Wayfair’s (W) “Buy” Rating Reaffirmed at Needham & Company LLC

Wayfair (NYSE:W)‘s stock had its “buy” rating reaffirmed by stock analysts at Needham & Company LLC in a report issued on Friday,Benzinga reports. They presently have a $125.00 target price on the stock. Needham & Company LLC’s price objective would indicate a potential upside of 57.17% from the company’s current price.

Several other analysts have also commented on the company. TD Cowen reissued a “hold” rating on shares of Wayfair in a report on Wednesday, October 29th. Guggenheim increased their target price on Wayfair from $120.00 to $125.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. Piper Sandler reissued an “overweight” rating on shares of Wayfair in a report on Friday, November 21st. Jefferies Financial Group downgraded shares of Wayfair from a “buy” rating to a “hold” rating and set a $94.00 price objective on the stock. in a report on Wednesday, December 3rd. Finally, Raymond James Financial lifted their price objective on Wayfair from $90.00 to $130.00 and gave the stock a “strong-buy” rating in a report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $108.00.

Wayfair Stock Performance

Shares of Wayfair stock opened at $79.53 on Friday. The firm has a 50-day simple moving average of $101.98 and a two-hundred day simple moving average of $93.46. Wayfair has a fifty-two week low of $20.41 and a fifty-two week high of $119.98. The company has a market cap of $10.37 billion, a P/E ratio of -31.07, a price-to-earnings-growth ratio of 8.74 and a beta of 3.36.

Insider Buying and Selling

In related news, CFO Kate Gulliver sold 36,497 shares of the stock in a transaction that occurred 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 sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Steven Conine 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 insider directly owned 289,073 shares of the company’s stock, valued at $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. Insiders sold 950,494 shares of company stock worth $100,127,813 over the last quarter. Corporate insiders own 21.91% of the company’s stock.

Hedge Funds Weigh In On Wayfair

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

Key Headlines Impacting 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.

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.