Wayfair Inc. (NYSE:W) Given Consensus Recommendation of “Moderate Buy” by Brokerages

Shares of Wayfair Inc. (NYSE:W) have received a consensus rating of “Moderate Buy” from the thirty-two ratings firms that are presently covering the stock, MarketBeat Ratings reports. Two analysts have rated the stock with a sell recommendation, eleven have issued a hold recommendation, eighteen have given a buy recommendation and one has given a strong buy recommendation to the company. The average 12 month target price among analysts that have issued a report on the stock in the last year is $104.6207.

A number of brokerages have commented on W. Piper Sandler reissued an “overweight” rating and set a $125.00 price objective on shares of Wayfair in a report on Friday, February 20th. Morgan Stanley boosted their target price on shares of Wayfair from $130.00 to $140.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. JPMorgan Chase & Co. reduced their target price on shares of Wayfair from $114.00 to $105.00 and set an “overweight” rating on the stock in a research report on Friday, February 20th. Citigroup decreased their price target on shares of Wayfair from $135.00 to $110.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. Finally, Truist Financial lowered their price target on shares of Wayfair from $120.00 to $105.00 and set a “buy” rating for the company in a report on Friday, February 20th.

Insider Buying and Selling at Wayfair

In other news, CFO Kate Gulliver sold 36,497 shares of the company’s stock in a transaction on Friday, January 2nd. The stock was 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 $15,893,847. This represents a 19.65% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Steven Conine sold 150,000 shares of the firm’s stock in a transaction dated 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 transaction, the insider owned 289,073 shares in the company, valued at approximately $31,471,377.51. This represents a 34.16% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 890,494 shares of company stock worth $86,493,261. Insiders own 21.91% of the company’s stock.

Institutional Trading of Wayfair

Several institutional investors and hedge funds have recently added to or reduced their stakes in W. Capital World Investors lifted its position in Wayfair by 0.6% during the 4th quarter. Capital World Investors now owns 13,457,158 shares of the company’s stock valued at $1,351,237,000 after purchasing an additional 82,584 shares during the period. Vanguard Group Inc. grew its position in shares of Wayfair by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 9,634,757 shares of the company’s stock worth $967,426,000 after buying an additional 72,707 shares during the period. Renaissance Technologies LLC grew its position in shares of Wayfair by 3.5% during the 4th quarter. Renaissance Technologies LLC now owns 5,407,325 shares of the company’s stock worth $542,950,000 after buying an additional 180,558 shares during the period. Janus Henderson Group PLC raised its stake in shares of Wayfair by 4.9% during the fourth quarter. Janus Henderson Group PLC now owns 3,570,475 shares of the company’s stock worth $358,514,000 after buying an additional 166,855 shares during the last quarter. Finally, Spruce House Investment Management LLC raised its stake in shares of Wayfair by 37.6% during the second quarter. Spruce House Investment Management LLC now owns 3,000,000 shares of the company’s stock worth $153,420,000 after buying an additional 819,615 shares during the last quarter. 89.67% of the stock is owned by institutional investors.

Wayfair Stock Performance

Wayfair stock opened at $72.23 on Friday. The business’s fifty day moving average is $90.61 and its two-hundred day moving average is $93.53. The firm has a market cap of $9.44 billion, a P/E ratio of -29.72, a P/E/G ratio of 5.63 and a beta of 3.40. Wayfair has a 52 week low of $20.41 and a 52 week high of $119.98.

Wayfair (NYSE:W) last announced its earnings results on Thursday, February 19th. The company reported $0.85 earnings per share for the quarter, beating analysts’ consensus estimates of $0.64 by $0.21. Wayfair had a negative return on equity of 1.52% and a negative net margin of 2.51%.The company had revenue of $3.34 billion during the quarter, compared to analyst estimates of $3.30 billion. During the same period last year, the company posted ($0.25) earnings per share. The firm’s quarterly revenue was up 6.9% compared to the same quarter last year. On average, equities research analysts predict that Wayfair will post -2.54 earnings per share for the current year.

Key Stories Impacting Wayfair

Here are the key news stories impacting Wayfair this week:

• Positive Sentiment: Broad, high-profile coverage of Wayfair’s spring sale (up to ~80% off) should drive traffic and accelerate order volume in the near term, which can boost top-line performance and burn through excess inventory. CNN: Wayfair’s spring sale
• Positive Sentiment: Widespread placement in major shopping roundups (Forbes, People, Popsci, etc.) amplifies marketing reach at low incremental cost and could lift customer acquisition and repeat visits during a seasonal buying window. Forbes: Patio furniture sales
• Neutral Sentiment: Numerous product-level deal stories (e.g., discounted comforter, Blackstone griddles, grilling gear) show the sale is broad across categories — good for traffic but mixed for average order value depending on what’s being cleared. MSN: Comforter deal MassLive: Blackstone griddles
• Neutral Sentiment: Wayfair recently reported a quarterly EPS beat and modest revenue growth (Feb. 19), but the company still runs negative net margins and analysts model negative full‑year EPS — meaning good top-line flow may not quickly translate to profitability. MarketBeat: Wayfair profile
• Negative Sentiment: Investors worry the aggressive discounting (reports of up to ~80% off) signals weaker demand or inventory hangover and will compress gross margins and profitability — a likely driver of today’s share weakness as analysts re‑visit outlooks. MarketBeat: Wayfair pullback analysis

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.