Wayfair (NYSE:W) Shares Gap Up – Should You Buy?

Shares of Wayfair Inc. (NYSE:W) gapped up before the market opened on Friday . The stock had previously closed at $100.41, but opened at $106.01. Wayfair shares last traded at $105.4780, with a volume of 450,128 shares changing hands.

Key Stores Impacting Wayfair

Here are the key news stories impacting Wayfair this week:

• Positive Sentiment: Mizuho reaffirmed an “outperform” rating and set a $130 price target (about 22% above the current level), giving the stock a clear analyst-led catalyst that supports upside expectations. Article Title
• Positive Sentiment: The Biden/Trump administration (reporting identifies President Trump delaying a planned tariff increase) pause on higher tariffs for upholstered furniture, kitchen cabinets and vanities removes near-term cost/headwind risk for furniture retailers, a direct boost to Wayfair’s margin outlook and investor sentiment. Article Title
• Positive Sentiment: Additional coverage across industry outlets highlights the same tariff delay and shows group-level buying in furniture stocks, which typically amplifies momentum for market leaders like Wayfair. Article Title
• Neutral Sentiment: Multiple consumer deal stories on Wayfair (clearance items, discounted small appliances and furniture bargains) increase traffic and brand visibility but are unlikely to change near-term revenue/earnings guidance materially. Example listings covered: a storage sectional with USB charger. Article Title
• Neutral Sentiment: Other deal stories include a discounted Ninja Foodi air fryer and a weather-resistant metal storage shed — useful for traffic but not a clear earnings catalyst. Article Title
• Neutral Sentiment: End-of-year clearance coverage highlights discounted SKUs (e.g., vintage-style storage cabinet) that help Q4/Q1 traffic but are routine promotional activity. Article Title

Wall Street Analyst Weigh In

Several research firms have issued reports on W. Stifel Nicolaus set a $100.00 target price on Wayfair in a research note on Wednesday, October 29th. Barclays increased their price target on Wayfair from $70.00 to $104.00 and gave the stock a “positive” rating in a report on Wednesday, October 29th. Royal Bank Of Canada boosted their price objective on shares of Wayfair from $51.00 to $86.00 and gave the company a “sector perform” rating in a report on Thursday, October 30th. Cowen reaffirmed a “hold” rating on shares of Wayfair in a research note on Wednesday, October 29th. Finally, Jefferies Financial Group cut shares of Wayfair from a “buy” rating to a “hold” rating and set a $94.00 price target for the company. in a research report on Wednesday, December 3rd. Two analysts have rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $105.29.

Wayfair Stock Up 6.0%

The firm has a market cap of $13.87 billion, a price-to-earnings ratio of -41.58 and a beta of 3.31. The company has a 50 day moving average of $101.93 and a 200 day moving average of $82.84.

Wayfair (NYSE:W) last posted its quarterly earnings data on Tuesday, October 28th. The company reported $0.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.44 by $0.26. The business had revenue of $3.12 billion for the quarter, compared to analysts’ expectations of $3.01 billion. Wayfair’s revenue for the quarter was up 8.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.22 earnings per share. As a group, equities research analysts expect that Wayfair Inc. will post -2.54 earnings per share for the current fiscal year.

Insider Activity at Wayfair

In other Wayfair news, CTO Fiona Tan sold 6,347 shares of the stock in a transaction on Wednesday, November 5th. The shares were sold at an average price of $100.54, for a total transaction of $638,127.38. Following the transaction, the chief technology officer directly owned 198,860 shares in the company, valued at $19,993,384.40. This represents a 3.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Niraj Shah sold 30,000 shares of the business’s stock in a transaction dated Friday, December 26th. The stock was sold at an average price of $102.32, for a total transaction of $3,069,600.00. Following the completion of the sale, the chief executive officer directly owned 439,137 shares of the company’s stock, valued at $44,932,497.84. The trade was a 6.39% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 1,085,959 shares of company stock valued at $103,711,474. Insiders own 21.91% of the company’s stock.

Hedge Funds Weigh In On Wayfair

A number of large investors have recently bought and sold shares of W. FNY Investment Advisers LLC raised its position in shares of Wayfair by 9,324.1% during the 3rd quarter. FNY Investment Advisers LLC now owns 12,534 shares of the company’s stock worth $1,119,000 after purchasing an additional 12,401 shares during the period. Allworth Financial LP grew its stake in Wayfair by 295.0% during the 3rd quarter. Allworth Financial LP now owns 877 shares of the company’s stock worth $78,000 after buying an additional 655 shares during the last quarter. Swiss Life Asset Management Ltd acquired a new stake in Wayfair in the third quarter worth $394,000. Advisory Services Network LLC lifted its stake in Wayfair by 40.2% in the third quarter. Advisory Services Network LLC now owns 15,148 shares of the company’s stock valued at $1,353,000 after buying an additional 4,341 shares during the last quarter. Finally, Jacobs Levy Equity Management Inc. lifted its stake in Wayfair by 1,506.4% in the third quarter. Jacobs Levy Equity Management Inc. now owns 612,809 shares of the company’s stock valued at $54,742,000 after buying an additional 574,660 shares during the last quarter. Institutional investors own 89.67% of the company’s stock.

Wayfair Company Profile

Wayfair Inc (NYSE: W) is an e-commerce company focused on home furnishings and décor. Through its platform, Wayfair offers a broad assortment of furniture, lighting, home textiles, kitchenware and decorative accessories. The company’s portfolio includes flagship sites such as Wayfair.com, as well as specialty retail brands like Joss & Main, AllModern, Birch Lane and Perigold, each catering to distinct design styles and price points.

Founded in 2002 by Niraj Shah and Steve Conine under the name CSN Stores, the business rebranded as Wayfair in 2011 and went public in 2014.