NYSE:W • US94419L1017
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for WAYFAIR INC- CLASS A (W).
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-02-26 | Citigroup | Maintains | Buy -> Buy |
| 2026-02-24 | Mizuho | Maintains | Outperform -> Outperform |
| 2026-02-20 | Needham | Reiterate | Buy -> Buy |
| 2026-02-20 | RBC Capital | Maintains | Sector Perform -> Sector Perform |
| 2026-02-20 | Stifel | Maintains | Hold -> Hold |
| 2026-02-20 | Wedbush | Maintains | Neutral -> Neutral |
| 2026-02-20 | Evercore ISI Group | Maintains | Outperform -> Outperform |
| 2026-02-20 | Truist Securities | Maintains | Buy -> Buy |
| 2026-02-20 | JP Morgan | Maintains | Overweight -> Overweight |
| 2026-02-20 | Baird | Maintains | Neutral -> Neutral |
| 2026-01-15 | Morgan Stanley | Maintains | Overweight -> Overweight |
| 2026-01-07 | Barclays | Upgrade | Equal-Weight -> Overweight |
| 2026-01-02 | Mizuho | Reiterate | Outperform -> Outperform |
| 2025-12-03 | Jefferies | Downgrade | Buy -> Hold |
| 2025-11-13 | Guggenheim | Maintains | Buy -> Buy |
| 2025-11-12 | Oppenheimer | Maintains | Outperform -> Outperform |
| 2025-10-30 | RBC Capital | Maintains | Sector Perform -> Sector Perform |
| 2025-10-30 | Evercore ISI Group | Maintains | Outperform -> Outperform |
| 2025-10-29 | Mizuho | Maintains | Outperform -> Outperform |
| 2025-10-29 | Guggenheim | Maintains | Buy -> Buy |
| 2025-10-29 | Argus Research | Maintains | Buy -> Buy |
| 2025-10-29 | UBS | Maintains | Buy -> Buy |
| 2025-10-29 | Needham | Maintains | Buy -> Buy |
| 2025-10-29 | Stifel | Maintains | Hold -> Hold |
| 2025-10-29 | Barclays | Maintains | Equal-Weight -> Equal-Weight |
| 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | 2031 | 2032 | 2033 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 12.003B -1.76% | 11.851B -1.27% | 12.457B 5.11% | 13.335B 7.05% | 14.117B 5.86% | 15.068B 6.74% | 15.729B 4.39% | 16.461B 4.65% | 17.03B 3.46% | 17.872B 4.94% | 18.735B 4.83% | |
| EBITDA YoY % growth | -317M 66.38% | 42M 113.25% | 398M 847.62% | 852.27M 114.14% | 987.19M 15.83% | 1.06B 7.38% | 1.296B 22.26% | 1.477B 13.97% | 1.749B 18.42% | 1.982B 13.32% | 2.216B 11.81% | |
| EBIT YoY % growth | -734M 44.14% | -345M 53.00% | 93M 126.96% | 513.91M 452.59% | 663.25M 29.06% | 644.18M -2.88% | 863.53M 34.05% | 961.25M 11.32% | 577.63M -39.91% | 737.56M 27.69% | N/A | |
| Operating Margin | -6.12% | -2.91% | 0.75% | 3.85% | 4.70% | 4.28% | 5.49% | 5.84% | 3.39% | 4.13% | N/A | |
| EPS YoY % growth | -1.16 84.97% | 0.12 110.34% | 2.52 2,000.00% | 2.92 15.74% | 3.82 30.86% | 4.83 26.64% | 5.99 23.99% | 7.36 22.84% | 9.59 30.32% | 11.41 18.92% | 13.33 16.86% |
All data in USD
| Q1 / 26 | Q2 / 26 | Q3 / 26 | Q4 / 26 | Q1 / 27 | Q2 / 27 | Q3 / 27 | Q4 / 27 | |
|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 0.26 156.32% | 0.91 4.44% | 0.81 16.36% | 0.88 4.01% | 0.47 85.05% | 1.22 34.71% | 1.11 35.87% | 0.93 4.99% |
| Revenue Q2Q % growth | 2.946B 7.91% | 3.503B 7.03% | 3.328B 6.77% | 3.55B 6.38% | 3.118B 5.84% | 3.734B 6.59% | 3.48B 4.57% | 3.677B 3.58% |
| EBITDA Q2Q % growth | 147.77M 288.87% | 237.96M 28.63% | 222.91M -18.94% | 234.87M -37.20% | 166.3M 12.54% | 275.3M 15.69% | 245.26M 10.03% | 256.49M 9.21% |
| EBIT Q2Q % growth | 60.579M 240.88% | 157.62M 506.23% | 141.3M 244.63% | 137.93M 99.90% | 89.811M 48.25% | 194.67M 23.51% | 151.22M 7.02% | 153.31M 11.15% |
All data in USD
41 analysts have analysed W and the average price target is 104.36 USD. This implies a price increase of 38.94% is expected in the next year compared to the current price of 75.11.
WAYFAIR INC- CLASS A (W) will report earnings on 2026-04-29, before the market open.
The consensus EPS estimate for the next earnings of WAYFAIR INC- CLASS A (W) is 0.26 USD and the consensus revenue estimate is 2.95B USD.
The consensus rating for WAYFAIR INC- CLASS A (W) is 77.0732 / 100 . This indicates that analysts generally have a positive outlook on the stock.