Wayfair (W)
NYSE:W
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W Stock Chart & Stats
$81.33
-$1.12(-2.43%)
At close: 4:00 PM EST
$81.33
-$1.12(-2.43%)
Day’s Range― - ―
52-Week Range$45.46 - $119.98
Previous CloseN/A
Volume641.95K
Average Volume (3M)4.60M
Market Cap
$9.42B
Enterprise Value$12.17B
Total Cash (Recent Filing)$1.06B
Total Debt (Recent Filing)$3.63B
Price to Earnings (P/E)―
Beta2.34
Next Earnings
Jul 30, 2026EPS Estimate
0.86Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-2.33
Shares Outstanding111,018,500
10 Day Avg. Volume3,524,498
30 Day Avg. Volume4,598,595
Financial Highlights & Ratios
PEG Ratio1.06
Price to Book (P/B)-4.70
Price to Sales (P/S)1.05
P/FCF Ratio28.21
Enterprise Value/Market Cap1.29
Enterprise Value/Revenue0.96
Enterprise Value/Gross Profit3.20
Enterprise Value/Ebitda59.07
Forecast
1Y Price Target
$95.39Price Target Upside17.29% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering25
EPS Forecast (FY)2.72
Revenue Forecast (FY)$13.14B
Bulls Say, Bears Say
Bulls Say
Cash GenerationSustained positive operating cash flow and meaningful free cash flow provide durable internal liquidity to fund investments, repay debt and support operations without reliance on frequent external financing. This cash generation materially improves resilience through cyclical downturns and enables strategic capital allocation.
Improving ProfitabilityEBITDA turning positive and margin expansion reflect lasting operating leverage from cost reductions and efficiency gains. Stabilized gross margin (~30%) plus disciplined SOTG&A cuts suggest durable structural improvement in unit economics that supports sustainable cash flow generation as scale and contribution margins improve.
International & Tech-led GrowthMarket-share wins in Canada and the U.K. plus a large centralized engineering organization deploying AI create structural advantages: faster catalog expansion, better search/merchandising and lower customer acquisition costs. These durable capabilities support long-term revenue diversification and margin upside outside the US market.
Bears Say
Weak Balance SheetDeeply negative equity and elevated absolute debt levels constrain financial flexibility and increase refinancing and covenant risk. Even with improving cash flow, negative equity complicates access to unsecured funding, heightens sensitivity to shocks and limits the company's ability to absorb prolonged revenue weakness.
Category CyclicalityStructural weakness in the home-furnishings category reduces durable top-line visibility and puts persistent pressure on order volumes and pricing power. Even with share gains, prolonged category contraction can cap addressable demand and slow the pace at which operational improvements translate into consistent, long-term net profitability.
Convertible/dilution OverhangSignificant remaining convertible principal presents a lasting dilution and financing risk until retired: conversions dilute shareholders and repayments/repurchases consume cash. This overhang can limit strategic flexibility, elevate required cash deployments for liability management, and weigh on governance/compensation dynamics over multiple quarters.
Wayfair News
W FAQ
What was Wayfair’s price range in the past 12 months?
Wayfair lowest stock price was $45.46 and its highest was $119.98 in the past 12 months.
What is Wayfair’s market cap?
Wayfair’s market cap is $9.42B.
When is Wayfair’s upcoming earnings report date?
Wayfair’s upcoming earnings report date is Jul 30, 2026 which is in 49 days.
How were Wayfair’s earnings last quarter?
Wayfair released its earnings results on Apr 30, 2026. The company reported $0.26 earnings per share for the quarter, missing the consensus estimate of $0.284 by -$0.024.
Is Wayfair overvalued?
According to Wall Street analysts Wayfair’s price is currently Undervalued.
Does Wayfair pay dividends?
Wayfair does not currently pay dividends.
What is Wayfair’s EPS estimate?
Wayfair’s EPS estimate is 0.86.
How many shares outstanding does Wayfair have?
Wayfair has 111,018,500 shares outstanding.
What happened to Wayfair’s price movement after its last earnings report?
Wayfair reported an EPS of $0.26 in its last earnings report, missing expectations of $0.284. Following the earnings report the stock price went down -12.747%.
Which hedge fund is a major shareholder of Wayfair?
Currently, no hedge funds are holding shares in W
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Wayfair Stock Smart Score
Outperform
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Analyst Consensus
Moderate Buy
Average Price Target:
$95.39 (17.29% Upside)
$95.39 (17.29% Upside)
Blogger Sentiment
Bullish
W Sentiment 70%
Sector Average 66%
Sector Average 66%
Hedge Fund Trend
Decreased
By 129.5K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Negative
Last 7 Days ▼ 1.8%
Last 30 Days ▼ 2.1%
Last 30 Days ▼ 2.1%
News Sentiment
Bullish
Bullish news 79%
Bearish news 20%
Bearish news 20%
Technicals
SMA
Negative
20 days / 200 days
Momentum
50.88%
12-Months-Change
Fundamentals
Return on Equity
10.98%
Trailing 12-Months
Asset Growth
-16.06%
Trailing 12-Months
Company Description
Wayfair
Wayfair Inc. operates as a leading e-commerce enterprise, conducting its retail activities both across the United States and internationally. The company boasts an extensive catalog featuring approximately 33 million distinct products for the home sector, distributed under a variety of proprietary brands. Through its dedicated online platforms, which include Wayfair, Joss & Main, AllModern, Birch Lane, and Perigold, customers can browse and purchase a wide array of items, from furniture and decorative accents to kitchenware and home renovation supplies. Established in 2002, Wayfair Inc. maintains its corporate headquarters in Boston, Massachusetts.
W Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presents a constructive operational and financial story: Wayfair reported solid revenue growth (+7.4% YoY), meaningful order/AOV improvements, best-in-years Q1 adjusted EBITDA margin (5.2%) and notable international and product/service momentum. Management is prioritizing profitable share gains via loyalty, verified offerings, store expansion and tech/AI investments while continuing aggressive balance sheet management (convertible repurchases, leverage reduction). Near-term challenges include a deeply cyclical home furnishings category (down vs. peak), gross margin pressure from loyalty/customer investments, and a negative free cash flow quarter driven by normal seasonality and working-capital timing. Overall, the positive indicators — share gains, EBITDA expansion, cost efficiencies, international traction and capital-structure progress — outweigh the near-term macro and margin headwinds.View all W earnings summariesW Revenue Breakdown
87.33% U.S.
12.67% International
W Stock 12 Month Forecast
Average Price Target
$95.39
▲(17.29% Upside)
Technical Analysis
Ownership Overview
1.65% Insiders
38.82% Mutual Funds
39.69% Other Institutional Investors
6.35% Public Companies and Individual Investors