Wayfair (NYSE:W) Given New $125.00 Price Target at Wedbush

Wayfair (NYSE:W) had its target price hoisted by Wedbush from $85.00 to $125.00 in a research report issued on Wednesday,Benzinga reports. The firm presently has a “neutral” rating on the stock. Wedbush’s price target indicates a potential upside of 11.41% from the company’s current price.

W has been the subject of a number of other research reports. Morgan Stanley set a $110.00 price objective on shares of Wayfair in a research report on Friday, May 1st. Weiss Ratings raised shares of Wayfair from a “sell (e+)” rating to a “sell (d-)” rating in a report on Wednesday, June 17th. Jefferies Financial Group reissued a “hold” rating and set a $108.00 target price on shares of Wayfair in a research note on Tuesday. Benchmark began coverage on shares of Wayfair in a research report on Tuesday, July 7th. They set a “hold” rating for the company. Finally, TD Cowen restated a “hold” rating on shares of Wayfair in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $107.77.

Wayfair Price Performance

NYSE:W opened at $112.20 on Wednesday. The company has a 50 day moving average price of $85.37 and a 200-day moving average price of $81.97. Wayfair has a 1-year low of $55.60 and a 1-year high of $119.98. The firm has a market cap of $14.81 billion, a price-to-earnings ratio of -47.95, a price-to-earnings-growth ratio of 4.80 and a beta of 2.99.

Wayfair (NYSE:W) 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. The firm had revenue of $3.52 billion for the quarter, compared to the consensus estimate of $3.47 billion. Wayfair had a negative net margin of 2.41% and a negative return on equity of 2.20%. The firm’s quarterly revenue was up 7.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.87 earnings per share. On average, sell-side analysts anticipate that Wayfair will post 0.62 earnings per share for the current fiscal year.

Insider Transactions at Wayfair

In other news, insider Jon Blotner sold 5,925 shares of the company’s stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $96.29, for a total transaction of $570,518.25. Following the completion of the sale, the insider owned 117,344 shares of the company’s stock, valued at $11,299,053.76. This represents a 4.81% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. 18.44% of the stock is currently owned by company insiders.

Institutional Trading of Wayfair

Several large investors have recently bought and sold shares of W. Webster Bank N. A. acquired a new stake in Wayfair in the 4th quarter valued at about $30,000. V Square Quantitative Management LLC acquired a new position in shares of Wayfair during the 4th quarter worth approximately $33,000. Piper Sandler & CO. acquired a new position in shares of Wayfair during the 4th quarter worth approximately $34,000. Havemeyer Place LP purchased a new stake in shares of Wayfair in the fourth quarter valued at approximately $39,000. Finally, EverSource Wealth Advisors LLC grew its position in shares of Wayfair by 393.4% in the second quarter. EverSource Wealth Advisors LLC now owns 819 shares of the company’s stock valued at $42,000 after purchasing an additional 653 shares in the last quarter. Hedge funds and other institutional investors own 89.67% of the company’s stock.

Key Stories Impacting Wayfair

Here are the key news stories impacting Wayfair this week:

• Positive Sentiment: Q2 results exceeded expectations: Wayfair reported adjusted EPS of $0.95 versus the $0.90 consensus estimate, while revenue reached $3.52 billion, above the $3.47 billion forecast. Revenue rose 7.5% year over year, its strongest sequential growth since 2020. Wayfair Announces Second Quarter 2026 Results
• Positive Sentiment: U.S. demand accelerated: U.S. net revenue increased 8.7% to approximately $3.1 billion. Management said higher-income shoppers and specialty and luxury brands, including Perigold, helped drive the improvement. High-income shoppers drive revenue gains at Wayfair
• Positive Sentiment: Cash flow and outlook improved: Free cash flow reached its highest level since 2020. Wayfair projected high-single-digit third-quarter revenue growth and an adjusted EBITDA margin of 6%–7%, reinforcing expectations for continued recovery and profitability improvement. Wayfair projects Q3 growth
• Positive Sentiment: Needham raised its price target to $133 from $83 and maintained a “buy” rating, suggesting further upside based on the recovery story. Needham price target increase
• Neutral Sentiment: BMO Capital Markets raised its target to $115 from $105 but retained a “market perform” rating, indicating that the analyst views the shares as approximately fairly valued after the rally. Benzinga analyst report
• Negative Sentiment: Results were not uniformly strong: International revenue declined 1.3%, and a debt-related charge contributed to a reported loss. Wayfair also continues to post negative net margins, leaving execution and sustained profitability as key risks. Wayfair swings to loss

About Wayfair

Wayfair Inc (NYSE: W) is an e-commerce company focused on home furnishings and décor. Through its platform, Wayfair offers a broad assortment of furniture, lighting, home textiles, kitchenware and decorative accessories. The company’s portfolio includes flagship sites such as Wayfair.com, as well as specialty retail brands like Joss & Main, AllModern, Birch Lane and Perigold, each catering to distinct design styles and price points.

Founded in 2002 by Niraj Shah and Steve Conine under the name CSN Stores, the business rebranded as Wayfair in 2011 and went public in 2014.