Truist Financial Issues Pessimistic Forecast for Wayfair (NYSE:W) Stock Price

Wayfair (NYSE:W) had its target price decreased by research analysts at Truist Financial from $120.00 to $105.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has a “buy” rating on the stock. Truist Financial’s target price points to a potential upside of 25.51% from the stock’s previous close.

A number of other research analysts have also recently commented on W. Gordon Haskett upgraded Wayfair from an “accumulate” rating to a “buy” rating and set a $150.00 price objective on the stock in a report on Tuesday, October 28th. Guggenheim boosted their price objective on shares of Wayfair from $120.00 to $125.00 and gave the company a “buy” rating in a report on Thursday, November 13th. BMO Capital Markets set a $110.00 target price on shares of Wayfair and gave the stock a “market perform” rating in a research note on Wednesday, October 29th. Evercore lifted their price target on shares of Wayfair from $100.00 to $115.00 and gave the company an “outperform” rating in a research report on Thursday, October 30th. Finally, Citigroup upped their price objective on shares of Wayfair from $105.00 to $135.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $106.17.

Wayfair Stock Performance

Shares of W stock traded up $4.09 on Friday, hitting $83.66. 3,204,398 shares of the stock traded hands, compared to its average volume of 3,556,089. Wayfair has a twelve month low of $20.41 and a twelve month high of $119.98. The firm’s 50-day moving average price is $101.98 and its two-hundred day moving average price is $93.46. The stock has a market capitalization of $10.90 billion, a PE ratio of -32.68, a PEG ratio of 8.74 and a beta of 3.36.

Insider Buying and Selling at Wayfair

In other Wayfair news, CTO Fiona Tan sold 9,000 shares of the business’s stock in a transaction on Tuesday, January 13th. The shares were sold at an average price of $119.00, for a total value of $1,071,000.00. Following the completion of the transaction, the chief technology officer owned 200,328 shares in the company, valued at $23,839,032. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, insider Steven Conine sold 150,000 shares of the stock in a transaction on Friday, January 23rd. The shares were sold at an average price of $108.87, for a total value of $16,330,500.00. Following the completion of the sale, the insider owned 289,073 shares in the company, valued at approximately $31,471,377.51. The trade was 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 ninety days, insiders have sold 950,494 shares of company stock worth $100,127,813. 21.91% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Wayfair

Large investors have recently bought and sold shares of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of Wayfair by 29.0% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 67,023 shares of the company’s stock valued at $2,147,000 after buying an additional 15,084 shares during the period. CWM LLC raised its holdings in Wayfair by 481.3% in the second quarter. CWM LLC now owns 10,098 shares of the company’s stock valued at $516,000 after acquiring an additional 8,361 shares in the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new stake in Wayfair in the second quarter valued at approximately $903,000. AlphaQuest LLC lifted its stake in Wayfair by 16.0% in the second quarter. AlphaQuest LLC now owns 11,448 shares of the company’s stock worth $585,000 after acquiring an additional 1,575 shares during the last quarter. Finally, State of New Jersey Common Pension Fund D grew its holdings in Wayfair by 10.9% during the 2nd quarter. State of New Jersey Common Pension Fund D now owns 52,000 shares of the company’s stock worth $2,659,000 after acquiring an additional 5,125 shares in the last quarter. Hedge funds and other institutional investors own 89.67% of the company’s stock.

Key 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.