Wayfair (NYSE:W) Price Target Raised to $115.00

Posted by Francis Steltz on Aug 8th, 2026

Wayfair (NYSE:W – Free Report) had its target price boosted by BMO Capital Markets from $105.00 to $115.00 in a research note released on Wednesday morning, Marketbeat Ratings reports. The brokerage currently has a market perform rating on the stock.

W has been the subject of several other research reports. Robert W. Baird set a $76.00 target price on Wayfair in a research report on Monday, May 4th. UBS Group increased their price objective on Wayfair from $115.00 to $118.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. JPMorgan Chase & Co. increased their price objective on Wayfair from $105.00 to $108.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 28th. Canaccord Genuity Group cut their price objective on Wayfair from $125.00 to $115.00 and set a “buy” rating for the company in a report on Friday, May 1st. Finally, Weiss Ratings upgraded shares of Wayfair from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Wednesday, June 17th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Wayfair presently has a consensus rating of “Moderate Buy” and a consensus price target of $118.04.

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Wayfair Stock Up 2.7%

Shares of W opened at $106.91 on Wednesday. The stock has a market cap of $14.11 billion, a price-to-earnings ratio of -43.46, a P/E/G ratio of 5.60 and a beta of 2.99. Wayfair has a 12 month low of $55.60 and a 12 month high of $119.98. The company has a 50-day moving average price of $87.39 and a two-hundred day moving average price of $81.99.

Wayfair (NYSE:W – Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The company reported $0.95 earnings per share for the quarter, beating analysts’ consensus estimates of $0.90 by $0.05. Wayfair had a negative return on equity of 3.40% and a negative net margin of 2.49%.The company had revenue of $3.52 billion for the quarter, compared to the consensus estimate of $3.47 billion. During the same period in the previous year, the business earned $0.87 earnings per share. The company’s quarterly revenue was up 7.5% on a year-over-year basis. Equities research analysts expect that Wayfair will post 0.62 EPS for the current fiscal year.

Insider Activity at Wayfair

In other news, insider Jon Blotner sold 5,925 shares of the business’s stock in a transaction that occurred on Thursday, July 2nd. The stock was sold at an average price of $96.29, for a total value of $570,518.25. Following the transaction, the insider directly owned 117,344 shares of the company’s stock, valued at $11,299,053.76. The trade was a 4.81% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 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. 18.44% of the stock is owned by insiders.

Hedge Funds Weigh In On Wayfair

Institutional investors have recently bought and sold shares of the business. Webster Bank N. A. acquired a new position in Wayfair in the fourth quarter worth $30,000. V Square Quantitative Management LLC acquired a new stake in shares of Wayfair in the fourth quarter valued at $33,000. Piper Sandler & CO. bought a new position in shares of Wayfair in the fourth quarter valued at about $34,000. Havemeyer Place LP bought a new position in shares of Wayfair in the fourth quarter valued at about $39,000. Finally, EverSource Wealth Advisors LLC lifted its position in Wayfair by 393.4% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 819 shares of the company’s stock worth $42,000 after buying an additional 653 shares in the last quarter. Institutional investors own 89.67% of the company’s stock.

Key Headlines Impacting Wayfair

Here are the key news stories impacting Wayfair this week:

Positive Sentiment: Analyst optimism increased. BMO, UBS and Wedbush issued positive forecasts, while Needham raised its price target to $133 and Wells Fargo lifted its target to $130. RBC also expects further appreciation, reinforcing bullish sentiment after the earnings report. BMO Capital Markets Forecasts Strong Price Appreciation for Wayfair Needham Raises Wayfair Price Target Wells Fargo Boosts Wayfair Price Target
Positive Sentiment: Better-than-expected Q2 results remain the primary catalyst. Wayfair reported adjusted EPS of $0.95 versus a $0.90 consensus estimate and revenue of $3.52 billion versus expectations of $3.47 billion. Revenue increased 7.5% year over year, raising investor expectations that sustained growth and cost controls could move the company closer to consistent profitability. Wayfair Shares Gap Up on Earnings Beat Wayfair Q2 Results Beat Forecasts
Positive Sentiment: Expansion into physical retail could broaden customer reach. Wayfair plans to open outlet stores in Dublin, Ohio, and North Hills, Pennsylvania, giving the online furniture retailer additional channels to sell inventory and attract shoppers. Wayfair Outlet to Open in Dublin Wayfair Opening North Hills Store
Neutral Sentiment: Reports indicate affluent consumers are supporting Wayfair’s profit gains despite economic uncertainty, while the company is finding growth in weaker housing markets. This supports demand resilience but may leave the business exposed if higher-income consumer spending slows. Rich Consumers Drive Wayfair Profit Gains
Negative Sentiment: A nationwide recall involving furniture sold through Wayfair after a toddler was injured creates a potential reputational, customer-safety and liability risk, although the direct financial impact is not yet clear. Nationwide Furniture Recall

About Wayfair

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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.