Wayfair (NYSE:W) Given New $85.00 Price Target at Wedbush

Wayfair (NYSE:W) had its target price lowered by Wedbush from $100.00 to $85.00 in a research note published on Friday morning,Benzinga reports. The firm currently has a neutral rating on the stock.

Several other research firms also recently weighed in on W. Needham & Company LLC reissued a “buy” rating and set a $125.00 target price on shares of Wayfair in a research report on Friday. Mizuho reissued an “outperform” rating and set a $130.00 price objective on shares of Wayfair in a report on Friday, January 2nd. Evercore raised their target price on Wayfair from $100.00 to $115.00 and gave the stock an “outperform” rating in a research note on Thursday, October 30th. Oppenheimer lifted their price target on Wayfair from $100.00 to $144.00 and gave the stock an “outperform” rating in a research report on Wednesday, November 12th. Finally, Royal Bank Of Canada raised their price objective on Wayfair from $86.00 to $92.00 and gave the stock a “sector perform” rating in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $106.17.

Wayfair Stock Performance

Shares of W stock opened at $81.19 on Friday. Wayfair has a fifty-two week low of $20.41 and a fifty-two week high of $119.98. The firm has a market capitalization of $10.58 billion, a price-to-earnings ratio of -33.41, a PEG ratio of 7.60 and a beta of 3.36. The stock’s 50-day simple moving average is $101.66 and its 200-day simple moving average is $93.51.

Insider Buying and Selling

In other Wayfair news, CFO Kate Gulliver sold 36,497 shares of the company’s 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 sale, the chief financial officer owned 149,238 shares in the company, valued at approximately $15,893,847. This represents a 19.65% decrease in their position. The transaction was disclosed in a document filed 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 that occurred on Friday, January 23rd. The stock was sold at an average price of $108.87, for a total transaction of $16,330,500.00. Following the sale, the insider directly owned 289,073 shares in the company, valued at $31,471,377.51. The trade was a 34.16% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 950,494 shares of company stock valued at $100,127,813 in the last ninety days. Insiders own 21.91% of the company’s stock.

Institutional Investors Weigh In On Wayfair

Hedge funds have recently modified their holdings of the company. Cornerstone Planning Group LLC raised its holdings in Wayfair by 28,200.0% in the 3rd quarter. Cornerstone Planning Group LLC now owns 283 shares of the company’s stock worth $25,000 after purchasing an additional 282 shares during the period. True Wealth Design LLC grew its holdings in Wayfair by 250.5% in the third 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 increased its position in shares of Wayfair by 156.3% in the third 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. Webster Bank N. A. purchased a new stake in shares of Wayfair in the fourth quarter valued at approximately $30,000. Finally, V Square Quantitative Management LLC acquired a new position in shares of Wayfair during the 4th quarter worth approximately $33,000. 89.67% of the stock is owned by hedge funds and other institutional investors.

Wayfair News Roundup

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.