What Happened?
Shares of global payments company Flywire (NASDAQ:FLYW) jumped 10.1% in the afternoon session after it reported fourth-quarter 2025 results that beat Wall Street's expectations for both revenue and earnings. Revenue grew 39.7% year-over-year to $157.5 million, surpassing analyst estimates by 9.3%. The company also posted a GAAP earnings per share of $0.00, which was an upside surprise to analysts who had forecast a loss of $0.01 per share. In addition, adjusted EBITDA of $25.4 million came in nearly 10% ahead of consensus. Overall, the significant top- and bottom-line beats drove the positive investor sentiment.
Is now the time to buy Flywire? Access our full analysis report here, it’s free.
What Is The Market Telling Us
Flywire’s shares are somewhat volatile and have had 12 moves greater than 5% over the last year. But moves this big are rare even for Flywire and indicate this news significantly impacted the market’s perception of the business.
The previous big move we wrote about was 22 days ago when the stock dropped 8.3% on the news that fears of disruption from artificial intelligence spooked investors, leading to a broad-based sell-off. The market witnessed a "basket-style reaction," a term for when investors reduce exposure to an entire segment without differentiating between individual company business models. The negative sentiment was widespread, pulling down all of the Magnificent Seven stocks and sending the S&P 500 Information Technology Sector down nearly 3%.
Flywire is down 10.6% since the beginning of the year, and at $12.43 per share, it is trading 29.6% below its 52-week high of $17.64 from February 2025. Investors who bought $1,000 worth of Flywire’s shares at the IPO in May 2021 would now be looking at an investment worth $353.99.
Microsoft, Alphabet, Coca-Cola, Monster Beverage—all began as under-the-radar growth stories riding a massive trend. We’ve identified the next one: a profitable AI semiconductor play Wall Street is still overlooking.Go here for access to our full report, it’s free.