W

Wayfair's stock price has been volatile over the past six months. In Q4 2025, Wayfair reported a 6.9% year-over-year increase in total net revenue, but the stock dipped 11% due to market skepticism. In Q1 2026, revenue beat estimates, but adjusted EPS missed consensus, and the CFO warned of declining April trends, leading to a nearly 13% drop in stock price. Following Q1 2026 earnings, several analysts lowered their price targets for Wayfair. The stock has also been impacted by broader market pullbacks, surging oil prices, and Middle East tensions.