Wayfair (W) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $0.93
- Estimate
- $0.81
- Surprise
- +14.3%
- Revenue (period 2026-09-30)
- $3.42B
- Score today
- 4.7/10
Revenue source: xbrl.
How the report landed
Wayfair (W) beat the $0.81 estimate with adjusted EPS of $0.93 — a large 14.3% upside surprise.
Coverage in the report window
- Wayfair, Lendingtree, Bruker, Zimmer Biomet And Other Big Stocks Moving Higher On Wednesday — benzinga, 2026-11-04
- Wayfair CEO Says Best Growth Since Pandemic Is Just the Beginning — benzinga, 2026-11-04
- Wayfair Announces Third Quarter 2026 Financial Results — fiscal.ai, 2026-11-04
Where TrendMatrix's rating stands now
TrendMatrix currently rates W Sell at 4.7/10; no pre/post engine snapshot brackets this report.
3 of the last 4 quarters beat the estimate; this quarter's +14.3% surprise compares with a +8.6% four-quarter average.
What argues against it
- Target reached (-8.6% upside)
- Quality below floor (3.4 < 4.0)
- Negative risk/reward — downside exceeds upside
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $123.56
- Stop
- $114.91
Risk check: trading volume is running 2.2× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-11-05 — shown for context, not personalized investment advice.
W at TrendMatrix's latest read
Cyclical consumer names live and die on demand momentum — same-quarter comps and guidance carry more weight than the headline surprise.
- Industry
- Internet Retail
- Market cap
- $16.31B
- P/E (fwd)
- 31.7
- 52-week range
- $55.60–$127.92
- Off 52-week high
- 3.4%
- RSI (14)
- 64
- Volume vs avg
- 2.21×
- Score today
- 4.7/10