W

Wayfair Inc. Class A Common Stock (W)

Stock · NYSE · Consumer Discretionary

$107.28as of 10/16/2026

AI Market Commentary

AI-generatedAll commentary →

Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.

October 5, 2026

Wayfair Sets Q3 2026 Earnings Call; AI Shopping Trends Rise. Wayfair announced its Q3 2026 earnings release and conference call will be held later this week. The announcement comes amid growing interest in AI‑powered shopping agents, as Booking Holdings and Expedia pursue different strategies and Meta’s Muse targets e‑commerce. Institutional investors are active, with whale trades noted today, and Mizuho has lifted its target to $110, keeping an outperform rating. Earlier this week Wayfair released its Q2 2026 earnings call transcript, providing context for the upcoming Q3 update.

Active signals

Support level
$102.1
Industry
Catalog/Specialty Distribution

What W's price did in the 20 trading sessions after each past signal, compared with any 20-session window over the same period.

SignalTimesMedian 20-session returnHigher after 20 sessions
Volume Spike29-0.7%48%
Bollinger Band Breakout27+4.3%56%
Bollinger Band Breakdown14-1.4%50%
200-Day Moving Average TouchActive now12+0.1%50%
Any 20-session window (baseline)+2.6%53%

Computed by MarketWall from daily closing prices since May 18, 2022. Returns are close-to-close and don't include dividends. Past results describe what happened before; they are not a forecast and not investment advice.

About W

Wayfair Inc. engages in the e-commerce business in the United States and internationally. It provides online selections of furniture, décor, housewares, and home improvement products through its sites comprising Wayfair, Joss & Main, AllModern, Birch Lane, Perigold, and Wayfair Professional. The company offers its products under the Three Posts and Mercury Row brands. Wayfair Inc. was founded in 2002 and is headquart…

Sector
Consumer Discretionary
Industry
Catalog/Specialty Distribution
Employees
11,800

Fundamentals

1-day range
$105.51$113.09
Market cap
$14.25B
P/E (trailing)
—
P/E (forward)
27.65
EPS (trailing)
$-2.48
Dividend yield
—
Beta
3.14
Avg. volume
2.85M
52-week range
$55.6$119.98
Next earnings: November 4, 2026 · EPS estimate $0.80Before Openconfirmed

How Wayfair Inc. Class A Common Stock Makes Money

Where the revenue actually goes — FY2025 annual results

market-wall.comTotalRevenue$12.46BCost of Revenue$8.69B (70%)Other$3.76B (30%)Tax$9.00M (0%)W

Source: 10-K filed Feb 19, 2026 · via SEC EDGAR / Finnhub

Gross Profit$3.77B(30%)
Operating Income$17.00M(0%)

Forecasts

29 analyst ratings

Buy 66%
Hold 34%
Sell 0%
1-year price forecast
High
$156
+45.4%
Median
$125
+16.5%
Low
$80
-25.4%

Wayfair Inc. Class A Common Stock Competitors

Chosen by industry and closest market cap.

  • W
    Wayfair Inc. Class A Common Stock
    $107.28
    ▼ 4.15%
    Market cap $14.25BP/E —
    $55.6$119.98
  • CDW
    CDW Corporation Common Stock
    $150.48
    ▼ 2.49%
    Market cap $18.14BP/E 17.37
    $97.12$161.1
  • CHWY
    Chewy Inc. Class A Common Stock
    $20.97
    ▼ 1.60%
    Market cap $9.59BP/E 30.31
    $17.4$38.95
  • VIPS
    Vipshop Holdings Limited American Depositary Shares each representing two ordinary shares
    $12.86
    ▼ 2.35%
    Market cap $7.40BP/E 4.06
    $12.02$20.49
  • NSIT
    Insight Enterprises Inc. Common Stock
    $160.47
    ▲ 0.99%
    Market cap $4.51BP/E 22.18
    $63.62$177.34
  • PTRN
    Pattern Group Inc. Series A Common Stock
    $17.24
    ▼ 1.88%
    Market cap $3.91BP/E 118.18
    $8.92$29.8
  • CNXN
    PC Connection Inc. Common Stock
    $89.32
    ▼ 1.65%
    Market cap $2.19BP/E 23.93
    $54.97$96.91

P/E shows — for peers not currently carrying a live signal of their own.

Latest news

Insider Activity

Insider Actions →
Acquired
75.2K
Disposed
54.5K

Institutional Ownership

March 31, 2026

Total shares held
132.33M
Total value held
$9.86B
Institutional holders
440
Top holders this quarter
  • Unknown16.28M
  • Unknown13.79M
  • Unknown5.74M
  • Unknown5.39M
  • Unknown4.97M
  • Unknown4.66M
  • Unknown3.87M
  • Unknown2.86M
  • Unknown2.79M
  • Unknown2.68M

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