FLYW Flywire Corp

$FLYW Here's what Morgan Stanley are thinking (post earningss note) fwiw Organic Flywheel Producing Best-in-Class SMID Fintech Growth That's Still Not Properly Priced; Reiterate Overweight and Raise PT to $22 FLYW raised FY FXN RLAS growth 300bps to 21-27% despite lower UK visa assumptions, reinforcing that share gains and cross-sell are outweighing macro pressure. The high end implies ~19% 4Q growth versus ~15% pre-print 2027 consensus, while FLYW has beaten its RLAS high end by ~440bps on average for 6 straight quarters. The $1BN revenue and 30% margin framework could be achievable in two years, requiring only ~14% growth off the revised 2026 high end. Payment ramps are converting faster than expected, pressuring gross margin through mix but generating high-conversion gross profit with little incremental opex. Raising estimates modestly and our PT to $22; implies '28 FCF ex. SBC multiple of<14x for ~59% '26-'28 CAGR.

$FLYW $BILL feel like giving up and moving on with these names, the market is just not interested it seems, and management seem powerless to do much about it.

$FLYW Starting to trim here - just selling the stuff I had acquired almost 2 years ago just before their blow up. Will keep the stuff I picked up after that which is the majority of my holding but right here I'm taking a small capital loss. My work says that this stock ought to be a lot higher but at same time maybe I'm wrong - I hear them talk about what a great future they have but then I see consensus gross profit growth expectations of 13.5% and 11.8% for 2027 and 2028. However given they expect 3% annual dilution from stock comp that works out at sub 10% gross profit per share growth over the next couple of years. Sorry Flywire that's not premium growth and certainly nothing to get excited about. Many of the large cap banks have been retiring stock on a net basis and have been growing revenue per share in the double digits lately. I mean if you can't outgrow a large cap bank then it is maybe time to sell the company?

$FLYW this stock fits Charles Paynes Undeniable Windfall strategy for IPOs after the fall. I am thinking of buying @ 17.01. What do you think of this as it has already bounced up a bit off the low. Any ideas on what to look for as I watch and research?

So MNDY was the wycoffe retest of last weeks 16.♾️ low. Yday they made it obvious. now wen YO close this weekly tight da 🧠 is closer to $FLYW ing away. That whuts next.