Wayfair (W) Projected to Post Earnings on Thursday

Wayfair (NYSE:W) is projected to post its Q1 2026 results before the market opens on Thursday, April 30th. Analysts expect Wayfair to post earnings of $0.27 per share and revenue of $2.8868 billion for the quarter. Parties can check the company’s upcoming Q1 2026 earning summary page for the latest details on the call scheduled for Thursday, April 30, 2026 at 8:00 AM ET.

Wayfair (NYSE:W) last released its earnings results on Thursday, February 19th. The company reported $0.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.64 by $0.21. The firm had revenue of $3.34 billion for the quarter, compared to analyst estimates of $3.30 billion. Wayfair had a negative return on equity of 1.52% and a negative net margin of 2.51%.The company’s revenue was up 6.9% on a year-over-year basis. During the same quarter last year, the firm posted ($0.25) EPS. On average, analysts expect Wayfair to post $0 EPS for the current fiscal year and $1 EPS for the next fiscal year.

Wayfair Stock Down 3.9%

W opened at $75.74 on Tuesday. The stock’s 50 day moving average price is $76.33 and its two-hundred day moving average price is $91.75. The firm has a market capitalization of $9.90 billion, a P/E ratio of -31.17, a price-to-earnings-growth ratio of 6.61 and a beta of 3.30. Wayfair has a 12-month low of $28.77 and a 12-month high of $119.98.

Insider Transactions at Wayfair

In other news, Director Steven Conine sold 7,139 shares of the business’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $78.55, for a total transaction of $560,768.45. Following the completion of the sale, the director owned 429,073 shares in the company, valued at $33,703,684.15. The trade was a 1.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Niraj Shah sold 6,137 shares of the business’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $78.62, for a total value of $482,490.94. Following the sale, the chief executive officer owned 429,137 shares of the company’s stock, valued at approximately $33,738,750.94. The trade was a 1.41% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 703,785 shares of company stock worth $54,004,173 over the last 90 days. 18.44% of the stock is owned by insiders.

Institutional Trading of Wayfair

A number of hedge funds have recently made changes to their positions in W. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of Wayfair by 29.0% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 67,023 shares of the company’s stock valued at $2,147,000 after buying an additional 15,084 shares during the last quarter. Prudential Financial Inc. increased its stake in shares of Wayfair by 30.4% in the 2nd quarter. Prudential Financial Inc. now owns 7,328 shares of the company’s stock valued at $375,000 after purchasing an additional 1,710 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its stake in shares of Wayfair by 12.3% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 2,462 shares of the company’s stock valued at $126,000 after purchasing an additional 270 shares during the last quarter. M&T Bank Corp bought a new position in shares of Wayfair in the 2nd quarter valued at $262,000. Finally, EverSource Wealth Advisors LLC increased its stake in shares of Wayfair by 393.4% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 819 shares of the company’s stock valued at $42,000 after purchasing an additional 653 shares during the last quarter. 89.67% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Wayfair

Here are the key news stories impacting Wayfair this week:

• Positive Sentiment: Broad media coverage of Wayfair’s Way Day promotion should drive traffic and could lift short?term sales and conversion if demand holds — a potential boost to top?line momentum. Wayfair kicks off Way Day
• Neutral Sentiment: Extensive lifestyle and deal coverage (product roundups, viral items, mattress and appliance deals) increases brand visibility and could boost short?term demand, though heavy discounting may compress margins — net impact depends on sell?through, AOV and fulfillment costs. Wayfair Way Day bedding deals
• Negative Sentiment: Significant insider sales by CEO Niraj Shah and Director Steven Conine on April 23–24 (combined filings show roughly ~240k shares sold in the two days) are pressuring sentiment. The filings state the trades were executed under Rule 10b5?1 plans (which tempers but does not eliminate negative market interpretation). CEO Form 4 (Shah)

Analyst Upgrades and Downgrades

Several brokerages recently commented on W. Mizuho decreased their price target on Wayfair from $130.00 to $110.00 and set an “outperform” rating on the stock in a research note on Tuesday, February 24th. Wedbush cut their price objective on Wayfair from $100.00 to $85.00 and set a “neutral” rating for the company in a research report on Friday, February 20th. Morgan Stanley lifted their price objective on Wayfair from $130.00 to $140.00 and gave the company an “overweight” rating in a research report on Thursday, January 15th. Needham & Company LLC reiterated a “buy” rating and issued a $125.00 price objective on shares of Wayfair in a research report on Friday, February 20th. Finally, Wall Street Zen downgraded Wayfair from a “buy” rating to a “hold” rating in a research report on Saturday, February 21st. One investment 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 company has a consensus rating of “Moderate Buy” and an average price target of $104.62.

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.