Wayfair Inc. (W) | Rumor.io

Wayfair

Attention (50-day avg)0%

Attention rank (50-day avg)#2,821

Bullish sentiment (50-day avg)69%

Price to earnings ratio-40.6

Market capitalization13.5B

Earnings per share-2.48

Dividend yield (TTM)—

Revenue (annual)12.5B

Net income (annual)-313M

Social

What share of all stock conversation is about W?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0% -0.01

Aug 5

Analyst Needham maintains Buy rating on Wayfair with a $133 price target, citing sustained revenue growth and operating leverage.
The company's stock is expected to bounce due to low RSI levels, with some investors anticipating a rebound.
The stock is subject to bearish odds due to significant resistance levels above and the overall market's influence on its recent price increase.

Generated by AI

Sentiment

Of the messages about W that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	100% +39.29	73.81% +1.32
Bearish	—	—	0% -39.29	26.19% -1.32

Bullish· Aug 4

Wayfair's U.S. growth is the strongest since 2020, with a 23% stock price jump and a potential huge end to the week with a rage back to $40, $50, $60+ in the next couple months.
The company's strong Q2 results top estimates, with a significant increase in free cash flow, and the stock is likely to push upwards.
Wayfair's financial actions are fundamentally good, with strategic benefits of clearing nearby debt maturities outweighing the short-term accounting loss, making it a great turnaround story.

Bearish· Aug 4

Wayfair's price is overvalued, and a correction is expected, with some predicting a pullback after the company's earnings.
The company's growth rate and valuation metrics are unsustainable, with some experts comparing it unfavorably to other companies in the same sector.
There is a high likelihood of insider selling, with some predicting that the company's executives will unload their shares into the market, contributing to a decline in the stock's price.

Generated by AI

Topics

Of the messages about W that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Earnings	—	—	—	22.87%
Analysts	—	—	—	13.17%
Technical Analysis	—	—	—	15.47%
Announcements	—	—	—	32.23%
Macro	—	—	—	15.73%
Controversies	—	—	—	0.53%

Earnings· Oct 28

Wayfair's Q3 earnings beat expectations with adjusted EPS of $0.70 and revenue of $3.1B, up 8.1% YoY.
US sales rose 8.6% and revenue excluding Germany was up 9% YoY, with adjusted EBITDA margin hitting 6.7%, the best outside the pandemic.
Wayfair's strong Q3 results were driven by enhanced customer engagement, share capture, and loyalty programs, with orders delivered rising 5% YoY.

Analysts· Aug 5

Citigroup upgraded Wayfair's rating to "Buy" from "Neutral" and raised the price target to $93 from $32, citing less impact from tariffs than expected.
Analysts are optimistic about Wayfair's growth prospects, with several firms raising their price targets, including Wells Fargo to $84, Raymond James to $90, and Mizuho to $88.
Several firms have adjusted their ratings on Wayfair, including JP Morgan to "Overweight" with a target price of $82, UBS to "Buy" with a target price of $91, and BMO Capital to "Market Perform" with a target price of $68.

Announcements· Oct 28

Wayfair $W posted stronger-than-expected Q3 results with adj EPS of $0.70 and revenue of $3.1B, slightly above estimates, driven by market share pickup.
Management attributed the revenue growth to US sales rising 8.6% and revenue excluding Germany up 9% YoY, with adjusted EBITDA increasing 70% YoY to $208M.
Wayfair $W shares surged 20% on upbeat Q3 results, with revenue reaching $3.1B, including $2.7B in US sales and $389M in international sales, and adjusted EPS of $0.70.

Controversies· Aug 22

President Trump has ordered a major tariff investigation into furniture imports, specifically targeting Wayfair Inc. ($W) and potentially impacting its supply chain and margins.
The investigation under Section 232 aims to determine whether foreign-made furniture poses a national security risk, which could lead to tariffs and affect retailers with import-heavy supply chains.
The news has sent Wayfair Inc. ($W) and Restoration Hardware ($RH) shares plummeting, with both stocks down around 7% in after-hours trading, amid concerns over tariff risk and potential shifts in supply chains.

Macro· Apr 9

Tariffs could significantly impact home furnishings stocks, including Wayfair, with potential losses of up to 50% due to supply chain disruptions.
Amazon is canceling orders from Asian suppliers, indicating a shift in the global supply chain and potential volatility in the US market.
Consumers can expect higher prices, limited inventory, and delayed deliveries as the US market adjusts to the new trade landscape.

Technical Analysis· May 2

The company reported a Q1 loss of $0.32 per share, with revenues falling 1.6% year/year to $2.73 bln.
The stock is considered to be in a strong trend, with a potential retest of the range and a possible next leg up.
The author is considering adding to their position in the stock, with a target price of $61, and is also looking at other stocks, including $ENA and $JTO.

Generated by AI

Community

Of the messages about W, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	—	21.18%	46.09%
Newcomers	—	—	78.82%	53.91%

Regulars· Aug 4

Wayfair stock has seen a significant jump of over 23% after the company reported its strongest U.S. growth since 2020.
The regulars are optimistic about the stock's potential, with one user predicting it will continue to perform well, citing the current "swagger" in the market.
The Q2 earnings results for Wayfair have been reported, with a GAAP EPS of -$0.01, a decrease of 109.09% YoY, and a revenue of $3.52B, up 7.52% YoY.

Newcomers· Aug 5

Newcomers to Wayfair are noting its significant price increase, with one user selling their shares after a 29% gain, anticipating profit-taking.
Some newcomers are expressing bearish views, citing large resistance walls and high odds of a downturn, while others are more neutral, discussing potential points of support.
A newcomer who sold their Wayfair shares is now considering re-entering the market with a lower strike, based on their analysis of the stock's price and potential for a bounce.

Generated by AI

On Tuesday, Wayfair (NYSE:W) discussed second-quarter financial results during its earnings call. The full transcript is provided below. This transcript is brought to you by Benzinga APIs. For real-time access to our

2d agoBenzinga

Wayfair (W) Rolls Out Wayfair Delivers Brand Platform

Wayfair (NYSE:W) has launched a new brand platform called "Wayfair Delivers," focused on its value, trust, and logistics pitch to shoppers. The initiative is backed by a major marketing push, including fresh advertising creative planned around high-visibility television and streaming broadcasts. The campaign introduces a broadened customer value proposition that highlights delivery promises and end to end service across Wayfair's home goods offering. Wayfair Delivers may reshape how...

3d agoYahoo Finance

Wayfair Stock: Shares Look Relatively Expensive Despite Category Outperformance (NYSE:W)

4d agoSeeking Alpha

Wayfair Stock Dropped 7% in a Day on the Fed. Is the Selloff a Gift?

Key Stats for Wayfair StockCurrent Price: $99. 50Target Price (Mid): ~$125Street Target: ~$123Potential Total Return: ~26%Annualized IRR: ~6% / yearWhat Happened?Wayfair (W) fell 7.

5d agoYahoo Finance

Google, Wayfair among market cap stock movers on Wednesday

6d agoInvesting.com

Why is Wayfair stock sliding today?

6d agoInvesting.com

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1	Etsy Inc.ETSY	0.01%0
2	Twilio Inc. Class A Common StockTWLO	0%-0.06
3	Stitch Fix, Inc.SFIX	0%new
4	RHRH	0%new
5	BYON - Beyond, Inc.	——
6	Overstock.com IncOSTK	0%0
7	Zoom Communications, Inc. Class A Common StockZM	0%+0
8	Carvana Co. Class A Common StockCVNA	0.01%-0.02
9	Zillow Group Inc. Class C Capital StockZ	0%0
10	COUP - Coupa Software Incorporated	——

Wayfair Inc.

Consumer Cyclical
Internet Retail

Wayfair Inc. is a home-focused e-commerce company that sells furniture, décor, housewares, lighting, outdoor goods, and home improvement products through its digital retail brands. The company serves consumers seeking a broad selection of items for every room and style, using an online marketplace model that connects shoppers with a large network of suppliers rather than manufacturing most products itself. Its retail ecosystem includes Wayfair, Joss & Main, AllModern, Birch Lane, and Perigold, along with tools and services designed to improve product discovery, personalization, and shopping confidence. Wayfair also supports business customers through its professional offering and operates fulfillment, delivery, and customer service infrastructure across North America and Europe. Headquartered in Boston, Massachusetts and founded in 2002, Wayfair plays a prominent role in the online home goods market as a specialized destination for home-related purchases.

Website

Location

4 Copley Place

Boston, MA, 02116

United States

Social

What share of all stock conversation is about W?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0% -0.01

Aug 5

Analyst Needham maintains Buy rating on Wayfair with a $133 price target, citing sustained revenue growth and operating leverage.
The company's stock is expected to bounce due to low RSI levels, with some investors anticipating a rebound.
The stock is subject to bearish odds due to significant resistance levels above and the overall market's influence on its recent price increase.

Generated by AI

Sentiment

Of the messages about W that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	100% +39.29	73.81% +1.32
Bearish	—	—	0% -39.29	26.19% -1.32

Bullish· Aug 4

Wayfair's U.S. growth is the strongest since 2020, with a 23% stock price jump and a potential huge end to the week with a rage back to $40, $50, $60+ in the next couple months.
The company's strong Q2 results top estimates, with a significant increase in free cash flow, and the stock is likely to push upwards.
Wayfair's financial actions are fundamentally good, with strategic benefits of clearing nearby debt maturities outweighing the short-term accounting loss, making it a great turnaround story.

Bearish· Aug 4

Wayfair's price is overvalued, and a correction is expected, with some predicting a pullback after the company's earnings.
The company's growth rate and valuation metrics are unsustainable, with some experts comparing it unfavorably to other companies in the same sector.
There is a high likelihood of insider selling, with some predicting that the company's executives will unload their shares into the market, contributing to a decline in the stock's price.

Generated by AI

Topics

Of the messages about W that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Earnings	—	—	—	22.87%
Analysts	—	—	—	13.17%
Technical Analysis	—	—	—	15.47%
Announcements	—	—	—	32.23%
Macro	—	—	—	15.73%
Controversies	—	—	—	0.53%

Earnings· Oct 28

Wayfair's Q3 earnings beat expectations with adjusted EPS of $0.70 and revenue of $3.1B, up 8.1% YoY.
US sales rose 8.6% and revenue excluding Germany was up 9% YoY, with adjusted EBITDA margin hitting 6.7%, the best outside the pandemic.
Wayfair's strong Q3 results were driven by enhanced customer engagement, share capture, and loyalty programs, with orders delivered rising 5% YoY.

Analysts· Aug 5

Citigroup upgraded Wayfair's rating to "Buy" from "Neutral" and raised the price target to $93 from $32, citing less impact from tariffs than expected.
Analysts are optimistic about Wayfair's growth prospects, with several firms raising their price targets, including Wells Fargo to $84, Raymond James to $90, and Mizuho to $88.
Several firms have adjusted their ratings on Wayfair, including JP Morgan to "Overweight" with a target price of $82, UBS to "Buy" with a target price of $91, and BMO Capital to "Market Perform" with a target price of $68.

Announcements· Oct 28

Wayfair $W posted stronger-than-expected Q3 results with adj EPS of $0.70 and revenue of $3.1B, slightly above estimates, driven by market share pickup.
Management attributed the revenue growth to US sales rising 8.6% and revenue excluding Germany up 9% YoY, with adjusted EBITDA increasing 70% YoY to $208M.
Wayfair $W shares surged 20% on upbeat Q3 results, with revenue reaching $3.1B, including $2.7B in US sales and $389M in international sales, and adjusted EPS of $0.70.

Controversies· Aug 22

President Trump has ordered a major tariff investigation into furniture imports, specifically targeting Wayfair Inc. ($W) and potentially impacting its supply chain and margins.
The investigation under Section 232 aims to determine whether foreign-made furniture poses a national security risk, which could lead to tariffs and affect retailers with import-heavy supply chains.
The news has sent Wayfair Inc. ($W) and Restoration Hardware ($RH) shares plummeting, with both stocks down around 7% in after-hours trading, amid concerns over tariff risk and potential shifts in supply chains.

Macro· Apr 9

Tariffs could significantly impact home furnishings stocks, including Wayfair, with potential losses of up to 50% due to supply chain disruptions.
Amazon is canceling orders from Asian suppliers, indicating a shift in the global supply chain and potential volatility in the US market.
Consumers can expect higher prices, limited inventory, and delayed deliveries as the US market adjusts to the new trade landscape.

Technical Analysis· May 2

The company reported a Q1 loss of $0.32 per share, with revenues falling 1.6% year/year to $2.73 bln.
The stock is considered to be in a strong trend, with a potential retest of the range and a possible next leg up.
The author is considering adding to their position in the stock, with a target price of $61, and is also looking at other stocks, including $ENA and $JTO.

Generated by AI

Community

Of the messages about W, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	—	21.18%	46.09%
Newcomers	—	—	78.82%	53.91%

Regulars· Aug 4

Wayfair stock has seen a significant jump of over 23% after the company reported its strongest U.S. growth since 2020.
The regulars are optimistic about the stock's potential, with one user predicting it will continue to perform well, citing the current "swagger" in the market.
The Q2 earnings results for Wayfair have been reported, with a GAAP EPS of -$0.01, a decrease of 109.09% YoY, and a revenue of $3.52B, up 7.52% YoY.

Newcomers· Aug 5

Newcomers to Wayfair are noting its significant price increase, with one user selling their shares after a 29% gain, anticipating profit-taking.
Some newcomers are expressing bearish views, citing large resistance walls and high odds of a downturn, while others are more neutral, discussing potential points of support.
A newcomer who sold their Wayfair shares is now considering re-entering the market with a lower strike, based on their analysis of the stock's price and potential for a bounce.

Generated by AI

Wayfair

Social

Aug 5

Bullish· Aug 4

Bearish· Aug 4

Earnings· Oct 28

Analysts· Aug 5

Announcements· Oct 28

Controversies· Aug 22

Macro· Apr 9

Technical Analysis· May 2

Regulars· Aug 4

Newcomers· Aug 5

Wayfair Q2 2026 Earnings Call Transcript - Wayfair (NYSE:W)

Wayfair (W) Rolls Out Wayfair Delivers Brand Platform

Wayfair Stock: Shares Look Relatively Expensive Despite Category Outperformance (NYSE:W)

Wayfair Stock Dropped 7% in a Day on the Fed. Is the Selloff a Gift?

Google, Wayfair among market cap stock movers on Wednesday

Why is Wayfair stock sliding today?

Also Discussed

Wayfair Inc.

Company Information

Location

Wayfair Q2 2026 Earnings Call Transcript - Wayfair (NYSE:W)

Wayfair (W) Rolls Out Wayfair Delivers Brand Platform

Wayfair Stock: Shares Look Relatively Expensive Despite Category Outperformance (NYSE:W)

Wayfair Stock Dropped 7% in a Day on the Fed. Is the Selloff a Gift?

Google, Wayfair among market cap stock movers on Wednesday

Why is Wayfair stock sliding today?

Also Discussed

Social

Aug 5

Bullish· Aug 4

Bearish· Aug 4

Earnings· Oct 28

Analysts· Aug 5

Announcements· Oct 28

Controversies· Aug 22

Macro· Apr 9

Technical Analysis· May 2

Regulars· Aug 4

Newcomers· Aug 5