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Wayfair Inc. Stock Price

NYSE:W Community·US$14.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 34 Fair Values set on narratives written by author

W Share Price Performance

US$101.13
22.08 (27.93%)
US$123.00
Fair Value
US$101.13
22.08 (27.93%)
17.8% undervalued intrinsic discount
US$123.00
Fair Value
Price US$101.13
AnalystHighTarget US$123.00
AnalystConsensusTarget US$91.74
AnalystLowTarget US$84.15

W Community Narratives

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Fair Value US$123 17.8% undervalued intrinsic discount

Generative AI And Private Labels Will Redefine Home Goods

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Fair Value US$91.74 10.2% overvalued intrinsic discount

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

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·
Fair Value US$84.15 20.2% overvalued intrinsic discount

Interest Rates And Supply Risks Will Squeeze Retail Margins

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US$123
17.8% undervalued intrinsic discount
Profit Margin
4.25%
Future PE
32.37x
Price in 2029
US$157.81
US$91.74
10.2% overvalued intrinsic discount
Profit Margin
2.56%
Future PE
42.97x
Price in 2029
US$118.15

Trending Discussion

No trending discussion available.

Updated Narratives

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W: Store Expansion And Premium Brand Momentum Will Face Overvaluation Risk

Fair Value: US$84.15 20.2% overvalued intrinsic discount
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W: New Large Stores And Easing Logistics Will Support Future Upside

Fair Value: US$123 17.8% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
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W: Debt Burden And Profitability Efforts Will Shape Fairly Valued Shares

Fair Value: US$91.74 10.2% overvalued intrinsic discount
12 users have set this as their fair value
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Snowflake Analysis

Fair value with moderate growth potential.

2 Risks
2 Rewards

Wayfair Inc. Key Details

US$12.9b

Revenue

US$9.0b

Cost of Revenue

US$3.9b

Gross Profit

US$4.2b

Other Expenses

-US$321.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-2.34
30.35%
-2.49%
-101.7%
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 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 Alpha

Recent updates

No updates