Investors interested in stocks from the Internet - Software sector have probably already heard of Flywire (FLYW) and Palantir Technologies Inc. (PLTR). But which of these two stocks offers value investors a better bang for their buck right now?
Does Flywire (FLYW) have what it takes to be a top stock pick for momentum investors? Let's find out.
The average of price targets set by Wall Street analysts indicates a potential upside of 25.5% in Flywire (FLYW). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Flywire Corporation (FLYW) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Flywire Corporation remains a buy as growth is robust and business stickiness increases through deeper workflow integration, especially via Student Financial Software. Q4 revenue grew 34% y/y to $157.5M (20%+ organic), with strong TPV and ARR pipeline, but margins contracted due to mix and payment processing ramp-up. Adj. EBITDA rose 52% y/y despite gross margin pressure, demonstrating operating leverage; incremental margin reached 22.5% on $40M additional revenue.
Flywire Corporation (FLYW) Q4 2025 Earnings Call Transcript
The headline numbers for Flywire (FLYW) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Flywire (FLYW) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of a loss of $0.01. This compares to a loss of $0.12 per share a year ago.
Flywire Corporation (FLYW) Presents at UBS Global Technology and AI Conference 2025 Transcript
Flywire's Q3 results came in well ahead of management's guidance, and full-year guidance was significantly raised. The company is expected to achieve 15% organic growth this year despite facing headwinds related to lower student visa issuances in its major markets. Adjusted EBITDA margins are set to reach 20%, expanding by 350 basis points year over year given the strong operating leverage in the business.
Flywire Corporation ( FLYW ) Q3 2025 Earnings Call November 4, 2025 5:00 PM EST Company Participants Maria Kahn - Vice President of Investor Relations Michael Massaro - CEO & Director Rob Orgel - President & COO Cosmin Pitigoi - Chief Financial Officer Conference Call Participants Cristopher Kennedy - William Blair & Company L.L.C., Research Division John Davis - Raymond James & Associates, Inc., Research Division Christopher Svensson - Deutsche Bank AG, Research Division Daniel Perlin - RBC Capital Markets, Research Division Jeffrey Cantwell - Seaport Research Partners Tien-Tsin Huang - JPMorgan Chase & Co, Research Division Presentation Operator Good day, and thank you for standing by.
While the top- and bottom-line numbers for Flywire (FLYW) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.