Wayfair Inc.

WInternet RetailClosed

113.09+0.3%Up to 1000x leverageTrade W

What it reported

Reported 85 days ago, on 2026-08-04.

EPS against forecast+5.1%
Revenue against forecast+1.4%
Share price, two sessions+16.6%

Forecast against the result

ForecastReportedSurprise
Revenue3.5B3.5B+7.5% year on year+1.4%
Net income119.4M-1.0M-106.7% year on year-100.8%
Earnings per share0.900.95+9.2% year on year+5.1%

Year on year compares the same quarter a year earlier (2025-08-04), not the quarter before.

W trades at up to 1000x here. At 1000x, a 0.10% move against you wipes out the whole margin. This ignores fees, funding and maintenance margin, all of which bring liquidation forward. Your actual liquidation price is the one shown on the order page.

You can hold through the announcement here

W is quoted here 24 hours a day and does not stop when the US market closes. On a US exchange the same news only shows up as a gap at the next open.

What the market expects

For the quarter ending 2026-09-30.

EPS forecast16 analysts
0.79
0.700.93
Revenue forecast19 analysts
3.4B
3.3B3.4B
Net income
104.8M
92.0M122.7M
EBITDA
235.6M
219.4M258.2M

Against the same quarter last year (2025-10-28): EPS +13.4%revenue +8.2%

These are third-party analyst forecasts. CoinUnited.io does not produce them and does not choose which analysts are included.

Where the revenue comes from

  • US Segment88.8%3.1B
  • International Segment11.2%394.0M

Most recent reported quarter (2026-06-30).

Track record

Next report expected 2026-11-04. Reports quarterly.

Beat estimates 6 of the last 8 quarters. 1 came in exactly at forecast.The typical gap is +0.14 per share.

How much it actually moves

±11.7%

Median move across the two sessions around the report, over its last 8 results. On an ordinary two-day stretch it moves 3.5%.

2026-08-04+16.63%

Beat or miss, then up or down

RoseFell
Beat42
Missed01

Counted across 8 results. This is what happened, not what will. 1 of these landed exactly on forecast, or the share price ended exactly flat, so the four cells above add up to less than 8.

Where analysts put it in 12 months

A different timescale from the rest of this page: these are 12-month views, not the two-day move around a report.

Lowest79.00
Median118.00
Highest135.00
FirmTargetSet onSource
RBC Capital96.002026-10-23StreetInsider
Piper Sandler135.002026-10-20TheFly
Robert W. Baird117.002026-10-08TheFly
Bernstein125.002026-08-14StreetInsider
Deutsche Bank120.002026-08-05TheFly
Evercore ISI130.002026-08-05TheFly
Guggenheim135.002026-08-05TheFly
BMO Capital115.002026-08-05TheFly
Needham133.002026-08-05StreetInsider
Jefferies108.002026-08-04TheFly
Truist Financial135.002026-08-04TheFly
UBS118.002026-07-29TheFly
Morgan Stanley110.002026-05-01TheFly
Goldman Sachs79.002026-05-01TheFly
Canaccord Genuity115.002026-05-01TheFly

From 15 firms that published a target in the last 180 days, latest call per firm. Targets are set by those firms; CoinUnited.io does not produce or endorse them.

Reported results

ReportedEPS forecastEPS actualSurpriseRevenue surprise
2026-08-040.9040.95+5.1%+1.4%
2026-04-300.260.260.0%+1.5%
2026-02-190.640.85+32.8%+1.1%
2025-10-280.460.7+52.2%-5.4%
2025-08-040.360.87+141.7%+10.1%
2025-05-01-0.180.1+155.6%-12.7%
2025-02-200.05-0.25-600.0%+15.0%
2024-11-010.150.22+46.7%-5.4%
2024-08-010.50.47-6.0%-2.3%
2024-05-02-0.45-0.32+28.9%+3.6%
2024-02-22-0.23-0.11+52.2%+0.1%
2023-11-01-0.43-0.13+69.8%-1.3%

Also reporting this fortnight in Internet Retail

1 more in Internet Retail

EPS history for W runs from 2013-03-31 to 2026-08-04, 48 reports.Reaction history covers its last 8 results, which is as deep as our daily price baseline reaches.