WAYFAIR ($W) posted quarterly earnings results on Tuesday, October 28th. The company reported earnings of $0.70 per share, beating estimates of $0.44 by $0.26. The company also reported revenue of $3,117,000,000, beating estimates of $3,075,874,545 by $41,125,455.
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 77 times in the past 6 months. Of those trades, 1 have been purchases and 76 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 35 sales selling 990,000 shares for an estimated $68,218,532.
- STEVEN CONINE (Co-Founder) has made 0 purchases and 35 sales selling 990,000 shares for an estimated $68,217,895.
- FIONA TAN (Chief Technology Officer) has made 0 purchases and 3 sales selling 13,356 shares for an estimated $817,615.
- JON BLOTNER (Pres., Commercial & Operations) sold 13,857 shares for an estimated $782,227
- DIANA FROST sold 527 shares for an estimated $17,148
- ANKE SCHAFERKORDT sold 461 shares for an estimated $15,023
- 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 202 institutional investors add shares of WAYFAIR stock to their portfolio, and 162 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS GROUP AG removed 1,357,857 shares (-60.8%) from their portfolio in Q2 2025, for an estimated $69,440,806
- CAPULA MANAGEMENT LTD removed 1,150,000 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $58,811,000
- CAPITAL WORLD INVESTORS added 1,126,326 shares (+9.6%) to their portfolio in Q2 2025, for an estimated $57,600,311
- AQR CAPITAL MANAGEMENT LLC added 1,033,865 shares (+197.3%) to their portfolio in Q2 2025, for an estimated $52,871,856
- JANUS HENDERSON GROUP PLC removed 1,008,717 shares (-20.1%) from their portfolio in Q2 2025, for an estimated $51,585,787
- HOLOCENE ADVISORS, LP added 1,007,676 shares (+351.9%) to their portfolio in Q2 2025, for an estimated $51,532,550
- JAIN GLOBAL LLC added 939,098 shares (+inf%) to their portfolio in Q2 2025, for an estimated $48,025,471
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 15 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 10/27/2025
- UBS issued a "Buy" rating on 10/17/2025
- Wells Fargo issued a "Overweight" rating on 10/15/2025
- Truist Securities issued a "Buy" rating on 09/25/2025
- Evercore ISI Group issued a "Outperform" rating on 09/16/2025
- Guggenheim issued a "Buy" rating on 08/27/2025
- Jefferies issued a "Buy" rating on 08/20/2025
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 23 analysts offer price targets for $W in the last 6 months, with a median target of $88.0.
Here are some recent targets:
- Christopher Horvers from JP Morgan set a target price of $105.0 on 10/27/2025
- Mark Kelley from Stifel set a target price of $80.0 on 10/24/2025
- Michael Lasser from UBS set a target price of $102.0 on 10/17/2025
- Peter Keith from Piper Sandler set a target price of $98.0 on 10/16/2025
- Zachary Fadem from Wells Fargo set a target price of $90.0 on 10/15/2025
- Ygal Arounian from Citigroup set a target price of $105.0 on 10/06/2025
- Youssef Squali from Truist Securities set a target price of $95.0 on 09/25/2025
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.
