Wayfair (W) – Investment Analysts’ Weekly Ratings Updates

Several analysts have recently updated their ratings and price targets for Wayfair (NYSE: W):

• 5/8/2026 – Wayfair had its price target lowered by Mizuho from $110.00 to $90.00. They now have an “outperform” rating on the stock.
• 5/4/2026 – Wayfair was given a new $76.00 price target by Robert W. Baird.
• 5/1/2026 – Wayfair was given a new $110.00 price target by Morgan Stanley.
• 5/1/2026 – Wayfair was given a new $79.00 price target by The Goldman Sachs Group, Inc..
• 5/1/2026 – Wayfair had its price target lowered by UBS Group AG from $130.00 to $115.00. They now have a “buy” rating on the stock.
• 5/1/2026 – Wayfair had its price target lowered by Canaccord Genuity Group Inc. from $125.00 to $115.00. They now have a “buy” rating on the stock.
• 5/1/2026 – Wayfair had its price target lowered by Guggenheim from $120.00 to $100.00. They now have a “buy” rating on the stock.
• 5/1/2026 – Wayfair had its price target lowered by Wells Fargo & Company from $125.00 to $100.00. They now have an “overweight” rating on the stock.
• 5/1/2026 – Wayfair had its price target lowered by Needham & Company LLC from $125.00 to $83.00. They now have a “buy” rating on the stock.
• 4/30/2026 – Wayfair had its price target lowered by TD Cowen from $88.00 to $75.00. They now have a “hold” rating on the stock.
• 4/30/2026 – Wayfair had its price target lowered by Royal Bank Of Canada from $92.00 to $76.00. They now have a “sector perform” rating on the stock.
• 4/30/2026 – Wayfair had its price target lowered by Jefferies Financial Group Inc. from $86.00 to $70.00. They now have a “hold” rating on the stock.
• 4/20/2026 – Wayfair had its “sell (d-)” rating reaffirmed by Weiss Ratings.
• 3/10/2026 – Wayfair had its “hold” rating reaffirmed by Jefferies Financial Group Inc..

Insider Buying and Selling at Wayfair

In other Wayfair news, Director Steven Conine sold 7,139 shares of the firm’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $78.55, for a total value of $560,768.45. Following the sale, the director owned 429,073 shares of the company’s stock, valued at approximately $33,703,684.15. This trade represents a 1.64% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jon Blotner sold 4,790 shares of the stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $72.19, for a total value of $345,790.10. Following the completion of the transaction, the insider owned 111,158 shares of the company’s stock, valued at $8,024,496.02. The trade was a 4.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 703,785 shares of company stock valued at $54,004,173. 18.44% of the stock is currently owned by corporate insiders.

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.