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

Last close, 8 Oct 2026
$105
+0.63% on the day

The 33 Wall Street analysts covering Wayfair, Inc. hold a median 12-month price target of $125 — +18.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 77 of 100 as at 7 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$13.8B
Ticker Nerd rank
77 / 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
+3.7%
1M
+5.2%
YTD
+4.7%
1Y
+27.5%
From 52W high
−11.7%
From 52W low
+83.2%
$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 7 Oct 2026
77 / 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
82
Revisions
80
Issuance
77
Momentum
70
Growth
64
Value
29
Volatility
15
Size
12

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

Volatility (15): 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 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$160Jan 26Apr 26Jul 26Oct 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 +18.9% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 10 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
29 Sept 2026MizuhoMaintainsOutperform$90 → $110
20 Aug 2026RosenblattInitiatesBuy—
20 Aug 2026RosenblattInitiatesBuy$125
14 Aug 2026BernsteinUpgradeOutperform—
14 Aug 2026BernsteinUpgradeOutperform$100 → $125
14 Aug 2026CitigroupMaintainsBuy$95 → $133
14 Aug 2026CitigroupMaintainsBuy—
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

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 8 Oct 2026, Wayfair, Inc. returned +27.5% against +16.2% for the S&P 500, dividends included.

W vs S&P 500, last 12 monthsTotal return, rebased to 100
80100120140Jan 26Apr 26Jul 26Oct 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
+3.7%
Analysts raising
1
Analysts cutting
0
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
−42.8×

Cheaper than 98% of US stocks

Price / sales
1.1×

Cheaper than 67% of US stocks

Price / book
−4.9×

Cheaper than 97% of US stocks

EV / EBITDA
47.5×

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 45% of US stocks

Gross margin
30.0%

Higher than 34% of US stocks

Operating margin
3.0%

Higher than 50% 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
0.0%

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.

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 $13.8B and an enterprise value of $16.8B.

  • 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: −42.8×; forward P/E: 26.9× — 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.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 8 Oct 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.$13.8B
77
CARTMaplebear, Inc.$10.9B
88
CHWYChewy, Inc.$7.5B
62
CPNGCoupang, Inc.$27.1B
10
ETSYEtsy, Inc.$6.8B
90
GLBEGlobal-e Online Ltd.$6.5B
86
EBAYeBay, Inc.$48.2B
88

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

Wayfair and Klarna Deepen Ties With More Flexible Payment Options Across U.S. and Canada

Business Wire · 6 Oct 2026positive

Klarna announced an expanded partnership with Wayfair, adding flexible payment options for consumers in the U.S. and Canada. Eligible U.S. customers can access 0% APR financing for up to six months across Wayfair, Joss & Main, AllModern, and Birch Lane; the excerpt notes the launch of Klarna’s full suite of options for Canadian shoppers.

Why it matters — The expanded payment options may affect how customers pay for purchases across Wayfair’s brands in the U.S. and Canada.

Wayfair Schedules Third Quarter 2026 Earnings Release and Conference Call

PRNewsWire · 1 Oct 2026neutral

Wayfair announced it will release its third quarter 2026 financial results before market open on November 4, 2026, and will host a conference call at 8 a.m. that day for investors. The company will report results for the quarter ending September 30, 2026.

Why it matters — Wayfair watchers will want to mark this date to hear the company's latest quarterly performance and management commentary.

Here's Why Wayfair (W) is a Strong Momentum Stock

Zacks Investment Research · 30 Sept 2026positive

Zacks Investment Research highlighted Wayfair as a strong momentum stock using its Zacks Style Scores, a feature of the Zacks Premium research service that helps investors identify compelling stocks across value, growth, and momentum categories.

Why it matters — A favorable momentum designation from Zacks could draw increased investor attention to Wayfair shares and reinforce positive sentiment around the company.

Wayfair Launches "Wayfair Delivers," a New Brand Platform Focused on the Moments That Matter Most at Home

PRNewsWire · 21 Sept 2026positive

Wayfair unveiled "Wayfair Delivers," a new brand platform highlighting the quality, value and emotional moments the company brings to customers. The platform debuts with a brand campaign featuring quarterback Matthew Stafford and his family, along with expanded football partnerships.

Why it matters — A new national brand platform and marketing campaign could help Wayfair strengthen brand awareness and customer engagement heading into the home-goods selling season.

Mid-September Shakeup: Three Catalysts, One Afternoon

Zacks Investment Research · 15 Sept 2026neutral

The article discusses mid-September market volatility, noting that markets enter the week jumpy with volatility measures rising into a seasonally weak month. It outlines three catalysts occurring in a single afternoon that are expected to affect market conditions.

Why it matters — A Wayfair watcher would care because seasonal market volatility and rising volatility measures can influence the retail sector and consumer-oriented stocks like Wayfair.

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. 77 out of 100 across roughly 4,600 US stocks as at 7 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank W?

As at 7 Oct 2026, Wayfair, Inc. ranks 77 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 +18.9% from the last close, and Ticker Nerd's factor model ranks Wayfair, Inc. 77 out of 100 as at 7 Oct 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 +27.5% over the 12 months to 8 Oct 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 (Business Wire, 6 Oct 2026): "Wayfair and Klarna Deepen Ties With More Flexible Payment Options Across U.S. and Canada". Klarna announced an expanded partnership with Wayfair, adding flexible payment options for consumers in the U.S. and Canada. Eligible U.S. customers can access 0% APR financing for up to six months across Wayfair, Joss & Main, AllModern, and Birch Lane; the excerpt notes the launch of Klarna’s full suite of options for Canadian shoppers.

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