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WEX: Expanded Charging Access Will Support Stronger Long Term Earnings Power

WEX: Expanded Payment Partnerships And Higher Margins Will Drive Future Gains

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WEX
AnalystConsensusTarget
Not Invested
Published 27 Aug 2024

Update shared on 15 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
-10.6%
7D
-3.0%

Analysts have modestly raised their price target on WEX to reflect a slightly lower perceived risk profile, along with stable long term growth and profitability assumptions, while fair value estimates remain steady around $176.89 per share.

What's in the News

  • WEX integrated its platform with the Tesla Supercharger network, adding over 20,000 fast-charging points at more than 1,500 locations across Europe to expand high power EV charging access for fleet customers (Client Announcements).
  • The company modestly raised its full year 2025 revenue guidance to a range of $2.63 billion to $2.65 billion, up from a prior range of $2.61 billion to $2.65 billion (Corporate Guidance, Raised).
  • WEX issued fourth quarter 2025 guidance calling for revenue between $646 million and $666 million, based on stable fuel price, tax rate, and credit loss assumptions (Corporate Guidance, New/Confirmed).
  • Activist investor Impactive Capital reaffirmed plans to nominate its own director slate for WEX's 2026 annual meeting, citing underperformance and calling for strategic, operational, and governance changes (Investor Activism, Nomination Related).
  • WEX and NCR Voyix announced a collaboration that will enable WEX fleet card payments at more than 18,000 U.S. fuel stations via NCR Voyix's cloud native POS platform starting in 2026 (Client Announcements).

Valuation Changes

  • Fair Value Estimate is unchanged at approximately $176.89 per share, indicating no revision to the intrinsic value assessment.
  • The Discount Rate has fallen slightly from about 9.31 percent to 9.23 percent, reflecting a modestly lower perceived risk profile.
  • Revenue Growth is effectively unchanged at roughly 4.74 percent, signaling stable long term top line growth expectations.
  • Net Profit Margin is effectively unchanged at about 16.78 percent, indicating steady long term profitability assumptions.
  • Future P/E has edged down slightly from around 12.33x to 12.30x, implying a marginally lower valuation multiple applied to forward earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.