Wheat (W)

Wayfair Option Alert: Jan, 2027 $30 Puts at the Bid: 1000 vs 111 OI; Earnings 2/20 Before Open 

Wayfair Option Alert: Jan, 2027 $30 Puts at the Bid: 1000 @ $5.65 vs 111 OI; Earnings 2/20 Before Open Ref=$46.71

Wayfair Option Alert: Mar 21 $50 Puts Sweep (4) near the Ask: 1050 vs 2589 OI; Earnings 2/20 Before Open 

Wayfair Option Alert: Mar 21 $50 Puts Sweep (4) near the Ask: 1050 @ $5.273 vs 2589 OI; Earnings 2/20 Before Open Ref=$48.58

Wayfair (NYSE:W) Stock

Wayfair

Wayfair engages in e-commerce in the United States (87% of 2023 sales), Canada, the United Kingdom, Germany, and Ireland. It's also embarked on expansion into the brick-and-mortar landscape, with a handful of stores between the AllModern, Birch Lane, Joss & Main, and Wayfair banners. At the end of 2023, the firm offered more than 30 million products from more than 20,000 suppliers under the brands Wayfair, Joss & Main, AllModern, Birch Lane, and Perigold. Its offerings include furniture, everyday and seasonal decor, decorative accents, housewares, and other home goods. Wayfair was founded in 2002 and began trading publicly in 2014.

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Wayfair Inc (NYSE: W) reported a revenue beat for Q4 but saw declining active customers. Analysts have mixed opinions on the company&#39;s future.

Wayfair Analysts Assess Q4: Ad Spend Weighs On Earnings, Market Share Grows

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Wayfair&#39;s Q4 active customers decline, order deliveries slow, and international revenue drops, despite a slight sales beat.

Wayfair Q4 Earnings: Revenue Beat, Active Customers Decline, EBITDA Boost And More

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Every once in a while, the stock market’s attention will float away from stocks that deserve it and into areas in the rest of the market that might have been great investments at first but ultimately become too

3 Undervalued Stocks You Don&#39;t Want to Overlook

Wayfair Inc

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Shares of companies in the broader consumer discretionary sector are trading lower amid overall market weakness on US consumer and economic concerns.

BMO Capital analyst Brian Pitz maintains Wayfair (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/W#NYSE">W</a>) with a Market Perform and raises the price target from $50 to $55.

BMO Capital Maintains Market Perform on Wayfair, Raises Price Target to $55

Truist Securities analyst Youssef Squali maintains Wayfair (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/W#NYSE">W</a>) with a Buy and lowers the price target from $55 to $53.

Truist Securities Maintains Buy on Wayfair, Lowers Price Target to $53

Loop Capital analyst Laura Champine maintains Wayfair (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/W#NYSE">W</a>) with a Hold and lowers the price target from $55 to $45.

Loop Capital Maintains Hold on Wayfair, Lowers Price Target to $45

Shares of Wayfair Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/W#NYSE">W</a>) fell Friday morning, despite the company reporting a Q4 <a href="https://www.benzinga.com/news/earnings/25/02/43848482/wayfair-q4-earnings-revenue-beat-active-customers-decline-ebitda-boost-and-more">revenue beat on Thursday.</a>
The results came in amid an <a href="https://www.benzinga.com/earnings">exciting earnings season</a>. Here are some key analyst takeaways.
Stifel On Wayfair
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58041885846faa000106a9ae/mark-kelley">Analyst Mark Kelley</a> reaffirmed a Hold rating, while cutting the price target from $47 to $46.
Wayfair reported net revenue of $3.12 billion, which was flat year-on-year but beat Street expectations of $3.07 billion, Kelley said in a note. Active customers of 21.4 million came in below consensus of 22.2 million, while adjusted EBITDA of $96.0 million missed consensus of $105.1 million, he added.
The earnings miss was due to ad spend being higher than in the previous quarter, the analyst stated. "1Q revenue guidance was slightly better than expected and EBITDA margin expectations were essentially in line at the midpoint," he further wrote.
Raymond James On Wayfair
Analyst Bobby Griffin maintained a Strong Buy rating and price target of $60.
Wayfair's adjusted EBITDA missed consensus by around $10 million, with margins of 3.1% coming in lower than expectations of 3.5%, Griffin said. The company continued to gain market share during the quarter and recorded 48% EBITDA growth and positive free cash flows in 2024, he added.
"Management expects 1Q25 sales flat to down y/y (100 bp drag from the exit of Germany business)," the analyst wrote. The company guided to first-quarter adjusted EBITDA margins of 2%-4%, versus consensus of 3.1%, he further stated.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Needham On Wayfair
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/587635595064ed000140010c/scott-berg">Analyst Bernie McTernan</a> reiterated a Buy rating and price target of $50.
Wayfair continues to face a challenging macro environment, with elevated mortgage rates unlikely to provide an opportunity for a cyclical recovery in the home furniture market in 2025, McTernan said. Although he noted that the company's U.S. revenues grew in the fourth quarter, "which is an encouraging data point and speaks to their ability to continue to drive share gains."
Wayfair continues to exhibit financial discipline as it waits for the macro to recover, the analyst stated. The company is "an under the radar beneficiary of a housing market recovery," he further wrote.
Piper Sandler On Wayfair
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58b96e17b85e930001592a16/peter-keith">Analyst Peter Keith</a> maintained an Overweight rating and price target of $58.
Wayfair delivered a sales beat but its EBITDA missed expectations on higher advertising spend, Keith said. The company spent more on influencer advertising, which it expects will yield benefits in the next couple of quarters, he added.
Management guided to a first-quarter adjusted EBITDA margin of 2%-4%, which at the midpoint slightly misses the consensus expectation of 3.1%, the analyst stated. "We believe Wayfair continues to take modest market share, and expand EBITDA margin, both of which should accelerate with industry growth," he wrote.
W Price Action: Shares of Wayfairhad were down 5.9% to $43.28 at the time of publication on Friday.
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Stifel analyst Mark Kelley maintains Wayfair (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/W#NYSE">W</a>) with a Hold and lowers the price target from $47 to $46.

Stifel Maintains Hold on Wayfair, Lowers Price Target to $46

Canaccord Genuity analyst Maria Ripps maintains Wayfair (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/W#NYSE">W</a>) with a Buy and lowers the price target from $76 to $68.

Canaccord Genuity Maintains Buy on Wayfair, Lowers Price Target to $68

B of A Securities analyst Curtis Nagle maintains Wayfair (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/W#NYSE">W</a>) with a Neutral and lowers the price target from $52 to $50.

Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
10:39 AMFeb 19, 2025	PUT	$30.00	Jan 15, 2027	691	0	1000	0	111	TRADE	BULLISH
03:14 PMFeb 18, 2025	PUT	$50.00	Mar 21, 2025	26	1100	1050	42	2589	SWEEP	BEARISH

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