Wayfair (W) Aandelenoverzicht
Wayfair Inc. houdt zich bezig met e-commerce in de Verenigde Staten en internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 3/6 |
| Toekomstige groei | 3/6 |
| Prestaties in het verleden | 0/6 |
| Financiële gezondheid | 2/6 |
| Dividenden | 0/6 |
W Community Fair Values
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Analyst Price Targets
Wayfair Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$101.13 |
| 52 Week Hoogtepunt | US$119.98 |
| 52 Week Laag | US$55.60 |
| Bèta | 2.98 |
| 1 maand verandering | 13.96% |
| 3 maanden verandering | 73.70% |
| 1 Jaar Verandering | 27.93% |
| 3 jaar verandering | 44.12% |
| 5 jaar verandering | -64.35% |
| Verandering sinds IPO | 168.11% |
Recent nieuws en updates
Narratiefupdate • Aug 12
W: Store Expansion And Premium Brand Momentum Will Face Overvaluation Risk
Analysts have raised their Wayfair price target from $74.00 to about $84.15, citing updated assumptions that include a revised discount rate, a new revenue growth outlook, an adjusted profit margin profile, and a different future P/E multiple. What’s in the News for Wayfair Wayfair reported second quarter 2026 net revenue of US$3.5b, with U.S. revenue up 8.7% year over year and overall revenue up 7.5%, driven by higher orders and strong specialty retail performance.Seeking Alpha • Aug 11
Wayfair: The Stock Just Soared, But It Needs To Be Sold Here
Summary Wayfair is shifting toward an omni-channel model with large brick-and-mortar investments, raising concerns about cost and margin pressure. Gross margins declined slightly to 30.0% in Q2 2026 despite increased marketing spend, signaling operational challenges amid the recovery. Q2 2026 results showed revenue growth and improved adjusted EBITDA margin, but GAAP profitability remains elusive, and the stock's post-earnings surge appears overdone. Advertising consumed 11.1% of revenue, significantly eroding profitability and raising questions about the sustainability of W's brand-driven growth strategy. Read the full article on Seeking AlphaRecent updates
Narratiefupdate • Aug 12
W: Store Expansion And Premium Brand Momentum Will Face Overvaluation Risk
Analysts have raised their Wayfair price target from $74.00 to about $84.15, citing updated assumptions that include a revised discount rate, a new revenue growth outlook, an adjusted profit margin profile, and a different future P/E multiple. What’s in the News for Wayfair Wayfair reported second quarter 2026 net revenue of US$3.5b, with U.S. revenue up 8.7% year over year and overall revenue up 7.5%, driven by higher orders and strong specialty retail performance.Seeking Alpha • Aug 11
Wayfair: The Stock Just Soared, But It Needs To Be Sold Here
Summary Wayfair is shifting toward an omni-channel model with large brick-and-mortar investments, raising concerns about cost and margin pressure. Gross margins declined slightly to 30.0% in Q2 2026 despite increased marketing spend, signaling operational challenges amid the recovery. Q2 2026 results showed revenue growth and improved adjusted EBITDA margin, but GAAP profitability remains elusive, and the stock's post-earnings surge appears overdone. Advertising consumed 11.1% of revenue, significantly eroding profitability and raising questions about the sustainability of W's brand-driven growth strategy. Read the full article on Seeking AlphaNarratiefupdate • Jul 28
W: Store Expansion And Market Share Gains Will Face Overvaluation Risk
Analysts have lifted their Wayfair fair value estimate from about $61 to $74, citing slightly higher assumed revenue growth, a modestly stronger profit margin outlook, and a higher future P/E multiple in their updated models. What’s in the News for Wayfair Wayfair is reported to be gaining market share in ecommerce alongside Carvana, even as the sector faces macroeconomic headwinds, geopolitical issues, and sensitivity to higher interest rates.Narratiefupdate • Jul 14
W: Store Expansion And Market Share Gains Will Face Margin Pressures
Wayfair's analyst price target has been reduced to approximately $61.44 from $80.00. Analysts cite updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples to support the change.
Narratiefupdate • Jun 30
W: New Large Stores And Easing Logistics Will Support Future Upside
Analysts have adjusted their price target for Wayfair to $123.00 from $132.91 as updated assumptions around revenue growth, profit margin, discount rate, and future P/E are incorporated into their models. What’s in the News for Wayfair Wayfair plans to open large format physical stores of about 130,000 square feet in Cincinnati, Ohio and Princeton, New Jersey in 2027, expanding beyond its online platform into in person retail experiences.
Narratiefupdate • Jun 16
W: Debt Burden And Profitability Efforts Will Shape Fairly Valued Shares
Analysts have trimmed their blended fair value estimate for Wayfair stock from about $93.43 to $91.74 per share, citing updated assumptions for discount rates, long term revenue growth, profit margins, and future P/E multiples. What’s in the News for Wayfair Wayfair shares have fallen between 29% and over 40% year to date in 2026 as rising Treasury yields and persistent inflation concerns have pressured growth oriented stocks, according to recent coverage dated May 17, 2026.Narratiefupdate • Jun 02
W: Liability Management And New Stores Will Support Bullish Outlook
Analysts have trimmed their Wayfair price target from $104.93 to $93.43. This reflects slightly softer assumptions on revenue growth and valuation multiples, partially offset by modestly higher projected profit margins and a somewhat lower discount rate.Narratiefupdate • May 17
W: New Large Stores And Rewards Program Will Support Future Upside
Analysts have adjusted their price target on Wayfair from $150.00 to about $132.91, reflecting updated views on the stock's fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Wayfair plans to open a new large-format retail store in Cincinnati, Ohio in 2027, a roughly 130,000-square-foot location offering furniture, décor, housewares, appliances and design services, with many items available for immediate pickup and larger pieces delivered through its logistics network (Key Developments).Narratiefupdate • Apr 28
W: Store Expansion And Rewards Program Will Support Balanced Forward Outlook
Analysts now see Wayfair’s fair value holding at $80.00 per share, supported by updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that together reflect a slightly adjusted risk and earnings profile for the business. What's in the News Wayfair plans to open its first large format Florida store at Galleria Fort Lauderdale in late 2027.Narratiefupdate • Apr 14
W: Store Expansion And Membership Program Will Support Bullish Outlook
Analysts have adjusted their Wayfair price target to $104.93 from $113.64, reflecting updated assumptions for a slightly higher discount rate, marginally lower revenue growth, a modestly higher profit margin, and a reduced future P/E multiple. What's in the News Wayfair plans to open its first large-format Florida store at Galleria Fort Lauderdale in late 2027, a two level, 94,000 square foot location that will offer a broad range of home products and design services as part of the mall's planned redevelopment (Key Developments).Narratiefupdate • Mar 30
W: Store Expansion And Rewards Program Will Support Positive Forward Outlook
Analysts have reiterated an $80.00 price target for Wayfair, citing small model adjustments in the discount rate, revenue growth, profit margin, and future P/E assumptions as the main factors supporting this unchanged view. What's in the News Wayfair is being removed from the S&P Homebuilders Select Industry Index, which can affect how index-tracking funds and some institutional investors gain exposure to the stock (Index Constituent Drops).Narratiefupdate • Mar 16
W: Store Expansion And Rewards Program Will Support Balanced Forward Outlook
Analysts have adjusted their price target for Wayfair to $80.00. The updated view reflects recalibrated assumptions for discount rate, revenue growth, profit margin, and future P/E, while keeping the fair value level unchanged at $80.00.Narratiefupdate • Mar 02
W: Expanded Payment Options And AI Commerce Work Will Support Balanced Outlook
Analysts have raised their price target on Wayfair from $56.99 to $80.00, citing updated assumptions around revenue growth, discount rate, profit margins and future P/E that collectively affect how they value the company today. What's in the News Affirm expanded its partnership with Wayfair, giving approved shoppers in the UK and Canada the option to split purchases using Affirm, with real-time approval decisions and no late or hidden fees disclosed in the announcement.Narratiefupdate • Feb 16
W: AI Commerce Protocol And Index Inclusion Will Support Bullish Outlook
Analysts have nudged their price target on Wayfair slightly lower to $113.64 from $114.21, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a modestly adjusted future P/E multiple. What's in the News Affirm expanded its partnership with Wayfair, adding its pay over time products for approved shoppers in the UK and Canada, with no late fees or hidden fees, after previously rolling out across Wayfair's US online and in store checkouts (Client Announcements).Narratiefupdate • Feb 02
W: New Store Format And AI Commerce Partnerships Will Steady 2026 Outlook
Analysts have increased their price target for Wayfair by about US$0.21 to roughly US$114.21, citing updated assumptions around discount rate, revenue growth, profit margin, and future P/E. These changes leave their overall valuation view broadly steady.Narratiefupdate • Jan 19
W: UCP Partnership Will Support Future Upside For Index Aligned Shares
Analysts have nudged their price target on Wayfair to around $150, a move supported by small adjustments to fair value, discount rate, revenue growth, profit margin and expected future P/E assumptions. What's in the News Wayfair is a foundational partner co developing Google's Universal Commerce Protocol, an open standard aimed at more seamless and secure interactions between AI agents and retailer platforms.Narratiefupdate • Jan 05
W: Smaller Ohio Store Format And Index Inclusion Will Support Future Upside
Analysts have lifted their price target for Wayfair to $149.57, citing updated assumptions that pair a slightly lower discount rate and a higher revenue growth outlook with reduced profit margin expectations and a higher future P/E multiple. What's in the News Wayfair is being added to the S&P Homebuilders Select Industry Index, which can change how index funds and ETFs with that benchmark gain exposure to the stock (Index Constituent Adds).Narratiefupdate • Dec 16
W: Smaller Ohio Store Format Will Drive Stronger Profit Margins Ahead
Analysts have raised their price target on Wayfair from approximately $105 to about $150 per share. This reflects improved expectations for revenue growth and profit margins, despite a slightly higher assumed discount rate and a modestly lower future price to earnings multiple.Narratiefupdate • Dec 02
W: New Columbus Store And Share Buyback Will Shape Outlook In 2026
Analysts have maintained Wayfair's fair value estimate at $114.00 per share, citing consistent growth and profitability assumptions, even though only minor adjustments were made to model inputs. What's in the News Wayfair will open a new, smaller-format store in Columbus, Ohio in late 2026 to test new ways of bringing its shopping experience to customers.Narratiefupdate • Nov 18
W: New Columbus Retail Location Will Expand Physical Presence In 2026
Analysts have raised their price target for Wayfair from $112.31 to $114.00. They cited minor adjustments to discount rates and profit margin forecasts as supporting factors for the higher valuation.Narratiefupdate • Nov 03
W: Repurchase And Margin Improvements Will Balance Risks And Opportunities Ahead
Analysts have raised their price target for Wayfair significantly from $84.90 to $112.31. They cite anticipated improvements in revenue growth and profit margins, along with a lowered discount rate and a more attractive future price-to-earnings ratio.Analyse-artikel • Oct 31
US$112 - That's What Analysts Think Wayfair Inc. (NYSE:W) Is Worth After These Results
Shareholders will be ecstatic, with their stake up 23% over the past week following Wayfair Inc. 's ( NYSE:W ) latest...Narratiefupdate • Oct 20
CastleGate And Wayborhood Initiatives Will Improve Customer Experience And Drive Future Sales
Analysts have raised their price target for Wayfair slightly, increasing it from $83.17 to $84.90. They cite minor improvements in profitability and discount rate assumptions as reasons for this adjustment.Narratiefupdate • Oct 05
CastleGate And Wayborhood Initiatives Will Improve Customer Experience And Drive Future Sales
Wayfair’s analyst price target has been raised slightly from $82.10 to $83.17 per share. Analysts point to modest improvements in profit margin and a lower projected price-earnings ratio as key factors behind the upward revision.Narratiefupdate • Sep 20
CastleGate And Wayborhood Initiatives Will Improve Customer Experience And Drive Future Sales
Wayfair’s consensus price target saw only a negligible increase to $82.10, as both its net profit margin and discount rate remained essentially unchanged. What's in the News Wayfair has completed the repurchase of 2,354,491 shares for $611.61 million under its 2020 buyback plan, with no additional shares repurchased in the latest quarter; the 2021 buyback plan remains unused.Narratiefupdate • Aug 06
CastleGate And Wayborhood Initiatives Will Improve Customer Experience And Drive Future Sales
Despite a sharp decline in net profit margin and a substantial increase in future P/E, reflecting reduced profitability and higher valuation expectations, the analyst consensus price target for Wayfair has markedly increased from $50.48 to $80.45. What's in the News Wayfair announced the opening of a 140,000-square-foot large-format retail location in Denver, Colorado, expanding further into brick-and-mortar, with new stores also set for Atlanta and Yonkers.Seeking Alpha • Mar 29
Wayfair: Weak Macro Environment Led Me To Downgrade My Rating
Summary I am less bullish on Wayfair near-term due to weak consumer spending and negative customer metrics, despite solid business fundamentals and market share gains. US revenue has shown positive growth, driven by logistics cost savings, better in-stock availability, and delivery enhancements, indicating strong relative market share gains. Wayfair's push into physical retail is proving successful, attracting new customers and enhancing overall customer lifetime value and acquisition efficiency. Near-term demand recovery remains uncertain, with weak consumer confidence and housing market, leading to a cautious investment stance despite long-term growth potential. Read the full article on Seeking Alpha
Nieuw narratief • Mar 20
CastleGate And Wayborhood Initiatives Will Improve Customer Experience And Drive Future Sales
Wayfair's CastleGate logistics network and strategic cost efficiencies can boost revenue growth and improve net margins over time.Seeking Alpha • Feb 21
Wayfair: Strong Execution In A Challenging Environment
Summary Shares of Wayfair stumbled slightly after a mixed Q4 earnings print, which showed a slight improvement in revenue trends but saw receding gross margins. At the same time, the company has improved its structural profitability, targeting new high-growth categories like outdoor structures and spas while also reducing opex. It is aiming to hit 10%+ adjusted EBITDA margins upon normalization of the furniture industry, relative to 3.8% in FY24. Still, recovery in sales will take a while as the real estate industry suffers from very tight supply. I remain at a neutral rating and recommend staying on the sidelines. Read the full article on Seeking AlphaSeeking Alpha • Jan 12
Wayfair: The Furniture Depression Will Not Abate Until Home Affordability Improves
Summary Wayfair faces macroeconomic headwinds, including low consumer spending on furniture, high borrowing costs, and low home sales, impacting its profitability and growth potential. The company's exit from Germany and significant layoffs aim to focus on core operations but limit growth and signal weak performance. Wayfair's positive operating cash flow depends on stock-based compensation, diluting shareholders at a potentially accelerated pace with its lower market capitalization. Despite efforts to improve margins and cash flow, Wayfair's economic and competitive challenges raise doubts about its ability to grow and earn a sustained net profit. Wayfair's debt maturities over the coming years will likely dramatically raise its interest spending as it replaces convertible debt with junk bonds. Read the full article on Seeking AlphaSeeking Alpha • Dec 07
Wayfair: Increased Spending Lowers Its Q4 2024 Adjusted EBITDA Outlook
Summary Wayfair's Q3 2024 results were largely in-line with expectations. It expects increased spending in Q4 2024, reducing its adjusted EBITDA margins compared to Q3 2024. Wayfair may now end up with $450 million to $475 million in 2024 adjusted EBITDA, not including the impact of $400 million in equity compensation. Around 50% of Wayfair's inventory comes from China, resulting in some exposure to additional tariffs. Wayfair is still trading at a high multiple to adjusted EBITDA and free cash flow, given that sales growth is flat to slightly negative currently. Read the full article on Seeking AlphaSeeking Alpha • Nov 05
Wayfair: Fundamentals Remain Sound
Summary Despite near-term headwinds, Wayfair's fundamentals remain strong. Wayfair continues to gain market share, demonstrating its strong competitive position in the online furniture market. As the company continues to execute on its growth strategy and the macro environment improves, the stock has the potential to significantly outperform. Read the full article on Seeking AlphaRendement voor aandeelhouders
| W | US Specialty Retail | US Markt | |
|---|---|---|---|
| 7D | -2.8% | -1.6% | 1.7% |
| 1Y | 27.9% | -0.5% | 20.0% |
Rendement versus industrie: W overtrof de US Specialty Retail industrie, die het afgelopen jaar een rendement -0.5 % opleverde.
Rendement versus markt: W overtrof de US markt, die het afgelopen jaar een rendement opleverde van 20 %.
Prijsvolatiliteit
| W volatility | |
|---|---|
| W Average Weekly Movement | 13.1% |
| Specialty Retail Industry Average Movement | 7.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: De aandelenkoers van W is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 13% ) van W is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen US.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2002 | 11,800 | Niraj Shah | www.wayfair.com |
Wayfair Inc. houdt zich bezig met e-commerce in de Verenigde Staten en internationaal. Het bedrijf biedt online selecties van meubels, decoraties, huishoudelijke artikelen en producten voor woningverbetering via zijn websites, bestaande uit Wayfair, Joss & Main, AllModern, Birch Lane, Perigold en Wayfair Professional. Het bedrijf biedt zijn producten aan onder de merknamen Three Posts en Mercury Row.
Wayfair Inc. Samenvatting
| W fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$14.10b |
| Inkomsten(TTM) | -US$321.00m |
| Inkomsten(TTM) | US$12.90b |
1.1x
P/S-verhouding-43.2x
Koers/WinstverhoudingIs W overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| W resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$12.90b |
| Kosten van inkomsten | US$8.99b |
| Brutowinst | US$3.92b |
| Overige uitgaven | US$4.24b |
| Inkomsten | -US$321.00m |
Laatst gerapporteerde inkomsten
Jun 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | -2.34 |
| Brutomarge | 30.35% |
| Nettowinstmarge | -2.49% |
| Schuld/Eigen Vermogen Verhouding | -101.7% |
Hoe presteerde W op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/13 11:51 |
| Aandelenkoers aan het einde van de dag | 2026/08/13 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Wayfair Inc. wordt gevolgd door 48 analisten. 30 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| null null | Argus Research Company |
| Colin Sebastian | Baird |
| Adrienne Yih-Tennant | Barclays |