Q4 Earnings Estimate for Wayfair Issued By William Blair

Wayfair Inc. (NYSE:W) – Equities researchers at William Blair issued their Q4 2025 EPS estimates for shares of Wayfair in a report issued on Wednesday, February 5th. William Blair analyst P. Blee expects that the company will earn ($0.46) per share for the quarter. The consensus estimate for Wayfair’s current full-year earnings is ($2.91) per share.

A number of other brokerages have also recently commented on W. Truist Financial lowered their price target on Wayfair from $60.00 to $55.00 and set a “buy” rating for the company in a research report on Monday, November 4th. Wedbush downgraded Wayfair from an “outperform” rating to a “neutral” rating and decreased their target price for the stock from $45.00 to $44.00 in a report on Monday, January 6th. Piper Sandler cut their price target on shares of Wayfair from $67.00 to $63.00 and set an “overweight” rating on the stock in a report on Monday, October 28th. UBS Group decreased their price objective on shares of Wayfair from $70.00 to $65.00 and set a “buy” rating for the company in a research note on Tuesday, October 22nd. Finally, Royal Bank of Canada dropped their price objective on shares of Wayfair from $53.00 to $50.00 and set a “sector perform” rating on the stock in a report on Monday, November 4th. Fourteen research analysts have rated the stock with a hold rating, twelve have assigned a buy rating and one has issued a strong buy rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $60.24.

Wayfair Trading Down 7.3 %

NYSE:W opened at $43.93 on Thursday. The firm has a fifty day simple moving average of $47.37 and a 200-day simple moving average of $46.84. Wayfair has a 12 month low of $37.35 and a 12 month high of $76.18. The company has a market capitalization of $5.51 billion, a P/E ratio of -9.78 and a beta of 3.43.

Institutional Investors Weigh In On Wayfair

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. Baillie Gifford & Co. raised its position in shares of Wayfair by 13.6% in the fourth quarter. Baillie Gifford & Co. now owns 6,179,761 shares of the company’s stock valued at $273,887,000 after buying an additional 740,641 shares during the last quarter. Geode Capital Management LLC grew its stake in Wayfair by 2.4% during the 3rd quarter. Geode Capital Management LLC now owns 1,524,854 shares of the company’s stock valued at $85,690,000 after acquiring an additional 35,268 shares in the last quarter. Southpoint Capital Advisors LP acquired a new stake in Wayfair in the 3rd quarter valued at about $78,652,000. Holocene Advisors LP lifted its stake in Wayfair by 5,699.8% in the 3rd quarter. Holocene Advisors LP now owns 1,235,193 shares of the company’s stock worth $69,393,000 after purchasing an additional 1,213,896 shares in the last quarter. Finally, Wellington Management Group LLP grew its position in shares of Wayfair by 22.4% in the third quarter. Wellington Management Group LLP now owns 1,097,822 shares of the company’s stock valued at $61,676,000 after purchasing an additional 201,157 shares in the last quarter. Institutional investors and hedge funds own 89.67% of the company’s stock.

Insider Activity at Wayfair

In other Wayfair news, COO Thomas Netzer sold 1,039 shares of the business’s stock in a transaction that occurred on Tuesday, December 17th. The stock was sold at an average price of $50.65, for a total transaction of $52,625.35. Following the completion of the sale, the chief operating officer now directly owns 171,790 shares in the company, valued at approximately $8,701,163.50. The trade was a 0.60 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Steven Conine sold 30,000 shares of the stock in a transaction that occurred on Tuesday, January 21st. The shares were sold at an average price of $48.45, for a total value of $1,453,500.00. Following the transaction, the insider now directly owns 589,073 shares of the company’s stock, valued at $28,540,586.85. The trade was a 4.85 % decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 164,228 shares of company stock valued at $7,709,418. 26.81% of the stock is owned by company insiders.

Wayfair Company Profile

Wayfair Inc provides e-commerce business in the United States and internationally. The company offers approximately thirty million products for the home sector. It offers online selections of furniture, décor, housewares, and home improvement products through its sites consisting of Wayfair, Joss & Main, AllModern, Birch Lane, Perigold, and Wayfair Professional.