Williams-Sonoma Inc. saw a price increase of 4.08%, reaching a 20-day high amid mixed market conditions, with the Nasdaq-100 down 0.64% and the S&P 500 up 0.05%.
This rise is attributed to President Trump's announcement to delay tariff increases on upholstered furniture, which has positively impacted investor sentiment in the furniture sector. The decision alleviates cost pressures on imports, allowing companies like Williams-Sonoma to potentially enhance profitability and consumer demand in the high-end furniture market. Despite the overall market's mixed performance, the furniture sector is experiencing a surge in confidence.
The implications of this tariff delay are significant, as it not only provides immediate relief to furniture retailers but also encourages consumer spending, which could lead to a stronger recovery in the sector. Investors are optimistic about the future profitability of companies like Williams-Sonoma as they navigate this favorable policy change.
Wall Street analysts forecast WSM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for WSM is 203.67 USD with a low forecast of 175.00 USD and a high forecast of 230.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
Wall Street analysts forecast WSM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for WSM is 203.67 USD with a low forecast of 175.00 USD and a high forecast of 230.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Buy
7 Hold
0 Sell
Moderate Buy
Current: 205.720
Low
175.00
Averages
203.67
High
230.00
Current: 205.720
Low
175.00
Averages
203.67
High
230.00
Jefferies
Buy
maintain
$220
2026-01-27
New
Reason
Jefferies
Price Target
$220
AI Analysis
2026-01-27
New
maintain
Buy
Reason
After Indian Petroleum Minister Hardeep Singh Puri remarked publicly at the signing of an EU trade deal that a trade deal with the U.S. is in "very advanced stages," Jefferies said such a deal would be positive for home furnishings companies under the firm's coverage, including Williams-Sonoma, given the importance of the country's exports. Jefferies has a Buy rating and $220 price target on Williams-Sonoma shares.
TD Cowen
NULL -> Buy
upgrade
$210 -> $245
2026-01-20
Reason
TD Cowen
Price Target
$210 -> $245
2026-01-20
upgrade
NULL -> Buy
Reason
TD Cowen raised the firm's price target on Williams-Sonoma to $245 from $210 and keeps a Buy rating on the shares. The firm adjusted targets in the hardlines group. Planet Fitness is TD's top idea, followed by Home Depot and O'Reilly Automotive.
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RBC Capital
Outperform
maintain
$213 -> $206
2025-11-21
Reason
RBC Capital
Price Target
$213 -> $206
2025-11-21
maintain
Outperform
Reason
RBC Capital lowered the firm's price target on Williams-Sonoma to $206 from $213 and keeps an Outperform rating on the shares after its Q3 results. The company remained a market share gainer and delivered better than expected flow through, though largely driven by tariff costs taking longer than initially anticipated to be realized, the analyst tells investors in a research note. RBC adds it is less excited about the setup as current category momentum seems to be price driven into a deteriorating consumer backdrop and as tariff costs continue to mount.
Citi
Neutral
downgrade
$202 -> $188
2025-11-20
Reason
Citi
Price Target
$202 -> $188
2025-11-20
downgrade
Neutral
Reason
Citi lowered the firm's price target on Williams-Sonoma to $188 from $202 and keeps a Neutral rating on the shares post the Q3 report. The firm says that despite the recent selloff, Williams-Sonoma's valuation remains elevated relative to history.
About WSM
Williams-Sonoma, Inc. is an omnichannel specialty retailer of products for the home. Its products, representing distinct merchandise strategies, such as Williams Sonoma, Pottery Barn, Pottery Barn Kids, Pottery Barn Teen, West Elm, Williams Sonoma Home, Rejuvenation, Mark and Graham, and GreenRow are marketed through e-commerce Websites, retail stores and direct-mail catalogs. These brands are also part of The Key Rewards, its loyalty and credit card program that offers members benefits across the Williams-Sonoma family of brands. Williams Sonoma products offer everything for cooking, dining and entertaining, including cookware, tools, electrics, cutlery, tabletop and bar, outdoor, furniture and a vast library of cookbooks. It operates in the United States, Puerto Rico, Canada, Australia and the United Kingdom, offers international shipping to customers worldwide, and has unaffiliated franchisees that operate stores in the Middle East, the Philippines, Mexico, South Korea and India.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
