$WIX

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

+40.6%

Win rate (3m)

100% (1 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

$WIXr/ValueInvestingDiscussionbullish

u/SpareSniper7 · 74d ago3 prior · 100% at 3mo

“Trimmed Wix position to less than 1% of portfolio”

WIX - a Stunning 65% Reversal

Wix was trading at a 40% discount to intrinsic value ($90 FY26, $120 FY32) based on cash flow fundamentals despite market oversold sentiment. The author trimmed near fair value as IRR compressed, but the underlying thesis highlights an attractive risk-reward opportunity in a business with stable cash generation outside the AI narrative.

At post $82.39live price unavailable

1d-0.4%

3d-0.4%

1w+4.1%

1m-4.7%

3m—

6m—

1y—

original post →

$WIXr/ValueInvestingStock Analysisbullish

u/k_ristovski · 106d ago8 prior · 100% at 3mo

“bullish on Wix and aim to build a position over the next few months (should the price remain at these levels and the fundamentals don't change)”

Wix: 85% down, more valuable than ever

Wix has experienced irrational price swings despite stable fundamentals. The acquired Base44 business alone justifies the current market cap, the core Wix business should generate ~$350m operating profit next year, and management's $330m buyback signals undervaluation. Fair value is estimated at $72–$120 per share versus the current $51.

At post $53.36live price unavailable

1d—

3d-8.8%

1w-3.7%

1m+44.6%

3m+40.6%

6m—

1y—

original post →

End of results.