
Wayfair (W) Stock Forecast & Price Target
Wayfair (W) Analyst Ratings
Bulls say
Wayfair's financial outlook appears positive due to several key metrics indicating robust growth and operational improvements. The company has experienced accelerating net revenue growth for two consecutive quarters, reaching an 8.1% year-over-year increase in the third quarter, which is the highest level since 2021, and is further supported by a forecasted free cash flow of $420 million for 2026. Additionally, Wayfair has reported an all-time high EBITDA margin, attributed to marked improvements in both international margins and contribution margins, alongside a resurgence in both new and repeat customer order growth, signaling a strengthening business model and enhanced market share capture.
Bears say
Wayfair faces significant operational challenges, particularly due to an inability to effectively execute its new business model, compounded by persistent macroeconomic issues such as waning demand for home-related products and increased competition from both online and brick-and-mortar retailers. Recent financial metrics indicate that international revenue growth decelerated by 269 basis points in the third quarter, with even steeper declines when accounting for the exit from the Germany market. Additionally, management has acknowledged ongoing sluggishness in demand, limiting the company's ability to leverage fixed costs, which adversely affects EBITDA and free cash flow growth, raising concerns about long-term viability.
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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