Market Cap
$14.0B
W
Wayfair Inc.
$101.25 ▼ -0.12%
Prev close $101.37Market cap$14.0B
ConsensusBuy
12-mo target$124.03 (+22.5%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)28 New Institutional Positions22 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on W right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (66%)
Inst. Holders
50 funds
Inst. Value
$9.6B
Inst. Activity
28 buys / 22 sells
Insider Activity
$0.00 buy / $29.9M sell
Insider Net $
-$29.9M
SEC Reports
14
Price chart 30d +4.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 earnings
Wayfair Schedules Third Quarter 2026 Earnings Release and Conference Call
BOSTON, Oct. 1, 2026 /PRNewswire/ -- Wayfair Inc. (NYSE: W), the destination for all things home, to
Sep 14, 2026 Insider
Shah Niraj sold 4,485 shares
Chief Executive Officer @ $98.27 ($440.7K)
Sep 14, 2026 Insider
Shah Niraj sold 4,558 shares
Chief Executive Officer @ $99.34 ($452.8K)
Sep 14, 2026 Insider
Aug 15, 2026 SEC Shah Niraj sold 4,732 shares
Chief Executive Officer @ $100.31 ($474.7K)
CEO Niraj Shah and Director Steven Conine sold a combined ~$1.81M in open-market shares on August 12, 2026, at ~$102/sha
CLUSTER — Impact 4/10
Jun 30, 2026 Inst.
D. E. Shaw & — DOUBLED
2,467,411 shares ($228.0M)
Jun 30, 2026 Inst.
Jun 19, 2026 SEC Castle Hook Partners LP — DOUBLED
2,455,952 shares ($227.0M)
A federal magistrate judge denied a pro se plaintiff's motion to preclude phone records and other exhibits obtained by W
COURT-RULING — Impact 2/10
Analyst ratings buy % +11.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
66% rate it Buy or better · 41 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Aug 20, 2026 | Rosenblatt | INITIATE | Buy | 54% |
| Aug 14, 2026 | Bernstein | UPGRADE | Outperform | 51% |
| Aug 14, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Aug 5, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 5, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 5, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Aug 5, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 17 | 14 | 0 | 0 | 66% | |
| Aug 1, 2026 | 9 | 16 | 15 | 0 | 0 | 63% | |
| Jul 1, 2026 | 9 | 16 | 14 | 0 | 0 | 64% | |
| Jun 1, 2026 | 9 | 16 | 15 | 0 | 0 | 63% | |
| May 1, 2026 | 9 | 16 | 15 | 0 | 0 | 63% | |
| Apr 1, 2026 | 9 | 16 | 15 | 0 | 0 | 63% | |
| Mar 1, 2026 | 9 | 16 | 16 | 0 | 0 | 61% | |
| Feb 1, 2026 | 10 | 15 | 16 | 0 | 0 | 61% |
Price targets
Where 29 covering analysts think W trades over the next 12 months.
$124.03 +22.5% upside Strong Buy
Current$101.25 Low$83.00 Median$125.00 High$156.00 29 analysts
$83.00$156.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
14 SEC filing reports analyzed · 0 bullish, 4 bearish, 0 mixed, 10 neutral · avg impact 3.9/10.
NEUTRALCLUSTER4/10
CEO Niraj Shah and Director Steven Conine sold a combined ~$1.81M in open-market shares on August 12
Aug 15, 2026
NEUTRALCOURT-RULING2/10
A federal magistrate judge denied a pro se plaintiff's motion to preclude phone records and other ex
Jun 19, 2026
NEUTRAL8-K2/10
Wayfair held its 2026 Annual Meeting on May 21, 2026, where shareholders approved all proposals incl
May 22, 2026
NEUTRAL8-K4/10
Wayfair announced a proposed $400M private offering of senior secured notes due 2034, with proceeds
May 13, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
earnings
Wayfair Schedules Third Quarter 2026 Earnings Release and Conference Call
BOSTON, Oct. 1, 2026 /PRNewswire/ -- Wayfair Inc. (NYSE: W), the destination for all things home, today announced it will release financial results fo
Oct 1, 2026
short_volume
Short Volume: W — 60.1% short (0.5M / 0.8M)
Short: 472,467 | Exempt: 0 | TRF Vol: 786,672 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: W — 63.7% short (0.7M / 1.1M)
Short: 725,631 | Exempt: 1,850 | TRF Vol: 1,138,562 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: W — 62.4% short (0.5M / 0.8M)
Short: 503,273 | Exempt: 1,420 | TRF Vol: 806,154 | Short Ratio: 62.4% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: W — 57.4% short (0.5M / 0.8M)
Short: 469,496 | Exempt: 0 | TRF Vol: 817,627 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.80 | $0.71–$0.96 | 14.5% | +0.5% | 13↑ 5↓ | $3.4B | 24 |
| Next Q | $0.95 | $0.75–$1.17 | 12.1% | +0.3% | 7↑ 11↓ | $3.6B | 24 |
| Current FY | $2.90 | $2.16–$3.27 | 11.5% | +0.2% | 15↑ 8↓ | $13.4B | 28 |
| Next FY | $3.88 | $2.27–$4.69 | 34.0% | +0.3% | 13↑ 10↓ | $14.4B | 28 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.801 | — |
| 7d ago | $0.798 | +0.003 |
| 30d ago | $0.798 | +0.004 |
| 60d ago | $0.754 | +0.048 |
| 90d ago | $0.755 | +0.046 |
Institutional ownership
Which big funds own W (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.6B total value (103,788,715 shares) as of 2026-Q2. Top holders: NOMURA, FMR, Capital. Net buying activity: 28 institutions added/increased vs 22 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0.00 | 0.0% | — |
| FMR LLC | 16,277,047 | $1.5B | 15.7% | — |
| Capital World Investors | 11,177,483 | $1.0B | 10.8% | — |
| BlackRock, Inc. | 5,035,150 | $465.3M | 4.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,776,475 | $441.4M | 4.6% | — |
| RENAISSANCE TECHNOLOGIES LLC | 4,514,426 | $417.2M | 4.3% | — |
| Jupiter Topco LLC | 4,469,109 | $413.0M | 4.3% | — |
| JANE STREET GROUP, LLC | 4,248,900 | $392.7M | 4.1% | DOUBLED +163.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,198,629 | $388.0M | 4.0% | — |
| AQR CAPITAL MANAGEMENT LLC | 3,101,936 | $284.9M | 3.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | DOUBLED | 929,228 | 2,467,411 | +165.5% | $228.0M |
| Castle Hook Partners LP | DOUBLED | 25,624 | 2,455,952 | +9484.6% | $227.0M |
| NORGES BANK | NEW | — | 1,309,943 | — | $121.1M |
| JANE STREET GROUP, LLC | DOUBLED | 476,857 | 1,257,610 | +163.7% | $116.2M |
| GOLDMAN SACHS GROUP INC | ADD | 721,099 | 1,117,663 | +55.0% | $103.3M |
| UBS Group AG | TRIM | 1,972,419 | 892,727 | -54.7% | $82.5M |
| Atreides Management, LP | TRIM | 1,430,997 | 843,860 | -41.0% | $78.0M |
| Assenagon Asset Management S.A. | ADD | 575,800 | 818,591 | +42.2% | $75.7M |
| Alyeska Investment Group, L.P. | ADD | 482,281 | 753,236 | +56.2% | $69.6M |
| BNP PARIBAS FINANCIAL MARKETS | TRIM | 928,879 | 645,458 | -30.5% | $59.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
7 insiders, 50 transactions. Net -$29.9M — $0.00 bought, $29.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Shah Niraj | Chief Executive Officer | SELL | 4,485 | $98.27 | $440.7K |
| Sep 14, 2026 | Shah Niraj | Chief Executive Officer | SELL | 4,558 | $99.34 | $452.8K |
| Sep 14, 2026 | Shah Niraj | Chief Executive Officer | SELL | 4,732 | $100.31 | $474.7K |
| Sep 14, 2026 | Shah Niraj | Chief Executive Officer | SELL | 3,779 | $101.33 | $382.9K |
| Sep 14, 2026 | Shah Niraj | Chief Executive Officer | SELL | 4,437 | $102.36 | $454.2K |
| Sep 14, 2026 | Shah Niraj | Chief Executive Officer | SELL | 7,258 | $103.37 | $750.3K |
| Sep 14, 2026 | Shah Niraj | Chief Executive Officer | SELL | 19,374 | $104.41 | $2.0M |
| Sep 14, 2026 | Conine Steven | Director | SELL | 7,538 | $106.09 | $799.7K |
| Sep 14, 2026 | Shah Niraj | Chief Executive Officer | SELL | 12,943 | $105.41 | $1.4M |
| Sep 14, 2026 | Shah Niraj | Chief Executive Officer | SELL | 7,434 | $106.09 | $788.7K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for W.
Shares short
10,986,299
Settlement Sep 15, 2026
Change vs prior
+13.6%
Semi-monthly cycle
Days to cover
4.6
At avg daily volume
Of shares outstanding
≈8.0%
Estimate — not % of float
All W filing & press-release reports (14)
- CLUSTER reportAug 15, 2026
- COURT-RULING reportJun 19, 2026
- 8-K reportMay 22, 2026
- 8-K reportMay 13, 2026
- CLUSTER reportMay 4, 2026
- 8-K reportApr 30, 2026
- CLUSTER reportApr 27, 2026
- CLUSTER reportApr 27, 2026
- 144 reportApr 14, 2026
- CLUSTER reportMar 26, 2026
- CLUSTER reportMar 25, 2026
- CLUSTER reportMar 6, 2026
- CLUSTER reportFeb 27, 2026
- CLUSTER reportFeb 26, 2026