Wayfair (NYSE:W) Price Target Lowered to $89.00 at Stifel Nicolaus

Wayfair (NYSE:W) had its price target decreased by Stifel Nicolaus from $100.00 to $89.00 in a report released on Friday, Marketbeat.com reports. Stifel Nicolaus currently has a hold rating on the stock.

Several other analysts also recently commented on the company. Citigroup upped their price objective on Wayfair from $105.00 to $135.00 and gave the company a “buy” rating in a research note on Wednesday, October 29th. Wedbush dropped their target price on Wayfair from $100.00 to $85.00 and set a “neutral” rating on the stock in a report on Friday. BMO Capital Markets set a $110.00 target price on Wayfair and gave the company a “market perform” rating in a report on Wednesday, October 29th. Canaccord Genuity Group upped their price target on Wayfair from $100.00 to $125.00 and gave the stock a “buy” rating in a research note on Wednesday, October 29th. Finally, Gordon Haskett upgraded shares of Wayfair from an “accumulate” rating to a “buy” rating and set a $150.00 price objective on the stock in a research report on Tuesday, October 28th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $106.17.

Wayfair Stock Performance

Shares of NYSE:W opened at $81.19 on Friday. The company has a 50-day simple moving average of $101.66 and a 200-day simple moving average of $93.51. Wayfair has a one year low of $20.41 and a one year high of $119.98. The stock has a market capitalization of $10.58 billion, a price-to-earnings ratio of -33.41, a PEG ratio of 7.60 and a beta of 3.36.

Insider Activity at Wayfair

In related news, CFO Kate Gulliver sold 36,497 shares of the firm’s stock in a transaction dated 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 completion of the sale, the chief financial officer owned 149,238 shares in the company, valued at $15,893,847. This trade represents a 19.65% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Steven Conine sold 150,000 shares of the company’s stock in a transaction dated Friday, January 23rd. The stock was sold at an average price of $108.87, for a total transaction of $16,330,500.00. Following the transaction, the insider owned 289,073 shares in the company, valued at $31,471,377.51. The trade was a 34.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 950,494 shares of company stock worth $100,127,813. 21.91% of the stock is owned by company insiders.

Hedge Funds Weigh In On Wayfair

Several hedge funds and other institutional investors have recently bought and sold shares of W. Cornerstone Planning Group LLC boosted its position in Wayfair by 28,200.0% during the third quarter. Cornerstone Planning Group LLC now owns 283 shares of the company’s stock worth $25,000 after purchasing an additional 282 shares in the last quarter. True Wealth Design LLC raised its stake in shares of Wayfair by 250.5% during the 3rd quarter. True Wealth Design LLC now owns 326 shares of the company’s stock worth $29,000 after buying an additional 233 shares during the last quarter. Global Retirement Partners LLC boosted its position in shares of Wayfair by 156.3% in the 3rd quarter. Global Retirement Partners LLC now owns 328 shares of the company’s stock worth $29,000 after buying an additional 200 shares in the last quarter. Webster Bank N. A. acquired a new stake in Wayfair in the 4th quarter valued at about $30,000. Finally, V Square Quantitative Management LLC purchased a new position in Wayfair during the 4th quarter valued at about $33,000. 89.67% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Wayfair

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

Wayfair Company Profile

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.