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W

Wayfair

$84.57

1.28 (1.54%)

21:31
11/12/19
11/12
21:31
11/12/19
21:31

Wayfair initiated with an Underweight at Barclays

Barclays analyst Adrienne Yih initiated coverage of Wayfair with an Underweight rating and $76 price target. The analyst points to the company's slowing sales growth with tariff uncertainty impacting pricing, the need for continued investment in human capital, advertising, and infrastructure, and the erosion of profitability given its "variable cost model".

  • 19

    Dec

W Wayfair
$84.57

1.28 (1.54%)

11/01/19
LOOP
11/01/19
NO CHANGE
Target $115
LOOP
Buy
Wayfair price target cut to $115 from $180 at Loop Capital
Loop Capital analyst Laura Champine lowered her price target on Wayfair to $115 after its "disappointing" Q4 guidance, with direct revenue growth set to slow from 36% in Q3 to 24%-26%. The analyst says the disruption from tariff-related inflation is to blame and still believes that the company can generate "rapid" revenue growth as e-commerce captures market share from brick-and-mortar competitors. Champine also keeps her Buy rating on Wayfair.
11/05/19
JEFF
11/05/19
NO CHANGE
Target $142
JEFF
Buy
Jefferies bullish on Wayfair growth potential in Europe
Jefferies analyst Jonathan Matuszewski says that with international a margin drag and core tenet of the Wayfair bear thesis, he conducted an in-depth assessment of the company's positioning and European competition. His 1,200 consumer survey revealed a greater propensity to spend on home furnishings in Europe and "encouraging findings" for the U.K. and Germany. With the U.K.'s population density, middle-class income concentration, and percentage of spending on housing/furnishings well above the U.S., its 30M 30-65 year old consumers are "squarely aligned" with Wayfair's value proposition, Matuszewski tells investors in a research note titled "Painting Europe Purple... We're Bulled Up On What's Brewing Across the Pond." He believes investors under-appreciate Europe's total addressable market and projects international will represent over 25% of Wayfair's sales in 2022. The analyst keeps a Buy rating on the name with a $142 price target.
11/11/19
ARGS
11/11/19
UPGRADE
Target $96
ARGS
Buy
Wayfair upgraded to Buy from Hold at Argus
Argus analyst Jim Kelleher upgraded Wayfair to Buy from Hold with a $96 price target. The analyst says the recent "sharp pullback" in the stock price offers a favorable entry point, with added benefits expected if U.S. and China can reach a "phase 1" trade agreement, since about 60% of its products are made in China. Kelleher further noted that while Wayfair's Q3 saw larger than expected loss and weak revenue guidance, its business model remains "fundamentally strong", adding that its stock trades at a deep discount relative to other major online retailers.
11/11/19
11/11/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Wayfair (W) upgraded to Buy from Hold at Argus with analyst Jim Kelleher saying the recent "sharp pullback" in the stock price offers a favorable entry point, with added benefits expected if U.S. and China can reach a "phase 1" trade agreement, since about 60% of its products are made in China. 2. Q2 Holdings (QTWO) upgraded to Buy from Neutral at BTIG with analyst Mark Palmer saying the recent pullback in the stock price offers an attractive entry point given the company's takeout target potential. 3. Plug Power (PLUG) upgraded to Buy from Neutral at Roth Capital with analyst Craig Irwin citing visibility for the company continuing on impressive growth trajectory, outlook for record revenue and EBITDA in Q4, and material EBITDA profitability in 2020. 4. Alliance Data (ADS) upgraded to Outperform from Perform at Oppenheimer with analyst Dominick Gabriele saying he sees the card services segment net of corporate drag as worth at least $119 using a 2.95x P/TBV multiple, and total Alliance Data including LoyaltyOne could be worth $131. 5. Oshkosh (OSK) upgraded to Buy from Neutral at Buckingham with analyst Neil Frohnapple saying his firm recently completed its monthly equipment rental rate momentum survey and says that overall, 52% of contacts surveyed noted that rental rates were above their expectations in the month of October. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

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IFF

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IFF

International Flavors

$134.01

-0.55 (-0.41%)

, DD

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IFF

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IFF

International Flavors

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-0.55 (-0.41%)

, DD

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IFF

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, DD

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15:57
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