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Wayfair Inc. Stock Price

NYSE:W Community·US$14.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 37 Fair Values set on narratives written by author

W Share Price Performance

US$103.76
26.11 (33.63%)
US$91.74
Fair Value
US$103.76
26.11 (33.63%)
13.1% overvalued intrinsic discount
US$91.74
Fair Value
Price US$103.76
AnalystConsensusTarget US$91.74
AnalystHighTarget US$156.00
AnalystLowTarget US$84.15

W Community Narratives

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Fair Value US$91.74 13.1% overvalued intrinsic discount

W: Repurchase And Margin Improvements Will Balance Risks And Opportunities Ahead

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13users have followed this narrative
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Fair Value US$156 33.5% undervalued intrinsic discount

Generative AI And Private Labels Will Redefine Home Goods

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2users have followed this narrative
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Fair Value US$84.15 23.3% overvalued intrinsic discount

Interest Rates And Supply Risks Will Squeeze Retail Margins

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US$91.74
13.1% overvalued intrinsic discount
Profit Margin
2.56%
Future PE
42.97x
Price in 2029
US$118.15

Trending Discussion

No trending discussion available.

Updated Narratives

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W: Expanding Large Stores And Luxury Focus Will Drive Future Upside

Fair Value: US$156 33.5% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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W: Store Expansion And Premium Brand Momentum Will Face Overvaluation Risk

Fair Value: US$84.15 23.3% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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W: Debt Burden And Profitability Efforts Will Shape Fairly Valued Shares

Fair Value: US$91.74 13.1% overvalued intrinsic discount
13 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Fair value with moderate growth potential.

2 Risks
2 Rewards

Wayfair Inc. Key Details

US$12.9b

Revenue

US$9.0b

Cost of Revenue

US$3.9b

Gross Profit

US$4.2b

Other Expenses

-US$321.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-2.34
30.35%
-2.49%
-101.7%
View Full Analysis

About W

Founded
2002
Employees
11800
CEO
Niraj Shah
WebsiteView website
www.wayfair.com

Wayfair Inc. engages in the e-commerce business in the United States and internationally. It provides online selections of furniture, décor, housewares, and home improvement products through its sites comprising Wayfair, Joss & Main, AllModern, Birch Lane, Perigold, and Wayfair Professional. The company offers its products under the Three Posts and Mercury Row brands. Wayfair Inc. was founded in 2002 and is headquartered in Boston, Massachusetts.

Recent W News & Updates

Narrative Update Aug 26

W: Expanding Large Stores And Luxury Focus Will Drive Future Upside

Analysts have raised their Wayfair price target from $123 to $156, reflecting updated assumptions for revenue growth, profit margins and future P/E levels. What’s in the News for Wayfair Wayfair reported Q2 2026 net revenue of US$3.5 billion, up 7.5% year over year, with U.S. sales up 8.7% and Non-GAAP free cash flow of US$301 million, according to recent earnings reports.
Narrative Update Aug 12

W: Store Expansion And Premium Brand Momentum Will Face Overvaluation Risk

Analysts have raised their Wayfair price target from $74.00 to about $84.15, citing updated assumptions that include a revised discount rate, a new revenue growth outlook, an adjusted profit margin profile, and a different future P/E multiple. What’s in the News for Wayfair Wayfair reported second quarter 2026 net revenue of US$3.5b, with U.S. revenue up 8.7% year over year and overall revenue up 7.5%, driven by higher orders and strong specialty retail performance.

Recent updates

No updates