Bernstein SocGen Group Reiterates Outperform Rating on Wayfair (W)

Tue, 01 Sep 2026 09:26:46 -0400

Bernstein SocGen Group analyst Nikhil Devnani reiterated an Outperform rating and $125.00 price target on Wayfair (NYSE: W).

The analyst commented: "The bridge to >10% US revenue growth; Earlier this month, we upgraded Wayfair to Outperform on the view that US eCommerce trends have strengthened YTD and the company could beat Street expectations on growth as we look ahead to 2027. We are at ~10% consolidated revenue growth next year, with the US business growing close to 11% vs. consensus at 7.5%. Pushback has centered on the durability of Wayfair’s growth into 2027. Modest improvements in the category would certainly help

Wayfair plans 10th store in Altamonte Springs, Florida for 2028

Wed, 26 Aug 2026 07:01:38 -0400

Wayfair Inc. (NYSE: W) announced plans to open its 10th retail store in Altamonte Springs, Florida, in 2028, according to a company press release dated Aug. 26, 2026.

The 85,000-square-foot, single-level store will be located at Marketplace at Altamonte, a retail center north of Orlando that is undergoing a revitalization. The store will allow customers to browse products organized by room and style, work with on-site design experts, take select items home the same day, and access Wayfair's broader online catalog through its logistics network.

Wayfair currently operates stores in Wilmette, IL, Atlanta, GA, and Columbus, OH, with additional locations planned for

Wayfair Marks Major Milestone with Plans for 10th Store

Wed, 26 Aug 2026 07:00:00 -0400

Orlando area is the location of Wayfair's 10th store as the company continues to expand its footprint

BOSTON, Aug. 26, 2026 /PRNewswire/ -- Wayfair Inc. (NYSE: W), the destination for all things home, today announced a major milestone in the expansion of its stores, with plans to open its 10th Wayfair store in Altamonte Springs, Florida in 2028. The 85,000-square-foot, single level store at Marketplace at Altamonte will bring Wayfair's immersive, curated shopping experience to customers across the

Wayfair Marks Major Milestone with Plans for 10th Store

Wed, 26 Aug 2026 07:00:00 -0400

Orlando area is the location of Wayfair's 10th store as the company continues to expand its footprint

Wayfair Marks Major Milestone with Plans for 10th Store

Wed, 26 Aug 2026 07:00:00 -0400

Orlando area is the location of Wayfair's 10th store as the company continues to expand its footprint

Wayfair Marks Major Milestone with Plans for 10th Store

Wed, 26 Aug 2026 07:00:00 -0400

Orlando area is the location of Wayfair's 10th store as the company continues to expand its footprint

Rosenblatt Starts Wayfair (W) at Buy

Wed, 19 Aug 2026 18:58:12 -0400

Rosenblatt analyst Scott Devitt initiates coverage on Wayfair (NYSE: W) with a Buy rating and a price target of $125.00.

For an analyst ratings summary and ratings history on Wayfair click here. For more ratings news on Wayfair click here.

Shares of Wayfair closed at $101.69 yesterday.

Form 4 Wayfair Inc. For: Aug 12 Filed by: Shah Niraj

Fri, 14 Aug 2026 19:32:00 -0400

si-local-file:///var/storage/secattach/20260814/26933232.html

Form 4 Wayfair Inc. For: Aug 12 Filed by: Shah Niraj

Fri, 14 Aug 2026 19:32:00 -0400

si-local-file:///var/storage/secattach/20260814/26933232.html

Form 4 Wayfair Inc. For: Aug 12 Filed by: Conine Steven

Fri, 14 Aug 2026 19:30:00 -0400

si-local-file:///var/storage/secattach/20260814/26933228.html

Form 4 Wayfair Inc. For: Aug 12 Filed by: Conine Steven

Fri, 14 Aug 2026 19:30:00 -0400

si-local-file:///var/storage/secattach/20260814/26933228.html

Form 4 Wayfair Inc. For: Aug 12 Filed by: King Jeremy

Fri, 14 Aug 2026 19:25:00 -0400

si-local-file:///var/storage/secattach/20260814/26933222.html

Form 4 Wayfair Inc. For: Aug 12 Filed by: King Jeremy

Fri, 14 Aug 2026 19:25:00 -0400

si-local-file:///var/storage/secattach/20260814/26933222.html

Form 4 Wayfair Inc. For: Aug 12 Filed by: JUNG ANDREA

Fri, 14 Aug 2026 19:23:00 -0400

si-local-file:///var/storage/secattach/20260814/26933221.html

Form 4 Wayfair Inc. For: Aug 12 Filed by: JUNG ANDREA

Fri, 14 Aug 2026 19:23:00 -0400

si-local-file:///var/storage/secattach/20260814/26933221.html

Bernstein upgrades Wayfair to Outperform, raises price target

Fri, 14 Aug 2026 14:04:33 -0400

Investing.com -- Bernstein upgraded Wayfair to Outperform from Market-Perform and raised its price target to $125 from $100, citing stronger revenue growth and improving operating leverage following the company's second-quarter results.

The new target implies about 24% upside from Wayfair's Aug. 13 closing price of $101.13.

The brokerage said Wayfair's U.S. business was delivering high-single-digit revenue growth despite a largely stagnant furniture market, supported by premium brands, stronger buyer growth and higher order volumes. Bernstein sees a path to 10% revenue growth in 2027 and 2028, above the 7% growth expected by the Street.

Bernstein also raised its 2027 and 2028 revenue estimates by

Bernstein upgrades Wayfair to Outperform, raises price target

Fri, 14 Aug 2026 14:04:33 -0400

The new target implies about 24% upside from Wayfair's Aug. 13 closing price of $101.13.

Bernstein also raised its 2027 and 2028 revenue estimates by

Bernstein SocGen Group Upgrades Wayfair (W) to Outperform

Fri, 14 Aug 2026 02:46:05 -0400

Bernstein SocGen Group analyst Nikhil Devnani upgraded Wayfair (NYSE: W) from Market Perform to Outperform with a price target of $125.00 (from $100.00).

The analyst comments: “We walk away from 2Q26 earnings more constructive on US eCommerce, and we’re upgrading Wayfair to Outperform. We are increasing our PT to $125 (+$25) at 17.5x EV/NTM Adj. EBITDA. We saw beats across the group with Q3 guidance pointing to solid growth. After several quarters of top-line momentum, Wayfair (and US eCommerce more broadly) is starting to ‘comp the comp.’ Despite this, 2027/28 consensus estimates continue to discount growth rates. Our call today is

Bernstein SocGen Group Upgrades Wayfair (W) to Outperform

Fri, 14 Aug 2026 02:46:05 -0400

Bernstein SocGen Group analyst Nikhil Devnani upgraded Wayfair (NYSE: W) from Market Perform to Outperform with a price target of $125.00 (from $100.00).

Wayfair (W) PT Raised to $133 at Citi

Thu, 13 Aug 2026 16:07:49 -0400

Citi analyst Ronald Josey raised the price target on Wayfair (NYSE: W) to $133.00 (from $95.00) while maintaining a Buy rating.

Form SCHEDULE 13G/A Wayfair Inc. Filed by: Capital World Investors

Wed, 12 Aug 2026 17:41:00 -0400

si-local-file:///var/storage/secattach/20260812/26914517.html

Form SCHEDULE 13G/A Wayfair Inc. Filed by: Capital World Investors

Wed, 12 Aug 2026 17:41:00 -0400

si-local-file:///var/storage/secattach/20260812/26914517.html

Form 144 Wayfair Inc. Filed by: Conine Steven

Wed, 12 Aug 2026 16:49:00 -0400

si-local-file:///var/storage/secattach/20260812/26913839.html

Form 144 Wayfair Inc. Filed by: Conine Steven

Wed, 12 Aug 2026 16:49:00 -0400

si-local-file:///var/storage/secattach/20260812/26913839.html

Form 144 Wayfair Inc. Filed by: Shah Niraj

Wed, 12 Aug 2026 16:47:00 -0400

si-local-file:///var/storage/secattach/20260812/26913800.html

StreetInsider.com News Articles

Bernstein SocGen Group Reiterates Outperform Rating on Wayfair (W)

Wayfair plans 10th store in Altamonte Springs, Florida for 2028

Wayfair Marks Major Milestone with Plans for 10th Store

Wayfair Marks Major Milestone with Plans for 10th Store

Wayfair Marks Major Milestone with Plans for 10th Store

Wayfair Marks Major Milestone with Plans for 10th Store

Rosenblatt Starts Wayfair (W) at Buy

Form 4 Wayfair Inc. For: Aug 12 Filed by: Shah Niraj

Form 4 Wayfair Inc. For: Aug 12 Filed by: Shah Niraj

Form 4 Wayfair Inc. For: Aug 12 Filed by: Conine Steven

Form 4 Wayfair Inc. For: Aug 12 Filed by: Conine Steven

Form 4 Wayfair Inc. For: Aug 12 Filed by: King Jeremy

Form 4 Wayfair Inc. For: Aug 12 Filed by: King Jeremy

Form 4 Wayfair Inc. For: Aug 12 Filed by: JUNG ANDREA

Form 4 Wayfair Inc. For: Aug 12 Filed by: JUNG ANDREA

Bernstein upgrades Wayfair to Outperform, raises price target

Bernstein upgrades Wayfair to Outperform, raises price target

Bernstein SocGen Group Upgrades Wayfair (W) to Outperform

Bernstein SocGen Group Upgrades Wayfair (W) to Outperform

Wayfair (W) PT Raised to $133 at Citi

Form SCHEDULE 13G/A Wayfair Inc. Filed by: Capital World Investors

Form SCHEDULE 13G/A Wayfair Inc. Filed by: Capital World Investors

Form 144 Wayfair Inc. Filed by: Conine Steven

Form 144 Wayfair Inc. Filed by: Conine Steven

Form 144 Wayfair Inc. Filed by: Shah Niraj