Wayfair (NYSE:W – Get Free Report) is anticipated to post its Q3 2026 results before the market opens on Wednesday, November 4th. Analysts expect Wayfair to announce earnings of $0.7980 per share and revenue of $3.38 billion for the quarter. Interested persons may review the information on the company’s upcoming Q3 2026 earnings overview page for the latest details on the call scheduled for Wednesday, November 4, 2026 at 8:00 AM ET.
Wayfair (NYSE:W – Get Free Report) last announced its earnings results on Tuesday, August 4th. The company reported $0.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.90 by $0.05. Wayfair had a negative net margin of 2.49% and a negative return on equity of 3.40%. The company had revenue of $3.52 billion for the quarter, compared to analyst estimates of $3.47 billion. During the same period in the prior year, the business earned $0.87 earnings per share. Wayfair’s quarterly revenue was up 7.5% on a year-over-year basis. On average, analysts expect Wayfair to post $0.93 EPS for the current fiscal year and $2.04 EPS for the next fiscal year.
Wayfair Price Performance
W opened at $113.00 on Tuesday. The stock has a market capitalization of $14.92 billion, a P/E ratio of 232.69, a price-to-earnings-growth ratio of 4.10 and a beta of 3.02. The company’s 50 day simple moving average is $105.02 and its 200-day simple moving average is $89.16. Wayfair has a one year low of $55.60 and a one year high of $122.13.
Insider Buying and Selling at Wayfair
In related news, CEO Niraj Shah sold 117,000 shares of the stock in a transaction that occurred on Thursday, October 15th. The shares were sold at an average price of $111.25, for a total value of $13,016,250.00. Following the transaction, the chief executive officer directly owned 105,137 shares in the company, valued at $11,696,491.25. This represents a 52.67% decrease in their ownership of the stock. The sale 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 the stock in a transaction 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 in the company, valued at approximately $13,846,200. This trade represents a 0.43% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 677,070 shares of company stock worth $72,236,934 in the last 90 days. Corporate insiders own 18.44% of the company’s stock.
Analysts Set New Price Targets
Several research analysts have issued reports on W shares. Robert W. Baird upped their price objective on Wayfair from $116.00 to $117.00 and gave the stock a “neutral” rating in a report on Thursday, October 8th. Mizuho set a $132.00 target price on Wayfair in a research note on Thursday. Morgan Stanley reissued an “overweight” rating on shares of Wayfair in a research note on Wednesday, August 5th. Weiss Ratings restated a “sell (d-)” rating on shares of Wayfair in a research report on Monday, September 14th. Finally, JPMorgan Chase & Co. upped their price target on Wayfair from $125.00 to $136.00 and gave the company an “overweight” rating in a research note on Monday. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Wayfair has a consensus rating of “Moderate Buy” and a consensus target price of $122.21.
Get Our Latest Stock Analysis on W
Key Headlines Impacting Wayfair
Here are the key news stories impacting Wayfair this week:
- Positive Sentiment: JPMorgan raised its price target on Wayfair from $125 to $136 and maintained an “overweight” rating, implying substantial upside based on the referenced price. The upgrade reflects confidence in the company’s growth outlook. JPMorgan Wayfair price target report
- Positive Sentiment: Analysts expect approximately 7.84% year-over-year revenue growth in the third quarter, supported by stronger orders and gains in Wayfair’s loyalty program. These trends could indicate improving customer engagement and demand ahead of the earnings release. Wayfair third-quarter earnings preview
- Positive Sentiment: Multiple shopping articles highlight Wayfair products, including storage furniture, renter-friendly home upgrades and pet products. While not major financial catalysts, the coverage may support brand visibility and holiday shopping traffic. Wayfair Black Friday sale coverage
- Neutral Sentiment: Wayfair’s Black Friday pop-up sale is generating promotional attention. The event could boost orders and holiday revenue, but heavy discounts may pressure margins if customers remain highly price-sensitive. Early Black Friday deals
- Negative Sentiment: Insider Jon Blotner sold 500 shares for $60,000 under a pre-arranged Rule 10b5-1 plan. The sale was small relative to his remaining 115,385-share holding, limiting its significance, but it can still create a modest negative headline. Wayfair insider transaction
- Negative Sentiment: The earnings preview notes continued pressure from housing conditions and weaker overseas demand. With Wayfair trading at an elevated valuation, investors may react negatively if quarterly results or guidance fail to exceed expectations.
About Wayfair
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.
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