Wayfair Stock Surges After Q3 Earnings Beat, Analysts Raise Price Targets
Wayfair's stock (W) has captured Wall Street's attention following a stronger-than-expected Q3 2025 earnings report. Revenue climbed 8% to $3.12 billion, surpassing estimates by $100 million, while earnings per share skyrocketed over 200% to $0.70—well above the $0.44 consensus.
Analysts rushed to revise targets, with BMO Capital's Brian Pitz lifting his by 63% to $110, citing improved EBITDA margins. Needham's Bernie McTernan raised his target 51% to $125, emphasizing revenue growth and an upgraded outlook as key drivers. Argus' John Staszak echoed the optimism, boosting his target 19% to $125 on expectations of sustained home improvement demand.