Q4 Earnings Forecast for Wayfair Issued By William Blair

Wayfair Inc. (NYSE:W) – Analysts at William Blair issued their Q4 2025 earnings per share estimates for shares of Wayfair in a research report issued to clients and investors on Wednesday, February 5th. William Blair analyst P. Blee forecasts that the company will post earnings per share of ($0.46) for the quarter. The consensus estimate for Wayfair’s current full-year earnings is ($2.91) per share.

Other equities analysts have also recently issued research reports about the company. Loop Capital raised their price objective on Wayfair from $50.00 to $55.00 and gave the company a “hold” rating in a report on Monday, December 16th. Wedbush downgraded Wayfair from an “outperform” rating to a “neutral” rating and decreased their price target for the company from $45.00 to $44.00 in a research note on Monday, January 6th. Robert W. Baird dropped their price objective on Wayfair from $56.00 to $50.00 and set a “neutral” rating on the stock in a research note on Monday, November 4th. Mizuho decreased their target price on shares of Wayfair from $65.00 to $60.00 and set an “outperform” rating for the company in a research note on Monday, November 4th. Finally, StockNews.com upgraded shares of Wayfair from a “sell” rating to a “hold” rating in a report on Thursday, December 19th. Fourteen analysts have rated the stock with a hold rating, twelve have issued a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $60.24.

Wayfair Stock Performance

NYSE:W opened at $48.34 on Thursday. The company has a market cap of $6.06 billion, a PE ratio of -10.77 and a beta of 3.43. The stock has a 50-day simple moving average of $47.27 and a 200 day simple moving average of $46.83. Wayfair has a 52-week low of $37.35 and a 52-week high of $76.18.

Insider Buying and Selling at Wayfair

In other news, insider Steven Conine sold 30,000 shares of the firm’s stock in a transaction dated Tuesday, January 21st. The stock was sold at an average price of $48.45, for a total value of $1,453,500.00. Following the completion of the sale, the insider now directly owns 589,073 shares in the company, valued at $28,540,586.85. This trade represents a 4.85 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, COO Thomas Netzer sold 1,039 shares of the business’s stock in a transaction dated Tuesday, December 17th. The shares were sold at an average price of $50.65, for a total value of $52,625.35. Following the completion of the sale, the chief operating officer now directly owns 171,790 shares of the company’s stock, valued at $8,701,163.50. The trade was a 0.60 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders have sold 164,228 shares of company stock worth $7,709,418. Insiders own 23.50% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. Creative Planning boosted its position in shares of Wayfair by 2.1% during the third quarter. Creative Planning now owns 13,261 shares of the company’s stock valued at $745,000 after buying an additional 272 shares during the last quarter. GAMMA Investing LLC lifted its stake in Wayfair by 65.5% during the 4th quarter. GAMMA Investing LLC now owns 710 shares of the company’s stock valued at $31,000 after acquiring an additional 281 shares in the last quarter. Jones Financial Companies Lllp boosted its holdings in Wayfair by 577.0% during the 4th quarter. Jones Financial Companies Lllp now owns 589 shares of the company’s stock worth $26,000 after acquiring an additional 502 shares during the last quarter. Capital Performance Advisors LLP purchased a new position in Wayfair during the 3rd quarter worth $29,000. Finally, Point72 Asia Singapore Pte. Ltd. bought a new stake in shares of Wayfair in the 3rd quarter worth $44,000. Institutional investors and hedge funds own 89.67% of the company’s stock.

Wayfair Company Profile

Wayfair Inc provides e-commerce business in the United States and internationally. The company offers approximately thirty million products for the home sector. It offers online selections of furniture, décor, housewares, and home improvement products through its sites consisting of Wayfair, Joss & Main, AllModern, Birch Lane, Perigold, and Wayfair Professional.