Wayfair expands Klarna partnership. Piper targets Wayfair stock at USD 133

Published on 10/07/2026 at 03:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Klarna adds 0% financing for six months across Wayfair brands. Wayfair stock was last at EUR 89.06 on Xetra on October 2, 2026.

Wayfair, US94419L1017, Illustration mit AI erstellt.

Wayfair stock (ISIN US94419L1017) was last at EUR 89.06 on Xetra on October 2, 2026. On October 6, 2026, Klarna announced expanded payment options for Wayfair shoppers, while Piper Sandler maintained a Buy rating and a USD 133.00 price target on September 30, 2026.

Klarna expands payment options

According to StockTitan, Klarna and Wayfair renewed and deepened their partnership on October 6, 2026. Eligible customers in the United States can use 0% annual percentage rate financing for up to six months across Wayfair, Joss & Main, AllModern and Birch Lane, while Canadian shoppers gained access to Klarna's full payment options.

The commercial logic is direct: financing flexibility addresses the large-ticket nature of furniture and home improvement purchases. The announcement covers payment terms, not a quantified sales forecast, so the immediate investment question is whether easier checkout can support demand without weakening Wayfair's economics.

Revenue growth meets losses

MarketBeat reported that Wayfair generated USD 3.52 billion in revenue in the second quarter of 2026, up 7.50 percent from the same quarter a year earlier. The company also reported USD 0.95 in earnings per share against a USD 0.90 consensus estimate, a USD 0.05 positive difference.

The comparison is mixed rather than one-directional. Second-quarter revenue advanced 7.50 percent year over year, but Wayfair still reported a USD 1.00 million net loss for the period, according to the same quarterly-results coverage.

Analyst target stays at USD 133

Investing.com lists Piper Sandler's September 30, 2026 rating as Buy with a USD 133.00 price target, marked as maintained. The same page lists 20 Buy ratings, 13 Hold ratings and 0 Sell ratings, with an average target of USD 124.03.

Wayfair's next reporting date is November 4, 2026, according to the company's Wayfair investor-relations calendar. That date gives investors a defined checkpoint for judging whether the payment expansion is translating into orders and whether the second-quarter revenue pace is holding.

Substitute quote precedes results

Wayfair was last at EUR 89.06 on Xetra on October 2, 2026 at 5:35 p.m. CEST. The quote is a substitute price because the Lang & Schwarz data set carried an earlier session date. Price source: substitute price Xetra, Lang & Schwarz without data set. The further course of trading is shown by the continuously updated real-time quote of Wayfair stock.