Author Program NEW Create Narrative

Wayfair Inc. Stock Price

NYSE:W Community·US$13.7b Market Cap

3 Narratives written by author
0 Comments on narratives written by author
38 Fair Values set on narratives written by author

Author Program NEW Create Narrative

W Share Price Performance

US$100.12

12.78 (14.63%)

US$91.74

Fair Value

US$100.12

12.78 (14.63%)

9.1% overvalued

US$91.74

Fair Value

US$100.12

US$91.74

US$156.00

US$89.85

Tue, 16 Jun 26

Fair ValueUS$91.74

Share Pricen/a

W Community Narratives

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AnalystConsensusTarget's

Fair Value

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Fair Value US$91.74 9.1% overvalued

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

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AnalystHighTarget's

Fair Value

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Fair Value US$156 35.8% undervalued

Generative AI And Private Labels Will Redefine Home Goods

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AnalystLowTarget's

Fair Value

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Fair Value US$89.85 11.4% overvalued

Interest Rates And Supply Risks Will Squeeze Retail Margins

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11.4% overvalued

Updated

Interest Rates And Supply Risks Will Squeeze Retail Margins

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AnalystLowTarget

Updated 9 Sep

35.8% undervalued

Generative AI And Private Labels Will Redefine Home Goods

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AnalystHighTarget

Updated 26 Aug

9.1% overvalued

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

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AnalystConsensusTarget

Updated 16 Jun

Trending Discussion

No trending discussion available.

Recently Updated Narratives

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W: Expanding Superstores Will Sustain Premium Brand Momentum But Keep Shares Overvalued

Fair Value: US$89.85 11.4% overvalued

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W: Expanding Large Stores And Luxury Focus Will Drive Future Upside

Fair Value: US$156 35.8% undervalued

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

Fair Value: US$91.74 9.1% overvalued

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Snowflake Analysis

Good value with moderate growth potential.

2 Risks

3 Rewards

View Full Analysis

Wayfair Inc. Key Details

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 • Sep 09

W: Expanding Superstores Will Sustain Premium Brand Momentum But Keep Shares Overvalued

Analysts have modestly raised their price target for Wayfair to about $90 per share from roughly $84, reflecting updated assumptions for revenue growth, discount rate and future P/E, with only a small adjustment to long term profit margin expectations. What’s in the News for Wayfair Wayfair plans to open its 10th brick and mortar superstore in Altamonte Springs, Florida in 2028.

Seeking Alpha • Sep 08

Wayfair: Don't Buy The Dip, There Is Room For Further Downside

Summary Wayfair rallied post-Q2 earnings but has since pulled back 15%; I do not believe, however, that it is worth buying the dip just yet. While W's net revenues grew and losses narrowed, it was not broad-based growth but rather reliant on high-income customers in the U.S. The implementation of AI for generating imagery is a genuine plus, which could lead to significant cost savings and margin expansion in the future. Short interest has declined from 15% to 9%, but insider sales of $30 million post-earnings remain a concern. I reiterate my sell rating due to elevated valuation, continued unadjusted losses, and heavy insider selling despite operational improvements. Read the full article on Seeking Alpha

Narrative Update • Aug 26

W: Expanding Large Stores And Luxury Focus Will Drive Future Upside

Analysts have raised their Wayfair price target from $123 to $156, reflecting updated assumptions for revenue growth, profit margins and future P/E levels. What’s in the News for Wayfair Wayfair reported Q2 2026 net revenue of US$3.5 billion, up 7.5% year over year, with U.S. sales up 8.7% and Non-GAAP free cash flow of US$301 million, according to recent earnings reports.

Recent updates

No updates

Wayfair Inc. Competitors

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