Morgan Stanley Upgrades Flywire to Overweight Amid Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 9 hours ago
0mins
Should l Buy FLYW?
Source: seekingalpha
- Rating Upgrade: Morgan Stanley upgraded Flywire from Equalweight to Overweight, reflecting the company's strong market performance with four consecutive quarters of revenue beats (excluding ancillary services), indicating robust growth potential.
- Conservative Guidance: Analyst Michael N. Infante believes Flywire's guidance is overly conservative despite headwinds from reduced student visa activity affecting its Education segment, projecting high-teens growth in FX-neutral revenue over the next couple of years.
- Valuation Support: Infante noted that recent acquisitions by TGP and Corpay of AvidXchange, along with Hellman & Friedman's interest in Bill.com, could provide valuation support for Flywire, enhancing market confidence in its growth prospects.
- Price Target Increase: Morgan Stanley raised Flywire's price target from $15 to $17, asserting that the stock remains fundamentally mispriced in public markets, with expectations for valuation correction and multiple expansion.
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Analyst Views on FLYW
Wall Street analysts forecast FLYW stock price to rise
9 Analyst Rating
5 Buy
4 Hold
0 Sell
Moderate Buy
Current: 12.310
Low
15.50
Averages
17.10
High
20.00
Current: 12.310
Low
15.50
Averages
17.10
High
20.00
About FLYW
Flywire Corporation is a global payments enablement and software company. The Company combines its global payments network, payments platform and vertical-specific software to deliver important and complex payments for its clients and their customers. It leverages its vertical-specific software and payments technology to embed within the existing accounts receivable (A/R) workflows for its clients across the education, healthcare and travel vertical markets, as well as in key business-to-business (B2B) industries. It also integrates with enterprise resource planning (ERP) systems, such as NetSuite, to optimize the payment experience for their customers while eliminating operational challenges. The Company’s payments-as-a-services include payment services, enabling services, and transaction processing services. The Company supports approximately 4,500 clients with diverse payment methods in more than 140 currencies across 240 countries and territories around the world.
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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Morgan Stanley Upgrades Flywire to Overweight Amid Revenue Growth
- Rating Upgrade: Morgan Stanley upgraded Flywire from Equalweight to Overweight, reflecting the company's strong market performance with four consecutive quarters of revenue beats (excluding ancillary services), indicating robust growth potential.
- Conservative Guidance: Analyst Michael N. Infante believes Flywire's guidance is overly conservative despite headwinds from reduced student visa activity affecting its Education segment, projecting high-teens growth in FX-neutral revenue over the next couple of years.
- Valuation Support: Infante noted that recent acquisitions by TGP and Corpay of AvidXchange, along with Hellman & Friedman's interest in Bill.com, could provide valuation support for Flywire, enhancing market confidence in its growth prospects.
- Price Target Increase: Morgan Stanley raised Flywire's price target from $15 to $17, asserting that the stock remains fundamentally mispriced in public markets, with expectations for valuation correction and multiple expansion.
See More
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- Investor Focus: Analysts' opinions are particularly crucial when considering the purchase of CRWD stock, as their ratings and price targets can directly impact short-term stock performance and investor confidence.
- Source of Updates: Comprehensive information on analyst rating changes, including upgrades and downgrades, has been published on Benzinga's analyst ratings page, providing investors with a holistic view of the market.
- Market Reaction Potential: Changes in analyst ratings may trigger market volatility, prompting investors to closely monitor these shifts to timely adjust their investment strategies and risk management practices.
See More
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- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, reflecting varying market perspectives that could influence investor decisions and market trends.
- Overview of Updates: While specific upgrades and downgrades are not detailed, the overall rating changes indicate a cautious outlook from analysts, potentially prompting investors to reassess their holding strategies.
- Market Reaction Potential: Analyst rating adjustments often lead to market volatility, and investors should monitor these changes to timely adjust their portfolios and seize potential market opportunities.
- Information Access Channels: Investors can access a comprehensive view of rating changes through Benzinga's analyst ratings page, aiding them in making more informed investment decisions.
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- Client Base Expansion: In 2025, Flywire signed approximately 750 net new clients, showcasing robust new logo momentum across various verticals and geographies, which further solidifies the company's market position and competitive advantage.
- Optimistic Future Outlook: Management anticipates revenue growth of 15% to 21% in 2026, although adjusted gross profit margins are expected to decline by 200 to 300 basis points due to rising payment processing costs, yet overall gross profit growth is projected to remain in the mid-teens, reflecting confidence in future performance.
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- Morgan Stanley Bullish on Nvidia: Morgan Stanley names Nvidia a top pick, viewing the current stock price at 18x CY27 EPS as an attractive entry point, expecting market concerns about growth durability to shift to enthusiasm in the coming months.
- Barclays Downgrades Blue Owl: Barclays downgrades Blue Owl from overweight to equal weight, citing overly high market estimates and suggesting that the stock is now closer to fairly priced based on earnings growth potential.
- Piper Sandler Upgrades CrowdStrike: Piper Sandler upgrades CrowdStrike from neutral to overweight, maintaining a $520 price target, arguing that the market's bearish sentiment driven by AI narratives is overdone for a leading security platform with a strong track record.
- Goldman Sachs Upgrades Dutch Bros: Goldman Sachs upgrades Dutch Bros from neutral to buy, asserting that the market is underestimating the coffee chain's fundamental strength and competitive positioning amid a challenging coffee landscape.
See More
Morgan Stanley Upgrades Flywire to Overweight Amid Revenue Growth
- Rating Upgrade: Morgan Stanley upgraded Flywire from Equalweight to Overweight, reflecting the company's strong market performance with four consecutive quarters of revenue beats (excluding ancillary services), indicating robust growth potential.
- Conservative Guidance: Analyst Michael N. Infante believes Flywire's guidance is overly conservative despite headwinds from reduced student visa activity affecting its Education segment, projecting high-teens growth in FX-neutral revenue over the next couple of years.
- Valuation Support: Infante noted that recent acquisitions by TGP and Corpay of AvidXchange, along with Hellman & Friedman's interest in Bill.com, could provide valuation support for Flywire, enhancing market confidence in its growth prospects.
- Price Target Increase: Morgan Stanley raised Flywire's price target from $15 to $17, asserting that the stock remains fundamentally mispriced in public markets, with expectations for valuation correction and multiple expansion.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, reflecting varying market perspectives that could influence investor decisions and market trends.
- Investor Focus: Analysts' opinions are particularly crucial when considering the purchase of CRWD stock, as their ratings and price targets can directly impact short-term stock performance and investor confidence.
- Source of Updates: Comprehensive information on analyst rating changes, including upgrades and downgrades, has been published on Benzinga's analyst ratings page, providing investors with a holistic view of the market.
- Market Reaction Potential: Changes in analyst ratings may trigger market volatility, prompting investors to closely monitor these shifts to timely adjust their investment strategies and risk management practices.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, reflecting varying market perspectives that could influence investor decisions and market trends.
- Overview of Updates: While specific upgrades and downgrades are not detailed, the overall rating changes indicate a cautious outlook from analysts, potentially prompting investors to reassess their holding strategies.
- Market Reaction Potential: Analyst rating adjustments often lead to market volatility, and investors should monitor these changes to timely adjust their portfolios and seize potential market opportunities.
- Information Access Channels: Investors can access a comprehensive view of rating changes through Benzinga's analyst ratings page, aiding them in making more informed investment decisions.
See More
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Stock Performance: Shares of Flywire increased by 7.7% following a strong performance in their fourth-quarter revenue.
Revenue Beat: The company reported revenue that exceeded analysts' expectations, contributing to the rise in stock value.
See More
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- Significant Revenue Growth: Flywire reported Q4 2025 revenue of $152.7 million, reflecting a 32.6% year-over-year increase on an FX-neutral basis, exceeding guidance midpoint by nearly 8 percentage points, demonstrating strong demand and execution across diversified markets.
- EBITDA Margin Expansion: The adjusted EBITDA margin reached 16.6% in Q4, expanding by 190 basis points year-over-year, indicating successful operational optimization and cost control, with expectations to further increase to 22.5% at the midpoint of 2026 guidance.
- Client Base Expansion: In 2025, Flywire signed approximately 750 net new clients, showcasing robust new logo momentum across various verticals and geographies, which further solidifies the company's market position and competitive advantage.
- Optimistic Future Outlook: Management anticipates revenue growth of 15% to 21% in 2026, although adjusted gross profit margins are expected to decline by 200 to 300 basis points due to rising payment processing costs, yet overall gross profit growth is projected to remain in the mid-teens, reflecting confidence in future performance.
See More
