Wayfair (NYSE:W) Sets New 1-Year High on Earnings Beat

Posted by George Bondi on Nov 4th, 2026

Shares of Wayfair Inc. (NYSE:W – Get Free Report) hit a new 52-week high during trading on Wednesday after the company announced better than expected quarterly earnings. The stock traded as high as $126.90 and last traded at $122.6960, with a volume of 1,092,302 shares traded. The stock had previously closed at $111.32.

The company reported $0.93 earnings per share for the quarter, beating the consensus estimate of $0.80 by $0.13. The company had revenue of $3.42 billion for the quarter, compared to analyst estimates of $3.38 billion. Wayfair had a negative return on equity of 3.40% and a negative net margin of 2.49%. The firm’s revenue was up 9.7% on a year-over-year basis. During the same period in the previous year, the company posted $0.70 earnings per share.

Wayfair News Summary

Here are the key news stories impacting Wayfair this week:

Positive Sentiment: Wayfair reported earnings of $0.93 per share, ahead of analyst estimates of roughly $0.80–$0.83 and up from $0.70 a year earlier. Revenue was $3.42 billion, above expectations and 9.7% higher year over year. Zacks earnings report
Positive Sentiment: U.S. revenue climbed 11.4% to $3.0 billion, driving overall growth as Wayfair reported its strongest pace of sales growth since the pandemic. The company also highlighted share gains and its best margin quarter in six years—encouraging signs of improved performance despite a weak market. CNBC report on Wayfair Q3 results
Neutral Sentiment: International revenue declined 2.3% to $380 million, tempering the stronger U.S. performance. Investors will also look for evidence that the improved margins and domestic growth can continue. Wayfair Q3 earnings release

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the stock. Robert W. Baird increased their price target on shares of Wayfair from $116.00 to $117.00 and gave the stock a “neutral” rating in a research note on Thursday, October 8th. Sanford C. Bernstein reissued an “outperform” rating on shares of Wayfair in a research note on Tuesday, September 1st. TD Cowen upped their price objective on shares of Wayfair from $75.00 to $110.00 and gave the stock a “hold” rating in a report on Wednesday, August 5th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Wayfair in a research note on Monday, September 14th. Finally, UBS Group raised their target price on shares of Wayfair from $118.00 to $156.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $122.21.

Read Our Latest Stock Report on Wayfair

Insider Activity

In related news, CEO Niraj Shah sold 117,000 shares of the stock in a transaction on Thursday, October 15th. The stock was sold at an average price of $111.25, for a total transaction of $13,016,250.00. Following the sale, the chief executive officer directly owned 105,137 shares of the company’s stock, valued at $11,696,491.25. This trade represents a 52.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jon Blotner sold 500 shares of Wayfair stock in a transaction that occurred on Thursday, October 29th. The stock was sold at an average price of $120.00, for a total transaction of $60,000.00. Following the completion of the sale, the insider owned 115,385 shares of the company’s stock, valued at $13,846,200. This represents a 0.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 677,070 shares of company stock valued at $72,236,934. Company insiders own 18.44% of the company’s stock.

Hedge Funds Weigh In On Wayfair

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Heritage Family Offices LLP bought a new position in shares of Wayfair in the third quarter worth about $45,000. Fortitude Family Office LLC grew its stake in shares of Wayfair by 144.7% during the 3rd quarter. Fortitude Family Office LLC now owns 460 shares of the company’s stock valued at $47,000 after acquiring an additional 272 shares during the period. Provenance Wealth Advisors LLC bought a new position in shares of Wayfair during the 3rd quarter valued at approximately $53,000. IFP Advisors Inc grew its stake in shares of Wayfair by 79.2% during the 2nd quarter. IFP Advisors Inc now owns 810 shares of the company’s stock valued at $75,000 after acquiring an additional 358 shares during the period. Finally, Reyes Financial Architecture Inc. purchased a new stake in Wayfair in the 3rd quarter worth approximately $82,000. Hedge funds and other institutional investors own 89.67% of the company’s stock.

Wayfair Stock Performance

The company’s fifty day moving average is $105.19 and its 200-day moving average is $89.15. The company has a market capitalization of $16.24 billion, a PE ratio of -50.00, a price-to-earnings-growth ratio of 4.07 and a beta of 3.10.

Wayfair Company Profile

(Get Free Report)

Wayfair Inc is an e-commerce company that sells furniture, home furnishings and related products through digital platforms. Its selection includes furniture, décor, lighting, rugs, mattresses, kitchen and dining products, housewares, home improvement items, outdoor furnishings and other goods for residential and commercial spaces.

The company operates a portfolio of online brands and retail websites, including Wayfair, Joss & Main, AllModern, Birch Lane and Perigold. These brands are designed to serve different customer preferences, price points and areas of the home-furnishings market.