Abstract

Wix.com will publish quarterly results on May 13, 2026 Pre-Market; this preview compiles the latest consensus, last quarter’s performance, and the key drivers likely to shape revenue, margins, and adjusted EPS in the upcoming print, alongside a read of recent institutional views.

Market Forecast

Consensus for the current quarter points to revenue of 544.16 million US dollars, up 15.27% year over year, with adjusted EPS around 1.25, down 22.07% year over year, and EBIT of 67.72 million US dollars, down 28.41% year over year. Forecasts do not specify gross profit margin or net profit margin for the current quarter, and management’s latest update did not enumerate margin targets in the collected data.

The core subscription engine is expected to remain steady, supported by ongoing adoption of premium plans and cohort monetization; the outlook hinges on continued ARPU uplift from higher-tier packages and the contribution of professional tools for designers and agencies. The segment with the most visible incremental runway is the commerce and payments-driven Business Solutions franchise, which delivered 153.85 million US dollars last quarter and is positioned to benefit from scaled payments penetration, richer merchant features, and partner channels; year-over-year growth for this segment was not disclosed in the collected data.

Last Quarter Review

Wix.com reported revenue of 524.27 million US dollars, up 13.86% year over year, a gross profit margin of 67.29%, a GAAP net loss attributable to shareholders of 40.23 million US dollars with a net profit margin of -7.67%, and adjusted EPS of 1.81, down 6.22% year over year.

A notable financial highlight was the sustained gross margin profile near the high-60s, which helped support non-GAAP profitability despite GAAP losses that likely reflected below-the-line items and investment spending. On the business mix side, Creative Subscriptions contributed 370.42 million US dollars and Business Solutions contributed 153.85 million US dollars; total company revenue rose 13.86% year over year, indicating that both pillars together continued to pull through double-digit growth.

Current Quarter Outlook

Creative Subscriptions: the engine of predictable monetization

The subscription business is set to remain the foundation for recurring revenue, with consensus expecting total company revenue to rise 15.27% year over year to 544.16 million US dollars. Within that, Creative Subscriptions typically provides the largest base of predictable billings and is the channel through which product upgrades and cross-sell motions begin. Upselling to higher-value packages and adoption of professional-grade workflows for agencies and freelancers should continue to lift ARPU and reduce churn in mature cohorts. Furthermore, product efforts around advanced editing, faster performance, and integrated SEO/analytics are oriented toward premium tiers, which supports pricing elasticity over time.

In the coming quarter, investors will watch for signals that premium subscriber additions and net conversion remain resilient after earlier pricing and packaging optimizations. A steady cadence of product launches—particularly tools that streamline building and managing multiple sites—can support seat expansion in agency accounts and enhance stickiness. While management has not guided to a specific gross margin for this quarter, the 67.29% baseline from the prior quarter indicates ample headroom to support non-GAAP earnings even if operating expenses remain elevated for innovation and go-to-market. Cohort quality and ARPU trajectory will be central to how the market interprets any gap between revenue growth and EBIT trends implied by consensus.

Business Solutions: payments, commerce, and partner channels as growth multipliers

Business Solutions, at 153.85 million US dollars last quarter, is the company’s most visible incremental growth driver because it monetizes merchants’ transaction activity and layers on value-added services. Payments penetration across the installed base expands the revenue pool without requiring proportionate increases in headcount, and improvements in checkout, fraud protection, subscription billing, and point-of-sale all feed into higher total payment volume and better take-rate capture. This structural lever tends to outpace the growth of the underlying base of paid sites as merchants scale sales, adopt more SKUs, and turn on additional channels.

In the to-be-reported quarter, watch for commentary on payments attach rates and expansion into higher-volume cohorts. New capabilities for managing omnichannel catalogs, inventory, and fulfillment can deepen wallet share, while the partner ecosystem—agencies and developers building client sites—remains a key funnel for higher-ARPU merchants. Although consensus embeds EBIT down 28.41% year over year, that does not preclude continued expansion of the payments and commerce mix; it simply implies heavier investment or mix effects that could compress segment-level profitability temporarily. Over a multi-quarter horizon, scaling Business Solutions tends to be margin-accretive at the company level as the platform amortizes fixed costs over higher throughput.

Stock-price swing factors this quarter

Share count and capital returns are in the spotlight after the modified Dutch Auction tender offer in early April, where Wix.com repurchased approximately 1.62 billion US dollars of common stock. A lower diluted share count can support adjusted EPS optics even if operating profit is under pressure, and the market will parse any updated share count guidance for the remainder of the year. Management’s color on how the tender and any ongoing buyback capacity interplay with investment priorities will be a focus for both growth and value-oriented holders.

On the P&L, consensus embeds a divergence between revenue growth of 15.27% and declines in EBIT and adjusted EPS of 28.41% and 22.07%, respectively. That sets up a narrative test: if operating expenses track closer to revenue or if gross profit holds near prior-quarter levels, the downside risk to EBIT could be less severe than modeled. Conversely, any incremental hiring for R&D and go-to-market around AI-assisted creation, commerce, and partner tooling may keep margins choppy in the near term. Watch for signals on marketing efficiency, free-to-paid conversion, and churn—all of which act as multipliers on revenue quality and forward billings.

Finally, guidance language and qualitative commentary can move the stock disproportionately. Investors will be sensitive to updates on the adoption of advanced design tooling for professionals, attach rates for payments and other merchant services, and any changes in pricing strategy. Clarity on these items can reframe the consensus EBIT and EPS trajectory, especially as the company laps periods of heavier investment. With the stock reacting recently to rating changes, a reaffirmation of durable double-digit top-line growth and clearer margin bridges could support multiple stability.

Analyst Opinions

Recent published views skew bullish. Evercore ISI reaffirmed a Buy rating with a 160.00 US dollars price target, citing confidence in continued top-line expansion and monetization from the broader product suite. Oppenheimer maintained an Outperform rating while adjusting its price target to 115.00 US dollars from 130.00 US dollars, indicating that despite near-term multiple compression, the firm still sees fundamental execution driving value as payments and partner-led adoption expand. B. Riley Securities reiterated a Buy with a 180.00 US dollars target, emphasizing upside from payments scale and product enhancements that can lift ARPU and retention. Jefferies kept a Buy and a 130.00 US dollars target, flagging the combination of sustained double-digit revenue growth and capital returns as supports for shareholder value.

The common thread in these bullish perspectives is that Wix.com continues to deliver double-digit revenue growth while building optionality in monetization beyond core subscriptions. Analysts see the company’s product roadmap strengthening cohort quality at the high end, which typically carries better ARPU and longer lifetimes. Payments and merchant solutions are viewed as natural adjacencies that expand the revenue base without undermining the subscription model’s predictability. Several firms also point to the sizable tender offer completed in April as a tangible commitment to capital returns, which can offset near-term margin volatility in non-GAAP metrics by reducing diluted share count. In this framework, consensus expectations that show revenue up 15.27% year over year, even while EBIT and adjusted EPS dip, are interpreted as a tactical investment phase that can set up operating leverage later in the year if the mix continues to shift toward higher-value plans and scaled commerce services.

From a near-term trading perspective, bullish analysts argue that the setup is balanced to positive: if management guides within or slightly above the revenue consensus and outlines a credible path to stabilize margins as the year progresses, the stock could re-rate closer to growth software peers. They highlight potential catalysts in stronger-than-expected payments attach, improved net adds in professional cohorts, and incremental clarity on the cadence of product monetization. While they acknowledge execution checkpoints on margin and investment pace, the majority view is that Wix.com’s combination of recurring subscription revenue, expanding merchant monetization, and active capital returns remains attractive into the print.