Core Insights - Foxhaven Asset Management sold its entire stake in Wix.com for approximately $122.39 million, liquidating 689,041 shares as per a SEC filing dated February 17, 2026 [1][2]. Company Overview - Wix.com reported a total revenue of $1.93 billion and a net income of $138.90 million for the trailing twelve months (TTM) [4]. - The company's market capitalization stood at $3.79 billion, with shares priced at $68.07 as of February 17, 2026, reflecting a 70% decline over the past year [4][7]. Business Model and Competitive Advantage - Wix.com operates a scalable subscription model and offers a broad ecosystem of integrated services, which drives recurring revenue and customer engagement [6]. - The platform is recognized for its user-friendly interface and extensive feature set, catering to the diverse needs of businesses and creators in the digital economy [6][8]. Financial Performance - In the third quarter, Wix's revenue increased by 14% year-over-year to $505 million, with bookings also rising 14% to $514.5 million [7]. - The company's annual recurring revenue (ARR) from subscriptions reached $1.46 billion, and it generated $127 million in free cash flow during the quarter [9]. Market Position and Future Outlook - Despite operational stability, Wix.com has faced significant stock price declines, underperforming the S&P 500, which gained approximately 15% in the same period [7]. - Management has raised full-year bookings guidance to between $2.06 billion and $2.08 billion, driven by strong demand for its AI-driven Base44 product, expected to achieve at least $50 million in ARR by year-end [9]. - The current valuation disconnect reflects changing investor expectations, with a focus on margin pressures from AI investments and a shift towards longer-term subscription packages [10].

分组1 - SoundHound AI, Inc. reported a quarterly loss of $0.02 per share, which aligns with the Zacks Consensus Estimate, showing improvement from a loss of $0.69 per share a year ago [1] - The company posted revenues of $55.06 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 2.04% and up from $34.54 million year-over-year [2] - Over the last four quarters, SoundHound AI has surpassed consensus EPS estimates three times and topped revenue estimates three times as well [2] 分组2 - The stock has underperformed, losing about 14.5% since the beginning of the year, while the S&P 500 has gained 1.5% [3] - The current consensus EPS estimate for the coming quarter is -$0.04 on revenues of $44.57 million, and for the current fiscal year, it is -$0.06 on revenues of $232.16 million [7] - The Computers - IT Services industry, to which SoundHound AI belongs, is currently ranked in the bottom 45% of over 250 Zacks industries, indicating potential challenges ahead [8]

Wix.com Ltd. (NASDAQ:WIX) is one of the 12 Best Beaten Down Technology Stocks to Buy According to Wall Street Analysts. Wix.com (WIX) and Intuit Partnership to Accelerate AI Integration Across Finance and Website Tools Copyright: welcomia / 123RF Stock Photo Intuit Inc. (NASDAQ:INTU) and Wix.com Ltd. (NASDAQ:WIX) strengthened their collaboration on February 17, 2026. The partnership aims to provide small businesses with a more cohesive, AI-powered platform to handle their online presence and finances. In ...

Key Takeaways Shopify is building AI commerce tools like Catalog and Sidekick to power discovery and merchant insights.Shopify expanded AI reach through Google AI Mode, ChatGPT, Gemini and Microsoft Copilot integrations.Zacks Consensus Estimate pegs SHOP's first-quarter 2026 merchant revenues at $2.2B, up 26.5% year over year.Shopify (SHOP) is positioning AI not as a product enhancement but as a surface where commerce occurs and is systematically building the infrastructure to sit at the center of it. Throu ...

Core Insights - Square is expanding its partner ecosystem in 2026, enhancing its position as a preferred provider for sellers and partners, with 71% of enterprise sellers using at least one partner solution [1][9] - The company aims to empower local businesses by providing an interconnected ecosystem that allows sellers to choose payment methods and operational tools while enabling partners to innovate and scale [2] Partner Ecosystem - Square's partner ecosystem includes nearly 1,000 partners, with over two-thirds having built integrations, supporting various industries such as food & beverage, retail, health and beauty, and professional services [3] - Sellers can connect with platforms like Wix, WooCommerce, and electronic medical record providers, allowing for custom solutions through Square's open developer platform [3] Customer Discovery - Square facilitates seller discovery across multiple platforms, including Google, Facebook, Instagram, and various marketplaces, enabling sellers to sync listings and activate channels for direct ordering [4] - Partnerships with marketing agencies enhance local growth and global scaling through targeted marketing strategies [4] Operational Efficiency - Square streamlines day-to-day operations by integrating with tools like QuickBooks and Xero, allowing for efficient management of accounting, inventory, and fulfillment [5] - The platform supports automation and distribution through various partners, saving sellers valuable time [5] Data-Driven Insights - Square provides real-time transaction data and analytics to help sellers make informed decisions, revealing sales trends and cost dynamics [6][7] - Integrations with platforms like OpenTable and HotSchedules enhance operational efficiency by providing insights into customer behavior and demand [6][7] Expert Support - Square collaborates with industry associations and vetted partners to offer expert guidance and exclusive benefits, optimizing backend connections for sellers [8] - Exclusive partner offers, such as discounts on bookkeeping services, are available to Square sellers [9]

Shannon River, a New York-based hedge fund, recently disclosed the sale of around 283,000 shares of Wix.com (WIX) during the fourth quarter (the three months ending on Dec. 31, 2025). Here’s what investors need to know.Wix.com is a leading provider of cloud-based website development solutions, serving approximately 222 million registered users worldwide as of December 31, 2021. The company leverages a robust suite of products and a scalable subscription model to empower users with limited technical expertis ...

Core Viewpoint - The software sector, particularly companies like Wix.com, is experiencing significant stock price declines due to investor fears that AI will disrupt traditional software vendor relationships. However, Wix is positioned to benefit from AI advancements rather than suffer from them [1][4]. Company Overview - Wix.com is a low-code website-building platform that enables non-technical users to create online presences easily. It generates revenue through subscription fees and additional products like email marketing and payment processing [2][3]. Financial Performance - Wix's revenue increased by 14% year-over-year to $500 million in the last quarter, with projections of generating $600 million in free cash flow by 2025 [6]. Market Position and Strategy - The market perception that AI will allow individuals to build websites easily overlooks Wix's existing capabilities, which already incorporate AI tools for users. Wix is enhancing its offerings by leveraging AI advancements [4][5]. - The acquisition of Base44, a prompt-based mobile app builder, is expected to significantly boost Wix's annual recurring revenue, projected to reach $50 million by 2025, compared to under $1 million at the time of acquisition [5]. Investment Potential - Wix's stock is currently trading at a low price, presenting a potential investment opportunity due to its durable growth in website and app development [8].

Core Viewpoint - The financial narrative suggests that artificial intelligence (AI) poses a risk to existing software businesses, leading to concerns among shareholders about potential profit erosion due to increased competition from new AI tools [1] Group 1: Wix.com - Wix.com has seen its stock price decline nearly 70% over the past year, despite its long-standing role in enabling low-code website development [2] - The average price target for Wix's stock is $151, significantly higher than its current trading price of $72 [3] - Wix's revenue growth accelerated to 14% last quarter, indicating that AI tools are not negatively impacting its growth [4] - The acquisition of Base44, a startup focused on mobile app development without coding, is expected to contribute to Wix's growth, with Base44 projected to reach $50 million in annual recurring revenue by the end of 2025 [5] - Wix's free cash flow was reported at $570 million over the last 12 months, with a market cap under $4 billion, presenting a strong investment opportunity [6] Group 2: Adobe - Adobe's stock has decreased nearly 45% over the last year, amid concerns regarding AI disruption in its various software offerings [7] - The average price target for Adobe's stock is $429, compared to its current price of $258 [7]

Core Insights - Shopify reported a mixed fourth-quarter performance with strong revenue growth but missed earnings expectations, posting earnings of 46 cents per share, which was 8.69% below the Zacks Consensus Estimate, although it improved from 44 cents per share a year ago [1][2] Revenue Performance - Revenues increased by 31% year over year to $3.67 billion for the fourth quarter, surpassing the Zacks Consensus Estimate by 2.55%, driven by strength in merchant solutions and payments penetration [2][9] Stock Performance and Valuation - Shopify shares have declined by 21% over the past six months, underperforming the Zacks Computer and Technology sector's 10.4% return and the Zacks Internet - Services industry's 50.1% surge [3] - The stock is considered overvalued with a Value Score of F, trading at 10.8X forward 12-month price-to-sales, significantly above the sector's 6.54X and sub-industry's 7.21X [6][9] Operational Efficiency - Shopify generated $715 million in free cash flow with a 19% free cash flow margin, and operating income reached $631 million for the quarter, with operating expenses as a percentage of revenue improving by 300 basis points year over year [10][11] - Gross profit rose by 25% year over year to $1.69 billion, although gross margin faced pressure from a higher contribution of lower-margin Merchant Solutions revenues [11] Strategic Initiatives - Shopify's investments in AI-driven commerce infrastructure position the company to participate in emerging transaction surfaces, co-developing the Universal Commerce Protocol with Google and rolling out Agentic Storefronts [14] - International momentum is strong, with European merchants recording 45% reported GMV growth in the fourth quarter, indicating rising penetration into larger commerce operations [15] Long-term Growth Outlook - The Zacks Consensus Estimate for Shopify's 2026 EPS is pegged at $1.78, reflecting a year-over-year improvement of 52.14% [12] - The company's strategic positioning in agentic commerce and strong international momentum establishes a foundation for long-term growth, despite the stock trading at a significant premium to the sector and peers [16]

Core Insights - Wix.com Ltd. is highlighted as one of the best tech stocks to invest in, according to a recent compilation of strong buy tech stocks [1] Financial Performance and Projections - Oppenheimer analyst Ken Wong has lowered the price target for Wix to $130 from $160, citing compressed software multiples while maintaining an Outperform rating [2] - The firm anticipates that FY26 bookings and revenue will exceed consensus expectations, with free cash flow margins expected to remain in the mid-20% range [2] - Wix has announced a two-year share repurchase program, authorizing up to $2 billion in buybacks, which will be funded through available cash, operational cash flow, or additional capital [4] Company Overview - Wix.com Ltd. is an Israeli public tech company that provides a cloud-based platform for website creation and business management, utilizing drag-and-drop, AI, and no-code tools for users globally [5]