Zacks Research Has Negative Forecast for Wayfair Q1 Earnings

30 Jun 2026, 11:59 by Michael Walen · The Markets Daily

Wayfair Inc. (NYSE:W – Free Report) – Zacks Research dropped their Q1 2027 EPS estimates for shares of Wayfair in a report released on Friday, June 26th. Zacks Research analyst Team now forecasts that the company will post earnings per share of ($0.05) for the quarter, down from their previous forecast of ($0.04). The consensus estimate for Wayfair’s current full-year earnings is $0.63 per share. Zacks Research also issued estimates for Wayfair’s Q3 2027 earnings at $0.24 EPS and FY2027 earnings at $0.97 EPS.

Several other research analysts have also recently commented on W. Truist Financial set a $99.00 target price on Wayfair in a research note on Monday, June 8th. Guggenheim reaffirmed a “buy” rating and issued a $100.00 price target on shares of Wayfair in a research report on Wednesday, May 20th. UBS Group decreased their price objective on Wayfair from $130.00 to $115.00 and set a “buy” rating for the company in a research note on Friday, May 1st. The Goldman Sachs Group set a $79.00 price objective on Wayfair in a research report on Friday, May 1st. Finally, Robert W. Baird set a $76.00 target price on shares of Wayfair in a research note on Monday, May 4th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $99.68.

View Our Latest Stock Report on W

Wayfair Trading Up 1.0%

Shares of NYSE W opened at $95.43 on Tuesday. The stock has a market cap of $12.60 billion, a P/E ratio of -40.78, a PEG ratio of 4.97 and a beta of 3.02. The business’s fifty day simple moving average is $73.82 and its 200-day simple moving average is $84.43. Wayfair has a 12-month low of $50.41 and a 12-month high of $119.98.

Wayfair (NYSE:W – Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The company reported $0.26 EPS for the quarter, hitting the consensus estimate of $0.26. Wayfair had a negative net margin of 2.41% and a negative return on equity of 2.20%. The business had revenue of $2.93 billion during the quarter, compared to the consensus estimate of $2.89 billion. During the same quarter in the previous year, the firm posted $0.10 earnings per share. The company’s quarterly revenue was up 7.4% compared to the same quarter last year.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the business. Webster Bank N. A. acquired a new position in Wayfair in the fourth quarter valued at approximately $30,000. V Square Quantitative Management LLC purchased a new position in Wayfair in the fourth quarter valued at approximately $33,000. Piper Sandler & CO. acquired a new stake in Wayfair during the fourth quarter worth approximately $34,000. Havemeyer Place LP acquired a new stake in Wayfair during the fourth quarter worth approximately $39,000. Finally, EverSource Wealth Advisors LLC lifted its position in shares of Wayfair by 393.4% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 819 shares of the company’s stock worth $42,000 after buying an additional 653 shares during the last quarter. Hedge funds and other institutional investors own 89.67% of the company’s stock.

Insider Buying and Selling

In other Wayfair news, insider Jon Blotner sold 4,790 shares of the firm’s stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $72.19, for a total value of $345,790.10. Following the sale, the insider directly owned 111,158 shares in the company, valued at $8,024,496.02. This trade represents a 4.13% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Steven Conine sold 112,861 shares of Wayfair stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $77.50, for a total value of $8,746,727.50. Following the sale, the director directly owned 436,212 shares of the company’s stock, valued at $33,806,430. This trade represents a 20.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 244,790 shares of company stock worth $18,959,021. Corporate insiders own 18.44% of the company’s stock.

Key Headlines Impacting Wayfair

Here are the key news stories impacting Wayfair this week:

Positive Sentiment: Wayfair is getting fresh attention from multiple shopping articles highlighting steep discounts on patio sets, sleeper sofas, ovens, and other home goods, which points to active demand and could help support sales momentum. Wayfair’s ‘most comfortable’ patio furniture is on major sale this summer—shop 12 top-rated sets up to 70% off
Positive Sentiment: Several articles featuring popular Wayfair items, such as hummingbird feeders and storage furniture, reinforce that the retailer is still driving consumer interest across categories. Discover Wayfair’s $27 Hummingbird Feeder That Bird-Watchers Love
Neutral Sentiment: A Seeking Alpha piece titled “Wayfair: A Better Business, But Not A Better Buy” suggests the company’s underlying business has improved, but the stock may already reflect much of that progress. Wayfair: A Better Business, But Not A Better Buy
Neutral Sentiment: Independent research updates and earnings forecast notes do not appear to bring a major new catalyst, but they keep attention on Wayfair’s future profitability expectations. Zacks Research Predicts Wayfair’s FY2028 Earnings (NYSE:W)

About Wayfair

(Get Free Report)

Wayfair Inc (NYSE: W) is an e-commerce company focused on home furnishings and décor. Through its platform, Wayfair offers a broad assortment of furniture, lighting, home textiles, kitchenware and decorative accessories. The company’s portfolio includes flagship sites such as Wayfair.com, as well as specialty retail brands like Joss & Main, AllModern, Birch Lane and Perigold, each catering to distinct design styles and price points.