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Upgrading Wayfair to 'Buy' after 2Q25 results show clear inflection: revenue growth, margin expansion, and positive cash flow signal scalable profitability. W is gaining undeniable market share, leveraging tech upgrades, AI, and logistics to outperform a flat home category and pull ahead of competitors. Growth initiatives like CastleGate logistics, Wayfair Verified, and Rewards are driving conversion, supplier stickiness, and new high-margin revenue streams.

Wayfair's +5% net revenue growth in Q2 2025 was quite good, and it mentioned strong Q3 2025 QTD results too. I have thus increased my estimate of Wayfair's adjusted EBITDA from $530 million to $660 million for 2025. Further mid-single digit net revenue growth could increase this to $800 million in 2026.

In 2025Q2, Wayfair posted its strongest quarter since 2021, with a return to revenue growth and GAAP profitability. I am upgrading the stock from Sell to Hold based on these improved fundamentals. Despite strong results, valuation remains stretched, as I believe the market is overly focused on the direction, and not the magnitude, of the numbers.

Bank of America reiterated its buy rating on Palantir with a price target of $180.

Shares of Wayfair Inc. W consolidated on Tuesday after the stock soared by more than 12.5% on Monday, following a strong earnings report. The company reported 11 cents for Q2 versus the prior year's loss of 34 cents.

Wayfair's stock has tripled this year, fueled by retail investor enthusiasm and a strong Q2 earnings beat, but valuations now look stretched. Despite a rebound to mid-single-digit growth, I'm downgrading Wayfair to a sell due to limited upside and significant downside risk at current prices. Key risks include potential demand pull-forward from tariffs, supplier price hikes, and continued decline in active buyers despite revenue growth.

Dow Marks Best Day Since May After Friday's Selloff All three major indexes bounced back with impressive gains Emma Duncan Managing Editor Aug 4, 2025 at 4:34 PM SPX|IXIC|DJIA The Dow, S&P 500, and Nasdaq all charged higher to start the week fresh Following Friday's steep selloff triggered by tariff tensions and meek jobs data, all three major indexes logged healthy gains to start the week. The Dow marked a 585-point pop -- its best day since May 27 -- while the tech-heavy Nasdaq logged a triple-digit gain of its own. The S&P 500 also moved higher, snapping its four-day losing streak as eyes remain on the outcome of President Donald Trump's ongoing trade negotiations. Continue reading for more on today's market, including: 3 retail stocks ripe for a short squeeze. Rallying software stock targeted before earnings. Plus, another buzzing retail stock; Boeing back in headlines; and M&A news pushes aviation name higher. 5 Things to Know Today Universities are still grappling with the loss o

Home furnishings giant Wayfair is leaning into artificial intelligence (AI) amid an uptick in revenues. The company on Monday (Aug. 4) reported earnings showing revenue of $3.3 billion for the quarter, a 5% increase and Wayfair's strongest metrics in four years.

Wayfair Inc. (NYSE:W ) Q2 2025 Earnings Conference Call August 4, 2025 8:00 AM ET Company Participants Kate Gulliver - CFO & Chief Administrative Officer Niraj S. Shah - Co-Founder, Co-Chairman & CEO Ryan Barney - Corporate Participant Conference Call Participants Brian William Nagel - Oppenheimer & Co. Inc., Research Division Christopher Michael Horvers - JPMorgan Chase & Co, Research Division David Leonard Bellinger - Mizuho Securities USA LLC, Research Division Jonathan Richard Matuszewski - Jefferies LLC, Research Division Oliver Wintermantel - Evercore ISI Institutional Equities, Research Division Pedro Gil Garcia Alejo - Morgan Stanley, Research Division Peter Jacob Keith - Piper Sandler & Co., Research Division Operator Ladies and gentlemen, thank you for standing by.

Wayfair reported its strongest quarterly results since the pandemic-driven home furnishings boom, signaling a potential turnaround for the online retailer even as the broader furniture category continues to face headwinds. The development sent its shares soaring by more than 11%.