Jefferies Raises PT on Wayfair Inc. (W) to $91, Maintains ‘Buy’ Rating

Wayfair Inc. (NYSE:W) is one of the 15 Stocks That Will Benefit From AI.

Jefferies Raises PT on Wayfair Inc. (W) to $91, Maintains ‘Buy’ Rating

On August 20, 2025, Jefferies raised its price target on Wayfair Inc. (NYSE:W) from $74 to $91 while retaining a Buy rating, citing improved customer sentiment toward the online home goods firm. Morning Consult survey results showed that sharper pricing enhanced shoppers’ perception of value in Wayfair’s marketplace, resulting in record levels of buy intent.

In light of this progress, Jefferies reaffirmed its sales and EBITDA expectations for 2025 and 2026, which are above consensus. The new price target is a 23% rise over the firm’s previous estimate, indicating rising confidence in Wayfair Inc. (NYSE:W)’s ability to capture demand in a competitive retail environment.

Wayfair Inc. (NYSE:W) is a global e-commerce company that sells furniture, décor, housewares, and home renovation products under several names, including Wayfair, AllModern, Birch Lane, and Perigold. It is on our list of the Best AI Stocks.

While we acknowledge the potential of W to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than W and that has 100x upside potential, check out our report about this cheapest AI stock.

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