Added to YB: 2026-02-24
Pitch date: 2026-02-20
WIX [neutral]
Wix.com Ltd.
+3.31%
current return
Author Info
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
$5.2B
Pitch Price
$65.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
65.49
P/E
101.73
EV/Sales
2.59
Sector
IT Services
Category
value
More SaaSpocalypse at $WIX (plus: 'why has this opportunity stumbled into my lap?')
WIX (overview): Website builder at <7x FCF ($600M guided 2025), $2B buyback on $4B mkt cap. AI risk looms - ChatGPT/vibe coding could disrupt sticky moat. Bought Base44 for $80M (June'25) at 30x ARR, now scaling $3M→$50M ARR but massive ad spend ($8M Super Bowl) raises ROI concerns. Bulls see hidden AI asset; bears question why Base44 sold cheap if truly valuable.
Read full article (7 min)