Wayfair (NYSE:W) Sets New 1-Year High – Time to Buy?

Posted by Brenda Bartman on Oct 31st, 2026

Shares of Wayfair Inc. (NYSE:W – Get Free Report) reached a new 52-week high on Thursday. The company traded as high as $120.77 and last traded at $119.95, with a volume of 834,441 shares trading hands. The stock had previously closed at $114.02.

Wall Street Analysts Forecast Growth

W has been the subject of a number of research reports. Benchmark initiated coverage on Wayfair in a research report on Tuesday, July 7th. They issued a “hold” rating for the company. Evercore reissued an “outperform” rating and issued a $130.00 price target on shares of Wayfair in a research note on Wednesday, August 5th. TD Cowen boosted their price target on Wayfair from $75.00 to $110.00 and gave the stock a “hold” rating in a research report on Wednesday, August 5th. Truist Financial raised their price target on Wayfair from $99.00 to $135.00 and gave the company a “buy” rating in a report on Tuesday, August 4th. Finally, Zacks Research downgraded shares of Wayfair from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 28th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $121.04.

Check Out Our Latest Research Report on W

Wayfair Stock Down 3.5%

The stock has a 50 day moving average of $104.78 and a 200 day moving average of $89.19. The company has a market capitalization of $15.30 billion, a price-to-earnings ratio of -47.13, a price-to-earnings-growth ratio of 4.32 and a beta of 3.02.

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

Insiders Place Their Bets

In other Wayfair news, CTO Fiona Tan sold 8,000 shares of the stock in a transaction on Tuesday, October 20th. The stock was sold at an average price of $115.00, for a total transaction of $920,000.00. Following the completion of the transaction, the chief technology officer directly owned 196,698 shares of the company’s stock, valued at approximately $22,620,270. This represents a 3.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible 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 stock in a transaction 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 sale, the director owned 105,073 shares in the company, 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. In the last quarter, insiders sold 676,570 shares of company stock valued at $72,176,934. 18.44% of the stock is owned by company insiders.

Institutional Investors Weigh In On Wayfair

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in W. Janus Henderson Group PLC boosted its position in Wayfair by 8.3% during the first quarter. Janus Henderson Group PLC now owns 3,866,708 shares of the company’s stock valued at $290,813,000 after purchasing an additional 296,233 shares in the last quarter. Atreides Management LP increased its position in shares of Wayfair by 64.3% in the 1st quarter. Atreides Management LP now owns 1,430,997 shares of the company’s stock valued at $107,625,000 after acquiring an additional 560,133 shares during the period. Dimensional Fund Advisors LP raised its stake in shares of Wayfair by 46.4% in the first quarter. Dimensional Fund Advisors LP now owns 1,036,531 shares of the company’s stock worth $77,923,000 after purchasing an additional 328,358 shares during the last quarter. Assenagon Asset Management S.A. increased 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 buying an additional 242,791 shares during the period. Finally, Bank of New York Mellon Corp raised its position in Wayfair by 1.8% during the 1st quarter. Bank of New York Mellon Corp now owns 310,825 shares of the company’s stock worth $23,377,000 after buying an additional 5,586 shares during the last quarter. 89.67% of the stock is currently owned by institutional investors.

About Wayfair

(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.