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% | 13.378B 7.39% | 14.181B 6.00% | 15.024B 5.94% | 15.79B 5.10% | 16.652B 5.46% | 17.98B 7.98% | 19.402B 7.91% | 20.542B 5.88% | |
| EBITDA YoY % growth | -317M 66.38% | 42M 113.25% | 398M 847.62% | 856.39M 115.17% | 993.46M 16.01% | 1.066B 7.30% | 1.29B 21.01% | 1.462B 13.33% | 1.717B 17.44% | 1.93B 12.41% | 2.129B 10.31% | |
| EBIT YoY % growth | -734M 44.14% | -345M 53.00% | 93M 126.96% | 517.73M 456.70% | 670.94M 29.59% | 638.07M -4.90% | 872.36M 36.72% | 973.23M 11.56% | 577.63M -40.65% | 737.56M 27.69% | N/A | |
| Operating Margin | -6.12% | -2.91% | 0.75% | 3.87% | 4.73% | 4.25% | 5.52% | 5.84% | 3.21% | 3.80% | N/A | |
| EPS YoY % growth | -1.16 84.97% | 0.12 110.34% | 2.52 2,000.00% | 2.97 18.03% | 3.76 26.28% | 4.62 22.99% | 6.06 31.08% | 7.23 19.37% | 9.24 27.77% | 10.75 16.40% | 12.27 14.14% |
All data in USD
| Q1 / 26 | Q2 / 26 | Q3 / 26 | Q4 / 26 | Q1 / 27 | Q2 / 27 | Q3 / 27 | Q4 / 27 | |
|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 0.27 170.09% | 0.90 3.94% | 0.79 13.30% | 0.97 14.23% | 0.46 70.49% | 1.20 32.45% | 1.07 34.30% | 1.31 34.62% |
| Revenue Q2Q % growth | 2.946B 7.91% | 3.504B 7.06% | 3.333B 6.93% | 3.588B 7.52% | 3.109B 5.53% | 3.708B 5.82% | 3.514B 5.43% | 3.81B 6.19% |
| EBITDA Q2Q % growth | 149M 292.11% | 237.66M 28.46% | 222.12M -19.23% | 248.82M -33.47% | 174.23M 16.93% | 272.6M 14.70% | 248.88M 12.05% | 291.6M 17.19% |
| EBIT Q2Q % growth | 69.296M 261.15% | 151.54M 482.85% | 134.99M 229.24% | 162.31M 135.23% | 97.604M 40.85% | 192.39M 26.96% | 167.32M 23.95% | 203.54M 25.40% |
All data in USD
40 analysts have analysed W and the average price target is 103.51 USD. This implies a price increase of 43.08% is expected in the next year compared to the current price of 72.34.
WAYFAIR INC- CLASS A (W) will report earnings on 2026-04-30, before the market open.
The consensus EPS estimate for the next earnings of WAYFAIR INC- CLASS A (W) is 0.27 USD and the consensus revenue estimate is 2.95B USD.
The expected long term growth rate for WAYFAIR INC- CLASS A (W) is 5.86%.