
Wayfair (W) Stock Forecast & Price Target
Wayfair (W) Analyst Ratings
Bulls say
Wayfair has displayed notable financial performance, including an 8.1% year-over-year net revenue growth in the third quarter, driven by improvements in the U.S. market and the highest growth level since 2021. The company forecasts a significant turnaround with projected free cash flow of $420 million for 2026, compared to a cash usage of $1.1 billion in 2022, indicating a solid trajectory toward financial stability. Furthermore, Wayfair's EBITDA margin reached an all-time high, bolstered by substantial improvements in international margins and sustained growth in both new and repeat customer orders, highlighting the company’s strengthening business model and market share capture.
Bears say
Wayfair faces significant risks due to management's challenges in executing its experimental business model, compounded by persistent macroeconomic issues and increasing competition in both online and physical retail sectors. The company's international revenue growth has decelerated markedly, particularly in the third quarter, while domestic demand for home-related products remains sluggish and is expected to improve only gradually through 2025. Additionally, competition restricts market share expansion, making it difficult for Wayfair to leverage fixed costs, which adversely impacts EBITDA and free cash flow growth rates.
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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