Wayfair (NYSE:W) Trading Up 7% – Time to Buy?

13 Dec 2025, 16:16 by Kim Johansen · The Markets Daily

Wayfair Inc. (NYSE:W – Get Free Report)’s stock price was up 7% on Thursday . The company traded as high as $99.80 and last traded at $99.8170. Approximately 856,746 shares were traded during mid-day trading, a decline of 82% from the average daily volume of 4,652,596 shares. The stock had previously closed at $93.31.

Analyst Ratings Changes

Several research analysts have recently issued reports on the stock. Gordon Haskett upgraded shares of Wayfair from an “accumulate” rating to a “buy” rating and set a $150.00 price objective for the company in a report on Tuesday, October 28th. Zacks Research lowered Wayfair from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 29th. Cowen reissued a “hold” rating on shares of Wayfair in a research note on Wednesday, October 29th. Wells Fargo & Company upped their price objective on Wayfair from $90.00 to $110.00 and gave the company an “overweight” rating in a report on Wednesday, October 29th. Finally, Jefferies Financial Group lowered Wayfair from a “buy” rating to a “hold” rating and set a $94.00 target price on the stock. in a report on Wednesday, December 3rd. Two analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, Wayfair currently has an average rating of “Moderate Buy” and a consensus target price of $105.29.

Check Out Our Latest Analysis on W

Wayfair Price Performance

The firm has a 50 day moving average price of $95.91 and a 200-day moving average price of $76.73. The firm has a market cap of $12.68 billion, a price-to-earnings ratio of -37.99 and a beta of 3.25.

Wayfair (NYSE:W – Get Free Report) last released its earnings results on Tuesday, October 28th. The company reported $0.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.44 by $0.26. The business had revenue of $3.12 billion for the quarter, compared to analyst estimates of $3.01 billion. The business’s revenue for the quarter was up 8.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.22 earnings per share. On average, sell-side analysts expect that Wayfair Inc. will post -2.54 EPS for the current fiscal year.

Insider Buying and Selling

In other news, CEO Niraj Shah sold 150,000 shares of the business’s stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $105.91, for a total transaction of $15,886,500.00. Following the completion of the transaction, the chief executive officer directly owned 729,137 shares in the company, valued at approximately $77,222,899.67. The trade was a 17.06% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Steven Conine sold 150,000 shares of the company’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $105.92, for a total value of $15,888,000.00. Following the completion of the sale, the insider directly owned 729,073 shares of the company’s stock, valued at approximately $77,223,412.16. This trade represents a 17.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 955,959 shares of company stock worth $88,260,274. Insiders own 21.91% of the company’s stock.

Institutional Investors Weigh In On Wayfair

Several large investors have recently made changes to their positions in W. Larson Financial Group LLC lifted its position in shares of Wayfair by 30.0% during the third quarter. Larson Financial Group LLC now owns 520 shares of the company’s stock valued at $46,000 after purchasing an additional 120 shares in the last quarter. Versant Capital Management Inc increased its stake in Wayfair by 8.4% in the 3rd quarter. Versant Capital Management Inc now owns 1,948 shares of the company’s stock valued at $174,000 after buying an additional 151 shares during the last quarter. Daiwa Securities Group Inc. lifted its position in shares of Wayfair by 3.0% during the 2nd quarter. Daiwa Securities Group Inc. now owns 6,882 shares of the company’s stock worth $352,000 after buying an additional 200 shares in the last quarter. Global Retirement Partners LLC boosted its stake in shares of Wayfair by 156.3% in the 3rd quarter. Global Retirement Partners LLC now owns 328 shares of the company’s stock worth $29,000 after buying an additional 200 shares during the last quarter. Finally, Comerica Bank grew its holdings in shares of Wayfair by 56.5% in the third quarter. Comerica Bank now owns 634 shares of the company’s stock valued at $57,000 after acquiring an additional 229 shares in the last quarter. Institutional investors and hedge funds own 89.67% of the company’s stock.

About Wayfair

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