Wayfair Inc. (NYSE:W) Receives Consensus Rating of “Moderate Buy” from Analysts

Wayfair Inc. (NYSE:W) has been given a consensus rating of “Moderate Buy” by the thirty-one research firms that are covering the company, Marketbeat reports. Two research analysts have rated the stock with a sell recommendation, ten have issued a hold recommendation, eighteen have given a buy recommendation and one has issued a strong buy recommendation on the company. The average 12 month price target among brokers that have issued ratings on the stock in the last year is $107.2143.

Several equities analysts have commented on W shares. Wells Fargo & Company increased their price target on Wayfair from $90.00 to $110.00 and gave the company an “overweight” rating in a report on Wednesday, October 29th. Wall Street Zen upgraded shares of Wayfair from a “hold” rating to a “buy” rating in a research note on Saturday, December 20th. Needham & Company LLC lifted their target price on shares of Wayfair from $83.00 to $125.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. Stifel Nicolaus set a $100.00 target price on shares of Wayfair in a research report on Wednesday, October 29th. Finally, Evercore ISI raised their price target on Wayfair from $100.00 to $115.00 and gave the company an “outperform” rating in a research report on Thursday, October 30th.

Insider Transactions at Wayfair

In other news, insider Jon Blotner sold 4,997 shares of the company’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $105.84, for a total transaction of $528,882.48. Following the completion of the transaction, the insider directly owned 106,107 shares in the company, valued at $11,230,364.88. The trade was a 4.50% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CTO Fiona Tan sold 9,000 shares of the firm’s stock in a transaction on Tuesday, January 13th. The stock was sold at an average price of $119.00, for a total transaction of $1,071,000.00. Following the completion of the sale, the chief technology officer owned 200,328 shares in the company, valued at approximately $23,839,032. The trade was a 4.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 966,453 shares of company stock worth $101,748,287. Insiders own 21.91% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the stock. Cornerstone Planning Group LLC grew its position in Wayfair by 28,200.0% during the third quarter. Cornerstone Planning Group LLC now owns 283 shares of the company’s stock worth $25,000 after buying an additional 282 shares in the last quarter. Webster Bank N. A. acquired a new stake in shares of Wayfair during the 4th quarter worth approximately $30,000. True Wealth Design LLC grew its holdings 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 in the last quarter. Global Retirement Partners LLC increased its position in shares of Wayfair by 156.3% during the third 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 period. Finally, V Square Quantitative Management LLC acquired a new position in shares of Wayfair in the fourth quarter valued at $33,000. Institutional investors and hedge funds own 89.67% of the company’s stock.

Wayfair News Roundup

Here are the key news stories impacting Wayfair this week:

• Positive Sentiment: Zacks flags Wayfair as likely to beat EPS estimates again based on its recent surprise history and current operating metrics — a prospective earnings beat is a clear upside catalyst for the share price. Why Wayfair (W) is Poised to Beat Earnings Estimates Again
• Positive Sentiment: Heavy promotional/editorial coverage (People, MSN, Southern Living, etc.) is highlighting large discounts across rugs, furniture, storage and home decor — this broad media exposure can boost site traffic and near‑term sales and supports consumer demand trends. Our Editors Test Wayfair Furniture and Decor
• Neutral Sentiment: Multiple product-specific deal stories (Joanna Gaines rug, Kelly Clarkson rugs, farmhouse sofa, storage shed, dresser, etc.) increase awareness but are typical retail promotions; they support topline activity but may not meaningfully change margins or long‑term guidance on their own. Example: Joanna Gaines rug discount. Joanna Gaines’ Washable Area Rug Deal
• Negative Sentiment: Large insider sales by co‑founders/insiders are weighing on sentiment: CEO Niraj Shah and co‑founder Steven Conine each sold 150,000 shares at about $108.87 on Jan. 23, representing ~34% reductions in their reported holdings — such sizable, concurrent disposals can trigger investor concern about insider conviction and add supply pressure. Niraj Shah Form 4 Steven Conine Form 4

Wayfair Trading Up 1.0%

W stock opened at $111.22 on Friday. The firm has a market cap of $14.50 billion, a PE ratio of -43.44, a PEG ratio of 9.05 and a beta of 3.31. Wayfair has a 1 year low of $20.41 and a 1 year high of $119.98. The company has a fifty day simple moving average of $105.09 and a 200 day simple moving average of $90.14.

Wayfair (NYSE:W) last posted its earnings results on Tuesday, October 28th. The company reported $0.70 earnings per share for the quarter, beating the consensus estimate of $0.44 by $0.26. The company had revenue of $3.12 billion for the quarter, compared to the consensus estimate of $3.01 billion. Wayfair’s quarterly revenue was up 8.1% on a year-over-year basis. During the same quarter last year, the business earned $0.22 earnings per share. As a group, analysts forecast that Wayfair will post -2.54 EPS for the current fiscal year.

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.