Wayfair Inc. (NYSE:W) Given Consensus Rating of “Moderate Buy” by Analysts

Posted by Brenda Bartman on Sep 12th, 2026

Wayfair Inc. (NYSE:W – Get Free Report) has earned a consensus recommendation of “Moderate Buy” from the thirty-two ratings firms that are currently covering the company, Marketbeat Ratings reports. One research analyst has rated the stock with a sell rating, ten have given a hold rating, eighteen have issued a buy rating and three have given a strong buy rating to the company. The average 12 month price objective among analysts that have issued ratings on the stock in the last year is $119.8929.

Several brokerages recently issued reports on W. Citigroup upped their target price on shares of Wayfair from $95.00 to $133.00 and gave the stock a “buy” rating in a research report on Thursday, August 13th. Zacks Research upgraded shares of Wayfair from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, August 25th. Rosenblatt Securities began coverage on shares of Wayfair in a research report on Thursday, August 20th. They set a “buy” rating and a $125.00 price target on the stock. Evercore reaffirmed an “outperform” rating and issued a $130.00 price objective on shares of Wayfair in a research note on Wednesday, August 5th. Finally, Wedbush increased their target price on Wayfair from $85.00 to $125.00 and gave the company a “neutral” rating in a report on Wednesday, August 5th.

View Our Latest Analysis on W

Insider Transactions at Wayfair

In other Wayfair news, insider Jon Blotner sold 6,968 shares of the company’s stock in a transaction that occurred on Tuesday, September 8th. The stock was sold at an average price of $100.22, for a total transaction of $698,332.96. Following the transaction, the insider owned 110,376 shares in the company, valued at approximately $11,061,882.72. This represents a 5.94% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Niraj Shah sold 69,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $103.36, for a total value of $7,131,840.00. Following the completion of the transaction, the chief executive officer owned 360,137 shares of the company’s stock, valued at approximately $37,223,760.32. The trade was a 16.08% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 150,893 shares of company stock valued at $15,532,531. Company insiders own 18.44% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the business. North Dakota State Investment Board purchased a new stake in shares of Wayfair during the fourth quarter valued at approximately $3,636,000. Assenagon Asset Management S.A. raised its holdings in Wayfair by 42.2% in the 2nd quarter. Assenagon Asset Management S.A. now owns 818,591 shares of the company’s stock worth $75,654,000 after acquiring an additional 242,791 shares during the last quarter. Lisanti Capital Growth LLC purchased a new position in Wayfair in the 4th quarter worth approximately $5,648,000. Dockside LLC bought a new position in Wayfair in the 4th quarter valued at approximately $1,990,000. Finally, Legato Capital Management LLC purchased a new position in shares of Wayfair in the fourth quarter worth $1,327,000. 89.67% of the stock is currently owned by institutional investors.

Wayfair Stock Up 1.3%

W stock opened at $98.73 on Friday. The stock has a 50-day simple moving average of $96.67 and a two-hundred day simple moving average of $82.69. Wayfair has a twelve month low of $55.60 and a twelve month high of $119.98. The firm has a market capitalization of $13.03 billion, a PE ratio of -40.14, a PEG ratio of 3.50 and a beta of 2.99.

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

About Wayfair

(Get Free Report)

Wayfair Inc is an e-commerce company focused on furniture, home furnishings and décor. Its online platform offers a broad assortment of products for rooms throughout the home, including furniture, mattresses, rugs, lighting, kitchen and dining items, outdoor furnishings, home improvement products and décor.

The company operates through the Wayfair brand and specialized retail brands such as Joss & Main, AllModern, Birch Lane and Perigold. It also serves business customers through Wayfair Professional, which provides products and services for commercial, hospitality and design-related projects.

Analyst Recommendations for Wayfair (NYSE:W)

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