AlphaYou
Overview
Smart money at a glance
Filings to Oct 1, 2026Net selling: insiders sold $29.2M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$29.2M netNet selling
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 2 added, 7 cutMore cutting
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Key stats
Fundamentals Sep 30- Open
- $94.99
- 52-wk high
- $119.98
- High
- $99.51
- 52-wk low
- $55.60
- Low
- $94.25
- Prev close
- $98.15
- Mkt cap
- $13.46B
- Volume
- 2.21M
- Fwd P/E
- 25.8x
- Beta
- 3.00
- P/S
- 1.0x
- P/B
- 2679.5x
- Profit margin
- -2.5%
- Op margin
- +3.0%
- ROE
- +0.0%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about W filings
Are insiders buying or selling Wayfair Inc (W) stock?
Net selling: insiders sold $29.2M and bought $0 of W stock on the open market in the 90 days to Oct 1, 2026, according to SEC Form 4 filings. $29.2M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Conine, Steven (Director), who sold $14.3M. The latest filing was on Sep 16, 2026.
Which members of Congress have traded W recently?
None. No member of Congress disclosed a W trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this W smart-money data?
This summary uses filings available on Oct 1, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (2)
- DS
D.E. Shaw
$158.2M
added
- AQ
AQR
$149.5M
added
Sells/Trims (1)
- BA
Balyasny
$101.1M
trimmed
What insiders are doing
How top traders are positioned
Activist stakes, short interest & more
Earnings
Earnings came in 54.5% above what analysts expected.
Earnings per share
$0.33 expected
Reports Oct 27, 2026, in 26 days
Estimates as of Sep 30, 2026
EPS expected
$0.71 to $0.96
Revenue expected
27 analysts
Last 30 days
Analysts raising estimates
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $3.12B | $3.34B | $2.93B | $3.52B |
| Cost of what it sold | $2.18B | $2.33B | $2.05B | $2.46B |
| Gross profit | $934.0M | $1.01B | $880.0M | $1.05B |
| What it spent | ||||
| Sales and admin | $445.0M | $437.0M | $424.0M | $428.0M |
| Other operating costs | $451.0M | $504.0M | $443.0M | $522.0M |
| Total operating expenses | $896.0M | $941.0M | $867.0M | $950.0M |
| What was left | ||||
| Operating profit | $38.0M | $69.0M | $13.0M | $104.0M |
| Interest on debt | $31.0M | $36.0M | $39.0M | $39.0M |
| Profit before tax | -$97.0M | -$114.0M | -$104.0M | $2.0M |
| Tax | $2.0M | $2.0M | $1.0M | $3.0M |
| Net profit | -$99.0M | -$116.0M | -$105.0M | -$1.0M |
| EBITDA | $9.0M | -$7.0M | $2.0M | $105.0M |
Technicals
Price structure
This stock's price action is mixed.
Trend
Mixed
40 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bearish
Wayfair Inc. Class A Common Stock (NY: W)
Leans bearishSep 20Wayfair Inc. Class A Common Stock (NYSE:W) News
NeutralSep 18
Macro
32 macro signals shaping W right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results