W
Wayfair Inc.
$71.34
+6.24%
$8.9B
No data for this timeframe.
Vol
Market Cap$8.9B
Cap SizeMid Cap
Analyst ConsensusBuy (63%)
Inst. Holders9 funds
Inst. Value$3.8B
Inst. Activity1 buys / 1 sells
Insider Activity0B / 15S
Insider Net $-$13.1M
SEC Reports12
Recent Activity
May 22, 2026
SEC
Wayfair held its 2026 Annual Meeting on May 21, 2026, where shareholders approved all proposals including the election o
8-K — Impact 2/10
May 13, 2026
SEC
Wayfair announced a proposed $400M private offering of senior secured notes due 2034, with proceeds intended to repay ex
8-K — Impact 4/10
May 4, 2026
SEC
Wayfair insiders (CEO, Director) sold a combined $93K in stock, and CTO received a non-cash grant of 108,292 shares. The
CLUSTER — Impact 2/10
May 1, 2026
Insider
Tan Fiona sold 108,292 shares
Chief Technology Officer @ $0.00 ($0.00)
May 1, 2026
Insider
Blotner Jon sold 91,768 shares
Pres., Commercial & Operations @ $0.00 ($0.00)
May 1, 2026
Insider
Gulliver Kate sold 89,714 shares
CFO and Chief Admin Officer @ $0.00 ($0.00)
Inst.
NORGES BANK — NEW
1,174,915 shares ($118.0M)
Inst.
MORGAN STANLEY — TRIM
937,425 shares ($94.1M)
Price Targets
$91.74
+28.6% upside
Strong Buy
Current $71.34
Low $60.00
Median $90.00
High $123.00
27 analysts
$60.00
$123.00
Analyst Ratings
9Strong Buy
16Buy
15Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 2, 2026 | Evercore ISI Group | MAINTAIN | Outperform → Outperform |
| May 20, 2026 | Guggenheim | REITERATE | Buy → Buy |
| May 19, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| May 8, 2026 | Mizuho | MAINTAIN | Outperform → Outperform |
| May 1, 2026 | Canaccord Genuity | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.89 | $0.73 — $1.03 | 2% YoY | 25 |
| Next Q | $0.75 | $0.60 — $0.95 | 8% YoY | 25 |
| Current FY | $2.77 ▼ -0.6% | $2.24 — $3.30 | 7% YoY | 27 |
| Next FY | $3.73 | $2.87 — $4.48 | 35% YoY | 25 |
Latest Reports
NEUTRAL
8-K
2/10
Wayfair held its 2026 Annual Meeting on May 21, 2026, where shareholders approved all proposals including the election o
May 22, 2026
NEUTRAL
8-K
4/10
Wayfair announced a proposed $400M private offering of senior secured notes due 2034, with proceeds intended to repay ex
May 13, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $1.6B | — |
| VANGUARD GROUP INC | $967.4M | — |
| RENAISSANCE TECHNOLOGIES LLC | $542.9M | — |
| TWO SIGMA INVESTMENTS, LP | $204.9M | ADD |
| NORGES BANK | $118.0M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 1, 2026 | Tan Fiona | A | $0.00 |
| May 1, 2026 | Blotner Jon | A | $0.00 |
| May 1, 2026 | Gulliver Kate | A | $0.00 |
| Apr 24, 2026 | Shah Niraj | SELL | $46.6K |
| Apr 24, 2026 | Conine Steven | SELL | $46.5K |
9 institutional holders with $3.8B total value (38,002,663 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, RENAISSANCE.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 15,997,458 | $1.6B | 42.1% | — |
| 2 | VANGUARD GROUP INC | 9,634,757 | $967.4M | 25.4% | — |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 5,407,325 | $542.9M | 14.2% | — |
| 4 | TWO SIGMA INVESTMENTS, LP | 2,041,019 | $204.9M | 5.4% | ADD +25.5% |
| 5 | NORGES BANK | 1,174,915 | $118.0M | 3.1% | NEW |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,135,287 | $114.0M | 3.0% | NEW |
| 7 | WELLS FARGO & COMPANY/MN | 1,092,603 | $109.7M | 2.9% | ADD +45.2% |
| 8 | MORGAN STANLEY | 937,425 | $94.1M | 2.5% | TRIM -57.0% |
| 9 | BANK OF AMERICA CORP /DE/ | 581,874 | $58.4M | 1.5% | TRIM -49.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,174,915 | — | $118.0M | 2025-Q4 |
| MORGAN STANLEY | TRIM | 2,177,634 | 937,425 | -57.0% | $94.1M | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 1,026,357 | 2,177,634 | +112.2% | $194.5M | 2025-Q3 |
| UBS Group AG | ADD | 1,035,202 | 2,017,953 | +94.9% | $180.3M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 766,129 | 1,112,482 | +45.2% | $99.4M | 2025-Q3 |
| NORGES BANK | EXIT | 659,128 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | TRIM | 2,237,059 | 1,035,202 | -53.7% | $52.9M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,358,691 | 686,161 | -49.5% | $35.1M | 2025-Q2 |
| NORGES BANK | NEW | — | 659,128 | — | $33.7M | 2025-Q2 |
| UBS Group AG | ADD | 1,525,813 | 2,237,059 | +46.6% | $71.7M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 1,296,530 | 1,627,581 | +25.5% | $52.1M | 2025-Q1 |
| MORGAN STANLEY | TRIM | 2,132,967 | 1,318,479 | -38.2% | $42.2M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 285,183 | 851,673 | +198.6% | $27.3M | 2025-Q1 |
| NORGES BANK | EXIT | 710,098 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 205,040 | 1,525,813 | +644.2% | $67.6M | 2024-Q4 |
| Fund 1 Investments, LLC | EXIT | 10,000 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 974,255 | — | $54.7M | 2024-Q3 |
9 unique insiders with 15 transactions. Net insider value: -$13.1M ($0.00 bought, $13.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 1, 2026 | Tan Fiona | Chief Technology Officer | A | 108,292 | $0.00 | $0.00 |
| May 1, 2026 | Blotner Jon | Pres., Commercial & Operations | A | 91,768 | $0.00 | $0.00 |
| May 1, 2026 | Gulliver Kate | CFO and Chief Admin Officer | A | 89,714 | $0.00 | $0.00 |
| Apr 24, 2026 | Shah Niraj | Chief Executive Officer | SELL | 600 | $77.69 | $46.6K |
| Apr 24, 2026 | Conine Steven | Director | SELL | 600 | $77.54 | $46.5K |
| Apr 23, 2026 | Shah Niraj | Chief Executive Officer | SELL | 16,716 | $76.37 | $1.3M |
| Apr 23, 2026 | Conine Steven | Director | SELL | 16,721 | $76.37 | $1.3M |
| Apr 20, 2026 | Shah Niraj | Chief Executive Officer | C | 500,000 | $0.00 | $0.00 |
| Apr 20, 2026 | Shah Niraj | Chief Executive Officer | C | 500,000 | $0.00 | $0.00 |
| Apr 20, 2026 | Conine Steven | Director | C | 500,000 | $0.00 | $0.00 |
| Apr 20, 2026 | Conine Steven | Director | C | 500,000 | $0.00 | $0.00 |
| Apr 2, 2026 | Blotner Jon | Pres., Commercial & Operations | SELL | 4,790 | $72.19 | $345.8K |
| Apr 1, 2026 | Blotner Jon | Pres., Commercial & Operations | M | 327 | $0.00 | $0.00 |
| Apr 1, 2026 | Blotner Jon | Pres., Commercial & Operations | F | 9,216 | $75.25 | $693.5K |
| Apr 1, 2026 | Blotner Jon | Pres., Commercial & Operations | M | 327 | $0.00 | $0.00 |
| Apr 1, 2026 | Gulliver Kate | CFO and Chief Admin Officer | M | 392 | $0.00 | $0.00 |
| Apr 1, 2026 | Gulliver Kate | CFO and Chief Admin Officer | F | 9,208 | $75.25 | $692.9K |
| Apr 1, 2026 | Gulliver Kate | CFO and Chief Admin Officer | M | 392 | $0.00 | $0.00 |
| Apr 1, 2026 | Gulliver Kate | CFO and Chief Admin Officer | M | 584 | $0.00 | $0.00 |
| Apr 1, 2026 | Tan Fiona | Chief Technology Officer | M | 1,636 | $0.00 | $0.00 |
| Apr 1, 2026 | Tan Fiona | Chief Technology Officer | M | 1,636 | $0.00 | $0.00 |
| Apr 1, 2026 | Tan Fiona | Chief Technology Officer | F | 11,727 | $75.25 | $882.5K |
| Apr 1, 2026 | Blotner Jon | Pres., Commercial & Operations | W | 100 | $0.00 | $0.00 |
| Mar 25, 2026 | Conine Steven | Director | SELL | 2,900 | $77.62 | $225.1K |
| Mar 25, 2026 | Shah Niraj | Chief Executive Officer | SELL | 3,012 | $77.64 | $233.9K |
| Mar 24, 2026 | Conine Steven | Director | SELL | 1,687 | $77.14 | $130.1K |
| Mar 24, 2026 | Shah Niraj | Chief Executive Officer | SELL | 1,571 | $77.18 | $121.2K |
| Mar 23, 2026 | Conine Steven | Director | SELL | 2,162 | $75.48 | $163.2K |
| Mar 23, 2026 | Shah Niraj | Chief Executive Officer | SELL | 1,994 | $75.45 | $150.4K |
| Mar 18, 2026 | Tan Fiona | Chief Technology Officer | A | 21,457 | $0.00 | $0.00 |
| Mar 18, 2026 | Blotner Jon | Pres., Commercial & Operations | A | 18,549 | $0.00 | $0.00 |
| Mar 18, 2026 | Gulliver Kate | CFO and Chief Admin Officer | A | 17,848 | $0.00 | $0.00 |
| Mar 5, 2026 | Frost Diana | Director | A | 3,176 | $0.00 | $0.00 |
| Mar 5, 2026 | Kumin Michael Andrew | Director | A | 3,176 | $0.00 | $0.00 |
| Mar 5, 2026 | NAYLOR JEFFREY G | Director | A | 3,176 | $0.00 | $0.00 |
| Mar 5, 2026 | Kumin Michael Andrew | Director | A | 3,176 | $0.00 | $0.00 |
| Feb 26, 2026 | Shah Niraj | Chief Executive Officer | SELL | 1,100 | $77.23 | $85.0K |
| Feb 26, 2026 | Conine Steven | Co-Founder | SELL | 1,600 | $77.48 | $124.0K |
| Feb 23, 2026 | Conine Steven | Co-Founder | SELL | 60,206 | $73.76 | $4.4M |
| Feb 23, 2026 | Shah Niraj | Chief Executive Officer | SELL | 60,023 | $73.77 | $4.4M |
| Feb 23, 2026 | Tan Fiona | Chief Technology Officer | G | 11,370 | $0.00 | $0.00 |
| Feb 2, 2026 | Frost Diana | Director | F | 548 | $104.72 | $57.4K |
| Dec 16, 2025 | Kumin Michael Andrew | Director | G | 56,000 | $0.00 | $0.00 |
| Aug 14, 2025 | JUNG ANDREA | Director | A | 3,177 | $0.00 | $0.00 |
| Jun 27, 2025 | JUNG ANDREA | Director | G | 15,703 | $0.00 | $0.00 |
| Jun 27, 2025 | JUNG ANDREA | Director | G | 15,703 | $0.00 | $0.00 |
12 SEC filing reports analyzed. Sentiment: 0 bullish, 4 bearish, 0 mixed, 8 neutral. Avg impact: 4.1/10.
NEUTRAL
8-K
2/10
Wayfair held its 2026 Annual Meeting on May 21, 2026, where shareholders approved all proposals incl
May 22, 2026
NEUTRAL
8-K
4/10
Wayfair announced a proposed $400M private offering of senior secured notes due 2034, with proceeds
May 13, 2026
NEUTRAL
CLUSTER
2/10
Wayfair insiders (CEO, Director) sold a combined $93K in stock, and CTO received a non-cash grant of
May 4, 2026
NEUTRAL
8-K
5/10
Wayfair reported Q1 2026 revenue of $2.93B (+7.4% YoY), a GAAP net loss of -$0.80/share, and Adjuste
Apr 30, 2026
NEUTRAL
CLUSTER
2/10
Two Wayfair insiders, including the CEO, sold a combined $2.55M in shares over two days, but the amo
Apr 27, 2026
NEUTRAL
CLUSTER
2/10
Two Wayfair insiders, including CEO Niraj Shah, sold a combined $459K in stock on March 25, 2026. Th
Apr 27, 2026
BEARISH
144
6/10
Steven K. Conine, co-founder and former executive of Wayfair, filed a Form 144 to notify intent to s
Apr 14, 2026
BEARISH
CLUSTER
7/10
Wayfair's CEO Shah Niraj and Director Steven Conine collectively sold over $1 million in shares over
Mar 26, 2026
NEUTRAL
CLUSTER
3/10
Two insiders at Wayfair — CEO Niraj Shah and Director Steven Conine — sold shares in open-market tra
Mar 25, 2026
NEUTRAL
CLUSTER
2/10
Michael Kumin, a director at Wayfair, was granted 3,176 shares as part of a non-cash award. This is
Mar 6, 2026
BEARISH
CLUSTER
7/10
Wayfair CEO Niraj Shah and co-founder Steven Conine executed significant open-market share sales tot
Feb 27, 2026
BEARISH
CLUSTER
7/10
Wayfair's CEO and co-founder sold nearly $8.9 million worth of shares in open-market transactions on
Feb 26, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (63% buy). Based on 40 analysts: 9 strong buy, 16 buy, 15 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$91.74 mean target
+28.6% upside
Strong Buy (1.97)
$60.00 Low
$123.00 High
| Metric | Value |
|---|---|
| Current Price | $71.34 |
| Target Low | $60.00 |
| Target Mean | $91.74 |
| Target Median | $90.00 |
| Target High | $123.00 |
| # Analysts | 27 |
| Recommendation | Strong Buy (1.97) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.89 | $0.73 | $1.03 | 2.4% | -0.2% | 14↑ 9↓ | $3.4B | 5.3% | 25 |
| Next Q 2026-09-30 |
$0.75 | $0.60 | $0.95 | 7.7% | -0.1% | 11↑ 13↓ | $3.3B | 4.7% | 25 |
| Current FY 2026-12-31 |
$2.77 | $2.24 | $3.30 | 6.6% | -0.6% | 12↑ 13↓ | $13.1B | 5.5% | 27 |
| Next FY 2027-12-31 |
$3.73 | $2.87 | $4.48 | 34.6% | +0.0% | 13↑ 10↓ | $13.9B | 5.9% | 25 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.891 | |
| 7d ago | $0.891 | |
| 30d ago | $0.893 | -0.002 |
| 60d ago | $0.878 | +0.013 |
| 90d ago | $0.878 | +0.013 |
18 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 2, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| May 20, 2026 | Guggenheim | REITERATE | Buy | Buy |
| May 19, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| May 8, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| May 1, 2026 | Canaccord Genuity | MAINTAIN | Buy | Buy |
| May 1, 2026 | UBS | MAINTAIN | Buy | Buy |
| May 1, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| May 1, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| May 1, 2026 | Guggenheim | MAINTAIN | Buy | Buy |
| May 1, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| May 1, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| May 1, 2026 | Needham | MAINTAIN | Buy | Buy |
| Apr 30, 2026 | Jefferies | MAINTAIN | Hold | Hold |
| Feb 26, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Feb 24, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Feb 20, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Feb 20, 2026 | Baird | MAINTAIN | Neutral | Neutral |
| Feb 20, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Feb 20, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Feb 20, 2026 | Stifel | MAINTAIN | Hold | Hold |
| Feb 20, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Feb 20, 2026 | Wedbush | MAINTAIN | Neutral | Neutral |
| Feb 20, 2026 | Needham | REITERATE | Buy | Buy |
| Jan 15, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Jan 7, 2026 | Barclays | UPGRADE | Equal-Weight | Overweight |
| Jan 2, 2026 | Mizuho | REITERATE | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 9 | 16 | 15 | 0 | 0 | 63% | |
| May 1, 2026 | 9 | 16 | 15 | 0 | 0 | 63% | |
| Apr 1, 2026 | 9 | 16 | 15 | 0 | 0 | 63% | |
| Mar 1, 2026 | 9 | 16 | 16 | 0 | 0 | 61% | |
| Feb 1, 2026 | 10 | 15 | 16 | 0 | 0 | 61% | |
| Jan 1, 2026 | 10 | 14 | 17 | 0 | 0 | 59% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 9, 2026
short_volume
Short Volume: W — 56.1% short (1.2M / 2.1M)
Short: 1,202,183 | Exempt: 0 | TRF Vol: 2,144,810 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: W — 62.0% short (0.8M / 1.2M)
Short: 770,547 | Exempt: 1,037 | TRF Vol: 1,242,568 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: W — 62.6% short (0.7M / 1.2M)
Short: 726,468 | Exempt: 7 | TRF Vol: 1,160,896 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: W — 75.8% short (1.0M / 1.3M)
Short: 958,549 | Exempt: 3,200 | TRF Vol: 1,264,648 | Short Ratio: 75.8% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: W — 69.3% short (1.9M / 2.8M)
Short: 1,918,273 | Exempt: 1,086 | TRF Vol: 2,768,715 | Short Ratio: 69.3% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: W — 72.6% short (1.8M / 2.5M)
Short: 1,804,715 | Exempt: 3,729 | TRF Vol: 2,485,908 | Short Ratio: 72.6% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: W — 58.3% short (1.1M / 1.9M)
Short: 1,082,779 | Exempt: 5,480 | TRF Vol: 1,856,471 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: W — 60.0% short (0.8M / 1.3M)
Short: 761,722 | Exempt: 0 | TRF Vol: 1,269,851 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: W — 71.3% short (2.4M / 3.3M)
Short: 2,371,795 | Exempt: 293 | TRF Vol: 3,327,630 | Short Ratio: 71.3% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: W — 61.5% short (2.4M / 3.9M)
Short: 2,411,459 | Exempt: 2,835 | TRF Vol: 3,919,691 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: W — 67.6% short (3.4M / 5.0M)
Short: 3,377,356 | Exempt: 29,540 | TRF Vol: 4,998,866 | Short Ratio: 67.6% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: W — 7.4M shares, 107,879 trades
Week starting 2026-05-18. Total ATS volume: 7,376,965 shares across 107,879 trades.
May 13, 2026
short_volume
Short Volume: W — 56.0% short (1.2M / 2.1M)
Short: 1,158,104 | Exempt: 1,034 | TRF Vol: 2,067,229 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: W — 55.2% short (1.0M / 1.8M)
Short: 1,003,273 | Exempt: 344 | TRF Vol: 1,818,630 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: W — 6.7M shares, 102,303 trades
Week starting 2026-05-11. Total ATS volume: 6,725,138 shares across 102,303 trades.
Apr 14, 2026
Enforcement
Still, David v. Wayfair Inc.
Court ruling from Supreme Court of Delaware. Docket: 353, 2025