Wayfair (W) – Investment Analysts’ Weekly Ratings Updates

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

• 8/14/2026 – Wayfair was upgraded by Sanford C. Bernstein from “market perform” to “outperform”. They now have a $125.00 price target on the stock, up from $100.00.
• 8/13/2026 – Wayfair had its price target raised by Citigroup Inc. from $95.00 to $133.00. They now have a “buy” rating on the stock.
• 8/5/2026 – Wayfair had its “neutral” rating reaffirmed by The Goldman Sachs Group, Inc..
• 8/5/2026 – Wayfair had its “hold” rating reaffirmed by Deutsche Bank Aktiengesellschaft. They now have a $120.00 price target on the stock.
• 8/5/2026 – Wayfair was given a new $116.00 price target by Robert W. Baird.
• 8/5/2026 – Wayfair had its “overweight” rating reaffirmed by Morgan Stanley.
• 8/5/2026 – Wayfair had its “outperform” rating reaffirmed by Evercore Inc. They now have a $130.00 price target on the stock.
• 8/5/2026 – Wayfair had its price target raised by Guggenheim from $100.00 to $135.00. They now have a “buy” rating on the stock.
• 8/5/2026 – Wayfair had its price target raised by TD Cowen from $75.00 to $110.00. They now have a “hold” rating on the stock.
• 8/5/2026 – Wayfair had its price target raised by UBS Group AG from $118.00 to $156.00. They now have a “buy” rating on the stock.
• 8/5/2026 – Wayfair had its price target raised by Royal Bank Of Canada from $78.00 to $92.00. They now have a “sector perform” rating on the stock.
• 8/5/2026 – Wayfair had its price target raised by Wells Fargo & Company from $100.00 to $130.00. They now have an “overweight” rating on the stock.
• 8/5/2026 – Wayfair had its price target raised by Wedbush from $85.00 to $125.00. They now have a “neutral” rating on the stock.
• 8/5/2026 – Wayfair had its price target raised by BMO Capital Markets from $105.00 to $115.00. They now have a “market perform” rating on the stock.
• 8/5/2026 – Wayfair had its price target raised by Needham & Company LLC from $83.00 to $133.00. They now have a “buy” rating on the stock.
• 8/4/2026 – Wayfair had its “hold” rating reaffirmed by Jefferies Financial Group Inc.. They now have a $108.00 price target on the stock.
• 8/4/2026 – Wayfair had its price target raised by Truist Financial Corporation from $99.00 to $135.00. They now have a “buy” rating on the stock.
• 7/29/2026 – Wayfair had its “sector perform” rating reaffirmed by Royal Bank Of Canada. They now have a $78.00 price target on the stock.
• 7/29/2026 – Wayfair had its price target raised by UBS Group AG from $115.00 to $118.00. They now have a “buy” rating on the stock.
• 7/28/2026 – Wayfair had its price target raised by JPMorgan Chase & Co. from $105.00 to $108.00. They now have an “overweight” rating on the stock.
• 7/20/2026 – Wayfair was downgraded by Zacks Research from “strong-buy” to “hold”.
• 7/16/2026 – Wayfair is now covered by Wedbush. They set a “neutral” rating and a $104.00 price target on the stock.
• 7/7/2026 – Wayfair is now covered by Benchmark Co.. They set a “hold” rating on the stock.
• 7/3/2026 – Wayfair was upgraded by Zacks Research from “hold” to “strong-buy”.

Insider Transactions at Wayfair

In related news, CEO Niraj Shah sold 69,000 shares of the stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $103.36, for a total value of $7,131,840.00. Following the transaction, the chief executive officer directly owned 360,137 shares of the company’s stock, valued at approximately $37,223,760.32. This trade represents a 16.08% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jon Blotner sold 5,925 shares of Wayfair stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $96.29, for a total value of $570,518.25. Following the completion of the transaction, the insider owned 117,344 shares in the company, valued at $11,299,053.76. The trade was a 4.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 143,925 shares of company stock worth $14,834,198 in the last ninety days. Insiders own 18.44% of the company’s stock.

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.