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Will Expanded Stripe Europe, AI Commerce Tie-Up Change Wix.com's (WIX) Payments Monetization Narrative?

Simply Wall St·12/25/2025 13:29:41
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  • Earlier in December 2025, Wix.com Ltd. announced an expanded collaboration with Stripe that brings localized payment methods and unified payment management to eligible Wix merchants across 11 European countries and the UK, alongside integration with Stripe’s new Agentic Commerce Suite to support selling through multiple AI shopping agents.
  • By deepening its Stripe partnership beyond North America and connecting merchants to AI-driven commerce channels, Wix is positioning its payments infrastructure as a more central part of how businesses operate and reach customers across both online and in-person touchpoints.
  • We’ll now examine how this broader European payments rollout with Stripe could influence Wix’s investment narrative around AI-driven monetization.

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Wix.com Investment Narrative Recap

To own Wix.com, you need to believe it can keep turning its AI tools, payments stack, and growing merchant base into steadily improving earnings, despite intense competition and high valuation multiples. The expanded Stripe collaboration in Europe and AI agent integrations support the near term catalyst around AI driven monetization, but they do not remove the key risk that AI and LLMs could structurally reduce demand for traditional DIY websites over time.

Of the recent announcements, the July 2025 launch of Wix’s AI Visibility Overview ties most directly to this Stripe news, because both target how businesses show up and get paid in an AI first commerce world. While the Visibility Overview focuses on helping sites appear in AI and LLM results, the Stripe expansion and Agentic Commerce Suite integration push deeper into converting that AI discovery into actual transactions and potentially richer monetization per user.

Yet investors should also be aware that if AI driven discovery reduces the need for full websites over time, then...

Read the full narrative on Wix.com (it's free!)

Wix.com's narrative projects $2.7 billion revenue and $415.6 million earnings by 2028.

Uncover how Wix.com's forecasts yield a $164.00 fair value, a 56% upside to its current price.

Exploring Other Perspectives

WIX 1-Year Stock Price Chart
WIX 1-Year Stock Price Chart

Nine Simply Wall St Community fair value estimates cluster between US$142.90 and US$192.67, showing how far individual views can spread. Against that backdrop, the key catalyst many are watching is whether Wix’s AI powered tools and payments integrations actually translate into the higher user monetization and operating leverage that could matter for long term performance.

Explore 9 other fair value estimates on Wix.com - why the stock might be worth just $142.90!

Build Your Own Wix.com Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.