WConsumer Cyclical · Internet RetailThe 33 Wall Street analysts covering Wayfair, Inc. hold a median 12-month price target of $125 — +7.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 83 of 100 as at 31 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.
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.
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): Reported profit is backed by cash, and the company is not expanding recklessly.
Volatility (24): The share price moves around a lot.
Size (12): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on W, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +7.8% from it.
Of the 20 most recent actions, 10 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 23 Oct 2026 | RBC Capital | Maintains | Sector Perform | $92 → $96 |
| 20 Oct 2026 | Piper Sandler | Maintains | Overweight | $133 → $135 |
| 8 Oct 2026 | Baird | Maintains | Neutral | $116 → $117 |
| 8 Oct 2026 | Baird | Maintains | Neutral | — |
| 29 Sept 2026 | Mizuho | Maintains | Outperform | $90 → $110 |
| 29 Sept 2026 | Mizuho | Maintains | Outperform | — |
| 20 Aug 2026 | Rosenblatt | Initiates | Buy | — |
| 20 Aug 2026 | Rosenblatt | Initiates | Buy | $125 |
| 14 Aug 2026 | Bernstein | Upgrade | Outperform | — |
| 14 Aug 2026 | Bernstein | Upgrade | Outperform | $100 → $125 |
| 14 Aug 2026 | Citigroup | Maintains | Buy | — |
| 14 Aug 2026 | Citigroup | Maintains | Buy | $95 → $133 |
| 5 Aug 2026 | BMO Capital | Maintains | Market Perform | — |
| 5 Aug 2026 | BMO Capital | Maintains | Market Perform | $105 → $115 |
| 5 Aug 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 5 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $100 → $130 |
| 5 Aug 2026 | Guggenheim | Maintains | Buy | — |
| 5 Aug 2026 | Guggenheim | Maintains | Buy | $100 → $135 |
| 5 Aug 2026 | Needham | Maintains | Buy | $83 → $133 |
| 5 Aug 2026 | Needham | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
W appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, Wayfair, Inc. returned +13.3% against +12.4% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 98% of US stocks
Cheaper than 63% of US stocks
Cheaper than 97% of US stocks
Cheaper than 5% of US stocks
Higher than 47% of US stocks
Higher than 46% of US stocks
Higher than 34% of US stocks
Higher than 50% of US stocks
Higher than 27% of US stocks
Higher than 66% of US stocks
Higher than 78% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $15.3B and an enterprise value of $18.2B.
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.
Trailing P/E: −47.5×; forward P/E: 29.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Wayfair, Inc. employs 11,800 people — $1.1M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
Zacks says Wayfair lacks the combination of two key ingredients associated with a likely earnings beat in its upcoming report. The headline notes Wall Street expects earnings growth.
Why it matters — W watchers may note the article’s assessment of earnings-beat prospects ahead of the upcoming report.
The headline indicates that Wayfair’s CFO reflected on lessons learned while serving as global head of talent. The excerpt also mentions ASM International’s higher sales forecasts amid rising AI demand.
Why it matters — The item concerns Wayfair’s CFO and provides context about the executive’s experience, though the excerpt does not describe any direct business or financial impact on Wayfair.
Zacks says Wayfair, Amazon and Groupon could benefit from strong holiday sales in 2026, citing rising online spending and company-specific growth drivers.
Why it matters — The item links Wayfair’s outlook to expected holiday demand and growth factors in online retail.
Wayfair announced that its Way Day sale, described as its biggest sale of the year, will return October 24–26. The event will feature savings of up to 80% across furniture, home decor, home improvement and more, with new deals every 24 hours.
Why it matters — The promotion is a company sales event that W watchers may monitor for its role in Wayfair’s holiday-season marketing.
Perigold, Wayfair’s luxury-home brand, launched Perigold Insider, a loyalty program offering members 10% back in rewards on eligible purchases. The company described the launch as part of its effort to build lasting customer relationships.
Why it matters — The program is a development in customer loyalty and engagement at a Wayfair brand, which may be relevant to W watchers tracking its business initiatives.
The 33 Wall Street analysts covering Wayfair, Inc. have a median 12-month price target of $125, with estimates ranging from $80 to $156. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 33 analysts covering Wayfair, Inc., 20 rate it a Buy, 12 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Wayfair, Inc. 83 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, Wayfair, Inc. ranks 83 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).
No one can know that. What the data says: the median 12-month target from 33 analysts implies +7.8% from the last close, and Ticker Nerd's factor model ranks Wayfair, Inc. 83 out of 100 as at 31 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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: $80 to $156 over the next 12 months.
Wayfair, Inc. returned +13.3% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Wayfair Inc. Class A Common Stock is the equity of Wayfair Inc., an e-commerce company focused on home furnishings and household products.
The most recent item we track (Zacks Investment Research, 28 Oct 2026): "Wayfair (W) Reports Next Week: Wall Street Expects Earnings Growth". Zacks says Wayfair lacks the combination of two key ingredients associated with a likely earnings beat in its upcoming report. The headline notes Wall Street expects earnings growth.
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
