Wayfair (NYSE:W) Stock Rating Upgraded by Wall Street Zen

09 Nov 2026, 07:13 by Michael Walen · The Markets Daily

Wayfair (NYSE:W – Get Free Report) was upgraded by equities researchers at Wall Street Zen from a “hold” rating to a “buy” rating in a report issued on Saturday, Wall Street Zen reports.

Several other equities research analysts also recently commented on W. Evercore reaffirmed an “outperform” rating and set a $130.00 target price on shares of Wayfair in a report on Wednesday, August 5th. BMO Capital Markets increased their price target on Wayfair from $105.00 to $115.00 and gave the company a “market perform” rating in a research report on Wednesday, August 5th. Wells Fargo & Company lifted their price target on Wayfair from $130.00 to $140.00 and gave the stock an “overweight” rating in a research note on Thursday. Moffett Nathanson boosted their price objective on Wayfair from $43.00 to $63.00 and gave the stock a “neutral” rating in a report on Monday, August 3rd. Finally, Rosenblatt Securities assumed coverage on Wayfair in a report on Thursday, August 20th. They set a “buy” rating and a $125.00 price objective on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Wayfair presently has a consensus rating of “Moderate Buy” and a consensus target price of $128.57.

Check Out Our Latest Research Report on Wayfair

Wayfair Stock Performance

NYSE W opened at $112.08 on Friday. The stock has a market capitalization of $14.79 billion, a P/E ratio of -89.67, a P/E/G ratio of 5.06 and a beta of 3.10. Wayfair has a 1 year low of $55.60 and a 1 year high of $127.99. The business’s fifty day moving average is $105.88 and its two-hundred day moving average is $89.19.

Wayfair (NYSE:W – Get Free Report) last announced its quarterly earnings data on Wednesday, November 4th. The company reported $0.93 EPS for the quarter, beating analysts’ consensus estimates of $0.80 by $0.13. The company had revenue of $3.42 billion during the quarter, compared to the consensus estimate of $3.38 billion. Wayfair had a negative return on equity of 5.14% and a negative net margin of 1.21%. The company’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.70 EPS. On average, research analysts forecast that Wayfair will post 0.97 earnings per share for the current year.

Insiders Place Their Bets

In other news, 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 completion of the sale, the director owned 105,073 shares in the company, valued at $11,689,371.25. This represents a 52.69% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Niraj Shah sold 117,000 shares of the firm’s 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 completion of the sale, the chief executive officer directly owned 105,137 shares of the company’s stock, valued at approximately $11,696,491.25. This trade represents a 52.67% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 692,070 shares of company stock worth $74,096,044. Corporate insiders own 18.44% of the company’s stock.

Institutional Investors Weigh In On Wayfair

Several hedge funds have recently bought and sold shares of the business. Janus Henderson Group PLC grew its stake in shares of Wayfair by 8.3% in the 1st quarter. Janus Henderson Group PLC now owns 3,866,708 shares of the company’s stock valued at $290,813,000 after buying an additional 296,233 shares in the last quarter. Atreides Management LP increased its holdings in Wayfair by 64.3% in the first quarter. Atreides Management LP now owns 1,430,997 shares of the company’s stock worth $107,625,000 after buying an additional 560,133 shares during the last quarter. Dimensional Fund Advisors LP raised its position in Wayfair by 46.4% during the first quarter. Dimensional Fund Advisors LP now owns 1,036,531 shares of the company’s stock valued at $77,923,000 after acquiring an additional 328,358 shares in the last quarter. Assenagon Asset Management S.A. raised its position in Wayfair by 42.2% during the second quarter. Assenagon Asset Management S.A. now owns 818,591 shares of the company’s stock valued at $75,654,000 after acquiring an additional 242,791 shares in the last quarter. Finally, Bank of New York Mellon Corp raised its position in Wayfair by 1.8% during the first quarter. Bank of New York Mellon Corp now owns 310,825 shares of the company’s stock valued at $23,377,000 after acquiring an additional 5,586 shares in the last quarter. 89.67% of the stock is owned by hedge funds and other institutional investors.

More Wayfair News

Here are the key news stories impacting Wayfair this week:

Positive Sentiment: Wayfair’s third-quarter results beat estimates: earnings were $0.93 per share versus $0.80 expected, and revenue was $3.42 billion versus $3.38 billion expected. U.S. sales grew 11.4%, with improved advertising leverage and market-share gains contributing to the performance. Wayfair Q3 Earnings Beat on U.S. Growth and Ad Cost Leverage
Positive Sentiment: Analysts raised targets following the results. Notable moves included UBS to $165 with a Buy rating, Needham to $145 with a Buy rating, and Wells Fargo to $140 with an Overweight rating; Deutsche Bank lifted its target to $140 but maintained Hold. Wayfair analyst coverage
Neutral Sentiment: CTO Fiona Tan sold 15,000 shares across November 4–5 for about $1.86 million. The sales were made under a pre-arranged Rule 10b5-1 plan, and she retained 181,698 shares, making the transactions a less direct indicator of her near-term view of the stock. SEC Form 4 filing
Negative Sentiment: Management expects higher holiday advertising spending in the fourth quarter. Although Wayfair forecast high-single-digit revenue growth and a 6%–7% adjusted EBITDA margin, increased marketing costs could weigh on near-term profitability. Wayfair forecasts Q4 growth and adjusted EBITDA margin

About Wayfair

(Get Free Report)

Wayfair Inc is an e-commerce company focused on furniture and home furnishings. Its online platform offers products for living rooms, bedrooms, kitchens, bathrooms, outdoor spaces and other areas of the home, including furniture, décor, lighting, rugs and housewares.

The company operates a portfolio of retail brands, including Wayfair, AllModern, Birch Lane, Joss & Main and Perigold. It serves customers primarily in the United States and Canada, as well as in select international markets.