Wayfair (W) Projected to Post Quarterly Earnings on Thursday

Wayfair (NYSE:W) is expected to issue its Q4 2025 results before the market opens on Thursday, February 19th. Analysts expect the company to announce earnings of $0.64 per share and revenue of $3.2962 billion for the quarter. Individuals can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Thursday, February 19, 2026 at 8:00 AM ET.

Wayfair Price Performance

Shares of NYSE W opened at $88.23 on Thursday. The stock has a market capitalization of $11.50 billion, a P/E ratio of -34.46, a price-to-earnings-growth ratio of 7.40 and a beta of 3.36. Wayfair has a 1-year low of $20.41 and a 1-year high of $119.98. The business has a fifty day moving average price of $103.33 and a 200 day moving average price of $92.90.

Wayfair News Summary

Here are the key news stories impacting Wayfair this week:

• Positive Sentiment: Expanded Affirm partnership could help international conversion and payment flexibility, supporting revenue growth and customer acquisition. Is Wayfair Inc. (W) One of the Best E-Commerce Stocks to Buy Now?
• Positive Sentiment: Broad Presidents’ Day promotions (sitewide furniture & appliance deals) are getting heavy coverage — likely driving traffic and short-term sales uplift if conversion holds. From Accent Chairs to Appliances, Wayfair’s Best Presidents’ Day Deals Are Up to 70% Off
• Neutral Sentiment: High-profile merchandising (Kelly Clarkson–inspired set pieces and other curated picks) increases brand visibility but is unlikely to move fundamentals by itself. Kelly Clarkson’s Talk Show Is Ending, but You Can Still Shop Wayfair Pieces Inspired by Her Set for Up to 83% Off
• Neutral Sentiment: Individual product deals (e.g., mid-century sofa marked down to $210, pet bed 69% off, popular lamps and loveseats on sale) suggest promotional depth but vary in profit impact by SKU and vendor. Wayfair is selling a $789 vintage-style mid-century modern sofa for $210
• Negative Sentiment: Very steep markdowns and closeouts (examples: Kelly Clarkson rugs up to 87% off, big Sealy mattress discounts) point to inventory-clearing that can depress gross margins if sustained. 7 of Kelly Clarkson’s ‘Expensive’-Looking Rugs Are on Sale from $16 at Wayfair’s Closeout Sale — Save Up to 87%
• Negative Sentiment: Frequent heavy promotions (coverage across MSN, Yahoo, PennLive, Forbes) may boost near-term revenue but risk compressing margins and inflating marketing costs; watch Q1 guidance, gross margin trends, and inventory levels for signals. Wayfair is having its massive Presidents’ Day sale right now and Sealy mattresses are up to $800 off

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the company. Deutsche Bank Aktiengesellschaft set a $75.00 price target on Wayfair in a research report on Friday, October 24th. Weiss Ratings restated a “sell (d-)” rating on shares of Wayfair in a research report on Wednesday, January 21st. Mizuho reaffirmed an “outperform” rating and set a $130.00 price objective on shares of Wayfair in a research note on Friday, January 2nd. Needham & Company LLC boosted their target price on shares of Wayfair from $83.00 to $125.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Finally, Guggenheim raised their price target on shares of Wayfair from $120.00 to $125.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $107.21.

Insiders Place Their Bets

In related news, CFO Kate Gulliver sold 36,497 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $106.50, for a total transaction of $3,886,930.50. Following the transaction, the chief financial officer directly owned 149,238 shares of the company’s stock, valued at approximately $15,893,847. The trade was a 19.65% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Steven Conine sold 150,000 shares of the company’s stock in a transaction on Friday, January 23rd. The stock was sold at an average price of $108.87, for a total transaction of $16,330,500.00. Following the completion of the transaction, the insider directly owned 289,073 shares in the company, valued at $31,471,377.51. This trade represents a 34.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 950,494 shares of company stock valued at $100,127,813. 21.91% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Wayfair

Several hedge funds have recently made changes to their positions in W. Arrowstreet Capital Limited Partnership lifted its stake in Wayfair by 826.0% during the third quarter. Arrowstreet Capital Limited Partnership now owns 2,817,056 shares of the company’s stock worth $251,648,000 after purchasing an additional 2,512,854 shares during the period. AQR Capital Management LLC lifted its holdings in shares of Wayfair by 5.8% during the third quarter. AQR Capital Management LLC now owns 1,647,726 shares of the company’s stock valued at $147,191,000 after acquiring an additional 89,789 shares during the period. Holocene Advisors LP boosted its stake in shares of Wayfair by 351.9% in the 2nd quarter. Holocene Advisors LP now owns 1,294,057 shares of the company’s stock valued at $66,178,000 after purchasing an additional 1,007,676 shares in the last quarter. Voloridge Investment Management LLC bought a new stake in shares of Wayfair in the 3rd quarter worth about $108,125,000. Finally, Scopus Asset Management L.P. bought a new stake in shares of Wayfair in the 2nd quarter worth about $40,536,000. Institutional investors own 89.67% of the company’s stock.

About Wayfair

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.