The $250M private placement adds capital while the aggressive buyback plan suggests strong confidence in future cash flows. Traders should monitor early 2026 cohort trends for Wix Harmony and Base44 monetization as leading indicators of sustained growth. The temporary FCF margin compression is a trade-off for long-term TAM expansion.
Price Chart
Executive Summary
Wix reported strong Q4 and full-year 2025 results with 14% YoY revenue growth to $524.3 million and $1.99 billion for the year, driven by momentum in Creative Subscriptions and Business Solutions. The company highlighted strong performance from its AI-powered Wix Harmony and the $100 million ARR milestone for Base44, while announcing a $250 million private investment from Durable Capital and plans to complete the majority of its $2 billion share repurchase by end-2026. For 2026, Wix expects mid-teens revenue and bookings growth, with free cash flow margin in the low- to mid-20% range.
Key Financial Metrics
Key Facts
- Q4 2025 revenue: $524.3 million (+14% YoY), bookings: $534.5 million (+15% YoY)
- Full-year 2025 revenue: $1.99 billion (+13% YoY), non-GAAP net income: $441.6 million ($7.32 diluted EPS)
- Base44 reached $100 million in ARR; Wix Harmony showing strong early monetization
- $250 million private placement led by Durable Capital Partners at 5% discount to closing price
- Each unit includes one share and a warrant to buy 0.25 shares at 25% premium; closing expected March 5, 2026
- Company plans to complete majority of $2 billion share repurchase by end of 2026
- 2026 outlook: mid-teens revenue and bookings growth, FCF margin in low- to mid-20% range
Financial Impact
Mid-teens top-line growth expected in 2026 with $250M new capital and aggressive $2B buyback; FCF margin to compress temporarily due to high-growth investments
Risk Factors
- Dilution from private placement and warrants (up to 1.25x shares upon full exercise)
- FCF margin pressure in 2026 due to high-growth investments in Base44 and AI
- Execution risk in integrating Base44 and scaling Wix Harmony adoption
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3249129 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 17d ago | Press Release | $82.58 $78.49 | ▼ −4.95% | ▼ −5.77% | $72.62 (−12.06%) |
Sep 14, 2026 18d ago | Press Release | $83.33 $83.53 | ▲ +0.24% | ▲ +0.13% | $72.62 (−12.85%) |
Sep 10, 2026 22d ago | Press Release | $75.52 $79.90 | ▼ −5.80% | ▼ −6.30% | $72.62 (+3.84%) |
Sep 9, 2026 23d ago | Press Release | $75.52 $79.90 | ▼ −5.80% | ▼ −6.30% | $72.62 (+3.84%) |
Sep 2, 2026 4w ago | Insider Cluster | $86.69 $75.52 | ▼ −12.88% | ▼ −11.93% | $72.62 (−16.23%) |
Aug 28, 2026 5w ago | Press Release | $87.62 $76.21 | ▲ +13.02% | ▲ +13.13% | $72.62 (+17.12%) |
Aug 26, 2026 5w ago | Press Release | $85.76 $86.69 | ▼ −1.08% | ▼ −1.85% | $72.62 (+15.32%) |
Aug 24, 2026 5w ago | Press Release | $84.42 $88.25 | ▲ +4.54% | ▲ +4.07% | $72.62 (−13.98%) |
Aug 20, 2026 6w ago | Press Release | $82.47 $85.76 | ▼ −3.99% | ▼ −2.87% | $72.62 (+11.94%) |
Aug 14, 2026 7w ago | Press Release | $74.13 $82.07 | ▼ −10.71% | ▼ −12.08% | $72.62 (+2.04%) |
US Market Status
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