Wix.com Ltd. announced a partnership with Stripe that will embed Stripe’s Agentic Commerce Suite into the Wix platform, enabling merchants to sell through multiple AI agents—such as chatbots and virtual shopping assistants—using a single low‑code setup. The integration is designed to simplify onboarding for Wix merchants who want to reach customers on emerging AI shopping channels, positioning Wix to capture the growing agentic commerce market.
The partnership is a key milestone in Wix’s broader AI strategy, which also includes the June 2025 acquisition of Base44 and the launch of the Astro AI assistant in April. Base44’s “vibe coding” platform allows users to build software with natural‑language commands, while Astro provides AI‑powered site management. Together, these initiatives demonstrate Wix’s commitment to democratizing advanced technology for small‑business owners and agencies, and the Stripe integration extends that promise to the e‑commerce layer.
Wix’s Q3 2025 results showed revenue of $505.19 million, up 13.6% year‑over‑year, and an adjusted EPS of $1.68, beating analyst estimates of $1.49 by 12.6%. The revenue growth was driven by strong demand in core segments, particularly the Creative Subscriptions and Business Solutions lines, which together accounted for the majority of the top‑line increase. The EPS beat can be attributed to disciplined cost management and a favorable mix shift toward higher‑margin AI‑enabled services, which offset the impact of rising AI compute and marketing expenses that weighed on operating income.
Segment‑level analysis indicates that Creative Subscriptions grew 15% YoY, while Business Solutions expanded 10% YoY, reflecting robust adoption of Wix’s AI‑enhanced site building tools. The higher mix of AI‑driven commerce features contributed to a 2‑percentage‑point expansion in operating margin, from 9.9% to 10.1%, as the company leveraged its existing platform infrastructure to deliver new capabilities without proportionate cost increases. The partnership with Stripe is expected to further accelerate this trend by providing merchants with a plug‑and‑play solution for AI shopping channels, potentially increasing transaction volumes and premium service uptake.
Management emphasized the strategic importance of the deal. Amit Sagiv, co‑head of Wix Payments, said the integration “provides Wix users a simple, powerful way to participate in the shift to AI‑powered shopping, improving conversion and future‑proofing their businesses.” CEO Avishai Abrahami added that the partnership “extends our mission to democratize technology by giving merchants access to cutting‑edge AI tools without the complexity of building custom integrations.” These comments underscore Wix’s focus on scaling AI capabilities while maintaining a low‑code, user‑friendly platform.
Analysts reacted to the announcement by adjusting price targets, with Cantor Fitzgerald raising its target to $140 from $135 on December 11, citing the partnership’s potential to unlock new revenue streams and the company’s strong free‑cash‑flow outlook. However, other analysts noted margin pressures from AI compute costs and Base44 inference expenses, which could temper near‑term profitability. The overall market view reflects a balance between optimism about Wix’s AI trajectory and caution regarding the cost implications of its rapid expansion into new technology domains.
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