JPMorgan Chase & Co. Has Lowered Expectations for Wayfair (NYSE:W) Stock Price

Wayfair (NYSE:W) had its price objective decreased by research analysts at JPMorgan Chase & Co. from $114.00 to $105.00 in a research note issued to investors on Friday, MarketBeat reports. The firm presently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s price target points to a potential upside of 29.32% from the stock’s previous close.

W has been the subject of a number of other research reports. Guggenheim boosted their price objective on Wayfair from $120.00 to $125.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Wall Street Zen raised shares of Wayfair from a “hold” rating to a “buy” rating in a research note on Saturday, December 20th. Weiss Ratings restated a “sell (d-)” rating on shares of Wayfair in a report on Wednesday, January 21st. Oppenheimer lifted their price objective on shares of Wayfair from $100.00 to $144.00 and gave the company an “outperform” rating in a report on Wednesday, November 12th. Finally, The Goldman Sachs Group set a $92.00 target price on shares of Wayfair in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, Wayfair has an average rating of “Moderate Buy” and an average price target of $106.17.

Wayfair Price Performance

Shares of NYSE W opened at $81.19 on Friday. Wayfair has a 1 year low of $20.41 and a 1 year high of $119.98. The firm has a 50-day simple moving average of $101.66 and a two-hundred day simple moving average of $93.65. The company has a market cap of $10.58 billion, a P/E ratio of -33.41, a PEG ratio of 7.78 and a beta of 3.36.

Insider Buying and Selling at Wayfair

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

Institutional Trading of Wayfair

Hedge funds have recently modified their holdings of the company. Cornerstone Planning Group LLC boosted its holdings in shares of Wayfair by 28,200.0% in the 3rd quarter. Cornerstone Planning Group LLC now owns 283 shares of the company’s stock valued at $25,000 after buying an additional 282 shares in the last quarter. True Wealth Design LLC lifted its position in Wayfair by 250.5% during the third quarter. True Wealth Design LLC now owns 326 shares of the company’s stock valued at $29,000 after acquiring an additional 233 shares during the last quarter. Global Retirement Partners LLC boosted its stake in Wayfair by 156.3% in the third quarter. Global Retirement Partners LLC now owns 328 shares of the company’s stock valued at $29,000 after acquiring an additional 200 shares in the last quarter. Webster Bank N. A. acquired a new stake in Wayfair in the fourth quarter valued at approximately $30,000. Finally, V Square Quantitative Management LLC purchased a new position in Wayfair in the fourth quarter worth $33,000. 89.67% of the stock is owned by hedge funds and other institutional investors.

More Wayfair News

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.