Weekly Research Analysts’ Ratings Changes for Wayfair (W)

Several analysts have recently updated their ratings and price targets for Wayfair (NYSE: W):

• 11/13/2025 – Wayfair had its price target raised by analysts at Guggenheim from $120.00 to $125.00. They now have a “buy” rating on the stock.
• 11/12/2025 – Wayfair had its price target raised by analysts at Oppenheimer Holdings, Inc. from $100.00 to $144.00. They now have an “outperform” rating on the stock.
• 10/30/2025 – Wayfair had its price target raised by analysts at Royal Bank Of Canada from $51.00 to $86.00. They now have a “sector perform” rating on the stock.
• 10/30/2025 – Wayfair had its price target raised by analysts at Evercore ISI from $100.00 to $115.00. They now have an “outperform” rating on the stock.
• 10/29/2025 – Wayfair had its “hold” rating reaffirmed by analysts at Cowen Inc.
• 10/29/2025 – Wayfair had its price target raised by analysts at Mizuho from $88.00 to $130.00. They now have an “outperform” rating on the stock.
• 10/29/2025 – Wayfair was given a new $110.00 price target on by analysts at BMO Capital Markets. They now have a “market perform” rating on the stock.
• 10/29/2025 – Wayfair was given a new $100.00 price target on by analysts at Stifel Nicolaus.
• 10/29/2025 – Wayfair had its price target raised by analysts at The Goldman Sachs Group, Inc. from $80.00 to $120.00. They now have a “neutral” rating on the stock.
• 10/29/2025 – Wayfair had its price target raised by analysts at UBS Group AG from $102.00 to $135.00. They now have a “buy” rating on the stock.
• 10/29/2025 – Wayfair had its price target raised by analysts at Guggenheim from $90.00 to $120.00. They now have a “buy” rating on the stock.
• 10/29/2025 – Wayfair had its price target raised by analysts at Citigroup Inc. from $105.00 to $135.00. They now have a “buy” rating on the stock.
• 10/29/2025 – Wayfair had its price target raised by analysts at Needham & Company LLC from $83.00 to $125.00. They now have a “buy” rating on the stock.
• 10/29/2025 – Wayfair had its price target raised by analysts at Barclays PLC from $70.00 to $104.00. They now have a “positive” rating on the stock.
• 10/29/2025 – Wayfair had its price target raised by analysts at Canaccord Genuity Group Inc. from $100.00 to $125.00. They now have a “buy” rating on the stock.
• 10/29/2025 – Wayfair had its price target raised by analysts at Argus from $105.00 to $125.00. They now have a “buy” rating on the stock.
• 10/29/2025 – Wayfair had its price target raised by analysts at Raymond James Financial, Inc. from $90.00 to $130.00. They now have a “strong-buy” rating on the stock.
• 10/29/2025 – Wayfair had its price target raised by analysts at Wells Fargo & Company from $90.00 to $110.00. They now have an “overweight” rating on the stock.
• 10/29/2025 – Wayfair had its “overweight” rating reaffirmed by analysts at Piper Sandler. They now have a $125.00 price target on the stock, up previously from $98.00.
• 10/28/2025 – Wayfair had its price target raised by analysts at Truist Financial Corporation from $95.00 to $120.00. They now have a “buy” rating on the stock.
• 10/28/2025 – Wayfair was upgraded by analysts at Bank of America Corporation from a “neutral” rating to a “buy” rating.
• 10/28/2025 – Wayfair was upgraded by analysts at Gordon Haskett from an “accumulate” rating to a “buy” rating. They now have a $150.00 price target on the stock.
• 10/27/2025 – Wayfair had its price target raised by analysts at JPMorgan Chase & Co. from $82.00 to $105.00. They now have an “overweight” rating on the stock.
• 10/24/2025 – Wayfair was given a new $75.00 price target on by analysts at Deutsche Bank Aktiengesellschaft.
• 10/24/2025 – Wayfair had its price target raised by analysts at Stifel Nicolaus from $68.00 to $80.00. They now have a “hold” rating on the stock.
• 10/17/2025 – Wayfair had its price target raised by analysts at UBS Group AG from $91.00 to $102.00. They now have a “buy” rating on the stock.
• 10/16/2025 – Wayfair had its price target raised by analysts at Piper Sandler from $95.00 to $98.00. They now have an “overweight” rating on the stock.
• 10/15/2025 – Wayfair had its price target raised by analysts at Wells Fargo & Company from $84.00 to $90.00. They now have an “overweight” rating on the stock.
• 10/8/2025 – Wayfair had its “sell (d-)” rating reaffirmed by analysts at Weiss Ratings.
• 10/6/2025 – Wayfair had its price target raised by analysts at Citigroup Inc. from $93.00 to $105.00. They now have a “buy” rating on the stock.
• 9/29/2025 – Wayfair was downgraded by analysts at Zacks Research from a “strong-buy” rating to a “hold” rating.
• 9/27/2025 – Wayfair had its “sell (d-)” rating reaffirmed by analysts at Weiss Ratings.
• 9/25/2025 – Wayfair had its price target raised by analysts at Truist Financial Corporation from $80.00 to $95.00. They now have a “buy” rating on the stock.
• 9/19/2025 – Wayfair had its price target raised by analysts at Jefferies Financial Group Inc. from $91.00 to $102.00. They now have a “buy” rating on the stock.

Insider Buying and Selling

In related news, CEO Niraj Shah sold 30,000 shares of the firm’s stock in a transaction that occurred on Tuesday, October 28th. The shares were sold at an average price of $105.10, for a total value of $3,153,000.00. Following the sale, the chief executive officer owned 139,137 shares of the company’s stock, valued at $14,623,298.70. This trade represents a 17.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Steven Conine sold 30,000 shares of the firm’s stock in a transaction on Tuesday, October 28th. The shares were sold at an average price of $105.09, for a total transaction of $3,152,700.00. Following the completion of the sale, the insider owned 139,073 shares in the company, valued at $14,615,181.57. The trade was a 17.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 825,959 shares of company stock worth $70,097,674 in the last quarter. Company insiders own 21.91% of the company’s stock.

Wayfair Inc provides e-commerce business in the United States and internationally. The company offers approximately thirty million products for the home sector. It offers online selections of furniture, décor, housewares, and home improvement products through its sites consisting of Wayfair, Joss & Main, AllModern, Birch Lane, Perigold, and Wayfair Professional.