Sale of Shares: Steven Conine, a co-founder and director of Wayfair, sold 199,473 shares of the company on August 13, 2025.
Ownership Stake: Conine holds a 10% ownership stake in Wayfair, indicating significant involvement in the company's operations.
Market Impact: Such large transactions by key stakeholders can influence market perceptions and stock prices.
Access to Portfolio: The article mentions that users need to sign in to access their portfolio details related to this transaction.
W
$100.47+Infinity%1D
Analyst Views on W
Wall Street analysts forecast W stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for W is 117.76 USD with a low forecast of 75.00 USD and a high forecast of 150.00 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.
26 Analyst Rating
Wall Street analysts forecast W stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for W is 117.76 USD with a low forecast of 75.00 USD and a high forecast of 150.00 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.
18 Buy
8 Hold
0 Sell
Moderate Buy
Current: 97.310
Low
75.00
Averages
117.76
High
150.00
Current: 97.310
Low
75.00
Averages
117.76
High
150.00
Jefferies
Buy
to
Hold
downgrade
$94
2025-12-03
Reason
Jefferies
Price Target
$94
2025-12-03
downgrade
Buy
to
Hold
Reason
Jefferies downgraded Wayfair to Hold from Buy with an unchanged price target of $94. The firm says that with its web traffic analysis indicating a slow start to the holiday shopping season for Wayfair and consumer survey data signaling a downshift in "go-forward buying propensity on the marketplace," the stock's risk/reward skews more balanced. The upside valuation case for the company is now less clear, the analyst tells investors in a research note.
Truist
Buy
maintain
$120
2025-11-21
Reason
Truist
Price Target
$120
2025-11-21
maintain
Buy
Reason
Truist is "incrementally positive" on Wayfair after meeting with the company. Wayfair in morning trading is up 5%, or $5.19, to $102.75. Truist is "encouraged" by management's tone around Wayfair's ability to sustain share gains and drive sales growth in fiscal 2026 regardless of market dynamics. The company's re-platforming is begining to yield "tangible benefits," including higher product velocity, the analyst tells investors in a research note. Truist believes Wayfair is positioned well for 2026. It keeps a Buy rating on the shares with a $120 price target.
Guggenheim
Buy
maintain
$120 -> $125
2025-11-13
Reason
Guggenheim
Price Target
$120 -> $125
2025-11-13
maintain
Buy
Reason
Guggenheim raised the firm's price target on Wayfair to $125 from $120 and keeps a Buy rating on the shares. Wayfair's issuance of interest-bearing senior notes in order to repurchase a portion of the company's outstanding convertible notes, its second such move this year, is viewed "favorably" by the firm, especially given the timing of such transaction as it is indicative of proactive dilution risk management, the analyst tells investors.
Oppenheimer
Brian Nagel
Outperform
maintain
$100 -> $144
2025-11-12
Reason
Oppenheimer
Brian Nagel
Price Target
$100 -> $144
2025-11-12
maintain
Outperform
Reason
Oppenheimer analyst Brian Nagel raised the firm's price target on Wayfair to $144 from $100 and keeps an Outperform rating on the shares. As the firm sees it, the unique and highly leverageable Wayfair business model remains in the early stages of positive inflection, and the shares continue to enjoy significant room to run. Key to Oppenheimer's now more upbeat positioning towards Wayfair is its assessment that despite still sluggish industry dynamics, the enterprise is already delivering outsized profitability and cash generation, suggesting prospects for even stronger trends as macro headwinds subside.
About W
Wayfair Inc., through its e-commerce platform, offers a selection of furniture, decor, housewares and home improvement products. The Company’s customers span a range of demographics, with annual household incomes ranging from $25,000 to over $250,000, and also include business professionals, from small startups to global enterprises. Its family of brands includes Wayfair, AllModern, Birch Lane, Joss & Main, Perigold and Wayfair Professional. It also features certain products under its house brands, such as Three Posts and Mercury Row. The Company operates through two segments: U.S. and International. The U.S. segment primarily consists of amounts earned through product sales through Wayfair's family of sites in the U.S. The International segment primarily consists of amounts earned through product sales through the Company’s international sites. It operates as Wayfair.ca in Canada, Wayfair.co.uk in the United Kingdom and Wayfair.ie in Ireland.
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.
