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W

Wayfair

$128.42

-2.22 (-1.70%)

11:15
08/29/18
08/29
11:15
08/29/18
11:15

Wayfair put volume heavy and directionally bearish

Bearish flow noted in Wayfair with 1,546 puts trading, or 1.1x expected. Most active are Nov-18 125 puts and 9/28 weekly 140 calls, with total volume in those strikes near 960 contracts. The Put/Call Ratio is 2.90, while ATM IV is up nearly 2 points on the day. Earnings are expected on November 1st.

  • 05

    Sep

  • 19

    Sep

W Wayfair
$128.42

-2.22 (-1.70%)

08/02/18
BARD
08/02/18
NO CHANGE
Target $118
BARD
Neutral
Wayfair price target raised to $118 from $100 at Baird
Baird analyst Colin Sebastian raised his price target on Wayfair to $118, saying its Q2 results reflect strong growth and market share gains thanks to accelerated sales from the company's Way Day promotions. The analyst further notes that Q3 margin decline outlook is the result of "significant headcount and capacity growth", and cites the management's expectations of Q4 operating leverage improvement. Sebastian also keeps his Neutral rating on Wayfair.
08/03/18
STFL
08/03/18
NO CHANGE
Target $115
STFL
Hold
Wayfair price target raised to $115 from $90 at Stifel
Stifel analyst Scott Devitt said Wayfair's Q2 Direct revenue increase of 49% compared to the prior year was "impressive" and ahead of expectations, helped by its first "Way Day" event. He also notes that the company's guidance for Q3 Direct Retail revenue growth of 36%-39% compared to his prior 36% expectation. He sees Wayfair building a defensible position in the large home furnishings category and sees a strong opportunity for long-term growth, but he believes that opportunity is already reflected in the shares. Devitt raised his price target on Wayfair to $115 but keeps a Hold rating on the stock.
08/07/18
MSCO
08/07/18
NO CHANGE
Target $105
MSCO
Equal Weight
Wayfair price target raised to $105 from $75 at Morgan Stanley
Morgan Stanley analyst Simeon Gutman said he is bullish on Wayfair's potential for revenue growth of about 25% per year in the medium-term, but he is less optimistic than the market on profits as he thinks the company may not break even until 2022. In contrast, the market is pricing in positive adjusted EBITDA by 2020, Gutman noted. Given that he sees the stock trading on top-line growth prospects in the near term, Gutman raised his price target on Wayfair shares to $105 from $75, but he maintains an Equal Weight rating on the stock.
08/27/18
PIPR
08/27/18
NO CHANGE
Target $150
PIPR
Overweight
Piper believes advertising revenue could 'ramp significantly' for Wayfair
The "nascent" advertising revenue opportunity at Wayfair (W) could "ramp significantly" over the next two years and become a notable driver to EBITDA, Piper Jaffray analyst Peter Keith tells investors in a research note. Wayfair is currently testing sponsored product ads, and the analyst believes the initiative could roll out more broadly within the next few months. Using Amazon's (AMZN) early success with sponsored ads as a proxy, he estimates Wayfair's ad revenue could drive $100M-$175M of EBITDA by 2020. Keith has not factored advertising revenue into his model, but says advertising success would "significantly increase" the probability of positive EBITDA for Wayfair in the next two years. The analyst reiterates an Overweight rating on the shares with a $150 price target.

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