Investors are misinterpreting what the future holds for this small business platform.Every software stock is getting tossed around by the market, either determined to be an artificial intelligence (AI) winner or an AI loser. Most are getting put into the AI loser camp, including Wix.com (WIX +4.09%). The website-building and small-business management platform is at risk of disruption from new zero-code tools like Claude, which enable people to build their own websites from scratch. Or, at least, that's how ...

Core Idea - Wix.com Ltd. has launched Wix Harmony, a new flagship web creation platform, highlighted through its Super Bowl LX commercial, emphasizing a creative journey from inspiration to execution [2][3] Group 1: Wix Harmony Features - Wix Harmony offers a hybrid creation experience that integrates AI-powered creation and vibe coding with comprehensive visual editing and customization capabilities [3] - The platform is designed to support professional infrastructure necessary for business growth, promoting the idea that creation can be both natural and limitless [3] Group 2: Campaign Messaging - The Super Bowl commercial features a narrative of a business owner transitioning from an idea to a professional online presence, showcasing AI as a supportive partner while maintaining human control over creative decisions [4] - Omer Shai, CMO at Wix, stated that the campaign illustrates the potential of creation when technology and creativity work in harmony, marking a new chapter for the web [5] Group 3: Company Overview - Founded in 2006, Wix is a leading global platform that empowers millions of users, including self-creators, agencies, and enterprises, with advanced infrastructure, performance, and security [5] - The platform combines AI, flexible web design, domains, hosting, templates, and robust business solutions to help users build brands, connect with audiences, and scale businesses online [5]

Core Insights - Wix.com Limited (NASDAQ:WIX) is identified as one of the 10 cheap stocks with significant upside potential, despite recent price target reductions by analysts [1] - The stock has experienced a 62% decline over the past year due to financial pressures related to the development of new AI tools, but has gained over 15% in the last three trading sessions following the announcement of a new AI website builder [2] - The newly launched AI website builder, 'Wix Harmony', allows users to create and edit enterprise-grade websites using natural language prompts, addressing previous limitations such as security vulnerabilities and basic design options [3] Price Target Adjustments - Citizens lowered its price target for Wix from $185 to $125, indicating a 41% upside potential from the current price [1] - Barclays also reduced its price target by $5 from $210, reflecting a cautious outlook while still acknowledging potential for growth [1] Product Development and Market Position - Wix Harmony enhances user experience by enabling the creation of visually appealing websites without compromising on scalability, security, reliability, and performance [3] - The company has transitioned from being known for simple drag-and-drop website builders to becoming a recognized brand in AI-driven website development [3]

Core Insights - Wix.com Ltd. has launched Wix Harmony, an AI-powered website builder designed for speed, simplicity, and professional-quality results [1][10] - The platform features an AI agent named Aria, which can create scalable websites and understand natural language requests [2][10] Product Features - Wix Harmony allows users to generate entire websites or sections through prompts and refine them using drag-and-drop tools, ensuring fast iteration while maintaining control [4][6] - The platform operates on Wix's enterprise-grade infrastructure, providing 99.99% uptime, professional security, and the capability to support billions of visitors daily [5][10] - Users can create custom native components with built-in logic and editable code through prompts or chat, enhancing the flexibility of website creation [6] Business Performance - Wix is experiencing momentum in its core business, with expectations for Base44 to reach at least $50 million in ARR by 2025 [7] - Bookings for 2025 are projected to be between $2,060 million and $2,078 million, an increase from previous estimates [8] - The company anticipates gross margins of 68-69% due to higher AI costs and expects operating expenses to rise to about 50% of sales as it increases branding and marketing investments [8] Market Position - Wix's stock has declined by 48.4% over the past six months, compared to a 13.7% decline in the Computers - IT Services industry [9]

Group 1 - Wix.com Ltd. will air a TV commercial during the Super Bowl LX on February 8, 2026, showcasing its brand and new platform [1] - The campaign follows the launch of Wix Harmony, which combines AI-powered vibe coding with human control, aiming to enhance web creation [2] - Wix Harmony is designed to bridge speed and creativity with structure and scale, facilitating the transition from inspiration to a business-ready online presence [2] Group 2 - Omer Shai, CMO at Wix, emphasized that the Super Bowl provides a significant platform to demonstrate the integration of AI and human creativity in web creation [3] - Further details about the campaign and its creative direction will be disclosed closer to the Super Bowl event [3] Group 3 - Wix is a global platform founded in 2006, empowering millions of users with tools for creating, managing, and growing a digital presence [4] - The platform offers advanced AI, flexible web design, hosting, and robust business solutions, aiming to help users build stronger brands and connect with audiences [4] - Wix is focused on shaping the future of digital experiences through its intuitive AI-powered website builder and no-code application creation [4]

Core Insights - Wix Harmony is a new flagship AI website builder that combines vibe coding with visual editing capabilities, designed for ease, speed, and professional-grade results [6][10] - The platform is built on Wix's enterprise-grade infrastructure, ensuring reliability and scalability for users [6][9] Group 1: Product Features - At the core of Wix Harmony is Aria, an AI agent that understands natural language and can execute tasks ranging from simple updates to complex redesigns [7][13] - Users can generate entire sites or sections using natural language and refine them visually with drag-and-drop control, allowing seamless transitions between AI-assisted creation and manual editing [13] - Wix Harmony ensures that changes in one section do not disrupt the overall site functionality, maintaining a stable foundation for fast iterations [13] Group 2: Market Positioning - Wix Harmony is positioned to be the leading vibe website platform, bridging the gap between traditional web creation stability and the speed of AI-driven design [5][9] - The platform aims to empower users to create beautiful websites quickly without sacrificing scalability, security, and performance [8][10] Group 3: Infrastructure and Capabilities - Every site created with Wix Harmony operates on Wix's robust infrastructure, which includes advanced commerce, scheduling, and payment capabilities [13] - Wix's infrastructure boasts 99.99% uptime and professional-grade security, capable of supporting billions of visitors daily, making it suitable for real, live businesses [13]