Williams-Sonoma

WSM · NYSE

$253.99+$4.56 (+1.83%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $249.43

WSM analyst rating

BuyConsensus of 18 analysts over the last 12 months. 56% rate it a buy.

Strong buy0
Buy10
Hold8
Underperform0
Sell0

12-month price target · 22 analysts

Average $252.82 (−0.5% downside)

Low: $159.88
Now: $253.99
High: $294.00

Upgrades and downgrades

The latest rating actions, newest first

WSM analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Piper Sandler	Oct 20, 2026	Maintains	Overweight	$259.00 → $286.00	59%
Evercore ISI Group	Oct 20, 2026	Maintains	In-Line	$240.00 → $255.00	66%
Evercore ISI Group	Sep 9, 2026	Maintains	In-Line	$245.00 → $240.00	66%
Argus Research	Sep 2, 2026	Maintains	Buy	$230.00 → $250.00	55%
Citigroup	Aug 27, 2026	Maintains	Neutral	$248.00 → $252.00	44%
UBS	Aug 27, 2026	Maintains	Neutral	$190.00 → $247.00	70%
RBC Capital	Aug 27, 2026	Maintains	Outperform	$260.00	54%
Guggenheim	Aug 27, 2026	Maintains	Neutral	—	49%
Morgan Stanley	Aug 27, 2026	Maintains	Equal-Weight	$210.00 → $240.00	61%
Evercore ISI Group	Aug 27, 2026	Maintains	In-Line	$240.00 → $245.00	66%

The case for and against

Updated Oct 14, 2026

Bull case

Williams-Sonoma is viewed favorably because it is taking share across a large and fragmented home market, with 2Q comparable brand revenue up 6.2% and sales of $1.96B, while all major banners and channels posted positive comps and emerging businesses plus B2B grew in double digits. Its operating model is proving resilient despite tariff and macro pressure: 2Q adjusted EPS rose to $2.10, margin headwinds are expected to moderate in 2H, and 2026 guidance was raised to 4.7%-7.2% revenue growth with 4.3%-9.1% implied EPS growth and 17.8%-18.2% operating margin. The outlook is further supported by strong AI monetization, e-commerce investment, and a robust B2B runway, including $317M of B2B sales and management’s belief that B2B could become a $2B opportunity.

Bear case

Williams-Sonoma is facing a weakening fundamental backdrop as higher 10-year Treasury yields at 4.65% and rising mortgage rates since March are likely to keep housing turnover and home-related spending sluggish through the rest of 2026. Its latest margins also show pressure, with gross margin excluding tariff refunds down 160 bps year over year to 45.5% as 230 bps of merchandise margin compression from peak tariff effects outweighed supply chain and occupancy leverage. Even with share gains and exposure across a large home market, its outlook is constrained by stagnant housing, volatile macro conditions, and the risk that consumers shift spending toward services and entertainment instead of discretionary home goods.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.