W icon

Wayfair
W

Overview Fund Activity
87.73 USD
+0.12
0.14%
At close Updated Sep 15, 4:00 PM EDT
Pre-market
After hours
87.50
-0.23
0.26%
1 day
0.14%
5 days
0.84%
1 month
11.43%
3 months
81.41%
6 months
173.3%
Year to date
90.47%
1 year
82.66%
5 years
-67.55%
10 years
167.88%
 

About: Wayfair engages in e-commerce in the United States (88% of 2024 sales), Canada, the United Kingdom, and Ireland. It's also embarked on expansion into the brick-and-mortar landscape, with a handful of stores between the AllModern, Birch Lane, Joss & Main, and Wayfair banners. At the end of 2024, the firm offered more than 30 million products from more than 20,000 suppliers under the brands Wayfair, Joss & Main, AllModern, Birch Lane, and Perigold. Its offerings include furniture, everyday and seasonal decor, decorative accents, housewares, as well as advertising and logistics services. Wayfair was founded in 2002 and began trading publicly in 2014.

Employees: 13,500

Consumer Discretionary Internet Retail
0
Funds holding %
of 7,463 funds
0
Analysts bullish %
of 18 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

60% more capital invested

Capital invested by funds: $3.78B [Q1] → $6.06B (+$2.28B) [Q2]

42% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 65

8% more funds holding

Funds holding: 307 [Q1] → 331 (+24) [Q2]

1% less call options, than puts

Call options by funds: $767M | Put options by funds: $774M

4% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 104

1.08% less ownership

Funds ownership: 115.07% [Q1] → 113.99% (-1.08%) [Q2]

13% less funds holding in top 10

Funds holding in top 10: 8 [Q1] → 7 (-1) [Q2]

See Fund Rankings

Research analyst outlook

18 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$51
42% downside
Avg. target
$79
10% downside
High target
$96
9% upside

18 analyst ratings

13  positive
72%
5  neutral
28%
0  negative
0%
Guggenheim
Steven Forbes
$90
Buy
Reiterated
27 Aug 2025
Jefferies
Jonathan Matuszewski
$91
Buy
Maintained
20 Aug 2025
Goldman Sachs
Alexandra Steiger
$80
Neutral
Maintained
6 Aug 2025
Zelman & Assoc
$96
Outperform
Maintained
5 Aug 2025
Mizuho
David Bellinger
$88
Outperform
Maintained
5 Aug 2025
See Analyst Rankings

Financial journalist opinion

Based on 23 articles about W published over the past 30 days

Positive
Benzinga
yesterday
Plunging Mortgage Rates Could Light Up These 9 Stocks
Mortgage rates are dropping at their fastest pace in nearly a year which could give a much needed boost to the frozen housing market— as well as stocks tied to home loan servicers, builders and home retailers.
Plunging Mortgage Rates Could Light Up These 9 Stocks
Positive
Invezz
2 days ago
These 3 undervalued stocks are poised for a rally in the final quarter of 2025
Despite record highs in major US indexes, signs of economic deceleration are surfacing. Yet, optimism is building around a potential rate cut from the Federal Reserve, which could inject fresh momentum into the US economy.
These 3 undervalued stocks are poised for a rally in the final quarter of 2025
Positive
Zacks Investment Research
6 days ago
What Makes Wayfair (W) a Strong Momentum Stock: Buy Now?
Does Wayfair (W) have what it takes to be a top stock pick for momentum investors? Let's find out.
What Makes Wayfair (W) a Strong Momentum Stock: Buy Now?
Positive
Zacks Investment Research
7 days ago
Despite Fast-paced Momentum, Wayfair (W) Is Still a Bargain Stock
If you are looking for stocks that have gained strong momentum recently but are still trading at reasonable prices, Wayfair (W) could be a great choice. It is one of the several stocks that passed through our 'Fast-Paced Momentum at a Bargain' screen.
Despite Fast-paced Momentum, Wayfair (W) Is Still a Bargain Stock
Positive
Seeking Alpha
7 days ago
Big Earnings Beats: 10 Top Stocks That Crushed Q2 Expectations
The S&P 500 wrapped up a strong Q2 earnings season, with over 80% of companies reporting positive surprises, despite rising tariffs, driven by resilient consumer demand and huge AI spending. The S&P 500 delivered EPS growth of 12% YoY, driven by communication and tech stocks. Communication services also led in magnitude of beats, while tech's surprise percentage underperformed. SA Quant identified ten stocks that crushed Q2 earnings by 110% on average, including companies that successfully navigated tariff headwinds, exploited AI megatrends, or rode the spike in gold prices.
Big Earnings Beats: 10 Top Stocks That Crushed Q2 Expectations
Neutral
Seeking Alpha
11 days ago
Wayfair Inc. (W) Ayfair Inc. Presents At Goldman Sachs 32nd Annual Global Retailing Conference 2025 Transcript
Wayfair Inc. (NYSE:W ) ayfair Inc. Goldman Sachs 32nd Annual Global Retailing Conference 2025 September 4, 2025 2:35 PM EDT Company Participants Niraj Shah - Co-Founder, Co-Chairman & CEO Kate Gulliver - CFO & Chief Administrative Officer Conference Call Participants Eric Sheridan - Goldman Sachs Group, Inc., Research Division Presentation Eric Sheridan MD & US Internet Analyst Okay. Just in order to keep things on time, I think we're going to get going here.
Wayfair Inc. (W) Ayfair Inc. Presents At Goldman Sachs 32nd Annual Global Retailing Conference 2025 Transcript
Neutral
Seeking Alpha
12 days ago
Wayfair Inc. (W) Ayfair Inc. Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript
Wayfair Inc. (NYSE:W ) ayfair Inc. Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 3:30 PM EDT Company Participants Niraj Shah - Co-Founder, Co-Chairman & CEO Kate Gulliver - CFO & Chief Administrative Officer Conference Call Participants Ygal Arounian - Citigroup Inc., Research Division Presentation Ygal Arounian Director of Internet Equity Research As we get towards the end of the day, we'll try to keep everyone real entertained here. A lot of interesting stuff going on with Wayfair and the macro environment.
Wayfair Inc. (W) Ayfair Inc. Presents At Citi's 2025 Global Technology, Media And Telecommunications Conference Transcript
Positive
Zacks Investment Research
12 days ago
Why Is Wayfair (W) Up 5.4% Since Last Earnings Report?
Wayfair (W) reported earnings 30 days ago. What's next for the stock?
Why Is Wayfair (W) Up 5.4% Since Last Earnings Report?
Negative
CNBC Television
20 days ago
There will likely not be a revival of these furniture cities, it's too late, says Jim Cramer
'Mad Money' host Jim Cramer reacts to Pres. Trump's announcement of furniture tariffs.
There will likely not be a revival of these furniture cities, it's too late, says Jim Cramer
Neutral
CNBC
20 days ago
Tariffs aren't enough to bring furniture manufacturing back to the U.S., Jim Cramer says
CNBC's Jim Cramer told investors that he believes domestic furniture manufacturing is largely a thing of the past. "Some of these industries aren't probably going to come back," he said.
Tariffs aren't enough to bring furniture manufacturing back to the U.S., Jim Cramer says
See News Rankings
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