WAYFAIR ($W) posted quarterly earnings results for Q4 2025 on Thursday, February 19th. The company reported earnings of $0.85 per share, beating estimates of $0.68 by $0.17. The company also reported revenue of $3,337,000,000, missing estimates of $3,365,569,560 by $-28,569,560.
You can see Quiver Quantitative's $W stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
WAYFAIR Insider Trading Activity
WAYFAIR insiders have traded $W stock on the open market 68 times in the past 6 months. Of those trades, 1 have been purchases and 67 have been sales.
Here’s a breakdown of recent trading of $W stock by insiders over the last 6 months:
- STEVEN CONINE (Co-Founder) has made 0 purchases and 29 sales selling 770,000 shares for an estimated $74,754,591.
- NIRAJ SHAH (Chief Executive Officer) has made 0 purchases and 29 sales selling 770,000 shares for an estimated $74,753,344.
- KATE GULLIVER (CFO and Chief Admin Officer) has made 0 purchases and 2 sales selling 46,109 shares for an estimated $4,869,276.
- FIONA TAN (Chief Technology Officer) has made 0 purchases and 4 sales selling 20,788 shares for an estimated $2,310,842.
- JON BLOTNER (Pres., Commercial & Operations) has made 0 purchases and 3 sales selling 9,058 shares for an estimated $968,071.
- MICHAEL ANDREW KUMIN purchased 160 shares for an estimated $11,995
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
WAYFAIR Hedge Fund Activity
We have seen 286 institutional investors add shares of WAYFAIR stock to their portfolio, and 198 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALYESKA INVESTMENT GROUP, L.P. removed 5,833,171 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $521,077,165
- MORGAN STANLEY removed 1,240,209 shares (-57.0%) from their portfolio in Q4 2025, for an estimated $124,529,385
- HARBOURVEST PARTNERS LLC removed 1,062,126 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $94,879,715
- JANE STREET GROUP, LLC removed 1,016,036 shares (-69.7%) from their portfolio in Q4 2025, for an estimated $102,020,174
- SOUTHPOINT CAPITAL ADVISORS LP removed 1,000,000 shares (-40.0%) from their portfolio in Q4 2025, for an estimated $100,410,000
- PRICE T ROWE ASSOCIATES INC /MD/ added 827,470 shares (+983.8%) to their portfolio in Q4 2025, for an estimated $83,086,262
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 770,323 shares (-75.0%) from their portfolio in Q4 2025, for an estimated $77,348,132
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
WAYFAIR Analyst Ratings
Wall Street analysts have issued reports on $W in the last several months. We have seen 13 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 01/15/2026
- Guggenheim issued a "Buy" rating on 11/13/2025
- Evercore ISI Group issued a "Outperform" rating on 10/30/2025
- Piper Sandler issued a "Overweight" rating on 10/29/2025
- Canaccord Genuity issued a "Buy" rating on 10/29/2025
- Mizuho issued a "Outperform" rating on 10/29/2025
- Citigroup issued a "Buy" rating on 10/29/2025
To track analyst ratings and price targets for WAYFAIR, check out Quiver Quantitative's $W forecast page.
WAYFAIR Price Targets
Multiple analysts have issued price targets for $W recently. We have seen 21 analysts offer price targets for $W in the last 6 months, with a median target of $125.0.
Here are some recent targets:
- Simeon Gutman from Morgan Stanley set a target price of $140.0 on 01/15/2026
- Seth Sigman from Barclays set a target price of $123.0 on 01/07/2026
- David Bellinger from Mizuho set a target price of $130.0 on 01/02/2026
- Jonathan Matuszewski from Jefferies set a target price of $94.0 on 12/03/2025
- Steven Forbes from Guggenheim set a target price of $125.0 on 11/13/2025
- Brian Nagel from Oppenheimer set a target price of $144.0 on 11/12/2025
- Steven Shemesh from RBC Capital set a target price of $86.0 on 10/30/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
