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WEX: Revenue Guidance Increases And New Partnerships Will Drive Further Upside

Update shared on 17 Nov 2025

Fair value Decreased 0.31%
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Analysts have slightly lowered their price target for WEX, adjusting it from $178 to approximately $177.44. They cite modest shifts in revenue growth expectations and profitability margins as the reason for this change.

What's in the News

  • WEX Inc. raised its full-year 2025 revenue guidance to a range of $2.63 billion to $2.65 billion, up from previous guidance of $2.61 billion to $2.65 billion (Key Developments).
  • The company provided fourth-quarter 2025 earnings guidance, estimating revenue between $646 million and $666 million, based on assumptions for fuel prices and credit losses (Key Developments).
  • WEX and NCR Voyix announced a partnership to enable WEX payments for commercial fuel transactions at over 18,000 U.S. fuel stations using Voyix's cloud-native POS systems, launching in 2026 (Key Developments).
  • Impactive Capital LP reaffirmed its intention to nominate new director candidates for WEX's 2026 annual meeting, citing ongoing leadership and performance concerns (Key Developments).
  • WEX expanded its electric vehicle charging network through new partnerships with Lynkwell and Revel, adding hundreds of U.S. stations for fleet customers (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target: Lowered marginally from $178 to $177.44.
  • Discount Rate: Decreased slightly from 9.45% to 9.44%.
  • Revenue Growth: Fell modestly from 4.86% to 4.74%.
  • Net Profit Margin: Rose slightly from 16.22% to 16.78%.
  • Future P/E: Reduced from 12.83x to 12.41x.

Disclaimer

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