Weekly Analysts’ Ratings Updates for Wayfair (W)

A number of firms have modified their ratings and price targets on shares of Wayfair (NYSE: W) recently:

• 9/1/2026 – Wayfair had its “outperform” rating reaffirmed by Sanford C. Bernstein.
• 8/25/2026 – Wayfair was upgraded by Zacks Research from “hold” to “strong-buy”.
• 8/20/2026 – Wayfair is now covered by Rosenblatt Securities. They set a “buy” rating and a $125.00 price target on the stock.
• 8/19/2026 – Wayfair was upgraded by Rosenblatt Securities to “strong-buy”.
• 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.

Insider Activity

In related news, insider Jon Blotner sold 5,925 shares of the company’s stock in a transaction dated 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 sale, the insider owned 117,344 shares of the company’s stock, valued at approximately $11,299,053.76. This represents a 4.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. 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. Also, CEO Niraj Shah sold 69,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $103.36, for a total transaction of $7,131,840.00. Following the sale, the chief executive officer owned 360,137 shares of the company’s stock, valued at $37,223,760.32. This represents a 16.08% decrease in their position. 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 quarter, insiders have sold 143,925 shares of company stock valued at $14,834,198. 18.44% of the stock is currently owned by insiders.

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.