Wedbush Lowers Wayfair (NYSE:W) Price Target to $85.00

Wayfair (NYSE:W) had its price objective reduced by Wedbush from $100.00 to $85.00 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has a “neutral” rating on the stock. Wedbush’s target price would suggest a potential upside of 6.88% from the company’s current price.

Several other research analysts have also weighed in on W. Deutsche Bank Aktiengesellschaft set a $75.00 price target on Wayfair in a research report on Friday, October 24th. The Goldman Sachs Group reiterated a “neutral” rating and issued a $104.00 target price on shares of Wayfair in a report on Wednesday, January 14th. BMO Capital Markets set a $110.00 price target on shares of Wayfair and gave the stock a “market perform” rating in a research report on Wednesday, October 29th. Wells Fargo & Company raised their price target on shares of Wayfair from $90.00 to $110.00 and gave the stock an “overweight” rating in a report on Wednesday, October 29th. Finally, Argus boosted their price objective on shares of Wayfair from $105.00 to $125.00 and gave the company a “buy” rating in a research report on Wednesday, October 29th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, ten have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $108.00.

Wayfair Stock Down 13.1%

Shares of NYSE:W opened at $79.53 on Friday. The company’s fifty day moving average is $101.98 and its two-hundred day moving average is $93.46. The company has a market cap of $10.37 billion, a P/E ratio of -31.07, a price-to-earnings-growth ratio of 8.74 and a beta of 3.36. Wayfair has a 12-month low of $20.41 and a 12-month high of $119.98.

Insider Transactions at Wayfair

In related news, CFO Kate Gulliver sold 36,497 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $106.50, for a total transaction of $3,886,930.50. Following the transaction, the chief financial officer owned 149,238 shares of the company’s stock, valued at approximately $15,893,847. This trade represents a 19.65% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Niraj Shah sold 150,000 shares of the business’s stock in a transaction that occurred on Friday, January 23rd. The stock was sold at an average price of $108.87, for a total transaction of $16,330,500.00. Following the completion of the sale, the chief executive officer directly owned 289,137 shares of the company’s stock, valued at $31,478,345.19. This represents a 34.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 950,494 shares of company stock worth $100,127,813. Corporate insiders own 21.91% of the company’s stock.

Hedge Funds Weigh In On Wayfair

Institutional investors have recently bought and sold shares of the stock. Compound Planning Inc. acquired a new stake in shares of Wayfair in the fourth quarter worth about $223,000. Corient Private Wealth LLC increased its holdings in shares of Wayfair by 609.6% during the 4th quarter. Corient Private Wealth LLC now owns 77,167 shares of the company’s stock valued at $7,748,000 after acquiring an additional 66,292 shares during the last quarter. Mercer Global Advisors Inc. ADV raised its stake in shares of Wayfair by 60.4% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 26,536 shares of the company’s stock valued at $2,664,000 after acquiring an additional 9,994 shares in the last quarter. Vident Advisory LLC acquired a new stake in Wayfair in the 4th quarter worth approximately $229,000. Finally, Empowered Funds LLC boosted its position in Wayfair by 16.6% during the fourth quarter. Empowered Funds LLC now owns 4,071 shares of the company’s stock worth $409,000 after purchasing an additional 581 shares during the period. 89.67% of the stock is currently owned by institutional investors.

More Wayfair News

Here are the key news stories impacting Wayfair this week:

• Positive Sentiment: Q4 results beat expectations: Wayfair reported adjusted EPS of $0.85 and revenue of $3.34B, topping consensus and marking the company’s first annual sales gain since 2020 — a clear sign revenue momentum is returning. Wayfair Announces Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Profitability improvement: Adjusted earnings beat estimates and the company narrowed losses year-over-year, supporting the case that operating leverage is returning as volumes rise. Wayfair Surpasses Q4 Earnings and Revenue Estimates
• Neutral Sentiment: CFO highlights physical expansion: CFO Kate Gulliver said Wayfair is expanding its brick-and-mortar footprint as foot traffic and demand grow — a strategic growth channel but one that brings upfront costs. Wayfair CFO on growing brick-and-mortar business
• Neutral Sentiment: Broader narrative and partnerships under review: Analysts and coverage pieces note valuation and strategic items (including partnerships/AI mentions) that could matter longer term but are not the immediate driver. Wayfair Valuation Check As Earnings, Affirm Expansion And Google AI Deal Draw Investor Focus
• Neutral Sentiment: Promotions and inventory deals are visible (warehouse clearouts, big discounts) — good for clearing stock and demand but signal promotional pressure on gross margins. Wayfair warehouse clearout sale
• Negative Sentiment: Management warned investments could pressure margins: Wayfair signaled that planned expansion and investments (stores, marketing, fulfillment) may narrow near-term margins, worrying profit-focused investors. Wayfair warns investment plans could pressure margins
• Negative Sentiment: Active-customer growth flagged as a concern: Despite beats, commentary and some metrics pointed to weaker active-customer trends, prompting investor anxiety about sustainable customer growth and future revenue momentum. Highly Shorted Wayfair Sinks As Active Customer Decline Raises Red Flags
• Negative Sentiment: One-time items weighed on reported profit: Coverage notes a debt-extinguishment loss and an unexpected net-loss swing in the quarter that clouded headline profitability despite the adjusted beats. Wayfair Beats Earnings Estimates. Why the Stock Is Falling Sharply.

Wayfair Company Profile

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.