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Wayfair Inc. Stock Price

NYSE:W Community·US$11.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 32 Fair Values set on narratives written by author

W Share Price Performance

US$84.85
34.16 (67.39%)
US$91.74
Fair Value
US$84.85
34.16 (67.39%)
7.5% undervalued intrinsic discount
US$91.74
Fair Value
Price US$84.85
AnalystConsensusTarget US$91.74
AnalystLowTarget US$80.00
AnalystHighTarget US$132.91

W Community Narratives

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Fair Value US$91.74 7.5% undervalued intrinsic discount

W: Repurchase And Margin Improvements Will Balance Risks And Opportunities Ahead

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Fair Value US$80 6.1% overvalued intrinsic discount

Interest Rates And Supply Risks Will Squeeze Retail Margins

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Fair Value US$132.91 36.2% undervalued intrinsic discount

Generative AI And Private Labels Will Redefine Home Goods

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1users have followed this narrative
US$91.74
7.5% undervalued intrinsic discount
Profit Margin
2.56%
Future PE
42.97x
Price in 2029
US$118.15
US$80
6.1% overvalued intrinsic discount
Profit Margin
0.94%
Future PE
107.52x
Price in 2029
US$104.73

Trending Discussion

Updated Narratives

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W: Debt Burden And Profitability Efforts Will Shape Fairly Valued Shares

Fair Value: US$91.74 7.5% undervalued intrinsic discount
12 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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W: New Large Stores And Rewards Program Will Support Future Upside

Fair Value: US$132.91 36.2% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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W: Store Expansion And Rewards Program Will Support Balanced Forward Outlook

Fair Value: US$80 6.1% overvalued intrinsic discount
0 users have set this as their fair value
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Snowflake Analysis

Fair value with moderate growth potential.

1 Risk
2 Rewards

Wayfair Inc. Key Details

US$12.7b

Revenue

US$8.9b

Cost of Revenue

US$3.8b

Gross Profit

US$4.1b

Other Expenses

-US$305.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-2.31
30.08%
-2.41%
-104.5%
View Full Analysis

About W

Founded
2002
Employees
11800
CEO
Niraj Shah
WebsiteView website
www.wayfair.com

Wayfair Inc. engages in the e-commerce business in the United States and internationally. It provides online selections of furniture, décor, housewares, and home improvement products through its sites comprising Wayfair, Joss & Main, AllModern, Birch Lane, Perigold, and Wayfair Professional. The company offers its products under the Three Posts and Mercury Row brands. Wayfair Inc. was founded in 2002 and is headquartered in Boston, Massachusetts.

Recent W News & Updates

Narrative Update 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.

Recent updates

No updates