Flywire Shares Plummet 70% from Peak — What Prompted One Investor to Invest $10.5 Million?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 04 2025
0mins
Source: Fool
Ararat Capital Management's Investment: Connecticut-based Ararat Capital Management acquired 774,864 shares of Flywire Corporation, valued at approximately $10.5 million, representing 5.6% of its reportable assets as of September 30.
Flywire's Financial Performance: Flywire reported a 27.6% year-over-year revenue growth to $200.1 million and an adjusted EBITDA margin of 29.4%, indicating strong financial health despite a 38% decline in stock price over the past year.
Market Position and Strategy: Flywire specializes in cross-border payment solutions and has been expanding its client base, adding over 200 new clients, which highlights its growth potential and resilience in a challenging market.
Long-term Investment Outlook: The addition of Flywire to Ararat's portfolio at lower stock prices suggests confidence in the company's ability to achieve profitable growth, making it an attractive option for investors willing to accept volatility.
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Analyst Views on FLYW
Wall Street analysts forecast FLYW stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FLYW is 17.10 USD with a low forecast of 15.50 USD and a high forecast of 20.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
5 Buy
4 Hold
0 Sell
Moderate Buy
Current: 12.910
Low
15.50
Averages
17.10
High
20.00
Current: 12.910
Low
15.50
Averages
17.10
High
20.00
About FLYW
Flywire Corporation is a global payments enablement and software company. The Company combines its global payments network, payments platform and vertical-specific software to deliver important and complex payments for its clients and their customers. It leverages its vertical-specific software and payments technology to embed within the existing accounts receivable (A/R) workflows for its clients across the education, healthcare and travel vertical markets, as well as in key business-to-business (B2B) industries. It also integrates with enterprise resource planning (ERP) systems, such as NetSuite, to optimize the payment experience for their customers while eliminating operational challenges. The Company’s payments-as-a-services include payment services, enabling services, and transaction processing services. The Company supports approximately 4,500 clients with diverse payment methods in more than 140 currencies across 240 countries and territories around the world.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Mangrove Partners Acquires 2.9M Shares of Flywire, Valued at $39.29M
- New Investment Position: Mangrove Partners IM, LLC established a new equity stake in Flywire by purchasing 2,901,693 shares in Q3 2025, valued at approximately $39.29 million, indicating confidence in the company's growth potential.
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