W Share Price Performance
US$92.60
48.09 (108.04%)
18.9% undervalued intrinsic discount
US$114.21
Fair Value
Price US$92.60
AnalystConsensusTarget US$114.21
AnalystHighTarget US$150.00
AnalystLowTarget US$57.00
Fair ValueUS$114.21
Share Pricen/a
Wayfair Inc. Stock Price
- 3 Narratives written by author
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- 31 Fair Values set on narratives written by author
W Community Narratives
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Fair Value US$114.21 18.9% undervalued intrinsic discount
W: Repurchase And Margin Improvements Will Balance Risks And Opportunities Ahead
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AN
Fair Value US$150 38.3% undervalued intrinsic discount
Generative AI And Private Labels Will Redefine Home Goods
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Fair Value US$57 62.5% overvalued intrinsic discount
Interest Rates And Supply Risks Will Squeeze Retail Margins
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W: Repurchase And Margin Improvements Will Balance Risks And Opportunities Ahead
Key Takeaways Wayfair's CastleGate logistics network and strategic cost efficiencies can boost revenue growth and improve net margins over time. New initiatives, including Wayfair Verified and physical stores, can enhance customer engagement and drive higher sales.Read more
198
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AN
US$114.21
18.9% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
5.86% p.a.
Profit Margin
2.14%
Future PE
67.29x
Price in 2029
US$153.05
Generative AI And Private Labels Will Redefine Home Goods
Key Takeaways Rapid logistics expansion, AI-driven personalization, and marketplace growth position Wayfair for accelerated revenue, margin, and share gains in home goods e-commerce. Enhanced brand halo effects, private label scale, and cost efficiencies support recurring sales, customer loyalty, and reinvestment-driven profit expansion.Read more
21
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AN
US$150
38.3% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
9.25% p.a.
Profit Margin
3.13%
Future PE
54.88x
Price in 2029
US$200.98
Interest Rates And Supply Risks Will Squeeze Retail Margins
Key Takeaways Structural challenges in housing demand, supply chain costs, and competition threaten Wayfair's long-term growth and profitability in home furnishings. Rising regulatory pressures and persistently high marketing costs may further erode margins and undermine customer and operational efficiency.Read more
14
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AN
US$57
62.5% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
3.39% p.a.
Profit Margin
4.75%
Future PE
16.82x
Price in 2028
US$73.82
Trending Discussion
Recently Updated Narratives
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W: New Store Format And AI Commerce Partnerships Will Steady 2026 Outlook
Fair Value: US$114.21 18.9% undervalued intrinsic discount
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AN
W: UCP Partnership Will Support Future Upside For Index Aligned Shares
Fair Value: US$150 38.3% undervalued intrinsic discount
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Interest Rates And Supply Risks Will Squeeze Retail Margins
Fair Value: US$57 62.5% overvalued intrinsic discount
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0 commentsusers have commented on this narrative
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Snowflake Analysis
Wayfair Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
Feb 19, 2026
- -2.49
- 30.19%
- -2.66%
- -106.4%
About W
- Founded
- 2002
- Employees
- 12100
- CEO
- WebsiteView website
Wayfair Inc. engages in the e-commerce business in the United States and internationally. It offers 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.
