Stock Markets March 4, 2026

Wix.com posts Q4 revenue in line with estimates, outlines mid-teens growth target for 2026

Quarterly results show modest top-line gains and margin strength as the company details cash flow and share repurchase plans for the year ahead

By Jordan Park WIX
Wix.com posts Q4 revenue in line with estimates, outlines mid-teens growth target for 2026
WIX

Wix.com reported fourth-quarter revenue of $524.3 million, up 14% year-over-year and effectively in line with the Bloomberg Consensus average estimate of $527.9 million. The company delivered stronger-than-expected non-GAAP operating income and adjusted gross profit, reported solid bookings growth, and provided 2026 guidance that includes mid-teens revenue growth, a free cash flow margin in the low- to mid-20% range, and plans to complete most of a $2 billion share buyback program, alongside receiving a $250 million equity investment led by Durable Capital Partners.

Key Points

  • Wix posted Q4 revenue of $524.3 million, a 14% year-over-year increase, approximately matching the Bloomberg Consensus estimate of $527.9 million.
  • Profit metrics beat estimates: non-GAAP operating income was $81.2 million and adjusted gross profit reached $358.8 million, with an adjusted gross margin of 68%.
  • Company guidance for 2026 includes mid-teens revenue growth, a free cash flow margin in the low- to mid-20% range, plans to complete most of a $2 billion buyback program, and a $250 million equity investment led by Durable Capital Partners.

Overview

Wix.com reported fourth-quarter revenue of $524.3 million, a 14% increase from the same period a year earlier. That top-line figure was essentially in line with the consensus analyst forecast of $527.9 million compiled by Bloomberg.

Profitability and margins

The company exceeded estimates on several profitability metrics. Non-GAAP operating income for the quarter was $81.2 million, above the estimate of $77.1 million. Adjusted gross profit was $358.8 million, topping the $353.2 million forecast, and adjusted gross margin came in at 68.0% versus an expected 67.1%.

Bookings and growth

Wix reported fourth-quarter bookings of $535 million, representing a 15% increase compared with the prior-year period.

Outlook for 2026

Looking forward, the company expects mid-teens top-line growth in 2026. For the same period, it anticipates a free cash flow margin in the low- to mid-20% range.

Capital allocation and investment

Wix plans to complete the majority of its $2.0 billion share repurchase program during 2026. The company also disclosed that it received a $250 million equity investment led by Durable Capital Partners.


Context and implications

The quarter combined modest revenue expansion with margin beats and stronger operating income than analysts expected. Bookings growth indicates continued customer demand for the company’s offerings, while the repurchase program and the sizable equity investment highlight management’s focus on capital allocation and financial flexibility going into 2026.

What remains limited in the disclosure

The company provided forward guidance for revenue growth and free cash flow margin ranges for 2026 and announced capital actions, but additional detail on the timeline and mechanics of the repurchase execution and the specific terms or use of proceeds tied to the equity investment were not provided in the reported figures.

Bottom line

Wix’s fourth-quarter results delivered some upside on profitability measures while broadly meeting revenue expectations. The company entered 2026 with plans for meaningful buybacks, an outside equity infusion, and guidance that implies continued top-line expansion and robust free cash flow conversion.

Risks

  • Execution risk on 2026 revenue goal - the company projects mid-teens top-line growth for 2026, which depends on future performance and market conditions.
  • Free cash flow margin uncertainty - management expects free cash flow margin in the low- to mid-20% range for 2026, a target that could vary based on operating results and capital allocation decisions.
  • Repurchase completion risk - Wix plans to complete the majority of its $2 billion share repurchase program during 2026; the timing and execution of that program introduce uncertainty for capital deployment.

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