W Share Price Performance
US$106.60
34.84 (48.55%)
16.2% overvalued intrinsic discount
US$91.74
Fair Value
Price US$106.60
AnalystConsensusTarget US$91.74
AnalystHighTarget US$123.00
AnalystLowTarget US$74.00
Fair ValueUS$91.74
Share Pricen/a
Wayfair Inc. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 34 Fair Values set on narratives written by author
W Community Narratives
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Fair Value
·Fair Value US$91.74 16.2% overvalued intrinsic discount
W: Repurchase And Margin Improvements Will Balance Risks And Opportunities Ahead
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AN
Fair Value
·Fair Value US$123 13.3% undervalued intrinsic discount
Generative AI And Private Labels Will Redefine Home Goods
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2users have followed this narrative
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Fair Value
·Fair Value US$74 44.1% overvalued intrinsic discount
Interest Rates And Supply Risks Will Squeeze Retail Margins
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Interest Rates And Supply Risks Will Squeeze Retail Margins
Wayfair faces a tough setup as higher borrowing costs and a slow housing market can keep shoppers from buying big home items, while shipping, returns, and advertising stay expensive. The upside case depends on whether its delivery network, new shopping tech, and a push into physical stores can protect profits and keep taking share from bigger rivals.Read more
AN
US$74
44.1% overvalued intrinsic discount
Fair Value
Profit Margin
0.75%
Future PE
121.39x
Price in 2029
US$94.87
Generative AI And Private Labels Will Redefine Home Goods
Wayfair could turn its delivery network and growing marketplace into a bigger profit engine, while using smarter shopping tools to win more home-goods buyers online. But thin profits and a sluggish furniture market could make that turnaround harder than it looks.Read more
AN
US$123
13.3% undervalued intrinsic discount
Fair Value
Profit Margin
4.25%
Future PE
32.37x
Price in 2029
US$157.81
W: Repurchase And Margin Improvements Will Balance Risks And Opportunities Ahead
Wayfair is betting that its own delivery network, tighter cost controls, and new ways to build shopper trust can reignite demand and lift profitability over time. But the same plan leans on a housing rebound and heavy spending, so a weaker economy or slow payoff could leave results lagging.Read more
AN
US$91.74
16.2% overvalued intrinsic discount
Fair Value
Profit Margin
2.56%
Future PE
42.97x
Price in 2029
US$118.15
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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W: Store Expansion And Market Share Gains Will Face Overvaluation Risk
Fair Value: US$74 44.1% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
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AN
W: New Large Stores And Easing Logistics Will Support Future Upside
Fair Value: US$123 13.3% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
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W: Debt Burden And Profitability Efforts Will Shape Fairly Valued Shares
Fair Value: US$91.74 16.2% overvalued intrinsic discount
12 fair values setusers have set this as their fair value
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Snowflake Analysis
Wayfair Inc. Key Details
Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
- -2.34
- 30.35%
- -2.49%
- -101.7%
About W
- Founded
- 2002
- Employees
- 11800
- CEO
- WebsiteView website
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.
