
Wayfair (W) Stock Forecast & Price Target
Wayfair (W) Analyst Ratings
Bulls say
Wayfair's positive outlook is supported by a significant acceleration in net revenue growth, which reached +8.1% year-over-year in the third quarter, marking the highest level since 2021, driven primarily by improving conditions in the U.S. market. The company is expected to achieve a notable free cash flow of $420 million in 2026, reflecting a substantial recovery from a cash outflow of $1.1 billion in 2022, alongside a record EBITDA margin driven by international growth. Furthermore, Wayfair has demonstrated strong customer engagement with positive new customer orders and repeat order growth for the first time since early 2024, indicating a strengthening business model and increasing market share.
Bears say
Wayfair faces significant risks that contribute to a negative outlook, including management's struggle to effectively execute a still-nascent business model amid challenging macroeconomic conditions. Recent reports highlight a deceleration in international revenue growth, alongside persistent sluggish demand for home-related products, compounded by intensified competition in both online and physical retail landscapes. Furthermore, limited share expansion stifles the company's ability to leverage fixed costs, which adversely affects EBITDA and free cash flow growth, while overall market concerns regarding tariff exposure remain prevalent.
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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