Wayfair Inc. (NYSE:W) Given Consensus Rating of “Moderate Buy” by Brokerages

Shares of Wayfair Inc. (NYSE:W) have earned an average recommendation of “Moderate Buy” from the thirty-two ratings firms that are currently covering the firm, MarketBeat Ratings reports. Two investment analysts have rated the stock with a sell rating, eleven have assigned a hold rating, eighteen have assigned a buy rating and one has issued a strong buy rating on the company. The average 12 month price target among analysts that have covered the stock in the last year is $104.6207.

W has been the topic of several research analyst reports. Wall Street Zen lowered Wayfair from a “buy” rating to a “hold” rating in a research note on Saturday, February 21st. Jefferies Financial Group restated a “hold” rating on shares of Wayfair in a research note on Tuesday, March 10th. The Goldman Sachs Group set a $92.00 price objective on Wayfair in a research note on Friday, February 20th. Piper Sandler restated an “overweight” rating and issued a $125.00 price objective on shares of Wayfair in a research note on Friday, February 20th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Wayfair in a research note on Wednesday, January 21st.

Wayfair Stock Down 2.9%

NYSE:W opened at $69.87 on Wednesday. The stock’s 50 day moving average price is $81.19 and its two-hundred day moving average price is $92.57. The firm has a market capitalization of $9.14 billion, a price-to-earnings ratio of -28.75, a P/E/G ratio of 5.36 and a beta of 3.30. Wayfair has a 12-month low of $22.40 and a 12-month high of $119.98.

Wayfair (NYSE:W) last released its quarterly earnings data on Thursday, February 19th. The company reported $0.85 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.64 by $0.21. The firm had revenue of $3.34 billion for the quarter, compared to analyst estimates of $3.30 billion. Wayfair had a negative return on equity of 1.52% and a negative net margin of 2.51%.The business’s revenue for the quarter was up 6.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned ($0.25) earnings per share. Equities research analysts expect that Wayfair will post -2.54 EPS for the current year.

Insider Buying and Selling at Wayfair

In other news, CEO Niraj Shah sold 1,571 shares of the company’s stock in a transaction that occurred on Tuesday, March 24th. The stock was sold at an average price of $77.18, for a total value of $121,249.78. Following the transaction, the chief executive officer owned 59,748 shares of the company’s stock, valued at approximately $4,611,350.64. This represents a 2.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Steven Conine sold 1,687 shares of the company’s stock in a transaction that occurred on Tuesday, March 24th. The shares were sold at an average price of $77.14, for a total value of $130,135.18. Following the completion of the transaction, the director directly owned 59,467 shares in the company, valued at $4,587,284.38. The trade was a 2.76% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 772,785 shares of company stock worth $69,122,942 over the last 90 days. Company insiders own 21.91% of the company’s stock.

Hedge Funds Weigh In On Wayfair

Institutional investors and hedge funds have recently made changes to their positions in the company. Great Lakes Advisors LLC acquired a new position in shares of Wayfair in the third quarter valued at approximately $3,946,000. Concurrent Investment Advisors LLC acquired a new position in shares of Wayfair in the third quarter valued at approximately $3,332,000. Range Financial Group LLC acquired a new position in shares of Wayfair in the third quarter valued at approximately $1,330,000. Hook Mill Capital Partners LP acquired a new position in shares of Wayfair in the second quarter valued at approximately $39,965,000. Finally, Baader Bank Aktiengesellschaft acquired a new position in shares of Wayfair in the third quarter valued at approximately $1,107,000. Institutional investors and hedge funds own 89.67% of the company’s stock.

Trending Headlines about Wayfair

Here are the key news stories impacting Wayfair this week:

• Positive Sentiment: Wayfair announced its first large-format Florida store at Galleria Fort Lauderdale — ~94,000 sq. ft. across two levels, opening in late 2027. This underscores Wayfair’s push into physical retail and could boost brand awareness, fulfillment options and average order value over time. Wayfair Announces First Florida Store in Fort Lauderdale, Opening in 2027
• Positive Sentiment: Strong consumer coverage of Wayfair deals and viral product picks (chairs, patio sets, sleep/tech items) may drive traffic and near-term sales during tax‑refund season. Increased visibility can help top‑line momentum in Q2. Got a tax refund? This viral accent swivel chair drops to just $197 in Wayfair’s spring sale
• Neutral Sentiment: Widespread lifestyle and shopping roundups highlighting Wayfair’s inventory and discounts act as free marketing; useful for traffic but not a direct read on profitability. I memorized nearly all of Wayfair’s inventory—these are the 15 best deals I’ve seen lately
• Neutral Sentiment: Profile on a Wayfair alum (Michael Fleisher) joining another company’s board is background on executive talent but not material to Wayfair’s near-term outlook. How Wayfair alum Michael Fleisher crafts an ‘engaged’ board approach
• Negative Sentiment: Reported insider selling (~$345,790) may have added to downward pressure on the shares by signaling some insider liquidity-taking. Size is modest but visible. Insider Selling: Wayfair (NYSE:W) Insider Sells $345,790.10 in Stock
• Negative Sentiment: Multiple outlets highlight deep discounting (sales up to ~80–86% off). While good for traffic, aggressive promotions can compress gross margins and earnings — a near‑term headwind investors worry about. Wayfair’s epic tax refund sale is live

Wayfair Company Profile

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.