
Wayfair (W) Stock Forecast & Price Target
Wayfair (W) Analyst Ratings
Bulls say
Wayfair's financial outlook appears positive due to several key factors, including a projected 9% increase in adjusted EBITDA margins driven by a higher revenue base and improved operational efficiency. Notably, the company experienced accelerated net revenue growth of 8.1% year-over-year in the third quarter, marking the highest growth rate since 2021, primarily bolstered by improving performance in the U.S. Additionally, Wayfair's free cash flow forecast for 2026 is projected at $420 million, contrasting sharply with a cash usage of $1.1 billion in 2022, indicating a significant turnaround in financial health alongside the potential macroeconomic tailwinds from industry trends.
Bears say
Wayfair faces significant challenges that contribute to a negative outlook on its stock, including management's struggles to effectively execute its new business model amid persistent macroeconomic headwinds and declining demand for home-related products. The company's international revenue growth has notably decelerated, with a sharp decline of 269 basis points in the third quarter, and weaknesses in its product categories are described as "stubbornly sluggish." Additionally, increased competition in both online and physical retail spaces hampers Wayfair's ability to expand market share, ultimately weighing on its EBITDA and free cash flow growth prospects.
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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