Wayfair (W) PT Raised to $120 at Truist Securities

Truist Securities analyst Youssef Squali raised the price target on Wayfair (NYSE: W) to $120.00 (from $95.00) while maintaining a Buy rating.

The analyst commented: "Solid 3Q25 Results/4Q25 Guide Keep Us Positive on W, Raising Ests/PT to $120 from $95; Stronger than expected 3Q25 results (highest growth & margins since FY21) show that while the Home Furnishings segment is improving on the margin, Wayfair continues to outperform, gaining share on strong internal execution with improving unit economics. The 4Q guide shows that the momentum continues despite uncertain macro/fluid tariffs situation, which mgmt has navigated well so far. With 21M shoppers buying across 20K suppliers, W's marketplace model allows it to manage thru changes in tariffs better than peers NT; LT its scale and improving economics should give it a sustainable financial competitive advantage. We maintain Buy, raise ests and PT to $120 from $95."

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