Wayfair Stock Is Up 57% in the Past Year, and Analysts Think It Can Keep Climbing

Wayfair reported Q2 revenue up 7.5% year over year to $3.5 billion, beating analyst estimates, with active customers rising by 700,000 to 21.7 million. Operating margin improved to 3% and free cash flow rose to $301 million. Perigold sales increased 35%. Net loss was $1 million. Shares rose sharply after results.

NYC Mayor Zohran Mamdani said the city issued cease-and-desist orders to 42 online retailers over alleged illegal e-bikes and e-scooters that exceed NYC safety limits. He cited marketplaces including Walmart, Amazon, Target, Wayfair, and Temu. The city linked the action to recent crashes and fatalities. Walmart shares closed at $112.34, up 0.71%.

Wayfair (W) reported Q2 results despite weak U.S. housing activity. Total revenue rose 7.5% to $3.52 billion and free cash flow was $301 million. U.S. revenue increased 8.7% to $3.1 billion. Adjusted earnings were 95 cents vs 89 cents expected, and revenue beat the $3.47 billion consensus. Perigold revenue grew over 35% and management guided mid-single-digit Q3 revenue growth.

Wayfair (NYSE:W) reported Q2 earnings of 95 cents per share, above the 90 cents consensus, and sales of $3.519 billion, above $3.465 billion. In pre-market trading, shares were down 0.5% to $115.49. After the results, Needham raised its price target to $133 and BMO Capital to $115, both following analyst updates.

Wayfair (W) reported Q2 revenue of $3.52B, up 7.5% YoY and above the $3.45B consensus, with adjusted EPS of $0.95 versus $0.87 expected. U.S. net revenue rose 8.7% to $3.1B. Shares jumped about 18% premarket to $106.11. Free cash flow was $301M. Q3 guidance calls for high-single-digit revenue growth.

Wayfair reported Q2 net revenue of $3.51bn, up 7.5% year over year, driven by US revenue rising 8.7% to $3.12bn. International revenue fell 1.3% to $394m. Wayfair posted a $1m net loss versus $15m net income in Q2 2025, while operating income rose to $104m. Active customers grew to 21.7m.