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Wayfair Inc.

W

NYSE·Consumer Cyclical·Specialty Retail·Mkt cap $12.9B

$94.54

+0.70%

P/E

-38.43

Mkt Cap

$12.9B

52-Wk Range

$55.60–$119.98

52-Week Range

$55.60 - $119.98

P/E

-38.43

Fwd P/E

33.32

Beta

2.98

Div Yield

0.00%

Avg Vol

3.8M

Shares Out

Mkt Cap

$12.9B

Price action

Price chart

Up 19.2% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

No bull reasons captured for this rating yet.

Bear Case

2 risks

  • High volatility (beta 3.0). Larger-than-normal price swings expected.
  • High premium - requires strong execution

Growth

Turning profitable

Value

High premium - requires strong execution

Momentum

Hot

+36.3% over 3m

Quality

Stable

Solid business

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 27, 2026

Q3 26 RECAP

AUG 4, 2026

Reported EPS of $0.95 vs $0.90 consensus (+5.1% surprise). Revenue of $3.5B vs $3.5B expected (+1.4%). Beat on both top and bottom lines.

EPS beat +5.1%
Rev beat +1.4%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+5.1%

Revenue trend · last 8Q

+8%

+7%

+7%

+8%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$2.9B

$3.1B

$2.7B

$3.3B

$3.1B

$3.3B

$2.9B

$3.5B

Margins · last 8Q

Gross

29.9%

Operating

3.0%

Profit

-0.0%

Wall Street consensus

17 analysts · 59% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

10

59%

Hold

7

41%

Sell

0%

Median Price Target

Latest: Bernstein · Sep 1, 2026

vs Industry

How W stacks vs Specialty Retail

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.