• Wix.com Ltd. recently reported third-quarter revenue of US$505.19 million, an increase from US$444.67 million a year earlier, and updated its 2025 full-year outlook to anticipate revenue of US$1.99 billion to US$2.0 billion, reflecting 13% to 14% year-over-year growth.
• An important development is the influence of the Base44 acquisition, with management highlighting both robust adoption and margin pressure as the company works to transition users from monthly to longer-term subscriptions.
• We'll look at how higher-than-expected revenue growth and a raised outlook may influence Wix.com's investment narrative going forward.

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Wix.com Investment Narrative Recap

To be a shareholder in Wix.com, you need to believe in the company's ability to differentiate its web and app creation platform, attract new paid users, and expand recurring revenue even as AI-driven competitors multiply. The recent revenue beat and raised 2025 outlook reinforce confidence in Wix’s growth story, but ongoing margin pressure and stiff competition from no-code and AI-enabled alternatives remain the largest short-term catalyst and risk, respectively; neither was materially redefined by this quarter’s results.

Among recent developments, Wix’s growing share buyback program stands out. The repurchase of 1,300,000 shares last quarter, totaling 3.49% under its current plan, is particularly relevant in a period of margin pressure, as it signals capital allocation discipline and may serve to support shareholder value if operating improvements persist.

But even as management pushes for higher user retention and recurring bookings, investors need to stay alert to ...

Wix.com's narrative projects $2.7 billion in revenue and $415.6 million in earnings by 2028. This requires 13.3% yearly revenue growth and a $249.3 million earnings increase from current earnings of $166.3 million.

Uncover how Wix.com's forecasts yield a $167.76 fair value, a 75% upside to its current price.

Exploring Other Perspectives

Eight members of the Simply Wall St Community pegged Wix.com's fair value between US$143.31 and US$192.67, while consensus points to resilience in user growth through AI adoption. You can see how other users weigh the changing competitive forces and share your own view below.

Explore 8 other fair value estimates on Wix.com - why the stock might be worth over 2x more than the current price!

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.

• A great starting point for your Wix.com research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Wix.com research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Wix.com's overall financial health at a glance.

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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.