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    Wix.com (WIX) Is Up 5.3% After Earnings Beat, Higher 2025 Guidance, AI Acquisition News – Has The Bull Case Changed?

    Simply Wall St·12/08/2025 20:12:07
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    • In recent months, Wix.com reported stronger-than-expected quarterly results, raised its 2025 revenue guidance, and highlighted growing adoption of its AI-powered website creation tools alongside the integration of newly acquired AI coding startup Base44.
    • The company also received a vote of confidence through increased institutional ownership and a Board-authorized US$200 million share repurchase program, underlining management’s conviction in the platform’s long-term potential and expansion into higher-value professional use cases.
    • Now we’ll examine how Wix’s earnings beat, higher revenue guidance, and AI-driven Base44 acquisition reshape its existing long-term investment narrative.

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    Wix.com Investment Narrative Recap

    To own Wix.com, you need to believe that AI-powered tools can keep attracting higher-value professional users and support growing subscription and monetization opportunities. Recent earnings beats, higher 2025 revenue guidance and the Base44 integration strengthen that thesis, but they also sharpen the near term risk that heavier AI and marketing spend could weigh on profitability if new growth does not keep pace.

    The US$200 million share repurchase authorization, on top of completed buybacks, is the most directly relevant development here, as it amplifies the impact of any earnings progress on a smaller share base. For investors focused on Wix’s AI-led growth catalysts, this capital return policy adds another layer to the story of expanding tools, higher ARPU potential and a gradually more professional customer mix.

    Yet even as AI tools help Wix win more users, investors should be aware of rising competition and the risk that switching between platforms becomes easier...

    Read the full narrative on Wix.com (it's free!)

    Wix.com's narrative projects $2.7 billion revenue and $415.6 million earnings by 2028. This requires 13.3% yearly revenue growth and about a $249 million earnings increase from $166.3 million today.

    Uncover how Wix.com's forecasts yield a $167.76 fair value, a 67% upside to its current price.

    Exploring Other Perspectives

    WIX Community Fair Values as at Dec 2025
    WIX Community Fair Values as at Dec 2025

    Eight members of the Simply Wall St Community currently see fair value for Wix between US$143.31 and US$192.67, highlighting very different expectations. Against that backdrop, the escalating AI and marketing investment mentioned above could be a key factor shaping how confidently you view the company’s future profitability and resilience.

    Explore 8 other fair value estimates on Wix.com - why the stock might be worth just $143.31!

    Build Your Own Wix.com Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.