InsidersTradesSigma
Follow the Wayfair Inc. stock price and the full management transaction log of the company, a publicly traded company based in United States. Shares are quoted on the US market, under the authority of SEC (Form 4). Operating in the Retail & Commerce sector, Wayfair Inc. has logged 457 reports. Market capitalisation: €13.9bn. The latest transaction was reported on 14 August 2026 (Cession). Among the most active insiders: Conine Steven. The full history is accessible without an account.
457
Insider Decl.
n/a
Thresholds
€5m
4 ops.
Buy Volume
€104m
216 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Wayfair Inc. Buy (bullish), based on 28 analysts. Average price target: US$120.89.
39Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 21,497 of 29,056 companies
35.4
score / 100
Value39
Quality32
FCF yld2.3%
Earn yld-2.2%
EV/EBITDA·
ROE·
Gross mgn30%
Net mgn-2.5%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 14 August 2026
Declarations457 total
8,724 shares@ US$101.98Class A Common StockSEC:0001616707-26-000156:0
25,249 shares@ US$102.89Class A Common StockSEC:0001616707-26-000156:1
23,604 shares@ US$103.72Class A Common StockSEC:0001616707-26-000156:2
11,248 shares@ US$104.69Class A Common StockSEC:0001616707-26-000156:3
175 shares@ US$105.42Class A Common StockSEC:0001616707-26-000156:4
2,422 shares0Class A Common StockSEC:0001616707-26-000152:0
2,422 shares0Class A Common StockSEC:0001616707-26-000154:0
9,025 shares@ US$101.98Class A Common StockSEC:0001616707-26-000158:0
23,259 shares@ US$102.87Class A Common StockSEC:0001616707-26-000158:1
25,137 shares@ US$103.71Class A Common StockSEC:0001616707-26-000158:2
11,524 shares@ US$104.68Class A Common StockSEC:0001616707-26-000158:3
55 shares@ US$105.43Class A Common StockSEC:0001616707-26-000158:4
69,000 shares@ US$103.35870.052% mcap13.4% of flowClass ASEC144:0001959173-26-005958
69,000 shares@ US$103.36290.052% mcap13.3% of flowClass ASEC144:0001959173-26-005957
6,000 shares@ US$106.000.0047% mcap1.4% of flowClass ASEC144:0001959173-26-005812
6,000 shares@ US$106.000.0047% mcap1.4% of flowClass ASEC144:0001959173-26-005813
6,000 shares@ US$111.630.0057% mcap1.5% of flowClass ASEC144:0001959173-26-005601
6,000 shares@ US$111.630.0057% mcap1.5% of flowClass ASEC144:0001959173-26-005599
5,000 shares@ US$91.190.0038% mcap1.1% of flowClass ASEC144:0001959173-26-005189
5,000 shares@ US$91.190.0038% mcap1.1% of flowClass ASEC144:0001959173-26-005187
11,339 shares@ US$95.140.0087% mcap25.5% of flowClass A Common StockSEC:0001616707-26-000127:3
5,925 shares@ US$96.290.0047% mcap10.1% of flowClass A Common StockSEC:0001616707-26-000127:4
326 shares0Class A Common StockSEC:0001616707-26-000127:0
22,942 shares0Class A Common StockSEC:0001616707-26-000127:2
182 shares0Class A Common StockSEC:0001616707-26-000127:1
25 of 457 declarations
关于 Wayfair Inc.
Wayfair Inc. 是一家领先的电子商务公司，专注于家居品类，并在美国纽约证券交易所上市，股票代码为 W。对于法语投资者而言，它应被视为一家纯粹的家具、家居装饰和家居用品数字零售商，在“家居”领域拥有明确的品牌。该公司由 Niraj Shah 和 Steve Conine 于 2002 年创立，总部位于马萨诸塞州波士顿。Wayfair 的商业模式结合了市场平台和广泛的零售品类，为客户提供了非常广泛的室内外生活空间产品，包括家具、照明、床上用品、厨具、储物和装饰配件。 在运营方面，Wayfair 以其选择的规模和广度、对客户体验的关注以及运输大件物品的物流要求而脱颖而出。该公司主要服务家庭，同时通过其更广泛的商业生态系统为某些专业客户建立能力。其竞争地位位于电子商务、专业零售和最后一英里物流的交汇处，与综合商品零售商、传统家居用品连锁店和其他在线平台竞争。核心战略优势是其品类的深度以及将分散的品类数字化为统一购物体验的能力。 Wayfair 的业务集中在北美，美国是主要的收入来源，同时在国际上也有选择性地布局。最近披露的信息显示，管理层继续强调活跃客户增长、市场份额增长和渐进式盈利能力提升。在 2026 年第一季度更新中，Wayfair 报告活跃客户恢复增长和收入同比增长，管理层评论强调了运营纪律、物流杠杆以及更多地使用技术，包括人工智能和机器学习。2026 年 5 月，该公司还宣布了一项拟议的 400 million 美元高级担保票据发行，突显了积极的资产负债表管理。对于投资者而言，Wayfair 仍然是一个与美国消费者支出、住房活动和家居相关可自由支配需求相关的周期性增长股，但受到强大品牌和难以大规模复制的专业竞争利基市场的支持。
