Should You Buy Wayfair Inc (W) Today? Analysis, Price Targets, and 2026 Outlook.
Conclusion
Hold
Latest Price
108.690
1 Day change
-2.21%
52 Week Range
119.980
Analysis Updated At
2026/01/26
Wayfair Inc. (W) is not an ideal buy at this moment for a beginner, long-term investor with $50,000-$100,000 available for investment. While the company shows some positive catalysts such as improving financials and analyst upgrades, the technical indicators are mixed, and the stock is currently in a pre-market decline. Additionally, insider selling and lack of strong trading signals suggest a cautious approach.
Technical Analysis
The stock's MACD is negative and expanding downward (-0.59), indicating bearish momentum. RSI is neutral at 44.304, showing no clear signal. Moving averages are bullish (SMA_5 > SMA_20 > SMA_200), but the pre-market price decline (-1.04%) suggests weakness. Key support is at $107.748, with resistance at $113.142.
Options Data
Bearish
Open Interest Put-Call Ratio
Bullish
Option Volume Put-Call Ratio
Technical Summary
Sell
7
Buy
6
Positive Catalysts
Analysts are optimistic, with recent upgrades and price target increases (e.g., Barclays to $123, Oppenheimer to $144).
Revenue and net income showed YoY improvement in Q3
Favorable tariff news provides breathing room for the furniture sector.
Neutral/Negative Catalysts
Insider selling: Officer Shah Niraji plans to sell 150,000 shares worth $16.33 million.
MACD is bearish, and pre-market price is down 1.04%.
Gross margin dropped YoY in Q3
No significant hedge fund or insider trading trends.
Financial Performance
In Q3 2025, revenue increased by 8.08% YoY to $3.117 billion. Net income improved by 33.78% YoY but remains negative at -$99 million. EPS improved to -$0.76 (up 26.67% YoY). However, gross margin dropped slightly to 29.96% (-1.02% YoY).
Growth
Profitability
Efficiency
Analyst Ratings and Price Target Trends
Recent analyst sentiment is positive, with multiple upgrades and price target increases. Barclays upgraded to Overweight with a $123 target, citing technology replatforming and loyalty initiatives. Oppenheimer raised its target to $144, highlighting profitability and cash generation. However, Jefferies downgraded to Hold, citing balanced risk/reward.
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 118.16 USD with a low forecast of 75 USD and a high forecast of 150 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 118.16 USD with a low forecast of 75 USD and a high forecast of 150 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: 111.150
Low
75
Averages
118.16
High
150
Current: 111.150
Low
75
Averages
118.16
High
150
Barclays
Seth Sigman
Equal Weight -> Overweight
upgrade
$104 -> $123
AI Analysis
2026-01-07
Reason
Barclays
Seth Sigman
Price Target
$104 -> $123
AI Analysis
2026-01-07
upgrade
Equal Weight -> Overweight
Reason
Barclays analyst Seth Sigman upgraded Wayfair to Overweight from Equal Weight with a price target of $123, up from $104. The company's market share accelerated in 2025 and should continue in 2026, the analyst tells investors in a research note. The firm sees the gains being driven by Wayfair's technology "replatforming" as well as loyalty initiatives and marketing changes. Wayfair's exposure to middle income consumers positions it to benefit from tax refunds this year, adds Barclays.
Barclays
Seth Sigman
Equal Weight -> Overweight
upgrade
$123
2026-01-07
Reason
Barclays
Seth Sigman
Price Target
$123
2026-01-07
upgrade
Equal Weight -> Overweight
Reason
Barclays analyst Seth Sigman upgraded Wayfair to Overweight from Equal Weight with a $123 price target.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for W
