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.

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 as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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