Metavasi Capital Fully Exits Wix.com Stake Amid Declining Performance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy WIX?
Source: Fool
- Stake Sale Context: Metavasi Capital sold its entire 37,000 shares in Wix.com during Q4 2026, resulting in a $6.57 million decline in position value, indicating investor concerns about the company's future performance.
- Wix.com Performance Overview: As of February 17, 2026, Wix.com shares were priced at $68.07, down 70.1% over the past year, significantly underperforming the S&P 500's approximately 15% gain during the same period, reflecting weakened market competitiveness.
- Financial Metrics Analysis: Despite the sharp decline in stock price, Wix.com reported a 14% year-over-year revenue increase in Q3, reaching $505.2 million, with management projecting around $600 million in free cash flow for 2025, indicating resilience in its fundamentals.
- Investor Strategy Shift: The complete exit suggests Metavasi Capital is reallocating its portfolio away from high-beta growth stocks, as Wix.com, despite its stable recurring revenue and high non-GAAP gross margins, appears less attractive compared to other investment opportunities.
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Analyst Views on WIX
Wall Street analysts forecast WIX stock price to rise
19 Analyst Rating
18 Buy
1 Hold
0 Sell
Strong Buy
Current: 70.460
Low
135.00
Averages
172.24
High
210.00
Current: 70.460
Low
135.00
Averages
172.24
High
210.00
About WIX
Wix.com Ltd. (Wix) is an Israel-based company engaged in the provision of a web development platform enabling businesses and organizations to take businesses, brands, and workflow online. The Company provides solutions that business owners can use to operate various aspects of their business online, such as selling goods, taking reservations, and scheduling and confirming appointments. These applications provide Wix registered users a bespoke front-end for customers visiting their Website, as well as a back-end management dashboard. The Company has developed these software applications for businesses in specific verticals, including retail and online stores, service providers, hotel and property management, music, and restaurants. These vertical applications are integrated into the Company's Website templates or can be installed on any existing Website and set up by the user and without the need to write code.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Enhanced User Experience: With Wix Harmony, users can not only create websites but also analyze performance and implement changes within ChatGPT, further enhancing the convenience of managing online businesses in their daily environments and increasing user engagement.
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See More
Wix Partners with OpenAI to Launch ChatGPT App
- App Innovation: Wix's collaboration with OpenAI introduces the Wix app, allowing users to generate professional-grade Wix Harmony websites directly within ChatGPT by simply describing their needs via text or voice, significantly simplifying the website creation process.
- Enhanced User Experience: With Wix Harmony, users can not only create websites but also analyze performance and implement changes within ChatGPT, further enhancing the convenience of managing online businesses in their daily environments and increasing user engagement.
- Enterprise-Grade Infrastructure: All websites created through the Wix app run on Wix's enterprise-grade infrastructure, which includes built-in capabilities for commerce, scheduling, payments, SEO, and more, ensuring users benefit from comprehensive services that enhance operational efficiency.
- Market Availability: The Wix app is now available to ChatGPT users in markets where the app directory is supported, allowing users to easily access the app by starting a ChatGPT prompt with “@Wix,” marking a significant step in Wix's digital transformation efforts.
See More
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- AST SpaceMobile Earnings Outlook: AST SpaceMobile, Inc. (NASDAQ:ASTS) is set to report its Q4 results after Monday's close, with Wall Street anticipating a loss of 16 cents per share on revenue of $41.11 million, indicating competitive pressures in the market.
- CrowdStrike Growth Target: CrowdStrike Holdings, Inc. (NASDAQ:CRWD) will release its earnings after Tuesday's close, with investors keen to see if it can achieve at least 50% year-over-year growth in net new ARR, confirming its 20% growth trajectory and justifying its premium valuation.
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See More
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- Share Reduction Details: On February 17, 2026, No Street Capital sold 50,000 shares of Wix.com, valued at approximately $6.05 million, reducing its stake to 3.5%, indicating a cautious outlook on the company's future performance.
- Position Value Change: At the end of the quarter, No Street Capital held 500,000 shares of Wix.com, with a total position value of $51.95 million, reflecting a net position change of $45.75 million, highlighting significant impacts from market fluctuations on its investment portfolio.
- Company Performance Overview: Wix.com reported a trailing twelve-month revenue of $1.93 billion and a net income of $138.90 million; despite a 70% drop in stock price over the past year, the company's transition to an AI platform and ongoing cash flow growth suggest potential business stabilization.
- Market Performance Comparison: With Wix.com shares priced at $68.07, significantly underperforming the S&P 500's 17% increase, this indicates a lack of competitive strength in the market, prompting investors to closely monitor its future execution and profitability.
See More
Wix Partners with OpenAI to Launch App in ChatGPT
- Collaborative App Launch: Wix.com announced a partnership with OpenAI to launch the Wix app within ChatGPT, utilizing OpenAI's Apps SDK and Wix's Model Context Protocol (MCP) to enable users to create professional-grade Wix Harmony websites directly in the ChatGPT interface.
- Stock Price Increase: Wix shares rose 3.76% to $73.11 in morning trading, reflecting positive market sentiment towards the new app, which could attract more users and investor interest.
- Enhanced User Experience: Users can instantly generate fully functional Wix Harmony websites by simply describing their desired site via text or voice, significantly improving operational convenience and website creation efficiency, which may enhance user retention.
- Integrated Business Management: Existing Wix users can seamlessly connect and manage their businesses within ChatGPT, further enhancing the platform's comprehensive service capabilities, potentially driving user engagement and business growth.
See More
Investment Opportunities in MercadoLibre and Wix
- MercadoLibre's Strong Growth: In fiscal year 2025, MercadoLibre reported a 47% year-over-year increase in net revenue, reaching $25 billion, with e-commerce and fintech revenues growing by 40% and 51% respectively, highlighting its robust performance and future growth potential in the Latin American market.
- Market Discontent: Despite ongoing investments that may sacrifice short-term profits, Wall Street's dissatisfaction overlooks the potential for these investments to significantly expand the company's market size over the next decade, especially given the low e-commerce penetration in Latin America.
- Wix's Challenges: Wix.com has seen its stock price drop 82% from all-time highs, with market fears of being displaced by AI deemed exaggerated, as Wix's existing platform already allows for no-code website building, catering to a stable customer base of small businesses.
- Acquisition Fuels Growth: The acquisition of Base44 has led to over $50 million in annual recurring revenue by the end of 2025, which is expected to accelerate revenue growth in 2026, despite the market's cautious outlook on Wix's future prospects.
See More
Top Growth Stocks to Watch in 2026
- MercadoLibre's Strong Growth: MercadoLibre achieved a 47% year-over-year increase in net revenue for 2025, reaching over $25 billion, with e-commerce and fintech revenues growing by 40% and 51% respectively, highlighting its robust potential in the Latin American market amid economic recovery.
- Market Reaction and Long-term Strategy: Despite market dissatisfaction with MercadoLibre's short-term profit sacrifices for investment, this strategy is set to lay the groundwork for significant business expansion over the next decade, especially given the low e-commerce penetration in Latin America.
- Wix's Market Challenges: Wix.com has seen its stock price drop 82% due to fears of AI disruption; however, its core business as a no-code website builder remains solid, with a customer base primarily consisting of small businesses and individual contractors, indicating stable demand.
- Acquisition and Growth Potential: The acquisition of Base44 by Wix, which achieved over $50 million in annual recurring revenue by the end of 2025, is expected to drive revenue acceleration in 2026, demonstrating Wix's strong adaptability in a competitive market.
See More
