RBC raised target for Wayfair stock from USD 92 to USD 96

Published on 10/25/2026 at 13:41 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

RBC raised its target from USD 92.00 to USD 96.00 on October 21, 2026. Wayfair stock faces November 4, 2026 results after USD 3.52 billion second-quarter revenue.

RBC target and reporting date

RBC Capital raised Wayfair's target from USD 92.00 to USD 96.00 on October 21, 2026.
Wayfair reported USD 3.52 billion in second-quarter revenue, up 7.50 percent year over year.
Wayfair will publish third-quarter results on November 4, 2026.

Wayfair, US94419L1017, Illustration mit AI erstellt.

Wayfair (ISIN US94419L1017) saw RBC Capital raise its price target from USD 92.00 to USD 96.00 on October 21, 2026, according to Investing.com. RBC retained its Sector Perform rating and raised its third-quarter sales-growth estimate to 8.50 percent from 7.10 percent.

Target rises as estimates improve

The revision followed RBC discussions with suppliers and buyers at Fall High Point Market. Its adjusted third-quarter EBITDA forecast increased to USD 223 million from USD 213 million, while the firm cited inflationary pressure as a risk for the home-furnishings category, Investing.com reported on October 23, 2026.

Three developments set the context

On August 4, 2026, Wayfair reported USD 3.52 billion in second-quarter revenue, up 7.50 percent from the prior-year period, while adjusted earnings per share reached USD 0.95 versus a USD 0.90 consensus estimate, according to MarketBeat. On October 15, 2026, Wayfair announced discounts of up to 80.00 percent for its Way Day promotion running from October 24 through October 26, Wayfair said.

RBC's October 21, 2026 target revision is the latest of the three dated developments. The sequence links the current valuation debate to both stronger sales expectations and the promotional intensity of the home category.

Which dates matter next?

Way Day runs through October 26, 2026, and Wayfair's next reporting date is November 4, 2026. The company scheduled the third-quarter release before the market opens and a conference call for 8:00 a.m. ET, according to Wayfair.

Price context for investors

The last available euro price from Tradegate stood at EUR 100.95 on October 21, 2026 at 9:30 p.m. CEST. Wayfair's primary listing is on the NYSE, where the stock was last quoted at USD 112.49 on October 23, 2026, while its market capitalization was USD 15.4 billion.

The further course of trading is shown by the continuously updated real-time quote of Wayfair stock.