Wayfair (NYSE:W) Price Target Raised to $110.00

Wayfair (NYSE:W) had its price target hoisted by Mizuho from $90.00 to $110.00 in a research note issued to investors on Tuesday,Benzinga reports. The firm currently has an outperform rating on the stock.

A number of other equities research analysts have also issued reports on the company. Morgan Stanley reaffirmed an “overweight” rating on shares of Wayfair in a research report on Wednesday, August 5th. Evercore reissued an “outperform” rating and set a $130.00 price objective on shares of Wayfair in a research report on Wednesday, August 5th. Robert W. Baird set a $116.00 target price on shares of Wayfair in a research note on Wednesday, August 5th. Jefferies Financial Group reaffirmed a “hold” rating and issued a $108.00 target price on shares of Wayfair in a report on Tuesday, August 4th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Wayfair in a research note on Tuesday, September 1st. Two research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $120.89.

Wayfair Stock Down 1.3%

Shares of W stock opened at $101.27 on Tuesday. The firm has a 50 day moving average of $100.44 and a two-hundred day moving average of $85.34. The stock has a market capitalization of $13.37 billion, a PE ratio of -41.17, a P/E/G ratio of 3.69 and a beta of 3.02. Wayfair has a 52 week low of $55.60 and a 52 week high of $119.98.

Wayfair (NYSE:W) last posted its quarterly earnings data on Tuesday, August 4th. The company reported $0.95 earnings per share for the quarter, topping analysts’ consensus estimates of $0.90 by $0.05. The business had revenue of $3.52 billion for the quarter, compared to analyst estimates of $3.47 billion. Wayfair had a negative return on equity of 3.40% and a negative net margin of 2.49%.The company’s revenue was up 7.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.87 earnings per share. Analysts expect that Wayfair will post 0.93 EPS for the current fiscal year.

Insider Activity

In related news, CEO Niraj Shah sold 69,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $103.36, for a total transaction of $7,131,840.00. Following the completion of the sale, the chief executive officer owned 360,137 shares in the company, valued at $37,223,760.32. The trade was a 16.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Steven Conine sold 69,000 shares of the company’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $103.36, for a total value of $7,131,840.00. Following the completion of the transaction, the director directly owned 360,073 shares of the company’s stock, valued at $37,217,145.28. This trade represents a 16.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 282,968 shares of company stock worth $29,225,003. 18.44% of the stock is currently owned by insiders.

Institutional Trading of Wayfair

Several institutional investors have recently modified their holdings of W. QRG Capital Management Inc. boosted its holdings in shares of Wayfair by 10.4% in the 2nd quarter. QRG Capital Management Inc. now owns 4,274 shares of the company’s stock valued at $395,000 after buying an additional 402 shares in the last quarter. WINTON GROUP Ltd acquired a new stake in Wayfair during the 2nd quarter worth $3,207,000. Integrated Wealth Concepts LLC acquired a new stake in Wayfair during the 2nd quarter worth $349,000. NewEdge Advisors LLC raised its stake in Wayfair by 572.7% during the 2nd quarter. NewEdge Advisors LLC now owns 4,016 shares of the company’s stock worth $371,000 after acquiring an additional 3,419 shares in the last quarter. Finally, IFP Advisors Inc lifted its position in Wayfair by 79.2% in the second quarter. IFP Advisors Inc now owns 810 shares of the company’s stock valued at $75,000 after acquiring an additional 358 shares during the last quarter. Hedge funds and other institutional investors own 89.67% of the company’s stock.

Wayfair News Roundup

Here are the key news stories impacting Wayfair this week:

• Positive Sentiment: Mizuho analyst expectations indicate that Wayfair’s stock could rise, reinforcing a constructive view among some analysts. Wayfair Stock Price Expected to Rise, Mizuho Analyst Says
• Positive Sentiment: Wayfair continues to receive generally favorable brokerage coverage, with analysts assigning the shares an overall “Moderate Buy” rating. Wayfair Receives Average Rating of Moderate Buy
• Positive Sentiment: A Zacks analysis identified Wayfair as a strong momentum stock, which may attract growth and momentum-focused investors despite valuation and profitability risks. Why Wayfair Is a Strong Momentum Stock
• Neutral Sentiment: Wayfair will release third-quarter 2026 results before the market opens on November 4 and hold a conference call at 8 a.m. Investors may remain cautious ahead of this important earnings catalyst. Wayfair Schedules Third Quarter 2026 Earnings Release and Conference Call
• Neutral Sentiment: Multiple lifestyle articles highlight Wayfair furniture, home-improvement products, discounts and seasonal décor, providing brand visibility but offering no direct evidence of changes in revenue or earnings.
• Negative Sentiment: Zacks Research reportedly downgraded Wayfair from “Strong Buy” to “Hold.” The change could weigh on sentiment by signaling less confidence in additional gains, particularly with the shares near their 12-month high.

About Wayfair

Wayfair Inc is an e-commerce company specializing in home furnishings and household goods. Through its online platforms, the company offers furniture, décor, lighting, rugs, mattresses, appliances, kitchen and bath products, outdoor items, and other products for residential and commercial spaces.

Wayfair operates its flagship Wayfair brand alongside specialty retail brands such as Joss & Main, AllModern, Birch Lane, and Perigold. Its platform connects customers with a broad network of suppliers and provides product discovery, ordering, delivery, customer service, and related home-shopping services.