BOSTON, Feb. 09, 2026 (GLOBE NEWSWIRE) -- Flywire Corporation (Flywire) (Nasdaq: FLYW), a global payments enablement and software company, announced that its fourth-quarter financial results will be released after market close on Tuesday, February 24, 2026. Flywire will host a conference call to discuss its fourth-quarter financial results at 5:00 pm ET the same day. Hosting the call will be Mike Massaro, CEO, Rob Orgel, President and COO, and Cosmin Pitigoi, CFO. The conference call will be webcast live fr ...

Core Thesis - Flywire Corporation is positioned as a leading vertical payments and software company, focusing on digitizing complex payment processes in education, travel, and healthcare sectors, leveraging superior technology for faster settlements and lower fees [3][4][6] Company Overview - Flywire's share price was $14.30 as of January 13th, with trailing and forward P/E ratios of 271.80 and 19.08 respectively [1] - The company was founded to address inefficiencies in international tuition payments, disrupting traditional players by offering a modern, asset-light platform that enhances collection accuracy [4] Revenue Breakdown - Education is the dominant vertical for Flywire, accounting for 77% of its revenue, where it leads in cross-border higher-education payments and is expanding into domestic campus payments [4] - Other growing verticals include travel, healthcare, and a nascent B2B business [4] Strategic Shifts - In response to macro pressures, Flywire has shifted towards disciplined execution and margin expansion, including headcount reductions and a focus on profitability [5] - The acquisition of Sertifi has significantly scaled its travel segment and created cross-sell opportunities, while also reducing the appeal for private-equity takeout [5] Management and Market Position - The management team possesses strong expertise in technology and operations, contributing to high customer retention and expansion [6] - Long-term concerns regarding globalization and student mobility are viewed as cyclical rather than structural, indicating a geographical shift in demand rather than a decline [6] Financial Outlook - Flywire is expected to benefit from improving margins, recurring revenues, and conservative guidance, presenting a compelling risk-reward profile with potential for significant upside from normalized growth and multiple expansion [6]

Group 1 - Flywire Corporation is a leading vertical payments and software company that focuses on digitizing complex areas of accounts receivable, particularly in education, travel, and healthcare [3][4] - The company has a modern, asset-light platform that enhances collection accuracy and reduces manual processes, making it a market leader in cross-border higher-education payments, which account for 77% of its revenue [4] - Flywire has shifted its strategy towards disciplined execution and margin expansion due to macro pressures, including student visa caps, leading to headcount reductions and a focus on profitability [5] Group 2 - The acquisition of Sertifi has significantly scaled Flywire's travel segment and created cross-sell opportunities, while also reducing the appeal for private-equity takeout [5] - Management's expertise in technology and operations has resulted in strong customer retention and expansion, with long-term concerns about globalization and student mobility viewed as cyclical rather than structural [6] - Flywire's improving margins, recurring revenues, and conservative guidance present a compelling risk-reward profile, with potential for significant upside from normalized growth and multiple expansion [6]

Partnership provides Flywire a strategic foothold in the DACH region (Germany, Austria, and Switzerland) and underscores Flywire’s continued growth outside the “Big 4” education marketsFlywire is the only payments provider directly embedded within academyFIVE to help streamline tuition workflows and ensure compliance in one of the world’s most regulated education markets BOSTON, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Flywire Corporation (NASDAQ: FLYW) (Flywire), a global payments enablement and software company, ...

Core Viewpoint - Flywire Corporation (NASDAQ:FLYW) is identified as a promising small-cap tech stock, with recent analyst upgrades indicating positive sentiment and growth potential in the FinTech sector [1][3]. Group 1: Analyst Upgrades and Price Targets - Truist analyst Matthew Coad raised the price target for Flywire to $17 from $16, maintaining a Buy rating, as part of a broader Q4 2025 earnings preview for the FinTech sector [1][4]. - Stephens analyst Charles Nabhan upgraded Flywire to Overweight from Equal Weight and increased the price target to $19 from $17, citing an improving higher education environment and a conservative 2026 outlook that allows for potential outperformance [3]. Group 2: Market Expectations and Performance Outlook - The firm anticipates solid quarterly results but notes that challenging year-over-year comparisons may limit significant volume beats, suggesting that management might provide conservative guidance for 2026 to reset market expectations [2]. - Despite near-term adjustments, Truist remains optimistic about the overall performance of the FinTech group throughout 2026 [2]. Group 3: Growth Potential and Valuation - Analysts highlight Flywire's various growth levers, a deeply discounted valuation, and a strong recent track record of beat-and-raise earnings quarters as key reasons for the positive outlook [3].

79% of those surveyed plan to spend more on trips in 2026; travelers taking 5+ vacations annually have increased 38% compared to last year Discounts incent luxury travelers to prepay, securing predictable revenue for providers, with 60% of those surveyed more likely to commit to accommodations for a discounted, non-refundable rate Payment experience drives brand loyalty, with 91% of travelers more loyal to providers offering seamless transactions BOSTON, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Luxury travelers a ...

Company Overview - Flywire Corporation operates as a technology-driven payment enablement and software provider, focusing on complex payment flows for both international and domestic clients [5] - The company utilizes a proprietary platform to streamline payments and collections across various industries and geographies, offering a competitive edge through its integrated network and vertical expertise [5] - Flywire serves primary customer segments including education, healthcare, travel, and business-to-business organizations, with headquarters in Boston, Massachusetts, and operations in the United States, Canada, the United Kingdom, and internationally [8] Financial Performance - As of September 30, 2025, Flywire reported a revenue of $583.03 million and a net income of -$2.44 million [3] - The company's shares were priced at $13.84 as of November 13, 2025, reflecting a 36.01% decline over the past year, underperforming the S&P 500 by 51.43 percentage points [7] - Flywire's market capitalization is approximately $1.8 billion, with a gross margin of 58.28% [10] Investment Activity - Mangrove Partners IM, LLC established a new equity stake in Flywire by purchasing 2,901,693 shares during the third quarter of 2025, valued at approximately $39.29 million [2] - This new position represents 2.91% of Mangrove Partners' 13F reportable assets under management as of September 30, 2025, making Flywire the 11th largest position in the fund [3][9] - Flywire was the largest purchase made by Mangrove Partners in Q3 2025, indicating a strategic investment decision despite the fund's larger positions being heavily geared toward industrial stocks [9] Market Position and Outlook - Flywire appears to have identified a niche within the fintech industry, with its global payments platform potentially offering specialized services akin to platforms like Toast or Shift4 [11] - The forward P/E ratio of 18 suggests that Flywire's stock may be undervalued, despite a high trailing P/E ratio of 328 [10]

Core Insights - Norwood Investment Partners, LP increased its stake in Flywire Corporation, now holding 860,500 shares valued at $11.65 million as of September 30, 2025, making it the fund's 4th-largest holding, representing 10.02% of its assets under management (AUM) [1][2][3] Company Overview - Flywire Corporation is a technology-driven payment enablement company that facilitates complex payment flows across various industries, leveraging a proprietary platform for seamless multi-currency transactions [5][8] - The company serves sectors such as education, healthcare, travel, and B2B organizations, operating in over 30 countries [8] Financial Metrics - As of November 11, 2025, Flywire's stock price was $13.73, with a market capitalization of $1.67 billion and a trailing twelve-month (TTM) revenue of $583.03 million, although it reported a net income of -$2.44 million [3][7] - The stock has experienced a decline of 40.74% over the past year, underperforming the S&P 500 by 48.78 percentage points [7] Investment Context - Norwood's acquisition of Flywire shares occurred after a significant drop in the stock's value earlier in the year, attributed to a disappointing earnings report, but the price-to-sales (P/S) ratio had fallen to just above 2.5 by the time of purchase [9][10] - The stock's price had been steadily declining since its peak in 2021, suggesting that Norwood may have viewed the purchase as an opportunity to acquire shares at a discount [10] Growth Potential - Flywire reported a revenue growth of 24% in the first nine months of 2025, indicating a potential return to profitability, which may present a favorable outlook for investors [11]

Group 1 - Flywire Corporation has attracted new investment from Ararat Capital Management, which acquired 774,864 shares valued at approximately $10.5 million, indicating renewed interest after years of stock declines [1][2] - Flywire now represents 5.6% of Ararat's reportable assets under management, although it is not among the top five holdings of the fund [3] - The company's stock price is currently $13.63, reflecting a 38% decline over the past year, contrasting with the S&P 500's 13% increase during the same period [3] Group 2 - Flywire has a market capitalization of $1.7 billion and reported a total revenue of $583 million, with a net income of -$2.4 million [4] - The company specializes in cross-border payment solutions, leveraging a proprietary platform to facilitate global transactions for various sectors, including education, healthcare, travel, and B2B [4][6] - Flywire reported a 27.6% year-over-year revenue growth to $200.1 million, with adjusted EBITDA of $57.1 million and a margin of 29.4%, which is an increase of 155 basis points from the previous year [7] Group 3 - The company added over 200 new clients and raised its full-year revenue and margin guidance due to stronger-than-expected macro conditions [7] - Flywire's growth is characterized by expanding margins and significant operating leverage, making it a potentially compelling long-term investment despite stock volatility [8]

Group 1 - The article does not provide any relevant content regarding the company or industry [1]