JPMorgan Chase & Co. Lowers Wayfair (NYSE:W) Price Target to $105.00

Wayfair (NYSE:W) had its target price cut by analysts at JPMorgan Chase & Co. from $114.00 to $105.00 in a research report issued to clients and investors on Friday. The firm presently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s price target points to a potential upside of 25.51% from the company’s previous close.

A number of other equities analysts have also recently commented on the company. Evercore set a $100.00 target price on Wayfair in a report on Friday. Wedbush dropped their price target on Wayfair from $100.00 to $85.00 and set a “neutral” rating for the company in a research report on Friday. Argus increased their price objective on Wayfair from $105.00 to $125.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Citigroup raised their price objective on Wayfair from $105.00 to $135.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Finally, Bank of America raised shares of Wayfair from a “neutral” rating to a “buy” rating in a report on Tuesday, October 28th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $106.17.

Wayfair Stock Performance

Shares of W stock traded up $4.09 on Friday, reaching $83.66. 3,204,398 shares of the company were exchanged, compared to its average volume of 3,556,089. Wayfair has a 1 year low of $20.41 and a 1 year high of $119.98. The business has a 50-day moving average price of $101.98 and a 200 day moving average price of $93.46. The company has a market cap of $10.90 billion, a price-to-earnings ratio of -32.68, a P/E/G ratio of 8.74 and a beta of 3.36.

Insiders Place Their Bets

In other news, insider Steven Conine sold 150,000 shares of the company’s stock in a transaction on Friday, January 23rd. The stock was sold at an average price of $108.87, for a total value of $16,330,500.00. Following the transaction, the insider owned 289,073 shares of the company’s stock, valued at $31,471,377.51. This represents a 34.16% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Niraj Shah sold 150,000 shares of the firm’s stock in a transaction dated Friday, January 23rd. The stock was sold at an average price of $108.87, for a total value of $16,330,500.00. Following the sale, the chief executive officer directly owned 289,137 shares of the company’s stock, valued at $31,478,345.19. 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 valued at $100,127,813. 21.91% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the stock. Cornerstone Planning Group LLC increased its position in shares of Wayfair by 28,200.0% during the third quarter. Cornerstone Planning Group LLC now owns 283 shares of the company’s stock valued at $25,000 after acquiring an additional 282 shares during the last quarter. True Wealth Design LLC boosted its position in shares of Wayfair by 250.5% during the 3rd quarter. True Wealth Design LLC now owns 326 shares of the company’s stock worth $29,000 after purchasing an additional 233 shares during the period. Global Retirement Partners LLC increased its holdings in Wayfair by 156.3% in the 3rd quarter. Global Retirement Partners LLC now owns 328 shares of the company’s stock valued at $29,000 after purchasing an additional 200 shares during the last quarter. Webster Bank N. A. acquired a new stake in Wayfair in the 4th quarter valued at approximately $30,000. Finally, V Square Quantitative Management LLC purchased a new stake in Wayfair in the fourth quarter valued at approximately $33,000. Institutional investors and hedge funds own 89.67% of the company’s stock.

Trending Headlines about Wayfair

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.

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.