Added to YB: 2026-06-04
Pitch date: 2026-06-02
WIX [bullish]
Wix.com Ltd.
-4.78%
current return
Author Info
No bio for this author
Company Info
Wix.com Ltd. operates a cloud-based web development platform for registered users and creators in the United States, Europe, Israel, and internationally.
Market Cap
$2.4B
Pitch Price
$57.84
Price Target
130.00 (+136%)
Dividend
N/A
EV/EBITDA
-68.55
P/E
-77.33
EV/Sales
0.95
Sector
IT Services
Category
value
Wix (WIX): Base44 brings AI optionality
WIX: Founder-led website platform repriced from growth premium to deep value (~2x sales, ~11x fwd P/E vs Fair PE of 22, ~$90-130 target). Mid-teens grower, ~30% FCF margin ($573M FY25). $1.6B tender cut share count ~30%. Base44 AI ($150M ARR) flips disruption fear; 20% layoffs reset opex after Q1 GAAP loss/EPS miss (-27%). Risks: AI vibe-coding, shekel FX, margin reset. Small 0.3-0.4% starter.
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