Flywire

Flywire presented a long‑term organic growth plan targeting $1 billion in revenue and a 30% adjusted EBITDA margin, with management basing the plan on a conservative scenario for a weak macroeconomic environment. The focus is on diversifying away from cross‑border education payments toward a larger domestic education business, travel and B2B health solutions; the travel business and the Cleveland Clinic acquisition are driving growth. The ADAPT transformation program (about half complete) is intended to consolidate systems, improve data quality and raise productivity by 20–30%. The integration of Sertifi is progressing better than expected and offers additional monetization opportunities, while operational cost growth is to be kept disciplined in the single digits. » Mere på de.investing.com

Flywire shares climbed to a new 52-week high of $18.99 and currently trade at $18.97, reflecting a 54.34% gain over the past year and a 62.5% rise over six months. In Q2 2026 the company reported revenue of $164 million (expectation $156.9 million), adjusted EBITDA of $24 million and margin expansion to 14.6%. Transaction revenue rose 35% to $135.9 million on a 43% increase in transaction volume; Flywire raised its full-year guidance. Analyst reactions were positive: B. Riley raised its price target to $24.00, several analysts increased earnings estimates, and InvestingPro rates the stock as undervalued. » Mere på de.investing.com

Flywire reported Q2 2026 revenue of $164 million, beating the consensus estimate of $156.9 million. Adjusted EBITDA rose to $24 million with a margin of 14.6%, and the GAAP net loss narrowed to $8 million. Management raised its full-year guidance, expects stronger profitability, higher free cash flow and currency-adjusted revenue growth of 21–27% for 2026; the stock reacted with a moderate share-price increase. » Mere på de.investing.com