WWConsumer Cyclical · Internet Retail

W Stock Forecast: Wayfair, Inc. Price Predictions for 2026-2027

Last close, 11 Sept 2026
$99
+1.15% on the day

The 33 Wall Street analysts covering Wayfair, Inc. hold a median 12-month price target of $125 — +26.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 79 of 100 as at 12 Sept 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$13.5B
Ticker Nerd rank
79 / 100
Median analyst target
$125
Analysts covering
33
Revenue$3.5B+7.5% y/y
Operating income$106.0M
Net income−$1.0M
Free cash flow$301.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+1.6%
1M
−4.5%
YTD
−1.8%
1Y
+9.3%
From 52W high
−17.2%
From 52W low
+71.7%
$57
$119
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

W stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Wayfair, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 12 Sept 2026
79 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Accruals
99
Quality
81
Revisions
77
Issuance
76
Momentum
73
Growth
64
Value
33
Volatility
19
Size
13

Accruals (99): Reported profit is backed by cash, and the company is not expanding recklessly.

Volatility (19): The share price moves around a lot.

Size (13): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

W stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on W, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$60$80$100$120$140$160Oct 25Jan 26Apr 26Jul 26WHigh $156Median $125Low $83

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says33 analysts
20 Buy13 Hold0 Sell
Low $83Median $125High $156

The green dot is the last close — the median target sits +26.8% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 11 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
20 Aug 2026RosenblattInitiatesBuy$125
14 Aug 2026BernsteinUpgradeOutperform$100$125
14 Aug 2026CitigroupMaintainsBuy$95$133
5 Aug 2026BMO CapitalMaintainsMarket Perform
5 Aug 2026BMO CapitalMaintainsMarket Perform$105$115
5 Aug 2026Evercore ISI GroupMaintainsOutperform
5 Aug 2026Evercore ISI GroupMaintainsOutperform$100$130
5 Aug 2026GuggenheimMaintainsBuy
5 Aug 2026GuggenheimMaintainsBuy$100$135
5 Aug 2026NeedhamMaintainsBuy$83$133
5 Aug 2026NeedhamMaintainsBuy
5 Aug 2026RBC CapitalMaintainsSector Perform
5 Aug 2026RBC CapitalMaintainsSector Perform$78$92
5 Aug 2026TD CowenMaintainsHold$75$110
5 Aug 2026TD CowenMaintainsHold
5 Aug 2026Truist SecuritiesMaintainsBuy$99$135
5 Aug 2026Truist SecuritiesMaintainsBuy
5 Aug 2026UBSMaintainsBuy$118$156
5 Aug 2026UBSMaintainsBuy
5 Aug 2026WedbushMaintainsNeutral$85$125

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. W appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

W vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 11 Sept 2026, Wayfair, Inc. returned +9.3% against +17.5% for the S&P 500, dividends included.

W vs S&P 500, last 12 monthsTotal return, rebased to 100
6080100120140Oct 25Jan 26Apr 26Jul 26WS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

W analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+4.4%
Analysts raising
15
Analysts cutting
8
Fundamentals

Wayfair, Inc. (W) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
−40.4×

Cheaper than 98% of US stocks

Price / sales
1.0×

Cheaper than 69% of US stocks

Price / book
−4.7×

Cheaper than 96% of US stocks

EV / EBITDA
44.8×

Cheaper than 5% of US stocks

Growth & margins
Revenue growth (YoY)
7.5%

Higher than 45% of US stocks

Earnings growth (YoY)
7.5%

Higher than 44% of US stocks

Gross margin
30.0%

Higher than 34% of US stocks

Operating margin
3.0%

Higher than 51% of US stocks

Net margin
−2.5%

Higher than 27% of US stocks

Returns & dividend
Return on equity
11.3%

Higher than 66% of US stocks

Return on assets
5.3%

Higher than 78% of US stocks

Dividend yield

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Wayfair, Inc. (W) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Wayfair, Inc. has a market value of $13.5B and an enterprise value of $15.9B.

  • Revenue in the twelve months to 30 June 2026: $12.9B. The latest quarter grew 7.5% year on year.

  • Net income over the same four quarters: −$321.0M, a −2.5% net margin.

  • Diluted earnings per share, trailing twelve months: $−2.46.

  • Free cash flow in the twelve months to 30 June 2026: $433.0M.

  • Shares outstanding: 136.5M.

  • Trailing P/E: −40.4×; forward P/E: 25.5× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Wayfair, Inc. employs 11,800 people $1.1M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 13 Sept 2026

Data provided by Twelve Data

Peers

W vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelInternet Retail
CompanyMarket capTKN rank
WWayfair, Inc.$13.5B
79
CARTMaplebear, Inc.$11.7B
80
CHWYChewy, Inc.$8.4B
61
ETSYEtsy, Inc.$6.9B
85
GLBEGlobal-e Online Ltd.$6.2B
80
CPNGCoupang, Inc.$27.6B
10
EBAYeBay, Inc.$48.3B
87

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Wayfair, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest W news & analysis

5 Top-Ranked Efficient Stocks With Strong Growth Potential

Zacks Investment Research · 10 Sept 2026positive

Wayfair was highlighted as the leading stock in a Zacks Investment Research screen of five stocks with above-industry efficiency ratios and strong earnings surprise records. The screening process flagged these companies for their efficiency metrics and consistent earnings performance, which adds to their growth potential.

Why it matters — This recognition signals that Wayfair stands out to analysts for its operational efficiency and track record of beating earnings expectations, which could be relevant to investors monitoring the company's fundamentals.

Wayfair Inc. (W) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

Seeking Alpha · 10 Sept 2026neutral

Wayfair presented at the Goldman Sachs Communacopia + Technology Conference 2026, and the transcript of its presentation was published by Seeking Alpha. The excerpt provides only the headline and source with no additional details from the session.

Why it matters — The presentation transcript gives Wayfair watchers direct access to management's remarks at a major industry conference, which can offer insight into the company's strategy and outlook.

Best Momentum Stock to Buy for September 8th

Zacks Investment Research · 8 Sept 2026positive

On September 8, 2026, Zacks Research placed Wayfair (W) on its Zacks Rank #1 (Strong Buy) momentum stocks list, alongside VIRT and CCS.

Why it matters — The listing signals that Zacks categorised Wayfair among its top-ranked momentum stocks, which W watchers may note as a positive analytical assessment.

Why Is Wayfair (W) Down 12.1% Since Last Earnings Report?

Zacks Investment Research · 3 Sept 2026negative

Wayfair (W) reported earnings 30 days ago, and its stock has fallen 12.1% since that report. The item focuses on what may be next for the stock following the earnings release.

Why it matters — A Wayfair watcher would want to track how the company's stock has performed since its most recent earnings report.

Looking for Earnings Beat? Buy These 5 Top-Ranked Stocks

Zacks Investment Research · 31 Aug 2026positive

Zacks Investment Research published a list of five top-ranked stocks—ALL, W, BILL, TWLO, and CRBU—that it says are likely to beat on the bottom line in their upcoming earnings releases, with Wayfair among those named.

Why it matters — Wayfair watchers would care because the item identifies W as one of the top-ranked stocks expected to deliver an earnings beat in its upcoming report.

FAQ

Frequently asked questions about W stock

What is the W stock price forecast for 2026-2027?

The 33 Wall Street analysts covering Wayfair, Inc. have a median 12-month price target of $125, with estimates ranging from $83 to $156. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is W stock a buy right now?

Of the 33 analysts covering Wayfair, Inc., 20 rate it a Buy, 13 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Wayfair, Inc. 79 out of 100 across roughly 4,600 US stocks as at 12 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank W?

As at 12 Sept 2026, Wayfair, Inc. ranks 79 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (99 of 100).

Will W stock go up?

No one can know that. What the data says: the median 12-month target from 33 analysts implies +26.8% from the last close, and Ticker Nerd's factor model ranks Wayfair, Inc. 79 out of 100 as at 12 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the W stock forecast for 2030?

No analyst covering Wayfair, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for W are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $83 to $156 over the next 12 months.

How has W stock performed over the past year?

Wayfair, Inc. returned +9.3% over the 12 months to 11 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Wayfair, Inc. do?

Wayfair Inc. Class A Common Stock is the equity of Wayfair Inc., an e-commerce company focused on home furnishings and household products.

What is the latest news on W?

The most recent item we track (Zacks Investment Research, 10 Sept 2026): "5 Top-Ranked Efficient Stocks With Strong Growth Potential". Wayfair was highlighted as the leading stock in a Zacks Investment Research screen of five stocks with above-industry efficiency ratios and strong earnings surprise records. The screening process flagged these companies for their efficiency metrics and consistent earnings performance, which adds to their growth potential.

Company

About Wayfair, Inc.

Wayfair Inc. Class A Common Stock is the equity of Wayfair Inc., an e-commerce company focused on home furnishings and household products. Wayfair operates a broad online retail platform that offers furniture, décor, housewares, seasonal items, and home improvement goods through its consumer-facing sites and the Wayfair Professional service for business customers. The company also supports a portfolio of related retail brands, including Joss & Main, AllModern, Birch Lane, and Perigold, which serve different style and price segments within the home goods market. Wayfair’s business centers on digital shopping, product discovery, and fulfillment for customers in the United States and international markets. Headquartered in Boston, Massachusetts, Wayfair plays a significant role in online specialty retail for home goods by connecting shoppers, designers, and trade buyers with a wide assortment of products in one marketplace.

CEO Mr. Niraj S. Shah · 11,800 employees · United States · https://www.wayfair.com