Wayfair (NYSE:W) Receives “Buy” Rating from Needham & Company LLC

Needham & Company LLC reaffirmed their buy rating on shares of Wayfair (NYSE:W) in a research note released on Friday,Benzinga reports. They currently have a $125.00 price target on the stock.

Several other research analysts have also recently weighed in on W. Stifel Nicolaus set a $100.00 price target on Wayfair in a research note on Wednesday, October 29th. Royal Bank Of Canada boosted their target price on Wayfair from $86.00 to $92.00 and gave the stock a “sector perform” rating in a research report on Friday. The Goldman Sachs Group restated a “neutral” rating and set a $104.00 target price on shares of Wayfair in a research note on Wednesday, January 14th. Mizuho reaffirmed an “outperform” rating and set a $130.00 price target on shares of Wayfair in a report on Friday, January 2nd. Finally, Bank of America raised shares of Wayfair from a “neutral” rating to a “buy” rating in a report on Tuesday, October 28th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $106.17.

Wayfair Stock Performance

NYSE:W opened at $81.19 on Friday. The firm has a market cap of $10.58 billion, a P/E ratio of -33.41, a P/E/G ratio of 7.60 and a beta of 3.36. Wayfair has a fifty-two week low of $20.41 and a fifty-two week high of $119.98. The firm has a 50-day simple moving average of $101.66 and a two-hundred day simple moving average of $93.51.

Insider Buying and Selling at Wayfair

In other news, CTO Fiona Tan sold 9,000 shares of the company’s stock in a transaction on Tuesday, January 13th. The stock was sold at an average price of $119.00, for a total value of $1,071,000.00. Following the completion of the sale, the chief technology officer directly owned 200,328 shares in the company, valued at $23,839,032. This represents a 4.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CFO Kate Gulliver sold 36,497 shares of the firm’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $106.50, for a total value of $3,886,930.50. Following the completion of the transaction, the chief financial officer directly owned 149,238 shares in the company, valued at approximately $15,893,847. This represents a 19.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 950,494 shares of company stock worth $100,127,813. 21.91% of the stock is owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. Cornerstone Planning Group LLC lifted its holdings in 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 purchasing an additional 282 shares in the last quarter. Webster Bank N. A. bought a new stake in shares of Wayfair during the 4th quarter valued at $30,000. True Wealth Design LLC raised 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 valued at $29,000 after purchasing an additional 233 shares during the period. Global Retirement Partners LLC lifted its stake in shares of Wayfair by 156.3% during the 3rd quarter. Global Retirement Partners LLC now owns 328 shares of the company’s stock valued at $29,000 after buying an additional 200 shares in the last quarter. Finally, V Square Quantitative Management LLC purchased a new position in shares of Wayfair during the 4th quarter valued at $33,000. 89.67% of the stock is currently owned by institutional investors.

Trending Headlines about Wayfair

Here are the key news stories impacting Wayfair this week:

• Positive Sentiment: Market tailwind — A Supreme Court decision blocking parts of the Trump tariff plan spurred a rally in retail names, helping push Wayfair shares higher along with peers in the afternoon session. Today’s Stock Market Angi, Bumble, Match Group, Wayfair, and Shutterstock Shares Skyrocket
• Positive Sentiment: Earnings beat — Wayfair reported Q4 EPS of $0.85 and revenue up ~6.9% Y/Y, topping consensus and marking the company’s first annual sales gain since 2020, a fundamental positive for investors. Wayfair Q4 Earnings & Revenues Beat Estimates
• Neutral Sentiment: Guidance & strategy — Management outlined mid-single-digit Q1 revenue growth and plans to expand physical retail and loyalty programs; that supports growth but may raise near-term investment needs. Wayfair outlines mid-single-digit Q1 revenue growth
• Neutral Sentiment: Mixed analyst reactions — Several firms trimmed price targets (JPMorgan, Truist, Stifel, Wedbush) while Needham reaffirmed a $125 target; the cuts temper enthusiasm but several analysts still see upside. Analyst PTs Lowered Benzinga
• Negative Sentiment: Customer-growth concerns — Investors focused on signs of active-customer softness despite top-line beats; that worry triggered a sharp post-earnings reaction and capped gains. Highly Shorted Wayfair Sinks
• Negative Sentiment: Margin & investment risk — Management warned that planned investments and store expansion could pressure margins; that message, highlighted in coverage, is a key reason some investors sold into the rally. Wayfair’s stock sinks Wayfair warns investment plans could pressure margins

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.