$WIX (+1,26 %)

The analysis of Wix.com Ltd.'s latest business figures and strategic developments following the publication of Q2 2025 results on August 6, 2025 shows a company in a phase of significant transformation and strong operational performance.

The remarkable earnings per share of $2.28, which significantly exceeded expectations, as well as the acceleration of revenue growth and bookings for new cohorts reaching pre-COVID peak levels, are clear indicators of improved operational efficiency and successful strategic execution.

Wix is pursuing a sophisticated, multi-pronged growth strategy. The aggressive investments in AI-powered website builders, the acquisition of Base44 to tap into the application development market and the launch of financial services for merchants position Wix as a more comprehensive digital business platform that goes beyond just website building. This diversification into higher value segments and new revenue streams strengthens the resilience of the business model and offers significant potential for sustainable growth in average revenue per user.

The strong growth forecasts for the AI market in web development and the overall website builder market also provide a favorable macroeconomic tailwind.

Nevertheless, Wix is not without risks. The market is highly competitive and saturated, especially with dominant players such as WordPress and Shopify.

Despite these challenges, the opportunities outweigh the risks. The current valuation of the stock, which is close to its 52-week low, combined with the recent positive financial results and analysts' optimistic price targets, indicates an attractive risk/reward ratio.

Wix's ability to drive innovation and adapt to changing market demands, particularly through the increased use of AI, makes the company a promising candidate for investors interested in long-term growth in the digital ecosystem.

In view of the strong Q2 performance, the strategic expansion into high-growth areas and the attractive risk/reward ratio, a Strong Buy recommendation is issued for Wix.com Ltd.

Source: Deepsearch Gemini

$AAPL (+0,15 %) Apple, Inc. (ISIN: US0378331005)

$ADBE (-0,6 %) Adobe Inc (ISIN: US00724F1012)

$AES (+0,61 %) AES Corp (ISIN: US00130H1059)

$AMZN (+0,88 %) Amazon.com Inc (ISIN: US0231)

$APP (+4,58 %) AppLovin Corp (ISIN: US03831W1080)

$AXON (+1,29 %) Axon Enterprise, Inc. (ISIN: US05464C1018)

$BE (+7,96 %) Bloom Energy Corp. (ISIN: US09

$CRM (+1,62 %) Salesforce.com, Inc. (ISIN: US79466L3024)

$GOOGL (+1,76 %) Alphabet Inc (Class A) (ISIN: US02079K3059)

$GTLS (-0,34 %) Chart Industries, Inc. (ISIN: US16115Q3083)

$HUBS (+1,56 %) HubSpot Inc (ISIN: US4435731009)

$JCI (-1,31 %) Johnson Controls International plc (ISIN: IE00BY7QL619)

$NEE (-2,77 %) NextEra Energy, Inc (ISIN: US65339F1012)

$NVDA (+1,7 %) NVIDIA Corp (ISIN: US67066G1040)

$SLB (+1,3 %) Schlumberger N.V. (ISIN: AN8068571086)

$SPGI (-0,7 %) S&P Global Inc (ISIN: US78409V1044)

$TSLA (-0,85 %) Tesla Inc (ISIN: US88160R1

$TT (-0,29 %) Trane Technologies PLC (ISIN: IE00BK9ZQ967)

$$VRTX (+0,25 %) Vertex Pharmaceuticals Inc (ISIN: US92532F1003)

$VERTEX (+0,02 %) Vertex, Inc (ISIN: US92538J1060)

$VST (+1,32 %) Vistra Corp (ISIN: US92840M1027)

$WIX (+1,26 %) Wix.com Ltd (ISIN: IL0011301780)

Morgan Stanley expects these companies to benefit greatly from the global trend towards AI integration, whether through leading chips such as NVIDIA, cloud and software solutions such as Amazon, Alphabet or Salesforce, or specialized applications in energy, industry and biotechnology. With tech giants expected to invest almost 400 billion US dollars by 2026, demand in many of these segments could explode. But while the list reads impressively, there is still the intriguing question of who will ultimately benefit not only from the hype, but also from the sustainable use of this technology.

Source: Boerse-Online (Morgan Stanley report on AI-related stocks)

Image material: Techa Tungateja/iStockphoto

Earnings next week | all eyes on $NVDA (+1,7 %) 👀

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Satisfied with the use of AI?

Have a wonderful Monday morning!

I just read an exciting survey from Bain & Company that shows that companies around the world are investing heavily in artificial intelligence (AI). Bain has identified four main themes that emerge from their survey:

Widespread adoption of Generative AI87% of the companies surveyed are developing, testing or already using generative AI. These technologies are mainly used in areas such as software development, customer service, marketing and sales.

High investmentsSmaller companies invest around USD 5 million per year in generative AI, while larger companies spend up to USD 50 million per year. These investments show the high confidence in the potential benefits of AI.

Expectations are being exceededMore than 80% of companies report that generative AI has met or exceeded their expectations. This underlines the immediate added value that AI can create in various business areas. - But not everyone is happy! (see picture)

Future priority60% of the companies surveyed see generative AI as a top 3 priority for the next two years. This indicates that the trend towards AI integration in companies will continue.

What do you think of these developments in the AI sector? Do you think that investments in AI will pay off in the long term?

I am convinced that investments in AI will pay off in the long term. The widespread use and significant investments show that the benefits are real. Of course there are risks, but the opportunities seem to outweigh the risks. I find the developments in software development and customer service particularly exciting, as immediate added value is created here. UGs (regardless of size) need to adapt to avoid being left behind.

I look forward to your opinions and an exciting discussion!

Source:

AI Survey: Four Themes Emerging | Bain & Company

Interesting stocks on the topic (don't hold any of the stocks mentioned):

$WIX (+1,26 %)
$GTLB (+5,98 %)
$GDDY (+0 %)
$APP (+4,58 %)
$ZENV

New addition to the community depot 💰😊

For me, an exciting alternative to Shopify with a significantly better rating.