W
Wayfair Inc. · Consumer Discretionary · Internet Retail
Last
$77.32
+$0.40 (+0.52%) 4:00 PM ET
Prev close $76.92
Open $77.49
Day high $79.48
Day low $76.11
Volume 2,565,839
Avg vol 3,354,014
Mkt cap
$10.06B
Sector
Consumer Discretionary
AI report sections
W
Wayfair Inc.
No AI report section text found yet for this symbol.
Volume vs average
Intraday (cumulative)
−9% (Below avg)
Vol/Avg: 0.91×
RSI
52.24 (Neutral)
Neutral (40–60)
MACD momentum
Intraday
+0.05 (Strong)
MACD: 0.11 Signal: 0.06
Short-Term
+0.77 (Strong)
MACD: -1.49 Signal: -2.26
Long-Term
+0.78 (Strong)
MACD: -5.78 Signal: -6.56
Intraday trend score 40.00

Latest news

W 12 articles Positive: 6 Neutral: 4 Negative: 2
Neutral GlobeNewswire Inc. • Not Specified
Evolve Founder Shayla King Opens Enrollment for The Performance + Happiness Lab to Help Senior Leaders Pursue Pay and Promotion

Evolve Executive Life Coaching founder Shayla King announced enrollment for The Performance + Happiness Lab, a coaching program designed to help senior leaders advance their careers while maintaining work-life balance. The program addresses challenges faced by high-performing executives who achieve results but experience burnout, helping them strengthen positioning, build influence, and pursue sustainable career growth.

MCK NTAP BA BAPA executive coaching career advancement leadership development work-life balance
Sentiment note

Company mentioned as a client of Evolve Executive Life Coaching. Mention is factual and indicates the company uses executive coaching services, but provides no information about company performance or outlook.

Positive Investing.com • Jennifer Ryan Woods
Wayfair’s Pullback Could Be an Opportunity After a 500% Rally

Wayfair stock surged nearly 500% from April 2025 to January 2026 due to strong earnings and tariff relief, but has since pulled back 35% to around $78. Despite beating Q4 2025 earnings expectations, the stock fell 13% after reporting a GAAP loss and signaling continued margin pressure from market share investments. Analysts remain bullish with a 33% upside target, though the stock remains volatile and sensitive to consumer spending and housing conditions.

W XRT Wayfair stock rally earnings beat pullback home furnishings tariffs
Sentiment note

Despite recent pullback, company delivered three consecutive quarters of better-than-expected earnings, achieved new customer growth, and analysts maintain bullish outlook with average 12-month price target of $104.62 representing 33% upside. Strong operational performance in weak category environment demonstrates competitive strength.

Neutral The Motley Fool • Jonathan Ponciano
Flooring Giant With $11 Billion in Sales Draws $10 Million Investment as Housing Cycle Turns

Tabor Asset Management invested $9.79 million in Mohawk Industries by purchasing 85,224 shares, bringing its total stake to 154,292 shares valued at $16.86 million. The investment signals confidence in the flooring manufacturer as the housing market shows signs of recovery. Despite a challenging housing environment, Mohawk generated $10.8 billion in revenue and $370 million in net earnings in 2025, with strong free cash flow of $621 million.

MHK FIVE W CCL flooring manufacturer housing cycle institutional investment vertically integrated business
Sentiment note

Mentioned as part of Tabor's portfolio theme around consumer discretionary names that could benefit from housing activity rebound; no specific news or transaction details provided

Positive The Motley Fool • Eric Trie
According to SEC Filing, Thomas W. Smith Trimmed Yelp Stake as Local Services Advertising Reshapes the Business

Investment manager Thomas W. Smith reduced his position in Yelp by 96,280 shares during the fourth quarter, with the stake's value declining by $4.09 million. The remaining position now represents only 0.22% of the fund's assets under management. Yelp's stock has underperformed significantly, down 45.7% over the past year.

YELP CACC W BTI SEC filing position reduction Yelp local services advertising
Sentiment note

Second-largest holding at $23.81 million (22.0% of AUM), demonstrating significant portfolio allocation and manager confidence.

Neutral The Motley Fool • Eric Trie
Goodnow Investment Group Boosts Stake in Instacart as Brands Compete for Digital Shelf Space

Goodnow Investment Group increased its position in Instacart (Maplebear) by 131,723 shares during Q4 2025, bringing its total stake to 1.38 million shares valued at $61.98 million. The investment reflects growing investor interest in Instacart's shift toward advertising revenue as a primary profit driver, with consumer brands competing for visibility within the grocery app's digital marketplace.

CART CVNA GDDY EXPE Instacart digital advertising grocery marketplace investor stake
Sentiment note

Wayfair is mentioned only as part of Goodnow's top holdings (5.9% of AUM). No specific news or analysis about the company is provided in the article, warranting a neutral sentiment.

Neutral The Motley Fool • Jennifer Saibil
Should You Buy This Dirt Cheap Stock Before It Soars 83%, According to 1 Wall Street Analyst?

Wayfair is showing signs of recovery with improving sales (up 6.9% YoY) and contracting losses, while launching new initiatives like a membership program and physical stores. Wall Street analysts project 42-82% upside, but the company remains unprofitable. The stock trades at a cheap valuation, presenting a high-risk, high-reward opportunity for risk-tolerant investors.

W Wayfair furniture retail dropship model turnaround story valuation membership program physical stores
Sentiment note

While Wayfair shows operational improvements (sales growth, margin expansion, cash flow gains) and trades at an attractive valuation, the company remains unprofitable and operates in a challenging market. The article presents it as a high-risk opportunity rather than a clear buy, suitable only for risk-tolerant investors. The mixed signals—progress offset by ongoing losses and uncertain execution—warrant a neutral stance.

Positive The Motley Fool • Rick Munarriz
3 Retail Stocks to Buy Now That President Trump's Tariffs Have Been Struck Down by the Supreme Court

Following the Supreme Court's rejection of President Trump's tariffs, three retail stocks are positioned to benefit from a more favorable trade environment. Costco Wholesale, Five Below, and Wayfair have shown strong momentum and are expected to thrive as tariff uncertainty decreases. Costco is up 16% in 2026, while Five Below and Wayfair have turned around their businesses in 2025 despite challenging conditions.

COST FIVE W tariffs Supreme Court retail stocks trade policy merchandise imports
Sentiment note

Closed 2024 with three consecutive quarters of strong top-line growth after sales declines through most of 2024. Furniture is largely imported, making it highly sensitive to tariff changes. Business has bullish momentum expected to intensify with housing market recovery.

Positive Investing.com • Timothy Fries
Retail and Tech Earnings Recap: Walmart, Wayfair and EPAM Post Strong Q4 Results

Walmart, Wayfair, and EPAM Systems reported strong Q4 2025 earnings results. Walmart achieved $190.7B in revenue with 5.6% YoY growth driven by eCommerce surge, Wayfair beat EPS expectations significantly with improved profitability, and EPAM delivered 12.8% revenue growth fueled by AI and digital transformation services. All three companies provided positive guidance for 2026.

WMT W EPAM Q4 2025 earnings retail earnings tech earnings eCommerce growth AI transformation
Sentiment note

Significantly outperformed EPS expectations ($0.85 vs $0.68 expected), achieved 6.9% YoY revenue growth, demonstrated effective cost management and strategic focus on profitability, with notable increases in average order value and active customers.

Negative Benzinga • Piero Cingari
Stocks Fall, Oil Hits 7-Month High As Trump Weighs Iran Strike: What's Moving Markets Thursday?

U.S. stocks declined Thursday as President Trump hinted at potential military intervention in Iran, boosting crude oil to 7-month highs. The S&P 500 fell 0.3%, Nasdaq 100 and Dow Jones each dropped 0.5%. Energy stocks surged 0.8% while financials lagged. Notable movers included Occidental Petroleum jumping 9% on earnings beat, Booking Holdings falling 7%, and Deere & Company gaining 12.6% for its best day since March 2020.

OXY OXY.WS BKNG PCLN Iran strike oil prices stock market decline energy sector
Sentiment note

Fell 10.3% on earnings results

Positive Benzinga • Lekha Gupta
Wayfair Partners With Google AI To Bring Smarter Online Buying

Wayfair announced a collaboration with Alphabet Inc. to enhance online shopping through AI agents. The Universal Commerce Protocol (UCP) will enable customers to complete purchases directly from Wayfair while browsing Google Search and the Gemini app, with Wayfair remaining the merchant of record. Wayfair shares rose 2.90% to $118.17 following the announcement.

W GOOG GOOGL AI partnership e-commerce Universal Commerce Protocol Google Search integration Gemini app
Sentiment note

The partnership with Google AI expands Wayfair's reach and improves customer experience through seamless checkout integration. Stock price increased 2.90% on the announcement, indicating positive market reception.

Positive Benzinga • Piero Cingari
Black Friday's Biggest Winner? AI Shopping Tools Helped Blow Up Online Sales

Black Friday e-commerce sales rose 9% year-over-year, driven by AI-powered shopping tools and competitive discounts, while physical store traffic continued to decline.

AMZN W AEO BBWI Black Friday e-commerce AI online shopping
Sentiment note

Accelerating share gains with improvements in CastleGate fulfillment and Loyalty Program

Negative Benzinga • Piero Cingari
Stocks Slide As Powell Cools Rate-Cut Hopes: These 15 Stocks Are Feeling The Pinch

Federal Reserve Chair Jerome Powell dampened market expectations for a December interest rate cut, suggesting economic uncertainty and cautioning against premature monetary policy changes. This led to stock market declines across various sectors, particularly in interest rate-sensitive industries.

AFRM AVTR BLD DHI Federal Reserve interest rates monetary policy stock market
Sentiment note

Consumer discretionary stock dropped 1.80% reflecting market concerns about economic conditions

News and sentiment labels describe article tone and are provided for research purposes only. They are not trading recommendations or forecasts.
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