Highlights

  • Consensus rating of Hold from 13 analysts: 4 Buy or equivalent, 8 Hold, 1 Sell or equivalent.
  • Mean price target of A$5.83 against a share price of A$4.25 on 8 October 2026, an implied upside of 37.2%.
  • Analyst targets range from A$4.35 to A$9.00.
  • The report records Revenue of $665 million, up 11%, which the company describes as its highest ever annual result, and EBITDA of $21.9 million, a 3.3% margin, up 17%.

Temple & Webster (ASX:TPW) carries a consensus analyst rating of Hold. Of the 13 analyst recommendations recorded, 4 are Buy or equivalent, 8 are Hold and 1 is Sell or equivalent. The mean price target is A$5.83, with targets ranging from A$4.35 to A$9.00, against a current share price of A$4.25 (8 October 2026). Temple & Webster Group Ltd is an Australian online retailer of furniture and homewares that uses a drop-ship model in which suppliers send products directly to customers.

Company name

Temple & Webster

Ticker

(ASX:TPW)

Exchange

ASX (Australian Securities Exchange)

Current share price

A$4.25

Price date

8 October 2026

Number of analysts

13

Rating consensus

Hold

Consensus price target (mean)

A$5.83

Highest target

A$9.00

Lowest target

A$4.35

Implied upside/downside to mean target

Implied upside of 37.2%

Latest developments

Temple & Webster (ASX:TPW) released its 2026 Annual Report on 29 September 2026. The report records revenue of $665 million, up 11%, which the company describes as its highest ever annual result, and EBITDA of $21.9 million, a 3.3% margin, up 17%. Excluding significant items and unrealised foreign exchange losses, underlying EBITDA was $25.9 million, up 28%.

Growth adjacencies, including trade and commercial, contributed $117 million of revenue, up 30%, and active customers rose 5% to 1.33 million. The cash balance was $123 million at 30 June 2026 after a $30 million share buy-back. The report notes that revenue growth is based on accounting revenue, which includes deferred revenue and a refund provision.

Sector context

The online furniture and homewares market depends on consumer spending and housing activity, and the company notes it grew its Market Share in FY26. Its drop-ship model allows a larger product range without holding inventory.

Risks and what to watch

EBITDA Margin was 3.3%, so Earnings are small relative to revenue, and EBITDA is a non-IFRS measure. The company notes unrealised foreign exchange losses and significant items in its reported result. Online retail earnings depend on Marketing spend, consumer Demand and delivery costs. The consensus data shows a Hold rating.

Next milestones

Items to watch include growth in the adjacencies contributing $117 million of revenue, EBITDA margin progress, buy-back activity, and the company's half-year result and trading updates.