
Wayfair (W) Stock Forecast & Price Target
Wayfair (W) Analyst Ratings
Bulls say
Wayfair has demonstrated significant financial improvements, with a notable acceleration in net revenue growth of 8.1% year-over-year in the third quarter, the highest level since 2021, primarily driven by enhanced performance in the U.S. The forecast for 2026 includes an anticipated free cash flow of $420 million, a substantial recovery from a cash use of $1.1 billion in 2022, reflecting the company's effective management and strategic initiatives. Additionally, Wayfair's EBITDA margins have reached an all-time high (excluding pandemic effects), supported by both recent international margin improvements and strong growth in new and repeat customer orders, indicating a strengthening business model and an expanding market share.
Bears say
Wayfair faces significant challenges that contribute to a negative outlook for its stock, including management's struggle to effectively implement a new business model in a competitive environment, as well as ongoing macroeconomic issues that may dampen demand for home-related products. Notably, the company experienced a notable deceleration in international revenue growth, with declines of 269 basis points sequentially in the third quarter, further exacerbated by the exit from the German market. Additionally, persistent sluggishness in key product categories and competitive pressures are limiting Wayfair's ability to leverage fixed costs, which ultimately hinders both EBITDA and free cash flow growth.
This aggregate rating is based on analysts' research of Wayfair and is not a guaranteed prediction by Public.com or investment advice.
Wayfair (W) Analyst Forecast & Price Prediction
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