Update shared on04 Sep 2025
Analysts remain constructive on Wix.com given its focus on high-quality monetization, AI-driven growth initiatives, and potential Alibaba partnership upside, though concerns about AI disruption and execution on new features temper sentiment, resulting in an unchanged consensus price target of $206.09.
Analyst Commentary
- Bullish analysts highlight Wix's strategic pivot toward monetization quality, AI-led upsell, and product attach, indicating a next phase of growth beyond simple customer expansion.
- Companies see potential upside from the new Alibaba partnership, which could drive premium subscriber growth and increase bookings through expanded merchant access.
- Management optimism is seen as justified due to building core business momentum, but some analysts caution that AI disintermediation concerns could keep certain investors cautious until growth materializes.
- While short-term boosts are noted (e.g., from Lovable's performance), some analysts flag challenges in seamlessly adding new functionality and integrating new features into existing websites.
- Despite some price target reductions reflecting trimmed EBITDA estimates or caution, bullish analysts cite confidence in long-term revenue growth (10%+), disciplined expense management, and anticipated share count reduction as supporting strong near-term prospects.
What's in the News
- Wix partnered with Alibaba.com, enabling Wix merchants to expand global wholesale via Alibaba and letting Alibaba sellers create D2C/B2B storefronts on Wix, with phased rollouts including future AI-powered features.
- Wix launched a strategic partnership with Monotype, expanding its font library with high-quality typefaces now available to all Wix and Wix Studio users.
- Wix introduced its AI Visibility Overview as part of its Generative Engine Optimization initiative, enhancing users’ ability to monitor and improve brand discoverability in LLM-based search engines.
- Wix expanded its partnership with PayPal, integrating PayPal directly within Wix Payments for U.S. users to offer a unified dashboard, access to PayPal, Venmo, and BNPL, and improved payment process efficiency.
- Wix launched Wix Checking and Wix Capital—integrated financial tools and merchant cash advances—offering U.S.-based users streamlined business banking and easier access to capital within the platform.
- Wix raised its 2025 revenue outlook to $1,975–$2,000 million (12–14% y/y growth) and issued Q3 guidance of $498–$504 million (12–13% y/y growth), expecting accelerated growth in the second half.
- Wix repurchased 646,000 shares for $100 million (1.16% of shares) in Q2 and increased its buyback authorization by $200 million, bringing the total to $600 million.
- CookieYes launched its dedicated app on the Wix App Market, enabling businesses to manage cookie consent, comply with global privacy regulations, and customize banners, with premium features available for a fee.
Valuation Changes
Summary of Valuation Changes for Wix.com
- The Consensus Analyst Price Target remained effectively unchanged, at $206.09.
- The Discount Rate for Wix.com remained effectively unchanged, at 11.65%.
- The Net Profit Margin for Wix.com remained effectively unchanged, at 15.30%.
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.