Wayfair Inc. (NYSE:W) Receives $107.21 Consensus Target Price from Analysts

Wayfair Inc. (NYSE:W) has been given an average rating of “Moderate Buy” by the thirty-one research firms that are currently covering the stock, Marketbeat reports. Two analysts have rated the stock with a sell recommendation, ten have given a hold recommendation, eighteen have assigned a buy recommendation and one has given a strong buy recommendation to the company. The average 12-month price target among brokers that have issued a report on the stock in the last year is $107.2143.

Several research firms have commented on W. Citigroup upped their price objective on shares of Wayfair from $105.00 to $135.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Wall Street Zen upgraded Wayfair from a “hold” rating to a “buy” rating in a research note on Saturday, December 20th. Mizuho restated an “outperform” rating and set a $130.00 price objective on shares of Wayfair in a research report on Friday, January 2nd. TD Cowen restated a “hold” rating on shares of Wayfair in a research report on Wednesday, October 29th. Finally, Oppenheimer upped their price target on shares of Wayfair from $100.00 to $144.00 and gave the company an “outperform” rating in a research report on Wednesday, November 12th.

Insider Buying and Selling

In other Wayfair news, CEO Niraj Shah sold 150,000 shares of the business’s stock in a transaction dated Friday, January 23rd. The stock was sold at an average price of $108.87, for a total transaction of $16,330,500.00. Following the completion of the sale, the chief executive officer directly owned 289,137 shares in the company, valued at $31,478,345.19. The trade was a 34.16% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Kate Gulliver sold 36,497 shares of Wayfair stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $106.50, for a total value of $3,886,930.50. Following the sale, the chief financial officer directly owned 149,238 shares in the company, valued at $15,893,847. This trade represents a 19.65% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 950,494 shares of company stock worth $100,127,813 in the last three months. 21.91% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the company. Y Intercept Hong Kong Ltd bought a new stake in Wayfair during the 2nd quarter valued at about $1,512,000. Concurrent Investment Advisors LLC acquired a new position in shares of Wayfair in the third quarter valued at about $3,332,000. Range Financial Group LLC acquired a new position in Wayfair during the third quarter valued at $1,330,000. Great Lakes Advisors LLC acquired a new position in shares of Wayfair in the 3rd quarter valued at $3,946,000. Finally, Hook Mill Capital Partners LP acquired a new stake in Wayfair in the second quarter valued at approximately $39,965,000. 89.67% of the stock is owned by hedge funds and other institutional investors.

Wayfair News Roundup

Here are the key news stories impacting Wayfair this week:

• Positive Sentiment: Q4 results beat consensus: Wayfair reported $3.34B in revenue (vs. ~$3.30B est.) and adjusted EPS of $0.85 (vs. ~$0.64 est.), and the company returned to annual sales growth for the first time since 2020 — a clear operational improvement. PR: Q4 and Full Year 2025 Results
• Positive Sentiment: Profitability trends improved: adjusted earnings swung positive year-over-year and beat estimates, indicating better operating leverage as order volumes rose. Zacks: Q4 beat
• Positive Sentiment: Omnichannel expansion: CFO Kate Gulliver says Wayfair is growing its brick?and?mortar footprint as in?store demand and foot traffic increase — a potential new revenue channel if executed efficiently. CFO on brick-and-mortar
• Neutral Sentiment: Partnerships and tech/marketing initiatives continue: management highlighted partnerships (e.g., Affirm expansion) and referenced AI initiatives that could help marketing and search — these are strategic positives but will take time to drive material financial lifts. Retail Dive: Affirm partnership
• Neutral Sentiment: Promotion-driven demand: heavy discounting and large warehouse clearout sales are boosting short?term order volume (and consumer attention) but may limit margin upside if sustained. MSN: warehouse sale
• Negative Sentiment: Customer-growth concerns: reports flagged a decline/slower growth in active customers despite revenue gains, a red flag for sustainable top?line expansion and a reason short sellers and some investors reacted negatively. Benzinga: active customer concerns
• Negative Sentiment: Margin and profit-warning risk from investments: management warned that planned investments — including store expansion and other initiatives — could pressure margins; analysts also noted a GAAP hit (debt?extinguishment loss) that offset some of the earnings positivity. Those items fed the sharp post?earnings sell?off. MarketWatch: expansion and margin worries

Wayfair Stock Down 13.1%

Shares of NYSE:W opened at $79.53 on Tuesday. The business has a fifty day simple moving average of $101.98 and a 200 day simple moving average of $93.46. The firm has a market cap of $10.37 billion, a P/E ratio of -31.07, a P/E/G ratio of 8.74 and a beta of 3.36. Wayfair has a 12-month low of $20.41 and a 12-month high of $119.98.

About Wayfair

Wayfair Inc (NYSE: W) is an e-commerce company focused on home furnishings and décor. Through its platform, Wayfair offers a broad assortment of furniture, lighting, home textiles, kitchenware and decorative accessories. The company’s portfolio includes flagship sites such as Wayfair.com, as well as specialty retail brands like Joss & Main, AllModern, Birch Lane and Perigold, each catering to distinct design styles and price points.

Founded in 2002 by Niraj Shah and Steve Conine under the name CSN Stores, the business rebranded as Wayfair in 2011 and went public in 2014.