moneyheap
W · Analysis updated Nov 4, 2026, 4:12 PM ET
Why is Wayfair Inc. (W) stock moving?
Wayfair's third-quarter revenue rose 9.7% to $3.42 billion, slightly above the roughly $3.38 billion expected, and U.S. revenue grew 11.4%, its fastest pace since early 2021, while management described the U.S. home-goods market as roughly flat. Adjusted earnings of $0.93 a share beat the roughly $0.81 expected by about 14%, and the company swung to net income of $62 million from a $99 million loss a year earlier. Orders delivered rose 12%, active customers reached 22.2 million (up 1.2 million), and advertising fell below 10% of revenue for the first time since 2021. For the fourth quarter it expects revenue growth in the high single digits and an adjusted profit margin (EBITDA) of 6-7%. The stock closed up about 11% at $123.53 after touching $127.92.
News behind the analysis
- Wayfair notches 'strongest quarter of growth' since the pandemicRevenue +9.7% to $3.4B, U.S. +11%; net income $62M versus a $99M loss; ad spend 9.9% of revenue.
- Wayfair's (NYSE:W) Q3 2026: beats on revenueRevenue $3.42B versus $3.38B expected; adjusted EPS $0.93 versus $0.81; adjusted EBITDA margin 6.9%.
- Truist raises Wayfair stock price target on market share gainsTruist raised its target to $160 from $135; fourth-quarter guidance calls for high-single-digit growth and a 6-7% EBITDA margin.
- Raymond James reiterates Strong Buy on Wayfair stock after Q3 beatU.S. revenue growth fastest since early 2021; share-gain spread widened to low double digits.
- Wayfair (NYSE:W) Upgraded at Gordon HaskettGordon Haskett upgraded the stock and set a $160 target.
In the Daily Standout
- November 4, 2026: on the shortlist +10.97%