Is Wix.com (WIX) Below Fair Value On Thryv Partnership, Earnings And Revenue Guidance?
Wix.com (NasdaqGS:WIX) is back in focus after announcing a partnership with Thryv Holdings, alongside second quarter 2026 earnings, new revenue guidance and fresh legal headlines that together give investors plenty to reassess.
See our latest analysis for Wix.com.
Wix.com’s latest partnership news and earnings update arrive after a sharp share price rebound in the very short term, with a 1-month share price return of 24.5%. However, this follows a much weaker stretch where the year to date share price return is down 38.17% and the 1-year total shareholder return has declined 45.92%. This suggests recent momentum is building from a low base while longer term holders remain under pressure.
If you are reassessing Wix.com after these headlines, it can help to widen the lens and scan other opportunities using the Simply Wall St screener for 56 AI infrastructure stocks
The recent rebound puts Wix.com at a price that sits well below both analyst targets and one internal fair value estimate. Does that gap reflect opportunity, or is it a fair markdown once growth, losses and legal risks are fully priced in?
Most Popular Narrative: 20.6% Undervalued
Against Wix.com’s last close of $62.43, the most followed narrative points to a fair value of $78.63, using a 14.1% discount rate to bridge between current losses and the earnings profile analysts are modelling several years out.
AI-powered feature rollouts (e.g., generative engine optimization, AI marketing agent, advanced business solutions) are driving higher user monetization and enabling price optimization, which can contribute to rising average revenue per user and enhance gross margins.
Curious how that potential shift in monetization, together with revenue growth and margin targets, turns today’s losses into the earnings profile behind this valuation narrative? The full narrative lays out a detailed path that connects product rollout, profitability, and the earnings multiple used to reach $78.63.
Result: Fair Value of $78.63 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, Wix.com still faces real pressure on margins from higher AI compute and marketing costs, and any sustained slowdown in core subscription bookings could quickly challenge this upside story.
Find out about the key risks to this Wix.com narrative.
Next Steps
If this mix of pressure and potential around Wix.com feels finely balanced, move quickly to check the numbers and stress test the story for yourself. A good place to start is the 3 key rewards and 2 important warning signs.
Looking for more investment ideas beyond Wix.com?
Do not stop with Wix.com. Use the Simply Wall St screener to spot other stocks that fit your style before the next round of opportunities gets priced in.
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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.
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