财报公布后，Wix.com引领企业软件股走低

Wix.com (NASDAQ:WIX) led enterprise stocks lower on Wednesday after the web development company reported its quarterly results.

Shares of Wix.com (NASDAQ:WIX) fell about 12% on Wednesday after mixed first quarter results and second quarter revenue outlook which was seen below estimates.

Morgan Stanley maintained its Overweight rating on Wix with a $207 price target on the stock.

Analysts led by Elizabeth Porter said the first quarter revenue growth of +13% was about 60 basis points, or bps, ahead of guidance, with ongoing momentum in Partners (+24% year-over-year)  and further acceleration in Self Creators (to around 7.5% year-over-year).

The analysts added that first quarter bookings of +12% beat Street by about 110 bps, a larger magnitude than the +30/80 bps in the prior two quarters.

Porter and her team noted that the full year 2025 bookings guidance for +11% to 13% was reiterated despite easing foreign exchange, which slightly moderates the second half ramp in constant currency.

RBC Capital Markets kept its Outperform rating and $245 price target on the stock. Analysts led by Brad Erickson said bookings and revenue came in modestly ahead of expectations. The analysts added that for the second quarter, Wix guided revenue below expectations to a range of $485M to $489M, versus Street's $490M. Meanwhile, 2025 guidance for bookings, revenue, and free cash flow, or FCF, was left unchanged from what was provided last quarter. Management noted despite strong start to the year, the company is maintaining its conservative 2025 guidance and cited macroeconomic uncertainty, mainly in their Business Solutions segment.

BofA reaffirmed its Buy rating but lowered the price objective to $230 from $270. Analyst Michael McGovern said Wix reported first quarter beat, driven by higher margin bookings. He said that the second quarter revenue guidance was slightly soft, due to small and medium-sized business, or SMB, uncertainty. However, the analyst noted that the softer SMB macro was not a surprise.

Godaddy (GDDY) declined about 3% on Wednesday. 

Meanwhile, bigger software names on Wednesday: Adobe (ADBE) was largely flat but in the green. Oracle (ORCL), Workday (WDAY) and Salesforce (CRM) dipped about 1% each. Microsoft (MSFT), Palantir Technologies (PLTR) and Snowflake (SNOW) were largely flat but among the losing stocks.

SoundHound AI (SOUN) declined by around 2%, while Jamf (JAMF), Innodata (INOD) and Teradata (TDC) each fell nearly 1%. Akamai Technologies (AKAM), JFrog (FROG) and Qualys (QLYS) were also in the red.

Elastic (ESTC) and Asana (ASAN) fell about 3% each, while Pegasystems (PEGA) declined about 2%. Monday.com (MNDY) dipped nearly 1%. Atlassian (TEAM) and MongoDB (MDB) were largely flat but in the red. 

Cybersecurity stocks: Cloudflare (NET), CrowdStrike (CRWD), Fortinet (FTNT), and Datadog (DDOG) each fell about 1%.