Key Selections from the Sohn Conference Feature Digital Mortgage and Advertising Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 28 2025
0mins
Should l Buy W?
Source: CNBC
Magnite's Growth Potential: James Edwards from Maestria Partners highlighted Magnite, an online advertising technology provider, as a strong investment opportunity, benefiting from the rise of connected TV and expected to generate 30% to 40% returns.
Blend Labs' Recovery Outlook: Gaurav Gupta of Floating Capital is optimistic about Blend Labs, a digital mortgage software company, anticipating a rebound in mortgage volumes and a significant increase in revenue due to new AI tools, with a price target of $8.50 by 2027.
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Analyst Views on W
Wall Street analysts forecast W stock price to rise
26 Analyst Rating
18 Buy
8 Hold
0 Sell
Moderate Buy
Current: 82.520
Low
75.00
Averages
118.16
High
150.00
Current: 82.520
Low
75.00
Averages
118.16
High
150.00
About W
Wayfair Inc., through its e-commerce platform, offers a selection of furniture, decor, housewares and home improvement products. The Company’s customers span a range of demographics, with annual household incomes ranging from $25,000 to over $250,000, and also include business professionals, from small startups to global enterprises. Its family of brands includes Wayfair, AllModern, Birch Lane, Joss & Main, Perigold and Wayfair Professional. It also features certain products under its house brands, such as Three Posts and Mercury Row. The Company operates through two segments: U.S. and International. The U.S. segment primarily consists of amounts earned through product sales through Wayfair's family of sites in the U.S. The International segment primarily consists of amounts earned through product sales through the Company’s international sites. It operates as Wayfair.ca in Canada, Wayfair.co.uk in the United Kingdom and Wayfair.ie in Ireland.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Buying Opportunity: Major oversold stocks in the consumer discretionary sector, including Papa John’s International Inc, Wayfair Inc, and America’s CAR-MART Inc, have relative strength indices (RSI) near or below 30, indicating significant undervaluation and potential buying opportunities for investors.
- Market Sentiment Analysis: The presence of these oversold stocks suggests that market sentiment towards the consumer discretionary sector may be overly pessimistic, leading to price declines, which investors can capitalize on for value investing, especially amid economic recovery.
- Investor Focus: As market attention shifts towards these companies, investors may reassess their potential value, particularly as consumer spending gradually rebounds, which could drive stock price recoveries.
- Competitive Advantage: By focusing on these oversold stocks, investors can identify companies with growth potential in the competitive consumer discretionary market, thereby achieving portfolio diversification and effective risk management.
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- Market Sentiment Analysis: The presence of these oversold stocks suggests that market sentiment towards the consumer discretionary sector may be overly pessimistic, leading to price declines, which investors can capitalize on for value investing, especially amid economic recovery.
- Investor Focus: As market attention shifts towards these companies, investors may reassess their potential value, particularly as consumer spending gradually rebounds, which could drive stock price recoveries.
- Competitive Advantage: By focusing on these oversold stocks, investors can identify companies with growth potential in the competitive consumer discretionary market, thereby achieving portfolio diversification and effective risk management.
See More
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- Privacy and Manipulation Concerns: Senator Warren accused Google of blurring the line between helpful recommendations and consumer manipulation by embedding instant checkout into its Gemini AI chatbot, potentially violating consumer privacy and encouraging higher spending.
- Shopping Assistant Expansion: Google is accelerating efforts to transform Gemini into a full-fledged shopping assistant, allowing users to search for products, receive recommendations, and complete purchases within the chatbot, with a U.S. launch planned followed by international expansion.
- Personalized Recommendation Mechanism: When users ask Gemini for product suggestions, such as for winter ski gear, the chatbot pulls items from participating retailers' inventories, and customers linking their Google and Walmart accounts may receive personalized recommendations based on past purchases.
- Stock Price Fluctuations: Alphabet Class A shares fell 0.018% in after-hours trading, while Class C shares dropped 0.083%, indicating market caution despite GOOGL showing stronger price trends across short, medium, and long-term metrics but carrying a weak value ranking.
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- Walmart's AI Strategy: Walmart is not investing heavily in artificial intelligence but is prepared to utilize AI tools developed by major tech companies.
- Collaboration with Big Tech: The retail giant is waiting to implement AI advancements that come from the significant research and development efforts of Big Tech firms.
See More
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- Continued Tech Decline: The iShares Expanded Tech-Software Sector ETF (NYSE:IGV) fell for the seventh consecutive day, returning to levels last seen during the April 2025 tariff shock, indicating a severe lack of confidence in tech stocks.
- Nasdaq Index Drop: The Nasdaq 100 dropped 2.2% after a 1.7% decline on Tuesday, as investors aggressively rotated out of long-duration growth stocks into energy and materials, reflecting a risk-off sentiment in the market.
- Bitcoin Price Decline: Bitcoin (CRYPTO:BTC) slid 2.5% to around $73,000, marking its lowest level since early November 2024, fully erasing the post-Trump election rally, which highlights the risk-averse tone in the crypto markets.
- Palantir Stock Plunge: Palantir Technologies Inc. (NASDAQ:PLTR) tumbled over 12%, reversing part of Tuesday's 6.9% surge, indicating investor concerns about the company's outlook, which may impact its future financing and market performance.
See More
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- Stock Surge: GameStop shares jumped over 8% on Monday, marking the sharpest increase in eight months, reflecting positive market sentiment towards its acquisition plans and pushing the stock up 29% year-to-date.
- Acquisition Strategy: CEO Ryan Cohen indicated that GameStop is eyeing a 'big' acquisition in the public retail sector, leveraging nearly $9 billion in cash reserves to pivot the business and enhance stock value, demonstrating a strong commitment to strategic transformation.
- Investor Confidence: Notable investor Michael Burry recently disclosed a long position in GameStop and suggested several potential acquisition targets, including ADT and Wayfair, which further boosted market optimism, as evidenced by rising sentiment on Stocktwits.
- Market Speculation: Stocktwits users actively discussed potential acquisition targets such as eBay, Corsair Gaming, and Peloton, indicating strong retail investor engagement and interest in GameStop's strategic direction.
See More
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- New Chapter in Luxury Shopping: Perigold's first major collaboration with global style authority Olivia Palermo marks a new phase in luxury home shopping online, attracting a design-conscious consumer base.
- Comprehensive E-commerce Experience: Palermo designed her new apartment entirely through Perigold's platform, showcasing her signature European style that blends classic forms with modern lines, reflecting quality and craftsmanship.
- Brand Philosophy Alignment: Perigold offers over 460,000 products from more than 1,000 leading design brands, aligning with Palermo's design ethos that emphasizes intentional design and uncompromising quality.
- Content Promotion Strategy: The collaboration will roll out a series of curated content across social platforms, set to launch on February 2, 2026, further enhancing Perigold's influence in the luxury home market.
See More
