Wayfair Market Sentiment

Market sentiment signals for Wayfair (W): analyst consensus, short interest, options flow and insider activity.

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Aug 20, 2026	Rosenblatt	Scott Devitt—	+25.6%	$125	Initiate	Buy
Aug 14, 2026	Bernstein	Nikhil Devnani—	+25.6%	$100 → $125	Upgrade	Market Perform→Outperform
Aug 14, 2026	Citigroup	Ronald Josey—	+33.7%	$95 → $133	Maintained	Buy
Aug 5, 2026	UBS	Michael Lasser—	+56.8%	$118 → $156	Maintained	Buy
Aug 5, 2026	TD Cowen	John Blackledge—	+10.6%	$75 → $110	Maintained	Hold
Aug 5, 2026	Truist Securities	Youssef Squali—	+35.7%	$99 → $135	Maintained	Buy
Aug 5, 2026	RBC Capital	Steven Shemesh—	-7.5%	$78 → $92	Maintained	Sector Perform
Aug 5, 2026	Evercore ISI Group	Oliver Wintermantel—	+30.7%	$100 → $130	Maintained	Outperform
Aug 5, 2026	Guggenheim	Steven Forbes—	+35.7%	$100 → $135	Maintained	Buy
Aug 5, 2026	Wells Fargo	Zachary Fadem—	+30.7%	$100 → $130	Maintained	Overweight
Aug 5, 2026	Wedbush	Ygal Arounian—	+25.6%	$85 → $125	Maintained	Neutral
Aug 5, 2026	BMO Capital	Brian Pitz—	+15.6%	$105 → $115	Maintained	Market Perform
Aug 5, 2026	Needham	Bernie McTernan—	+33.7%	$83 → $133	Maintained	Buy
Jul 29, 2026	UBS	Michael Lasser—	+18.6%	$115 → $118	Maintained	Buy
Jul 28, 2026	JP Morgan	Christopher Horvers—	+8.5%	$105 → $108	Maintained	Overweight
Jul 16, 2026	Wedbush	Ygal Arounian—	+4.5%	$104	Assumes	Neutral
Jul 8, 2026	Benchmark	Mark Zgutowicz—	—	—	Initiate	Hold
Jun 23, 2026	Evercore ISI Group	Oliver Wintermantel—	+0.5%	$80 → $100	Maintained	Outperform
Jun 2, 2026	Evercore ISI Group	Oliver Wintermantel—	-19.6%	$75 → $80	Maintained	Outperform
May 20, 2026	Guggenheim	Steven Forbes—	+0.5%	$100 → $100	Maintained	Buy
May 19, 2026	Citigroup	Ronald Josey—	-4.5%	$110 → $95	Maintained	Buy
May 8, 2026	Mizuho	David Bellinger—	-9.5%	$110 → $90	Maintained	Outperform
May 1, 2026	Canaccord Genuity	Maria Ripps—	+15.6%	$125 → $115	Maintained	Buy
May 1, 2026	UBS	Michael Lasser—	+15.6%	$130 → $115	Maintained	Buy
May 1, 2026	TD Cowen	John Blackledge—	-24.6%	$88 → $75	Maintained	Hold