
Wayfair (W) Stock Forecast & Price Target
Wayfair (W) Analyst Ratings
Bulls say
Wayfair has demonstrated significant financial improvement, with EBITDA estimates increasing by 9% and achieving the highest net revenue growth since 2021, fueled by a strong performance in the U.S. market and an acceleration in customer orders. The company is expected to generate approximately $420 million in free cash flow for 2026, marking a substantial recovery from a cash use of $1.1 billion in 2022, alongside a noted improvement in contributions to EBITDA margins. Furthermore, Wayfair’s strategic initiatives in AI are projected to enhance operational efficiencies and customer engagement, suggesting a solid foundation for sustainable growth and market share expansion.
Bears say
Wayfair faces significant risks stemming from its experimental business model and persistent macroeconomic challenges, including waning demand for home-related products, which could hinder its growth trajectory. International revenue growth has slowed, decelerating by 269 basis points in the third quarter, and management acknowledges ongoing sluggishness within its category, indicating fragile demand conditions. Additionally, heightened competition in both online and physical retail spaces limits Wayfair's capacity to expand market share, constraining its ability to leverage fixed costs and negatively impacting both EBITDA margins and free cash flow.
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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