WAYFAIR ($W) posted quarterly earnings results on Monday, August 4th. The company reported earnings of $0.87 per share, beating estimates of $0.34 by $0.53. The company also reported revenue of $3,273,000,000, beating estimates of $3,185,438,192 by $87,561,808.
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 60 times in the past 6 months. Of those trades, 0 have been purchases and 60 have been sales.
Here’s a breakdown of recent trading of $W stock by insiders over the last 6 months:
- NIRAJ SHAH (Chief Executive Officer) has made 0 purchases and 24 sales selling 420,000 shares for an estimated $20,913,664.
- STEVEN CONINE (Co-Founder) has made 0 purchases and 24 sales selling 420,000 shares for an estimated $20,913,366.
- JON BLOTNER (Pres., Commercial & Operations) has made 0 purchases and 3 sales selling 33,114 shares for an estimated $1,392,250.
- FIONA TAN (Chief Technology Officer) has made 0 purchases and 4 sales selling 30,182 shares for an estimated $1,066,683.
- KATE GULLIVER (CFO and Chief Admin Officer) has made 0 purchases and 2 sales selling 19,296 shares for an estimated $611,070.
- ANKE SCHAFERKORDT has made 0 purchases and 2 sales selling 936 shares for an estimated $37,073.
- DIANA FROST sold 527 shares for an estimated $17,148
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
WAYFAIR Hedge Fund Activity
We have seen 174 institutional investors add shares of WAYFAIR stock to their portfolio, and 163 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALYESKA INVESTMENT GROUP, L.P. added 4,763,944 shares (+681.8%) to their portfolio in Q1 2025, for an estimated $152,589,126
- PROFICIO CAPITAL PARTNERS LLC removed 4,707,320 shares (-97.7%) from their portfolio in Q1 2025, for an estimated $150,775,459
- BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. removed 1,874,432 shares (-80.3%) from their portfolio in Q1 2025, for an estimated $60,038,056
- CAPITAL WORLD INVESTORS removed 1,779,192 shares (-13.2%) from their portfolio in Q1 2025, for an estimated $56,987,519
- BALYASNY ASSET MANAGEMENT L.P. added 1,493,807 shares (+4809.0%) to their portfolio in Q1 2025, for an estimated $47,846,638
- SOUTHPOINT CAPITAL ADVISORS LP added 1,200,000 shares (+42.9%) to their portfolio in Q1 2025, for an estimated $38,436,000
- CAPULA MANAGEMENT LTD added 1,150,000 shares (+inf%) to their portfolio in Q1 2025, for an estimated $36,834,500
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 14 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 07/30/2025
- Canaccord Genuity issued a "Buy" rating on 07/28/2025
- UBS issued a "Buy" rating on 07/25/2025
- Wells Fargo issued a "Overweight" rating on 07/23/2025
- Zelman & Assoc issued a "Outperform" rating on 07/09/2025
- Morgan Stanley issued a "Overweight" rating on 07/02/2025
- Evercore ISI Group issued a "Outperform" rating on 06/24/2025
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 $50.0.
Here are some recent targets:
- Christopher Horvers from JP Morgan set a target price of $75.0 on 07/30/2025
- Mark Kelley from Stifel set a target price of $56.0 on 07/29/2025
- Maria Ripps from Canaccord Genuity set a target price of $70.0 on 07/28/2025
- Michael Lasser from UBS set a target price of $80.0 on 07/25/2025
- Zachary Fadem from Wells Fargo set a target price of $65.0 on 07/23/2025
- An analyst from Zelman & Assoc set a target price of $72.0 on 07/09/2025
- Simeon Gutman from Morgan Stanley set a target price of $70.0 on 07/02/2025
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.
