Online home goods retailer Wayfair’s (W) stock is currently the cynosure of all eyes on Wall Street. Several analysts have furnished their price targets for the stock following the company’s solid Q3 2025 earnings released on Tuesday — some targets imply more than 50% upside.
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During the quarter, Wayfair’s revenue increased by over 8% to $3.12 billion, surpassing Wall Street’s expectations by over $100 million. Similarly, Wayfair saw its earnings per share soar by more than 200% year-over-year to reach 70 cents. The figure beat analysts’ expectations of 44 cents.
Home Makeover Trend Fuels Optimism
BMO Capital analyst Brian Pitz, who raised his price target by 63% to $110, pointed out that growth in order deliveries helped Wayfair achieve its highest EBITDA margin since the COVID-19 pandemic.
Similarly, Needham analyst Bernie McTernan, who is positive on the company’s growth, believes Wayfair’s revenue growth and upgraded outlook will be critical to driving shareholder returns. McTernan raised his price target by 51%, from $83 to $125.
Furthermore, Argus analyst John Staszak, who raised his price target by 19% to $125 per share, argued that Wayfair will benefit from the trend of homeowners giving their homes a makeover to avoid giving up historically low mortgage rates by purchasing new homes at higher prices.
Staszak argued that the retailer has the expansive distribution network and product range to gain market share from the development.
However, Stifel Nicolaus analyst Mark Kelley maintained his Hold position on W stock despite raising his price target by 25% from $80 to $100. Kelley argued that while Wayfair deserves a price boost, his team believes the company’s current stock price is approaching the top end of its market value.
Is Wayfair Stock Worth Buying?
Meanwhile, across Wall Street, the new price boosts in Wayfair’s shares are not translating into broad confidence in buying the stock.
Wayfair’s stock currently holds a Moderate Buy consensus rating on TipRanks based on 17 Buys and 10 Holds issued by 27 analysts over the past three months. Moreover, the average W price target of $105.65 suggests less than 2% upside from the current level.
