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Wayfair (W)
NYSE:W
W Analyst Ratings
Moderate Buy
17 Buy
8 Hold
0 Sell
TipRanks enables you to focus on the analyst rating consensus of all analysts or only the top performers in the past 3 months
W Stock 12 Month Forecast
Average Price Target
$116.67
▲(3.71% Upside)
| Highest Price Target$150.00 | Average Price Target$116.67 | Lowest Price Target$75.00 |
The highest, average, and lowest price target of all analysts. Click on ‘Top Analysts’ to focus on the best performers.
Detailed List of Analyst Forecasts
Detailed List of Analyst Forecasts
Evercore ISI
$100→$115
Buy
2.22%
Upside
Reiterated
10/30/25
Citi
$105→$135
Buy
20.00%
Upside
Reiterated
10/30/25
Wayfair's Strong Financial Performance and Strategic Positioning Earns Buy RatingWe’ll also look for insight into the drivers of the demand trends and whether the company may be seeing any pull forward effects or impacts from tariffs such as higher pricing. That includes what the impact of potential higher vendor pricing might be on Wayfair’s margins (i.e., if it’s offsetting with more promotional activity, or if demand trend impacts are limited). Until now Wayfair’s seen limited price increases from tariffs.
Stifel Nicolaus
$80→$100
Hold
-11.11%
Downside
Reiterated
10/29/25
BMO Capital
$68→$110
Hold
-2.22%
Downside
Reiterated
10/29/25
UBS
$102→$135
Buy
20.00%
Upside
Reiterated
10/29/25
TD Cowen
$74→$95
Hold
-15.56%
Downside
Reiterated
10/29/25
Wayfair's Modest Growth and Marginal Adjustments Justify Hold RatingWe est. W 3Q25 rev of $3.0BN, +3.9% y/y and ~1% below consensus. We estimate +4.1% y/y US rev growth. We est. 3Q EBITDA of $163.7MM, in-line with consensus. Our Home eCommerce expert check suggested softness in Sep followed by a recovery in demand in Oct as inventory levels begin to improve. We updated our model, raising L-T EBITDA forecasts and breaking out '26 quarters. PT to $74, maintain Hold.
Canaccord Genuity
$100→$125
Buy
11.11%
Upside
Reiterated
10/29/25
Piper Sandler
$98→$125
Buy
11.11%
Upside
Reiterated
10/29/25
J.P. Morgan
$105→$114
Buy
1.33%
Upside
Reiterated
10/29/25
Wells Fargo
$90→$110
Buy
-2.22%
Downside
Reiterated
10/29/25
Robert W. Baird
$71→$98
Hold
-12.89%
Downside
Reiterated
10/29/25
Needham
$83→$125
Buy
11.11%
Upside
Assigned
10/29/25
Jefferies
$102→$123
Buy
9.33%
Upside
Reiterated
10/29/25
Jefferies Sticks to Their Buy Rating for Wayfair (W)Wayfair (W, BUY, PT $123) Agentic Commerce Moving Center Stage; We See Path To $1B EBITDA In '27E Wayfair is distinguishing itself with admirable performance versus an underperforming peer set and anemic housing backdrop. When we contemplate the early innings of initiatives combined with potential tailwinds from being an early-adopter of agentic commerce, we see W as a core holding for mid-cap growth PMs. We move our PT higher after increasing C'26E EBITDA by >8% and nudging out multiple higher. Reiterate Buy.
Goldman Sachs
$80→$120
Hold
6.67%
Upside
Reiterated
10/29/25
Morgan Stanley
$105→$130
Buy
15.56%
Upside
Reiterated
10/29/25
Ranks
Any
Analyst Rating
Any
Upside/ Downside
Any
Action
Any
Evercore ISI
$100→$115
Buy
2.22%
Upside
Reiterated
10/30/25
Citi
$105→$135
Buy
20.00%
Upside
Reiterated
10/30/25
Wayfair's Strong Financial Performance and Strategic Positioning Earns Buy RatingWe’ll also look for insight into the drivers of the demand trends and whether the company may be seeing any pull forward effects or impacts from tariffs such as higher pricing. That includes what the impact of potential higher vendor pricing might be on Wayfair’s margins (i.e., if it’s offsetting with more promotional activity, or if demand trend impacts are limited). Until now Wayfair’s seen limited price increases from tariffs.
Stifel Nicolaus
$80→$100
Hold
-11.11%
Downside
Reiterated
10/29/25
BMO Capital
$68→$110
Hold
-2.22%
Downside
Reiterated
10/29/25
UBS
$102→$135
Buy
20.00%
Upside
Reiterated
10/29/25
TD Cowen
$74→$95
Hold
-15.56%
Downside
Reiterated
10/29/25
Wayfair's Modest Growth and Marginal Adjustments Justify Hold RatingWe est. W 3Q25 rev of $3.0BN, +3.9% y/y and ~1% below consensus. We estimate +4.1% y/y US rev growth. We est. 3Q EBITDA of $163.7MM, in-line with consensus. Our Home eCommerce expert check suggested softness in Sep followed by a recovery in demand in Oct as inventory levels begin to improve. We updated our model, raising L-T EBITDA forecasts and breaking out '26 quarters. PT to $74, maintain Hold.
Canaccord Genuity
$100→$125
Buy
11.11%
Upside
Reiterated
10/29/25
Piper Sandler
$98→$125
Buy
11.11%
Upside
Reiterated
10/29/25
J.P. Morgan
$105→$114
Buy
1.33%
Upside
Reiterated
10/29/25
Wells Fargo
$90→$110
Buy
-2.22%
Downside
Reiterated
10/29/25
Robert W. Baird
$71→$98
Hold
-12.89%
Downside
Reiterated
10/29/25
Needham
$83→$125
Buy
11.11%
Upside
Assigned
10/29/25
Jefferies
$102→$123
Buy
9.33%
Upside
Reiterated
10/29/25
Jefferies Sticks to Their Buy Rating for Wayfair (W)Wayfair (W, BUY, PT $123) Agentic Commerce Moving Center Stage; We See Path To $1B EBITDA In '27E Wayfair is distinguishing itself with admirable performance versus an underperforming peer set and anemic housing backdrop. When we contemplate the early innings of initiatives combined with potential tailwinds from being an early-adopter of agentic commerce, we see W as a core holding for mid-cap growth PMs. We move our PT higher after increasing C'26E EBITDA by >8% and nudging out multiple higher. Reiterate Buy.
Goldman Sachs
$80→$120
Hold
6.67%
Upside
Reiterated
10/29/25
Morgan Stanley
$105→$130
Buy
15.56%
Upside
Reiterated
10/29/25
Best Analysts Covering Wayfair
1 Month
xxx
Success Rate
16/23 ratings generated profit
Average Return
+6.83%
reiterated a xxx
rating 14 days ago
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 1 Month would result in 69.57% of your transactions generating a profit, with an average return of +6.83% per trade.
3 Months
xxx
Success Rate
15/21 ratings generated profit
Average Return
+5.22%
reiterated a xxx
rating 14 days ago
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 3 Months would result in 71.43% of your transactions generating a profit, with an average return of +5.22% per trade.
1 Year
Success Rate
15/17 ratings generated profit
Average Return
+76.35%
reiterated a buy rating 13 days ago
Copying Oliver Wintermantel's trades and holding each position for 1 Year would result in 88.24% of your transactions generating a profit, with an average return of +76.35% per trade.
2 Years
xxx
Success Rate
17/17 ratings generated profit
Average Return
+97.19%
reiterated a xxx
rating 13 days ago
Copying xxxxxxxxxxxxxxxxxx
trades and holding each position for 2 Years would result in 100.00% of your transactions generating a profit, with an average return of +97.19% per trade.
The Best Analyst Covering tool allows you to follow the analysts who have the best success rates and average returns on a specific stock. Only analysts that gave a Buy or Sell rating on the stock in the past 12 months are eligible for inclusion in this tool. Follow the analysts of your choice to receive real-time updates when they publish a new rating.
W Analyst Recommendation Trends
Rating
Jun 25
Jul 25
Aug 25
Sep 25
Oct 25
Strong Buy
10
5
0
0
0
Buy
18
25
33
33
48
Hold
28
33
32
30
26
Sell
6
3
0
0
0
Strong Sell
0
0
0
0
0
total
62
66
65
63
74
Each month's total comprises the sum of three months' worth of ratings.
W Financial Forecast
W Stock Forecast FAQ
What is W’s average 12-month price target, according to analysts?
Based on analyst ratings, Wayfair’s 12-month average price target is 116.67.
What is W’s upside potential, based on the analysts’ average price target?
Wayfair has 3.71% upside potential, based on the analysts’ average price target.
Can I see which stocks the top-ranking analysts are rating?
Yes, go to the Analysts’ Top Stocks tool to see stocks with a Strong Buy or Strong Sell analyst rating consensus, according to the top performers.
How can I follow the stock ratings of top Wall Street analysts?
Head over to our Expert Center to see a list of the top 100 Wall Street analysts and follow the analysts of your choice. Visit their profiles for more details about their stock ratings and see how they perform on a stock-by-stock basis.
Is W a Buy, Sell or Hold?
Wayfair has a consensus rating of Moderate Buy which is based on 17 buy ratings, 8 hold ratings and 0 sell ratings.
What is Wayfair’s price target?
The average price target for Wayfair is 116.67. This is based on 25 Wall Streets Analysts 12-month price targets, issued in the past 3 months.
The highest analyst price target is $150.00 ,the lowest forecast is $75.00. The average price target represents 3.71% Increase from the current price of $112.5.
The highest analyst price target is $150.00 ,the lowest forecast is $75.00. The average price target represents 3.71% Increase from the current price of $112.5.
What do analysts say about Wayfair?
Wayfair’s analyst rating consensus is a Moderate Buy. This is based on the ratings of 25 Wall Streets Analysts.
How can I buy shares of W?
Open a brokerage account, see exclusive account opening deals on our Best Online Brokers page.