Large caps have dominated stock market performance in recent years, but that trend is bound to change.Getty Images The rest of 2025 promises some surprises for investors. Interest rates may dip, inflation may rise and big tech’s momentum may slow. At the same time, high-growth midcap stocks may finally find their place in the limelight. Let’s look at five stocks worthy of further research as potential candidates for your portfolio this month.5 Stocks To Buy In September 2025The five top stocks for September ...

Core Viewpoint - Wix.com Ltd. has announced the pricing of $1.0 billion aggregate principal amount of 0.00% Convertible Senior Notes due 2030, increasing from the previously announced $750 million offering, with a potential additional $150 million option for initial purchasers [1][10] Group 1: Offering Details - The Notes will not bear regular interest and will mature on September 15, 2030, unless repurchased, redeemed, or converted earlier [2] - Wix may redeem the Notes under specific conditions, including tax-related events and if the share price meets certain thresholds [3] - Holders of the Notes can require Wix to repurchase their Notes upon a fundamental change at a cash purchase price of 100% of their principal amount plus any accrued interest [4] Group 2: Conversion and Pricing - The initial conversion rate is set at 4.7509 ordinary shares per $1,000 principal amount of Notes, equating to an initial conversion price of approximately $210.49 per share, representing a 37.5% premium to the last reported sale price [5] - The conversion of the Notes will be settled in cash, ordinary shares, or a combination thereof, at Wix's discretion [5] Group 3: Financial Implications - Wix estimates net proceeds from the Offering to be approximately $977.3 million, intended for capped call transactions, share repurchases, and general corporate purposes [10] - Approximately $75 million of the net proceeds will be used for the concurrent repurchase of about 0.49 million ordinary shares at a price of $153.08 per share [11] Group 4: Capped Call Transactions - Wix has entered into capped call transactions to cover the number of ordinary shares underlying the Notes, which may reduce potential dilution upon conversion [7] - The cap price for these transactions is set at $267.89 per share, a 75% premium over the last reported sale price of $153.08 [8] Group 5: Market Impact - The initial purchasers may engage in derivative transactions that could influence the market price of Wix's ordinary shares and the Notes [9]

NEW YORK, September 8, 2025 – Wix.com Ltd. (Nasdaq: WIX) (“Wix”), the leading SaaS website builder platform1, today announced its intention to offer, subject to market conditions and other factors, $750 million aggregate principal amount of 0.00% Convertible Senior Notes due 2030 (the “Notes”) in a private offering (the “Offering”) to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). In connection with the Offering, Wix expects to grant ...

Group 1 - The discussion focuses on the evolution of GenAI and Vibe coding in the web building space, particularly for small and medium-sized businesses (SMBs) [2][3] - There is a significant interest from investors regarding the impact of these technologies on the industry and how companies are adapting to these changes [3] - The conversation aims to explore the high-level trends and future directions in the web building sector influenced by GenAI and Vibe coding [3]

Summary of Wix.com (WIX) 2025 Conference Call Company Overview - **Company**: Wix.com (WIX) - **Date**: September 03, 2025 - **Key Speakers**: CFO Lior Shamash, President Nir Core Industry Insights - **Industry**: Web building and application development for small and medium-sized businesses (SMBs) - **Technological Focus**: Vibe coding and Generative AI (GenAI) Key Points and Arguments Vibe Coding and GenAI - Vibe coding is seen as a significant technological capability that can enhance website building, with a focus on innovation and user safety [3][5][6] - The integration of vibe coding into Wix's platform is expected to improve website quality and user experience, while ensuring compliance with accessibility and security standards [7][9] - There is a belief that the market for simple application development using vibe coding will expand, similar to the initial demand for website creation [12][14] Base 44 Acquisition - Base 44, a recent acquisition, is viewed as a strategic move to tap into the growing market for application development [20][22] - The acquisition was driven by the clarity of market opportunity and the cultural fit between Wix and Base 44's founder [23][24] - Base 44 is expected to enhance Wix's capabilities in application development, complementing its existing website building services [19][66] Financial Performance and Investment Strategy - The company maintains its free cash flow margin guidance while adjusting its investment strategy to focus on growth in bookings and associated costs [29][30] - The CFO expressed confidence in the long-term cost structure, suggesting that costs related to AI and application development will stabilize over time [32][34] - Wix aims to balance internal development with strategic acquisitions, indicating a cautious approach to M&A while remaining open to opportunities like Base 44 [40][41] Customer Growth and Market Trends - The company reported positive trends in customer acquisition, attributing growth to brand strength and organic demand [44][46] - There is an expectation of continued growth in the partner segment, with Base 44 potentially providing additional opportunities for partners to leverage vibe coding [66][67] - The overall market for SMB web solutions is evolving, with Wix positioned to capitalize on emerging trends in AI and application development [78][82] Pricing Strategy - Wix's pricing philosophy focuses on value addition rather than aggressive price increases, with a historical cadence of price adjustments every two years [51][55] - The company is exploring ways to enhance ARPU (Average Revenue Per User) through improved product offerings and customer maturity [58][60] Shareholder Value and Capital Allocation - Wix has committed to share buybacks as a means to offset stock-based compensation dilution and reduce share count over time [90][92] - The company has already repurchased over $1 billion in shares and plans to continue this strategy, especially during stock pullbacks [92] Additional Important Insights - The integration of GenAI tools is expected to enhance customer engagement and drive additional revenue streams, although its current impact on ARPU is still developing [57][58] - Wix is actively adapting to changes in search engine algorithms and AI-driven search technologies to ensure its customers remain competitive [81][82] - The company emphasizes its role in providing technological solutions that empower smaller businesses to compete with larger enterprises [82][83]

Group 1 - Alan Brochstein is a pioneer in the cannabis investment sector, having focused exclusively on this industry since 2007 [1] - He founded AB Analytical Services to provide independent consulting to registered investment advisors [1] - Alan is the managing partner of New Cannabis Ventures, which has been a key provider of financial information in the cannabis industry since 2015 [1] Group 2 - Alan has led the investing group 420 Investor since 2013, which focuses on publicly-traded cannabis stocks [2] - The group covers 20 stocks, providing investment news, earnings report previews, and post-report analyses [2] - Additional features of the group include a model portfolio, 10 weekly videos with chart analysis, 3 weekly summary pieces, a monthly newsletter, and a chat for questions [2]

With D ratings across valuations and by Quant ratings, many are seeing Wix.com Ltd. (NASDAQ: WIX ) as a company hitting a slump. Nonetheless, while the Street believes WIX will face hardship along with the restAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ...

NEW YORK -- Wix.com Ltd. (Nasdaq: WIX) today announced that Wix management will participate in a fireside chat at Citi's 2025 Global TMT Conference on Wednesday, September 3rd at 2:50 p.m. ET. The event will be available via live audio webcast and archived replay on Wix's investor relations website: https://investors.wix.com. Wix is a leading global platform for creating, managing, and growing a complete digital presence. Founded in 2006, Wix empowers millions of users, including self-creators, agencies, en ...

Core Insights - A significant rotation has occurred during the Q2 earnings season, with a shift from small and mid-cap stocks to large-cap tech stocks, despite the S&P 500 remaining near all-time highs [1] Group 1: Market Performance - The S&P 500 has been supported by strong performance from large-cap technology stocks [1] - There has been a notable outflow from small and mid-cap stocks during this period [1] Group 2: Analyst Background - Gary Alexander has extensive experience in covering technology companies and has worked in Silicon Valley, providing insights into current industry themes [1] - He has been a contributor to Seeking Alpha since 2017 and has been quoted in various web publications [1]

Wix.com Ltd. (NASDAQ: WIX) ("Wix," the "Company," "we" or "our") today announced that its Board of Directors (the "Board") has authorized an increase to its program to repurchase the Company's securities (ordinary shares and/or convertible notes) by an additional amount of $200 million, subject to the satisfaction of Israeli law requirements, and other market conditions, including capital availability. To the extent these and other terms are fulfilled, together with the previously authorized $400 million ou ...