Wedbush Lowers Wayfair (NYSE:W) Price Target to $85.00

Wayfair (NYSE:W) had its price target reduced by analysts at Wedbush from $100.00 to $85.00 in a research report issued on Friday,Benzinga reports. The firm currently has a “neutral” rating on the stock. Wedbush’s target price indicates a potential upside of 4.69% from the stock’s previous close.

Several other equities analysts also recently commented on the company. Wells Fargo & Company raised their target price on Wayfair from $90.00 to $110.00 and gave the stock an “overweight” rating in a research report on Wednesday, October 29th. JPMorgan Chase & Co. increased their price objective on Wayfair from $82.00 to $105.00 and gave the stock an “overweight” rating in a research note on Monday, October 27th. Needham & Company LLC reissued a “buy” rating and set a $125.00 price objective on shares of Wayfair in a report on Friday. Morgan Stanley upped their target price on shares of Wayfair from $130.00 to $140.00 and gave the stock an “overweight” rating in a report on Thursday, January 15th. Finally, Stifel Nicolaus set a $100.00 target price on shares of Wayfair in a research report on Wednesday, October 29th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $106.17.

Wayfair Stock Up 2.0%

NYSE:W opened at $81.19 on Friday. The firm has a market capitalization of $10.58 billion, a PE ratio of -33.41, a price-to-earnings-growth ratio of 7.78 and a beta of 3.36. Wayfair has a 12-month low of $20.41 and a 12-month high of $119.98. The firm has a 50-day moving average price of $101.66 and a 200 day moving average price of $93.65.

Insider Activity

In other news, CFO Kate Gulliver sold 36,497 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $106.50, for a total transaction of $3,886,930.50. Following the completion of the sale, the chief financial officer owned 149,238 shares in the company, valued at $15,893,847. The trade was a 19.65% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CTO Fiona Tan sold 9,000 shares of the company’s stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $119.00, for a total value of $1,071,000.00. Following the completion of the transaction, the chief technology officer directly owned 200,328 shares in the company, valued at $23,839,032. The trade was a 4.30% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 950,494 shares of company stock valued at $100,127,813. Company insiders own 21.91% of the company’s stock.

Institutional Investors Weigh In On Wayfair

Several institutional investors have recently made changes to their positions in the stock. Compound Planning Inc. bought a new position in Wayfair during the 4th quarter worth $223,000. Corient Private Wealth LLC grew its holdings in shares of Wayfair by 609.6% during the 4th quarter. Corient Private Wealth LLC now owns 77,167 shares of the company’s stock worth $7,748,000 after purchasing an additional 66,292 shares in the last quarter. Mercer Global Advisors Inc. ADV raised its stake in Wayfair by 60.4% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 26,536 shares of the company’s stock valued at $2,664,000 after purchasing an additional 9,994 shares in the last quarter. Vident Advisory LLC acquired a new position in Wayfair in the fourth quarter valued at about $229,000. Finally, Empowered Funds LLC lifted its position in Wayfair by 16.6% during the fourth quarter. Empowered Funds LLC now owns 4,071 shares of the company’s stock worth $409,000 after purchasing an additional 581 shares during the period. 89.67% of the stock is currently owned by institutional investors.

Wayfair News Roundup

Here are the key news stories impacting Wayfair this week:

• Positive Sentiment: Market tailwind — A Supreme Court decision blocking parts of the Trump tariff plan spurred a rally in retail names, helping push Wayfair shares higher along with peers in the afternoon session. Today’s Stock Market Angi, Bumble, Match Group, Wayfair, and Shutterstock Shares Skyrocket
• Positive Sentiment: Earnings beat — Wayfair reported Q4 EPS of $0.85 and revenue up ~6.9% Y/Y, topping consensus and marking the company’s first annual sales gain since 2020, a fundamental positive for investors. Wayfair Q4 Earnings & Revenues Beat Estimates
• Neutral Sentiment: Guidance & strategy — Management outlined mid-single-digit Q1 revenue growth and plans to expand physical retail and loyalty programs; that supports growth but may raise near-term investment needs. Wayfair outlines mid-single-digit Q1 revenue growth
• Neutral Sentiment: Mixed analyst reactions — Several firms trimmed price targets (JPMorgan, Truist, Stifel, Wedbush) while Needham reaffirmed a $125 target; the cuts temper enthusiasm but several analysts still see upside. Analyst PTs Lowered Benzinga
• Negative Sentiment: Customer-growth concerns — Investors focused on signs of active-customer softness despite top-line beats; that worry triggered a sharp post-earnings reaction and capped gains. Highly Shorted Wayfair Sinks
• Negative Sentiment: Margin & investment risk — Management warned that planned investments and store expansion could pressure margins; that message, highlighted in coverage, is a key reason some investors sold into the rally. Wayfair’s stock sinks Wayfair warns investment plans could pressure margins

About Wayfair

Wayfair Inc (NYSE: W) is an e-commerce company focused on home furnishings and décor. Through its platform, Wayfair offers a broad assortment of furniture, lighting, home textiles, kitchenware and decorative accessories. The company’s portfolio includes flagship sites such as Wayfair.com, as well as specialty retail brands like Joss & Main, AllModern, Birch Lane and Perigold, each catering to distinct design styles and price points.

Founded in 2002 by Niraj Shah and Steve Conine under the name CSN Stores, the business rebranded as Wayfair in 2011 and went public in 2014.