Wayfair (NYSE:W) Upgraded to Strong-Buy at Zacks Research

Posted by Geri Gentry on Nov 5th, 2026

Zacks Research upgraded shares of Wayfair (NYSE:W – Free Report) from a hold rating to a strong-buy rating in a report issued on Tuesday morning,Zacks reports.

Several other equities analysts also recently weighed in on W. UBS Group lifted their target price on Wayfair from $118.00 to $156.00 and gave the company a “buy” rating in a research report on Wednesday, August 5th. The Goldman Sachs Group reissued a “neutral” rating on shares of Wayfair in a research report on Wednesday, August 5th. JPMorgan Chase & Co. increased their price target on shares of Wayfair from $125.00 to $136.00 and gave the stock an “overweight” rating in a research report on Monday. Piper Sandler raised their price objective on shares of Wayfair from $133.00 to $135.00 and gave the company an “overweight” rating in a research note on Tuesday, October 20th. Finally, Rosenblatt Securities started coverage on shares of Wayfair in a report on Thursday, August 20th. They issued a “buy” rating and a $125.00 price objective for the company. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $125.12.

Read Our Latest Research Report on Wayfair

Wayfair Trading Up 10.3%

Shares of NYSE W opened at $122.82 on Tuesday. Wayfair has a twelve month low of $55.60 and a twelve month high of $127.99. The stock has a fifty day simple moving average of $105.55 and a 200-day simple moving average of $89.17. The stock has a market capitalization of $16.21 billion, a PE ratio of -49.93, a PEG ratio of 3.84 and a beta of 3.10.

Wayfair (NYSE:W – Get Free Report) last posted its quarterly earnings data on Wednesday, November 4th. The company reported $0.93 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.80 by $0.13. Wayfair had a negative return on equity of 3.40% and a negative net margin of 2.49%. The firm had revenue of $3.42 billion for the quarter, compared to the consensus estimate of $3.38 billion. During the same quarter in the previous year, the business earned $0.70 EPS. The company’s quarterly revenue was up 9.7% compared to the same quarter last year. On average, equities analysts predict that Wayfair will post 0.97 earnings per share for the current year.

Insider Buying and Selling at Wayfair

In related news, CEO Niraj Shah sold 117,000 shares of the stock in a transaction on Thursday, October 15th. The shares were sold at an average price of $111.25, for a total value of $13,016,250.00. Following the transaction, the chief executive officer directly owned 105,137 shares of the company’s stock, valued at $11,696,491.25. This trade represents a 52.67% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Steven Conine sold 117,000 shares of Wayfair stock in a transaction dated 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 $11,689,371.25. This trade 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. Insiders have sold 677,070 shares of company stock worth $72,236,934 over the last three months. Insiders own 18.44% of the company’s stock.

Institutional Inflows and Outflows

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

More Wayfair News

Here are the key news stories impacting Wayfair this week:

Positive Sentiment: Wayfair reported Q3 revenue of $3.42 billion, up 9.7% year over year, and earnings of $0.93 per share, beating consensus estimates. U.S. revenue rose 11.4%, and reports described the quarter as the company’s strongest growth period since the pandemic, with a profit turnaround and its best margin quarter in six years. Wayfair Q3 results
Positive Sentiment: The company expects high-single-digit revenue growth and a 6%–7% adjusted EBITDA margin in Q4. Management also pointed to U.S. market-share gains, while an analyst argued that revenue acceleration and margin expansion could support further upside. Q4 outlook
Positive Sentiment: Gordon Haskett upgraded Wayfair from Hold to Buy and set a $160 price target. Zacks Research also upgraded the stock from Hold to Strong Buy. Gordon Haskett rating
Negative Sentiment: International revenue declined 2.3% year over year to $380 million, contrasting with strong U.S. growth. Wayfair Q3 results

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.