 26,950 Shares for $2.1 Million
  • Transaction Overview: On February 26, 2026, Wayfair co-founder Steven Conine sold 26,950 shares of common stock in multiple open-market transactions for approximately $2.13 million, while still holding 169,073 shares directly and 22,857 shares indirectly, indicating his continued confidence in the company.
  • Ownership Impact: This sale represented 12.31% of Conine's direct holdings, which is lower than his recent average sell-only transaction of 85,000 shares since May 2025, reflecting a cautious approach as his direct holdings have fallen below 170,000 shares.
  • Company Financial Performance: Wayfair reported $12.5 billion in sales for 2025, marking a 5% year-over-year growth, and although it incurred a net loss of $313 million, this was an improvement from the previous year's loss of $492 million, suggesting a positive trend in profitability that may attract investor interest.
  • Market Reaction Analysis: While Conine's share sale might raise concerns, it was executed under a prearranged trading plan, and given that Wayfair's stock recently reached a 52-week high of $119.98, the overall impact on investors is relatively neutral.
Fool
8.5
03-07Fool
GOODNOW Investment Group Increases Stake in Maplebear
  • Investment Increase: GOODNOW Investment Group added 131,723 shares of Maplebear (CART) in Q4 2025, raising its stake to 5.78%, with the investment value increasing by $16.17 million, indicating strong confidence in the company.
  • Market Performance: As of February 16, 2026, Maplebear's share price stood at $36.30, down 27.4% over the past year and lagging the S&P 500 by 39.18 percentage points, reflecting market concerns about its future growth.
  • Business Model Shift: Maplebear connects consumers with personal shoppers for rapid online grocery shopping and delivery, and as consumers return to physical stores, investor focus has shifted from delivery growth to the underlying marketplace economics.
  • Advertising Revenue Growth: Instacart's profitability increasingly relies on advertising revenue rather than delivery fees, with brands significantly increasing spending on promotions within the app, making advertising a key driver of earnings and potentially reducing reliance on delivery economics in the future.
NASDAQ.COM
6.5
03-07NASDAQ.COM
GOODNOW Investment Group Increases Stake in Maplebear
  • Increased Stake: GOODNOW Investment Group acquired an additional 131,723 shares of Maplebear (NASDAQ:CART) during Q4 2025, with an estimated transaction value of $5.39 million, indicating confidence in the company's potential.
  • Value Growth: The position's value increased by $16.17 million at quarter-end, reflecting both trading activities and stock price changes, suggesting a positive market outlook for Maplebear's future.
  • Asset Management Proportion: The new stake totals 1,377,881 shares valued at $61.98 million, representing 5.78% of GOODNOW's 13F reportable AUM, which, while not in the top five holdings, still signifies a strategic investment decision.
  • Market Performance Analysis: As of February 16, 2026, Maplebear's shares were priced at $36.30, down 27.4% over the past year and lagging the S&P 500 by 39.18 percentage points, highlighting investor concerns regarding its evolving profitability model.
Yahoo Finance
8.5
03-07Yahoo Finance
Goodnow Investment Group Increases Stake in Instacart
  • Stake Increase: Goodnow Investment Group added 131,723 shares of Maplebear (NASDAQ: CART) in Q4 2025, raising its stake to 5.78%, with the investment value increasing by $16.17 million, reflecting confidence in Instacart's growth potential.
  • Market Performance: As of February 16, 2026, CART shares were priced at $36.30, down 27.4% over the past year and lagging the S&P 500 by 39.18 percentage points, indicating market concerns regarding its evolving profitability model.
  • Profitability Shift: Instacart's profitability increasingly relies on advertising revenue rather than delivery fees, as consumer packaged goods companies pay to promote products within the app, offering significantly higher margins, which may influence investor perceptions of its future value.
  • Market Competition: As more retailers join the Instacart platform and brands increase marketing spend, advertising inventory grows with transaction volume, potentially strengthening Instacart's position in the grocery ecosystem and reducing reliance on delivery economics.
Wall Street analysts forecast W stock price to rise
26 Analyst Rating
Wall Street analysts forecast W stock price to rise
18 Buy
8 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
75.00
Averages
118.16
High
150.00
Current: 0.000
sliders
Low
75.00
Averages
118.16
High
150.00
Citi
Buy
downgrade
$135 -> $110
AI Analysis
2026-02-26
Reason
Citi
Price Target
$135 -> $110
AI Analysis
2026-02-26
downgrade
Buy
Reason
Citi lowered the firm's price target on Wayfair to $110 from $135 and keeps a Buy rating on the shares. The firm updated the company's model post the Q4 report. Citi cites volatility in the home goods space for the target cut but says Wayfair's better than expected Q1 outlook show its ability to take share and expand margins.
Mizuho
David Bellinger
Outperform
downgrade
$130 -> $110
2026-02-24
Reason
Mizuho
David Bellinger
Price Target
$130 -> $110
2026-02-24
downgrade
Outperform
Reason
Mizuho analyst David Bellinger lowered the firm's price target on Wayfair to $110 from $130 and keeps an Outperform rating on the shares post the Q4 report. While the company's Q1-to-date trends were not quantified, the backdrop looks "pretty soft," the analyst tells investors in a research note.
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Valuation Metrics

The current forward P/E ratio for Wayfair Inc (W.N) is 38.85, compared to its 5-year average forward P/E of 0.82. For a more detailed relative valuation and DCF analysis to assess Wayfair Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
0.82
Current PE
38.85
Overvalued PE
156.17
Undervalued PE
-154.53

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
14.50
Current EV/EBITDA
20.84
Overvalued EV/EBITDA
47.30
Undervalued EV/EBITDA
-18.29

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
0.81
Current PS
1.08
Overvalued PS
1.39
Undervalued PS
0.24

Financials

AI Analysis
Annual
Quarterly

Whales Holding W

B
Boothbay Fund Management, LLC
Holding
W
+8.59%
3M Return
V
Voloridge Investment Management, LLC
Holding
W
+7.59%
3M Return
A
Atreides Management, LP
Holding
W
+2.98%
3M Return
H
Hennessy Advisors, Inc.
Holding
W
+1.00%
3M Return
R
Rothschild and Co Wealth Management UK Limited
Holding
W
-1.66%
3M Return
C
Check Capital Management Inc
Holding
W
-1.80%
3M Return

Trading Trends

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Frequently Asked Questions

What is Wayfair Inc (W) stock price today?

The current price of W is 75.35 USD — it has decreased -0.49

What is Wayfair Inc (W)'s business?

Wayfair Inc., through its e-commerce platform, offers a selection of furniture, decor, housewares and home improvement products. The Company’s customers span a range of demographics, with annual household incomes ranging from $25,000 to over $250,000, and also include business professionals, from small startups to global enterprises. Its family of brands includes Wayfair, AllModern, Birch Lane, Joss & Main, Perigold and Wayfair Professional. It also features certain products under its house brands, such as Three Posts and Mercury Row. The Company operates through two segments: U.S. and International. The U.S. segment primarily consists of amounts earned through product sales through Wayfair's family of sites in the U.S. The International segment primarily consists of amounts earned through product sales through the Company’s international sites. It operates as Wayfair.ca in Canada, Wayfair.co.uk in the United Kingdom and Wayfair.ie in Ireland.

What is the price predicton of W Stock?

Wall Street analysts forecast W stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for W is118.16 USD with a low forecast of 75.00 USD and a high forecast of 150.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Wayfair Inc (W)'s revenue for the last quarter?

Wayfair Inc revenue for the last quarter amounts to 3.34B USD, increased 6.92

What is Wayfair Inc (W)'s earnings per share (EPS) for the last quarter?

Wayfair Inc. EPS for the last quarter amounts to -0.91 USD, decreased -10.78

How many employees does Wayfair Inc (W). have?

Wayfair Inc (W) has 11800 emplpoyees as of March 10 2026.

What is Wayfair Inc (W) market cap?

Today W has the market capitalization of 9.90B USD.