Wayfair Inc. (W) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Wayfair Inc. (W) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
W - Wayfair Inc.
Price:
--
--
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$99.47
DETAILS
HIGH:
$125.00
LOW:
$75.00
MEDIAN:
$100.00
CONSENSUS:
$99.47
UPSIDE:
48.31%
Stock News
Wayfair Continues Nationwide Retail Expansion With New Cincinnati Store
Wayfair Continues Nationwide Retail Expansion With New Cincinnati Store PR Newswire BOSTON, May 15, 2026
Wayfair Continues Nationwide Retail Expansion With New Cincinnati Store
BOSTON, May 15, 2026 /PRNewswire/ -- Wayfair Inc. (NYSE: W), the destination for all things home, today announced plans to open a new large-format retail store in Cincinnati, Ohio, further accelerating its expansion into high-impact markets across the U.S. The location is expected to open in 2027. "Cincinnati is an exciting market for us, not only for its strong retail environment but also for its reach across the broader tri-state region," said Liza Lefkowski, vice president of merchandising and stores at Wayfair.
Wayfair Prices Offering of $400 Million Senior Secured Notes
BOSTON, May 13, 2026 /PRNewswire/ -- Wayfair Inc. (NYSE: W) (the "Company," "we" or "Wayfair") today announced the pricing by its subsidiary, Wayfair LLC (the "Issuer"), of its private offering of $400 million in aggregate principal amount of 7.125% senior secured notes due 2034 (the "Notes"). The Notes will mature on May 31, 2034, unless earlier repurchased or redeemed in accordance with their terms.
Wayfair Announces Proposed Offering of $400 Million Senior Secured Notes
BOSTON, May 13, 2026 /PRNewswire/ -- Wayfair Inc. (NYSE: W) (the "Company," "we" or "Wayfair") today announced that its subsidiary, Wayfair LLC (the "Issuer"), intends to offer, subject to market and other conditions, $400 million in aggregate principal amount of senior secured notes due 2034 (the "Notes") in a private offering. We intend to use the net proceeds from the Notes offering to repay a portion of our existing indebtedness and for other general corporate purposes.
Wayfair Inc (W) Stock Down 7.4% but Still Overvalued -- GF Score: 67/100
On May 12, 2026, Wayfair Inc (W) shares fell 7.4% to $61.38, continuing a downward trend that has seen the stock decline 14.4% over the past month and a stagger
Wayfair Shares Rise 1.4% on Solid Q1 Earnings and Growth in Customers
W posts Q1 revenue growth, customer gains and EBITDA surge, while margins dip on Rewards investment and Q2 guides mid-single-digit sales growth.
Wayfair: Strong Net Revenue Growth, But There Are Concerns Around Macro Environment (Rating Upgrade)
Wayfair continues to deliver strong net revenue growth at +7.4% in Q1 2026. It has been outperforming the category by close to 10%. Wayfair's gross margins may end up slightly lower as it battles against a weaker macro environment.
Perigold Partners with NBC's George to the Rescue and Designer Corey Damen Jenkins to Transform Boys & Girls Club
BOSTON, May 1, 2026 /PRNewswire/ -- Perigold, the leading destination for luxury home, today announced a partnership with NBC's Emmy Award–winning George to the Rescue and AD100 Designer and MasterClass Instructor, Corey Damen Jenkins, to reimagine the Kips Bay Boys & Girls Club space in New York City. As the exclusive furniture and décor provider, Perigold will bring elevated, design-forward furnishings to the philanthropic redesign, blending beauty and function to create an inspiring environment for local youth.
Wayfair Deploys AI and Influencers to Beat Furniture Slump
Artificial intelligence (AI) and influencers helped Wayfair outperform the home furnishings category during the first quarter, Niraj Shah, the company's CEO, co-founder and co-chairman said during a Thursday (April 30) earnings call.
Wayfair: A Strategic Dip To Buy As Margins Rise (Upgrade)
Wayfair reported strong Q1 results that featured stable revenue growth, an outlier amid a declining furniture category. Wayfair is reducing its advertising spending and still gaining market share. The sharp post-Q1 earnings selloff in the stock overlooks the fact that Wayfair is growing adjusted EBITDA at a >40% y/y clip.
Wayfair (W) Faces Challenges Despite Revenue Growth in Q1 Results
Wayfair (W) is experiencing pressure following its Q1 earnings report. The online home furnishings retailer fell short of EPS expectations, breaking a four-qua
Wayfair Inc. (W) Q1 2026 Earnings Call Transcript
Wayfair Inc. (W) Q1 2026 Earnings Call Transcript
Major Indexes Eye Monthly Wins Despite Tech Tumble
A pullback in tech is dragging the Nasdaq Composite (IXIC) this afternoon, while the S&P 500 is higher, and the Dow is boosting off chip stocks
Wayfair (W) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for Wayfair (W) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Wayfair (W) Q1 Earnings Match Estimates
Wayfair (W) came out with quarterly earnings of $0.26 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.1 per share a year ago.
Wayfair Narrows Loss but Notes ‘Choppy' Year for Furniture
Wayfair narrowed its loss in the first quarter, but said the year has been tough on the furniture industry so far.
Wayfair Stock Tumbles After Earnings. Furniture Market Has a ‘Choppy' Start to 2026.
Wayfair misses estimates for first-quarter earnings but reports better-than-expected revenue.
Wayfair Announces First Quarter 2026 Results, Reports Strong Share Capture and a Return to Active Customer Growth
Q1 Net Revenue of $2.9 billion with 21.4 million Active Customers BOSTON, April 30, 2026 /PRNewswire/ -- Wayfair Inc. ("Wayfair," "we," or "our") (NYSE: W), the destination for all things home, today reported financial results for its first quarter ended March 31, 2026. First Quarter 2026 Financial Highlights Total net revenue of $2.9 billion, increased $201 million, up 7.4% year over year U.S. net revenue of $2.6 billion, increased $183 million, up 7.5% year over year International net revenue of $319 million, increased $18 million, up 6.0% year over year.
Covenant Asset Management LLC Acquires New Position in Wayfair Inc. $W
Covenant Asset Management LLC bought a new position in shares of Wayfair Inc. (NYSE: W) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 43,850 shares of the company's stock, valued at approximately $4,403,000. Wayfair makes up 0.5% of Covenant Asset Management
Price Targets
Guggenheim Reiterates Buy Rating on Wayfair (W)
$100.00
(was $57.40)
Steven Forbes
·
Guggenheim
Wayfair price target lowered to $76 from $85 at Baird
$76.00
(was $65.47)
Robert W. Baird
Wayfair price target lowered to $110 from $128 at Morgan Stanley
$110.00
(was $65.53)
Morgan Stanley
Wayfair price target lowered to $79 from $92 at Goldman Sachs
$79.00
(was $65.34)
Goldman Sachs
Wayfair price target lowered to $115 from $130 at UBS
$115.00
(was $65.62)
Michael Lasser
·
UBS
Wayfair price target lowered to $115 from $125 at Canaccord
$115.00
(was $63.93)
Canaccord Genuity
Wayfair price target lowered to $75 from $88 at TD Cowen
$75.00
(was $63.93)
Cowen & Co.
Wayfair price target lowered to $76 from $92 at RBC Capital
$76.00
(was $63.93)
RBC Capital
Wayfair price target lowered to $110 from $130 at Mizuho
$110.00
(was $73.47)
David Bellinger
·
Mizuho Securities
Piper Sandler on Wayfair (W): 'Buy the Weakness as Share Gains are Accelerating'
$125.00
(was $84.02)
Peter Keith
·
Piper Sandler
Wayfair price target lowered to $100 from $115 at Evercore ISI
$100.00
(was $85.96)
Evercore ISI
Wayfair price target lowered to $92 from $104 at Goldman Sachs
$92.00
(was $79.57)
Goldman Sachs
Wayfair price target raised to $92 from $86 at RBC Capital
$92.00
(was $79.57)
Steven Shemesh
·
RBC Capital
Wayfair price target lowered to $85 from $98 at Baird
$85.00
(was $79.57)
Robert W. Baird
Wayfair (W) PT Lowered to $105 at Truist After a 'Mixed 1Q26 Guide'
$105.00
(was $83.10)
Youssef Squali
·
Truist Financial
Wayfair price target lowered to $89 from $100 at Stifel
$89.00
(was $79.57)
Stifel Nicolaus
Wayfair price target raised to $140 from $130 at Morgan Stanley
$140.00
(was $114.60)
Simeon Gutman
·
Morgan Stanley
Wayfair price target lowered to $104 from $120 at Goldman Sachs
$104.00
(was $119.05)
Eric Sheridan
·
Goldman Sachs
Wayfair upgraded to Overweight from Equal Weight at Barclays
$123.00
(was $109.60)
Seth Sigman
·
Barclays
Wayfair downgraded to Hold from Buy at Jefferies
$94.00
(was $101.41)
Jefferies