Wayfair (W) – Analysts’ Weekly Ratings Updates

Several brokerages have updated their recommendations and price targets on shares of Wayfair (NYSE: W) in the last few weeks:

• 11/5/2026 – Wayfair had its price target raised by Sanford C. Bernstein from $125.00 to $140.00. They now have an “outperform” rating on the stock.
• 11/5/2026 – Wayfair had its price target raised by Wedbush from $125.00 to $138.00. They now have a “neutral” rating on the stock.
• 11/5/2026 – Wayfair had its price target raised by UBS Group from $156.00 to $165.00. They now have a “buy” rating on the stock.
• 11/5/2026 – Wayfair had its price target raised by TD Cowen from $110.00 to $114.00. They now have a “hold” rating on the stock.
• 11/5/2026 – Wayfair had its price target raised by Royal Bank Of Canada from $96.00 to $128.00. They now have a “sector perform” rating on the stock.
• 11/5/2026 – Wayfair had its price target raised by BNP Paribas Exane from $108.00 to $134.00. They now have a “neutral” rating on the stock.
• 11/5/2026 – Wayfair had its price target raised by Wells Fargo & Company from $130.00 to $140.00. They now have an “overweight” rating on the stock.
• 11/5/2026 – Wayfair had its price target raised by Needham & Company LLC from $133.00 to $145.00. They now have a “buy” rating on the stock.
• 11/4/2026 – Wayfair had its price target raised by Truist Financial from $135.00 to $160.00. They now have a “buy” rating on the stock.
• 11/4/2026 – Wayfair had its “strong-buy” rating reaffirmed by Raymond James Financial. They now have a $135.00 price target on the stock.
• 11/4/2026 – Wayfair was upgraded by Gordon Haskett from “hold” to “buy”. They now have a $160.00 price target on the stock.
• 11/3/2026 – Wayfair was upgraded by Zacks Research from “hold” to “strong-buy”.
• 11/2/2026 – Wayfair had its price target raised by JPMorgan Chase & Co. from $125.00 to $136.00. They now have an “overweight” rating on the stock.
• 10/29/2026 – Wayfair was given a new $132.00 price target by Mizuho.
• 10/23/2026 – Wayfair had its price target raised by Royal Bank Of Canada from $92.00 to $96.00. They now have a “sector perform” rating on the stock.
• 10/20/2026 – Wayfair had its price target raised by Piper Sandler from $133.00 to $135.00. They now have an “overweight” rating on the stock.
• 10/8/2026 – Wayfair had its price target raised by Robert W. Baird from $116.00 to $117.00. They now have a “neutral” rating on the stock.
• 9/30/2026 – Wayfair had its “overweight” rating reaffirmed by Piper Sandler. They now have a $133.00 price target on the stock.
• 9/29/2026 – Wayfair had its price target raised by Mizuho from $90.00 to $110.00. They now have an “outperform” rating on the stock.
• 9/28/2026 – Wayfair was downgraded by Zacks Research from “strong-buy” to “hold”.
• 9/14/2026 – Wayfair had its “sell (d-)” rating reaffirmed by Weiss Ratings.

Wayfair Price Performance

Shares of W opened at $113.35 on Friday. The business has a 50-day moving average of $105.74 and a 200-day moving average of $89.17. The company has a market capitalization of $14.96 billion, a price-to-earnings ratio of -90.68, a price-to-earnings-growth ratio of 4.26 and a beta of 3.10. Wayfair Inc. has a 1 year low of $55.60 and a 1 year high of $127.99.

Wayfair (NYSE:W) last announced its earnings results on Wednesday, November 4th. The company reported $0.93 EPS for the quarter, beating the consensus estimate of $0.80 by $0.13. The business had revenue of $3.42 billion for the quarter, compared to analysts’ expectations of $3.38 billion. Wayfair had a negative return on equity of 5.14% and a negative net margin of 1.21%. The firm’s revenue was up 9.7% on a year-over-year basis. During the same period in the prior year, the business posted $0.70 earnings per share. As a group, sell-side analysts anticipate that Wayfair Inc. will post 0.97 EPS for the current year.

Insiders Place Their Bets

In other news, Director Steven Conine sold 117,000 shares of the business’s stock in a transaction that occurred on Thursday, October 15th. The shares were sold at an average price of $111.25, for a total value of $13,016,250.00. Following the transaction, the director owned 105,073 shares in the company, valued at approximately $11,689,371.25. The trade was a 52.69% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Niraj Shah sold 117,000 shares of the company’s stock in a transaction on Thursday, October 15th. The shares were sold at an average price of $111.25, for a total transaction of $13,016,250.00. Following the completion of the sale, the chief executive officer directly owned 105,137 shares in the company, valued at approximately $11,696,491.25. This represents a 52.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 677,070 shares of company stock worth $72,236,934. 18.44% of the stock is currently owned by insiders.

Wayfair Inc is an e-commerce company that sells furniture, home furnishings and related products through digital platforms. Its selection includes furniture, décor, lighting, rugs, mattresses, kitchen and dining products, housewares, home improvement items, outdoor furnishings and other goods for residential and commercial spaces.

The company operates a portfolio of online brands and retail websites, including Wayfair, Joss & Main, AllModern, Birch Lane and Perigold. These brands are designed to serve different customer preferences, price points and areas of the home-furnishings market.