Wix.com Ltd. (NASDAQ: WIX) is back in the spotlight on Wednesday, December 17, 2025, as the stock trades around the $108 level after a sharp move higher in the session—while a notable Wall Street price-target cut underscores how divided investors remain about Wix’s near-term margin path versus its longer-term AI and commerce opportunity. [1]
The day’s headlines are being shaped by RBC Capital Markets lowering its price target again, Wix’s recent Stripe-driven payments expansion in Europe, and ongoing debate about the cost (and payoff) of Wix’s AI push—especially the momentum around Base44. [2]
WIX stock snapshot: where shares stand on 17.12.2025
As of 16:46 UTC on Dec. 17, Wix shares traded at $108.34, up $6.39 on the day—about +6.3% versus the prior close—after trading as high as $108.66 and as low as $101.95 in the session.
Key context for investors: Wix has been volatile in 2025, with data providers showing a 52-week range of roughly $92 to $247, illustrating both the size of the drawdown from earlier highs and how quickly sentiment can swing around earnings and product-cost narratives. [3]
Today’s headline: RBC cuts Wix price target to $155 (but keeps Outperform)
The most market-moving research note dated 12/17/2025 is RBC’s latest adjustment:
- RBC price target cut:$155, down from $190
- Rating maintained:Outperform [4]
While the full MT Newswires write-up is paywalled, the direction is clear: RBC is trimming valuation expectations again—yet still signaling that it sees upside from current levels if execution improves. [5]
This follows RBC’s prior target reduction to $190 from $210 in late November, which Investing.com linked to margin pressure tied to Wix’s “vibe coding” initiatives (a theme closely associated with the company’s stepped-up AI investments). [6]
The bigger picture: Wall Street still leans bullish—just less bullish than before
Despite the high-profile cuts, consensus data still implies meaningful upside—depending on which dataset you follow.
MarketScreener’s consensus panel (as displayed on Dec. 17) shows:
- Mean consensus:Buy
- Number of analysts:22
- Average target price:$166.15
- Referenced last close:$101.95 [7]
Separately, MarketBeat reports:
- Consensus rating: “Moderate Buy”
- Average 12‑month target:$180.05
- Target range:$140 to $230 [8]
And Fintel lists:
- Average price target:$171.73
- Range:$116.15 to $220.50 [9]
Because these services ingest analyst updates at different speeds and use different universes of banks, it’s normal to see “consensus” differ by $10–$20+. Still, across multiple sources, the market is effectively pricing Wix as a company with significant upside if it can re-accelerate profitable growth—or at least re-establish confidence in the 2026 margin trajectory. [10]
What investors are really debating: AI growth now vs. margins now
Wix’s late-2025 reporting cycle put numbers behind the tension.
In its Q3 2025 results, Wix reported:
- Revenue:$505.2M (+14% y/y)
- Total bookings:$514.5M (+14% y/y)
- Non‑GAAP gross margin:69% (with guidance pressure from AI costs)
- Non‑GAAP net income:$100.2M (non‑GAAP EPS: $1.80 basic / $1.68 diluted) [11]
The guidance commentary is what has mattered most for the stock’s multiple. Wix raised its 2025 outlook, but also explicitly pointed to cost pressure:
- Raised full‑year bookings outlook:$2.060B–$2.078B
- Updated full‑year revenue outlook:$1.990B–$2.000B
- Expected full‑year non‑GAAP gross margin:68%–69%, “due to higher AI costs” tied to stronger-than-anticipated Base44 demand and usage
- Expected 2025 free cash flow: ~$600M (about 30% of revenue) [12]
In other words: Wix is telling the market it can generate substantial cash, but it’s also choosing to reinvest aggressively—and investors are still calibrating how long the reinvestment phase lasts and what the payoff looks like.
Base44: fast traction, real spending, and a key 2026 narrative
Base44 has become central to the Wix story because it’s positioned as a next-generation, AI-driven creation layer that expands Wix beyond classic website building.
From Wix’s own communications around Q3:
- Base44 had served over 2 million users and was adding more than 1,000 new paying subscribers per day (as described in Wix’s Q3 materials). [13]
- Wix expected Base44 to reach at least $50M ARR by year-end, with management framing current investments as a way to make Base44 a “meaningful growth driver” in 2026 and beyond. [14]
That growth is bullish on its face—but it’s also one reason analysts have been trimming targets: the company itself has been clear that AI usage volume and marketing acceleration are pressuring near-term gross margin and opex ratios. [15]
The newest product catalyst: Wix Payments expands across Europe via Stripe
While analyst notes moved today’s tape, the most recent company-side catalyst came one day earlier and still matters for how investors model Wix’s commerce attach rate.
On Dec. 16, 2025, Wix announced that Wix Payments is expanding its Europe coverage in collaboration with Stripe, bringing more local payment methods and a unified payments/commerce experience to eligible merchants in 11 countries (Austria, Belgium, Finland, Germany, Italy, Lithuania, Netherlands, Portugal, Spain, Switzerland, and the UK). [16]
Notable details from the release:
- Local methods highlighted include iDEAL (Netherlands), Clearpay (UK), and Klarna (select markets). [17]
- Wix said UK merchants can also unify online transactions with Point-of-Sale, aiming for a single operational view across channels. [18]
- Wix indicated it plans to expand Stripe-powered Wix Payments further into additional EMEA markets and APAC. [19]
For WIX stock, payments expansion is important because it can lift higher-value “Business Solutions” revenue over time—if adoption scales and take rates hold.
“Agentic commerce” and AI shopping: Wix integrates Stripe’s Agentic Commerce Suite
Another recent strategic move (and a keyword likely to follow Wix into 2026) is agentic commerce—selling through AI-driven shopping agents.
On Dec. 11, 2025, Wix announced integration with Stripe’s Agentic Commerce Suite, aiming to let Wix merchants sell “across multiple AI agents” through a single low-code setup (rolled out gradually to eligible merchants). [20]
This is the kind of partnership the market tends to treat as a “call option” on a new distribution channel: meaningful upside if AI-agent shopping becomes mainstream, but difficult to model precisely today.
Technical analysis on 17.12.2025: momentum improves, but the 200-day trend is still a hurdle
From a technical perspective, Investing.com’s daily signals (timestamped Dec 17, 2025 04:53PM GMT) leaned constructive:
- Overall daily technical summary:Strong Buy
- RSI (14):67.751 (Buy territory, nearing overbought)
- StochRSI:95.919 (flagged Overbought)
- MA200: around 110, marked as Sell (suggesting the longer-term trend remains challenged) [21]
One way traders may interpret this setup: Wix has regained short-term momentum after a selloff, but it may need to convincingly reclaim longer-term moving averages (or deliver a fundamental catalyst) to shift the broader trend narrative. [22]
Near-term calendar items investors are watching
Two dates are drawing attention around the stock:
- Annual General Meeting (AGM): Wix disclosed an AGM scheduled for Dec. 18, 2025 (Tel Aviv) via a Form 6‑K and related proxy materials. [23]
- Next earnings window: Some calendars point to late February 2026 for the next report (MarketScreener lists a projected Q4 2025 earnings release around Feb. 24), though dates can shift and should be confirmed with the company closer to the event. [24]
What matters most for the Wix stock forecast into 2026
If you’re tracking WIX for a medium-term move, most “bull vs. bear” arguments cluster around a few measurable checkpoints:
- Base44 monetization vs. cost curve
Can Wix keep Base44 growth strong while stabilizing AI-related costs enough to rebuild margin confidence? [25] - Commerce and payments attachment
Will Europe payments expansion and agentic commerce features translate into durable, higher-margin business solutions growth? [26] - Guidance credibility and free cash flow durability
Wix guided to roughly $600M of free cash flow for 2025 even while investing—investors will be looking for consistency and transparency on reinvestment pacing. [27] - Analyst target stability
Today’s RBC move reinforces that the Street is still revising models. A period of steadier targets (or upward revisions) often becomes a sentiment tailwind for beaten-down growth stocks. [28]
Bottom line (Dec. 17, 2025): Wix stock is rallying today around $108 even as RBC cut its price target to $155—an unusual but not unheard-of mix that highlights the current market psychology: investors can buy a rebound while analysts still de-risk near-term valuation. The broader Street remains net positive on Wix’s long-term upside, but the path to that upside likely runs through one question: can Wix prove that today’s AI and commerce investments create durable growth without permanently resetting margins lower? [29]
References
1. www.marketscreener.com, 2. www.marketscreener.com, 3. www.investing.com, 4. www.marketscreener.com, 5. www.marketscreener.com, 6. www.investing.com, 7. www.marketscreener.com, 8. www.marketbeat.com, 9. fintel.io, 10. www.marketscreener.com, 11. www.globenewswire.com, 12. www.globenewswire.com, 13. www.wix.com, 14. www.globenewswire.com, 15. www.globenewswire.com, 16. www.wix.com, 17. www.wix.com, 18. www.wix.com, 19. www.wix.com, 20. www.globenewswire.com, 21. www.investing.com, 22. www.investing.com, 23. www.stocktitan.net, 24. www.marketscreener.com, 25. www.globenewswire.com, 26. www.wix.com, 27. www.globenewswire.com, 28. www.marketscreener.com, 29. www.marketscreener.com
