Wayfair Inc. · Consumer Discretionary · Internet Retail
Scores & Status Key
AI Summary Scores: Intraday / Swing / Long scores are synthesized from multi-factor analysis for each timeframe. They summarize current conditions discussed in the report and do not constitute trading recommendations.
Intraday Trend Score: A 0–100 composite from the Trend Explorer™ analytics engine used for ranking and comparison. It describes current conditions and is not a forecast.
Trend Status: A rules-based label (Bullish / Mixed / Bearish) derived from signal confluence (trend structure, momentum, and positioning). It indicates alignment, not expected return.
Last
$82.66
+$5.74 (+7.46%) 1:59 PM ET
Prev closePrevC$76.92
OpenOpen$79.96
Day highHigh$86.42
Day lowLow$79.28
VolumeVol4,091,164
Avg volAvgVol3,354,014
On chart
Interval
Intervals apply to 1D & 5D.
Intervals apply to 1D & 5D.
Scale: Linear
Overlays
Panels
Style
Scale: Linear
Presets
Tools
Tickers only (no ^ indexes). Add up to 5.
Mkt cap
$10.06B
P/E ratio
-33.88
FY Revenue
$12.46B
EPS
-2.44
Gross Margin
30.22%
Sector
Consumer Discretionary
AI report sections
MIXED
W
Wayfair Inc.
No AI report section text found yet for this symbol.
Volume vs average
Intraday (cumulative)
+156% (Above avg)
Vol/Avg: 2.56×
RSI
52.24(Neutral)
Neutral (40–60)
0255075100
MACD momentum
Intraday
-0.02 (Weak)
MACD: -0.02 Signal: -0.00
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
66.50
LOW65.50HIGH75.50
Latest news
W•12 articles•Positive: 6Neutral: 4Negative: 2
NeutralGlobeNewswire 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.
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.
PositiveInvesting.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.
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.
NeutralThe 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.
MHKFIVEWCCLflooring manufacturerhousing cycleinstitutional investmentvertically 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
PositiveThe 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.
Second-largest holding at $23.81 million (22.0% of AUM), demonstrating significant portfolio allocation and manager confidence.
NeutralThe 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.
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.
NeutralThe 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.
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.
PositiveThe 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.
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.
PositiveInvesting.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.
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.
NegativeBenzinga• 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.
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.
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.
PositiveBenzinga• 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.
Accelerating share gains with improvements in CastleGate fulfillment and Loyalty Program
NegativeBenzinga• 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.
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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