JPMorgan Chase & Co. Issues Positive Forecast for Wayfair (NYSE:W) Stock Price

Posted by Francis Steltz on Nov 2nd, 2026

Wayfair (NYSE:W – Get Free Report) had its price objective upped by investment analysts at JPMorgan Chase & Co. from $125.00 to $136.00 in a research report issued on Monday, Benzinga reports. The brokerage presently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s target price would indicate a potential upside of 14.43% from the stock’s previous close.

W has been the subject of several other research reports. Weiss Ratings restated a “sell (d-)” rating on shares of Wayfair in a research note on Monday, September 14th. Guggenheim upped their price objective on Wayfair from $100.00 to $135.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. Jefferies Financial Group reiterated a “hold” rating and issued a $108.00 price objective on shares of Wayfair in a research note on Tuesday, August 4th. Piper Sandler increased their price objective on Wayfair from $133.00 to $135.00 and gave the company an “overweight” rating in a report on Tuesday, October 20th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Wayfair in a research report on Tuesday, September 1st. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $122.21.

Check Out Our Latest Stock Report on Wayfair

Wayfair Stock Up 2.5%

NYSE W traded up $2.94 during trading hours on Monday, reaching $118.85. 438,343 shares of the company were exchanged, compared to its average volume of 3,364,614. Wayfair has a 1 year low of $55.60 and a 1 year high of $122.13. The business’s 50 day simple moving average is $104.78 and its 200-day simple moving average is $89.19. The stock has a market capitalization of $15.69 billion, a P/E ratio of -48.14, a P/E/G ratio of 4.17 and a beta of 3.10.

Wayfair (NYSE:W – Get Free Report) last announced its quarterly earnings data on Tuesday, August 4th. The company reported $0.95 EPS for the quarter, topping the consensus estimate of $0.90 by $0.05. The business had revenue of $3.52 billion for the quarter, compared to analyst estimates of $3.47 billion. Wayfair had a negative net margin of 2.49% and a negative return on equity of 3.40%. The company’s revenue for the quarter was up 7.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.87 earnings per share. As a group, sell-side analysts anticipate that Wayfair will post 0.93 earnings per share for the current year.

Insider Buying and Selling

In other news, CTO Fiona Tan sold 8,000 shares of the company’s stock in a transaction dated Tuesday, October 20th. The stock was sold at an average price of $115.00, for a total value of $920,000.00. Following the completion of the transaction, the chief technology officer directly owned 196,698 shares in the company, valued at approximately $22,620,270. This represents a 3.91% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Steven Conine sold 117,000 shares of the company’s stock in a transaction that occurred on Thursday, October 15th. The stock was sold at an average price of $111.25, for a total value of $13,016,250.00. Following the completion of the sale, the director directly owned 105,073 shares of the company’s stock, valued at approximately $11,689,371.25. This represents a 52.69% 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. Over the last three months, insiders have sold 676,570 shares of company stock worth $72,176,934. Insiders own 18.44% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of W. Versant Capital Management Inc boosted its stake in shares of Wayfair by 4.1% during the third quarter. Versant Capital Management Inc now owns 3,551 shares of the company’s stock valued at $364,000 after purchasing an additional 140 shares during the period. Flynn Zito Capital Management LLC increased its stake in shares of Wayfair by 6.4% in the first quarter. Flynn Zito Capital Management LLC now owns 2,775 shares of the company’s stock worth $209,000 after buying an additional 168 shares during the period. Arizona State Retirement System raised its holdings in Wayfair by 0.7% during the 2nd quarter. Arizona State Retirement System now owns 28,514 shares of the company’s stock valued at $2,635,000 after buying an additional 201 shares during the last quarter. Triumph Capital Management raised its holdings in Wayfair by 6.3% during the 2nd quarter. Triumph Capital Management now owns 3,498 shares of the company’s stock valued at $323,000 after buying an additional 207 shares during the last quarter. Finally, Signaturefd LLC raised its holdings in Wayfair by 5.0% during the 3rd quarter. Signaturefd LLC now owns 5,039 shares of the company’s stock valued at $517,000 after buying an additional 239 shares during the last quarter. 89.67% of the stock is owned by institutional investors.

Wayfair Company Profile

(Get Free Report)

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.