FN2 Earnings Intelligence

Wayfair Inc. complete analyst coverage

Wayfair Inc. (W) analyst consensus, price targets, and firm-level rating history from FN2 Research.

Analyst Consensus ?

ConsensusHold57 ratings
Bullish3154.4%
Neutral2340.3%
Bearish35.3%

Analyst 52W Price Targets

$123.56Current
$20Low
$110.55Average
$375High

Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 5, 2026. Not an FN2 forecast.

Firm-level rating actions

FMP grade actions identify the grading firm, not a named analyst.

FirmRatingPrior ratingActionDate
Gordon Haskett Buy HoldUpgradeNov 4, 2026
JP Morgan Overweight OverweightMaintainNov 2, 2026
RBC Capital Sector Perform Sector PerformMaintainOct 23, 2026
Piper Sandler Overweight OverweightMaintainOct 20, 2026
Baird Neutral NeutralMaintainOct 8, 2026
Mizuho Outperform OutperformMaintainSep 29, 2026
Citigroup Buy BuyMaintainAug 14, 2026
Bernstein Outperform Market PerformUpgradeAug 14, 2026
Wells Fargo Overweight OverweightMaintainAug 5, 2026
Wedbush Neutral NeutralMaintainAug 5, 2026
UBS Buy BuyMaintainAug 5, 2026
Truist Securities Buy BuyMaintainAug 5, 2026
TD Cowen Hold HoldMaintainAug 5, 2026
Needham Buy BuyMaintainAug 5, 2026
Guggenheim Buy BuyMaintainAug 5, 2026
Evercore ISI Group Outperform OutperformMaintainAug 5, 2026
BMO Capital Market Perform Market PerformMaintainAug 5, 2026
Canaccord Genuity Buy BuyMaintainMay 1, 2026
Jefferies Hold HoldMaintainApr 30, 2026
Stifel Hold HoldMaintainFeb 20, 2026
Morgan Stanley Overweight OverweightMaintainJan 15, 2026
Barclays Overweight Equal WeightUpgradeJan 7, 2026
Oppenheimer Outperform OutperformMaintainNov 12, 2025
Raymond James Strong Buy Strong BuyMaintainOct 29, 2025
Goldman Sachs Neutral NeutralMaintainOct 29, 2025
Argus Research Buy BuyMaintainOct 29, 2025
Zelman & Assoc Outperform OutperformMaintainAug 5, 2025
B of A Securities Neutral NeutralMaintainJun 13, 2025
Loop Capital Sell HoldDowngradeMay 14, 2025
Deutsche Bank Buy BuyMaintainNov 4, 2024
Stephens & Co. Overweight OverweightMaintainNov 2, 2023
Credit Suisse Outperform OutperformMaintainAug 4, 2023
MoffettNathanson Market Perform UnderperformUpgradeJun 23, 2023
DA Davidson Buy BuyMaintainFeb 24, 2023
Cowen & Co. Market Perform Market PerformMaintainFeb 24, 2023
Keybanc Equal Weight Sector WeightMaintainJan 20, 2023
Wolfe Research Perform Peer PerformMaintainDec 15, 2022
MKM Partners Neutral NeutralMaintainOct 19, 2022
Exane BNP Paribas Neutral OutperformDowngradeJun 21, 2022
BNP Paribas Outperform OutperformMaintainJul 16, 2021
William Blair Outperform Market PerformUpgradeOct 9, 2020
SunTrust Robinson Humphrey Hold HoldMaintainJun 26, 2020
CFRA Hold HoldMaintainMay 5, 2020
Buckingham Research Buy BuyMaintainFeb 27, 2020
Berenberg Sell SellMaintainSep 20, 2019
Stifel Nicolaus Buy HoldUpgradeAug 22, 2019
Argus Hold HoldMaintainFeb 28, 2019
Buckingham Buy BuyMaintainFeb 25, 2019
Bank of America Neutral BuyDowngradeSep 13, 2018
Moffett Nathanson Buy BuyMaintainDec 4, 2017
Maxim Group Hold BuyDowngradeJun 19, 2017
Longbow Research Neutral NeutralMaintainJun 16, 2016
Sterne Agee CRT Neutral NeutralMaintainApr 6, 2016
PiperJaffray Overweight OverweightMaintainFeb 25, 2016
Pacific Crest Equal Weight Sector WeightMaintainDec 8, 2015
OTR Global Sell NegativeMaintainOct 2, 2015
Janney Capital Buy BuyMaintainOct 10, 2014
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Named analyst price targets

Upside is calculated against the persisted current price $123.56. FMP does not supply a rating on these named-analyst rows.

FirmAnalyst52W targetPrice when postedUpsideDate
Truist FinancialYoussef Squali$160$123.56 +29.5%Nov 4, 2026
Raymond JamesBobby Griffin$135$123.02 +9.3%Nov 4, 2026
Mizuho SecuritiesDavid Bellinger$132$114.02 +6.8%Oct 29, 2026
RBC CapitalSteven Shemesh$96$113.76 -22.3%Oct 23, 2026
Piper SandlerAnalyst unavailable$135$111.98 +9.3%Oct 20, 2026
Robert W. BairdAnalyst unavailable$117$104.47 -5.3%Oct 8, 2026
Piper SandlerPeter Keith$133$104.37 +7.6%Sep 30, 2026
BernsteinNikhil Devnani$125$101.13 +1.2%Aug 14, 2026
Deutsche BankAnalyst unavailable$120$108.61 -2.9%Aug 5, 2026
Robert W. BairdAnalyst unavailable$116$112.18 -6.1%Aug 5, 2026
Evercore ISIAnalyst unavailable$130$111.88 +5.2%Aug 5, 2026
GuggenheimSteven Forbes$135$116.08 +9.3%Aug 5, 2026
BMO CapitalBrian Pitz$115$116.08 -6.9%Aug 5, 2026
NeedhamBernie McTernan$133$116.08 +7.6%Aug 5, 2026
JefferiesJonathan Matuszewski$108$116.08 -12.6%Aug 4, 2026
Truist FinancialAnalyst unavailable$135$117.42 +9.3%Aug 4, 2026
RBC CapitalAnalyst unavailable$78$89.03 -36.9%Jul 29, 2026
UBSAnalyst unavailable$118$94.54 -4.5%Jul 29, 2026
Truist FinancialYoussef Squali$99$69.47 -19.9%Jun 8, 2026
GuggenheimSteven Forbes$100$57.4 -19.1%May 20, 2026
Robert W. BairdAnalyst unavailable$76$65.48 -38.5%May 4, 2026
Morgan StanleyAnalyst unavailable$110$65.53 -11.0%May 1, 2026
Goldman SachsAnalyst unavailable$79$65.34 -36.1%May 1, 2026
UBSMichael Lasser$115$65.62 -6.9%May 1, 2026
Canaccord GenuityAnalyst unavailable$115$63.93 -6.9%May 1, 2026
Cowen & Co.Analyst unavailable$75$63.93 -39.3%Apr 30, 2026
RBC CapitalAnalyst unavailable$76$63.93 -38.5%Apr 30, 2026
Mizuho SecuritiesDavid Bellinger$110$73.47 -11.0%Feb 24, 2026
Piper SandlerPeter Keith$125$84.02 +1.2%Feb 20, 2026
Evercore ISIAnalyst unavailable$100$85.96 -19.1%Feb 20, 2026
Goldman SachsAnalyst unavailable$92$79.57 -25.5%Feb 20, 2026
RBC CapitalSteven Shemesh$92$79.57 -25.5%Feb 20, 2026
Robert W. BairdAnalyst unavailable$85$79.57 -31.2%Feb 20, 2026
Truist FinancialYoussef Squali$105$83.1 -15.0%Feb 20, 2026
Stifel NicolausAnalyst unavailable$89$79.57 -28.0%Feb 20, 2026
Morgan StanleySimeon Gutman$140$114.6 +13.3%Jan 15, 2026
Goldman SachsEric Sheridan$104$119.05 -15.8%Jan 14, 2026
BarclaysSeth Sigman$123$109.6 -0.5%Jan 7, 2026
JefferiesAnalyst unavailable$94$101.41 -23.9%Dec 3, 2025
RBC CapitalSteven Shemesh$86$103.62 -30.4%Oct 30, 2025
Mizuho SecuritiesAnalyst unavailable$130$106.52 +5.2%Oct 29, 2025
BMO CapitalBrian Pitz$110$106.52 -11.0%Oct 29, 2025
Stifel NicolausMark Kelly$100$106.87 -19.1%Oct 29, 2025
Goldman SachsAnalyst unavailable$120$106.52 -2.9%Oct 29, 2025
UBSAnalyst unavailable$135$106.52 +9.3%Oct 29, 2025
GuggenheimSteven Forbes$120$106.52 -2.9%Oct 29, 2025
NeedhamBernie McTernan$125$106.52 +1.2%Oct 29, 2025
BarclaysAnalyst unavailable$104$106.52 -15.8%Oct 29, 2025
Truist FinancialAnalyst unavailable$120$106.8 -2.9%Oct 28, 2025
Deutsche BankAnalyst unavailable$75$86.37 -39.3%Oct 24, 2025
UBSMichael Lasser$102$81.8 -17.4%Oct 17, 2025
Truist FinancialYoussef Squali$95$83.58 -23.1%Sep 25, 2025
Stifel NicolausAnalyst unavailable$68$73.68 -45.0%Aug 5, 2025
BMO CapitalAnalyst unavailable$68$73.68 -45.0%Aug 5, 2025
Wells FargoZachary Fadem$84$73.48 -32.0%Aug 5, 2025
Gordon Haskett Capital CorporationAnalyst unavailable$100$73.48 -19.1%Aug 4, 2025
Piper SandlerAnalyst unavailable$95$73.48 -23.1%Aug 4, 2025
Truist FinancialYoussef Squali$40$33.66 -67.6%May 2, 2025
BMO CapitalBrian Pitz$38$33.66 -69.2%May 2, 2025
RBC CapitalSteven Shemesh$25$29.25 -79.8%Apr 25, 2025
Stifel NicolausMark Kelley$46$42.52 -62.8%Feb 21, 2025
NeedhamBernie McTernan$50$41.93 -59.5%Nov 4, 2024
Robert W. BairdColin Sebastian$50$41.93 -59.5%Nov 4, 2024
Mizuho SecuritiesDavid Bellinger$60$41.93 -51.4%Nov 4, 2024
Piper SandlerPeter Keith$63$45.01 -49.0%Oct 28, 2024
NeedhamBernie McTernan$60$47.89 -51.4%Oct 23, 2024
Loop Capital MarketsLaura Champine$55$51.67 -55.5%Sep 26, 2024
Mizuho SecuritiesDavid Bellinger$65$47.35 -47.4%Sep 16, 2024
RBC CapitalSteven Shemesh$53$47.72 -57.1%Aug 2, 2024
BarclaysSeth Sigman$58$49.12 -53.1%Jul 26, 2024
Loop Capital MarketsLaura Champine$50$51.83 -59.5%Jun 21, 2024
Argus ResearchJohn Staszak$83$71.06 -32.8%May 16, 2024
RBC CapitalSteven Shemesh$65$63.59 -47.4%May 6, 2024
BMO CapitalBrian Pitz$61$60.87 -50.6%May 3, 2024
Piper SandlerPeter Keith$91$61.88 -26.4%May 3, 2024
Truist FinancialYoussef Squali$70$57.67 -43.3%May 2, 2024
Evercore ISIOliver Wintermantel$80$62.41 -35.3%Apr 4, 2024
Loop Capital MarketsLaura Champine$65$65.85 -47.4%Apr 2, 2024
Mizuho SecuritiesDavid Bellinger$72$60.23 -41.7%Mar 18, 2024
Raymond JamesBobby Griffin$65$52.01 -47.4%Feb 16, 2024
Morgan StanleySimeon Gutman$80$51.74 -35.3%Jan 16, 2024
OppenheimerBrian Nagel$100$70.46 -19.1%Aug 18, 2023
NeedhamAnna Andreeva$100$74.76 -19.1%Aug 11, 2023
UBSAtul Maheswari$110$83.25 -11.0%Aug 7, 2023
NeedhamAnna Andreeva$70$36.58 -43.3%Feb 24, 2023
Wells FargoAnalyst unavailable$30$34.83 -75.7%Jan 5, 2023
CitigroupAnalyst unavailable$50$40.73 -59.5%Dec 13, 2022
MoffettNathansonAnalyst unavailable$20$40.55 -83.8%Nov 15, 2022
WedbushSeth Basham$60$55.71 -51.4%Aug 24, 2022
Piper SandlerPeter Keith$55$64.44 -55.5%Aug 3, 2022
Stifel NicolausScott Devitt$55$45.44 -55.5%Jul 26, 2022
Stifel NicolausScott Devitt$60$55.31 -51.4%Jul 11, 2022
Wells FargoZachary Fadem$65$66.78 -47.4%May 6, 2022
WedbushSeth Basham$85$76.28 -31.2%Apr 27, 2022
J.P. MorganAnalyst unavailable$70$81.29 -43.3%Apr 26, 2022
Morgan StanleySimeon Gutman$90$85.23 -27.2%Apr 25, 2022
Evercore ISIOliver Wintermantel$140$131.19 +13.3%Feb 25, 2022
GuggenheimSteven Forbes$175$131.19 +41.6%Feb 25, 2022
RBC CapitalSteven Shemesh$137$131.19 +10.9%Feb 25, 2022
D.A. DavidsonTom Forte$165$127.07 +33.5%Feb 24, 2022
Stifel NicolausScott Devitt$130$127.07 +5.2%Feb 24, 2022
Canaccord GenuityMaria Ripps$220$127.07 +78.1%Feb 24, 2022
Bank of America SecuritiesCurtis Nagle$105$122.45 -15.0%Feb 22, 2022
Piper SandlerPeter Keith$200$128.09 +61.9%Feb 18, 2022
JefferiesJonathan Matuszewski$149$142.21 +20.6%Feb 14, 2022
Gordon Haskett Capital CorporationCharles Grom$150$147.77 +21.4%Feb 10, 2022
Morgan StanleySimeon Gutman$145$162.33 +17.4%Jan 18, 2022
WedbushSeth Basham$160$170.26 +29.5%Jan 5, 2022
CitigroupNicholas Jones CFA$200$244.2 +61.9%Nov 8, 2021
OppenheimerBrian Nagel$395$299.69 +219.7%May 12, 2021
Wolfe ResearchGreg Badishkanian$375$305.49 +203.5%May 7, 2021
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