Wall Street analyst estimates for Wayfair Inc. (W): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
Wayfair Inc. operates as a leading e-commerce enterprise, conducting its retail activities both across the United States and internationally. The company boasts an extensive catalog featuring approximately 33 million distinct products for the home sector, distributed under a variety of proprietary brands.
Consensus price target
$123.00 (+10 % vs price $111.35)
between $96.00 and $135.00 · 14 targets published in the last quarter
Closing price, Nov 3
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $13.4B | $13.3B – $13.5B | $2.87 | 18 |
| 2027E | $14.4B | $14.1B – $14.9B | $3.95 | 19 |
| 2028E | $15.6B | $14.8B – $16.4B | $5.05 | 12 |
Figures in USD · consensus as of November 1, 2026
Analyst Consensus
| Strong Buy | 1 |
| Buy | 30 |
| Hold | 23 |
| Sell | 3 |
| Strong Sell | 0 |
| Total analysts | 57 |
| Avg rating (−2 sell to +2 buy) | 0.51 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-04 | $0.80 | ||
| 2026-08-04 | $0.95 | $0.90 | +5.1% |
| 2026-04-30 | $0.26 | $0.26 | +0.0% |
| 2026-02-19 | $0.85 | $0.64 | +32.8% |
| 2025-10-28 | $0.70 | $0.46 | +52.2% |
| 2025-08-04 | $0.87 | $0.36 | +141.7% |
| 2025-05-01 | $0.10 | $-0.18 | +155.6% |
| 2025-02-20 | $-0.25 | $0.05 | -600.0% |
Valuation Ratios
| Price / Book | -5.36 |
| Dividend Yield | 0.00% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.38B | $4.72B | $6.78B | $9.13B | $14.15B | $13.71B | $12.22B | $12.00B | $11.85B | $12.46B |
| Cost of Revenue | $2.57B | $3.60B | $5.19B | $6.98B | $10.03B | $9.81B | $8.80B | $8.34B | $8.28B | $8.69B |
| Gross Profit | $807.8M | $1.12B | $1.59B | $2.15B | $4.11B | $3.90B | $3.42B | $3.67B | $3.57B | $3.77B |
| Research & Development | $21.6M | $34.5M | $51.3M | $82.0M | $132.0M | $171.0M | $224.0M | 0 | $257.0M | 0 |
| Selling, General & Admin | $1.00B | $1.34B | $2.06B | $3.08B | $3.24B | $3.98B | $4.73B | $4.40B | $3.92B | $3.42B |
| Operating Expenses | $1.00B | $1.35B | $2.06B | $3.08B | $3.75B | $3.98B | $4.80B | $4.48B | $4.04B | $3.75B |
| Operating Income | -$196.2M | -$235.5M | -$473.3M | -$929.9M | $360.3M | -$94.0M | -$1.38B | -$813.0M | -$461.0M | $17.0M |
| EBITDA | -$140.6M | -$147.7M | -$349.9M | -$735.0M | $637.4M | $224.0M | -$921.0M | -$295.0M | -$66.0M | $82.0M |
| Interest Expense | 0 | $9.4M | $28.6M | $55.0M | $146.0M | $32.0M | $27.0M | $17.0M | $29.0M | $83.0M |
| Pre-tax Income | -$193.8M | -$244.1M | -$502.0M | -$981.6M | $205.3M | -$130.0M | -$1.32B | -$729.0M | -$482.0M | -$306.0M |
| Income Tax | $608,000 | $486,000 | $2.0M | $3.0M | $20.3M | $1.0M | $12.0M | $9.0M | $10.0M | $7.0M |
| Net Income | -$194.4M | -$244.6M | -$504.1M | -$984.6M | $185.0M | -$131.0M | -$1.33B | -$738.0M | -$492.0M | -$313.0M |
| EPS | -$2.29 | -$2.81 | -$5.63 | -$10.68 | $1.93 | -$1.26 | -$12.56 | -$6.47 | -$4.00 | -$2.42 |
| EPS (Diluted) | -$2.29 | -$2.81 | -$5.63 | -$10.68 | $1.86 | -$1.26 | -$12.56 | -$6.47 | -$4.00 | -$2.42 |
| Shares Outstanding (Diluted) | 85.0 M | 87.0 M | 89.5 M | 92.2 M | 99.3 M | 104.0 M | 106.0 M | 114.0 M | 123.0 M | 130.3 M |
Price
| Price | $111.35 (intraday price, November 3, 2026) |
| Market Cap | $15.3B |
| Exchange | NYSE |
| Country | US |
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