FLYW

$FLYW chatter on StockTwits

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  KC@Traderdoggy8h

  $FLYW Payments and software space on fire today on account of Workday rumors - I think many payments stocks could get acquired if they stay this low - Private Equity could buy several companies in the space for the $50BN that WDAY is trading at today but FLYW will more likely get a bid from $ROP which already spent $7BN in various education (inc payments related) companies in recent years, and FLYW is eating their lunch in the US so ROP may need FLYW to compete better. Think they could easily pay $30+ and make it work for them.

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  Jim@Knot2Bullish3d

  $FLYW uh huh

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  Somedude@applehead933d

  $FLYW oooo this one looks spicy. Net loss but GAAP losses decreasing?...mmmmm. could that be profitability around the corner? And buybacks? Oh baby it's time to execute

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  KC@Traderdoggy3d

  $FLYW Just added 5% to position here at 17.38 plus or minus, pretty thin volume, but filling the gap pre earnings. Shorts still need to cover - the results were strong and 3Q guide is very conservative, and nobody is looking ahead at the travel segment synergies which is going to drive more upside surprises. Huge EBITDA growth ahead that is not in the consensus yet - as they are about to benefit from all the investing that's been going on - the incremental revenues could get above 40% in the next couple of years is a fair bet (was 35-40% including the investing recently). You don't need a long horizon as these guys are growing fast today, but the valuation could 2x on top, timing TBD but it is a matter of when not if the valuation gets to a more sensible level.

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  Wanda Gonzalez@MidasMemeBullish5d

  $FLYW Honestly, I'd give it a shot

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  KC@TraderdoggyAug 5

  $FLYW 10m shares were sold short from May through recently - that's from 3.7% to 11.6% of float. They are all underwater and their thesis did not play out. This stock is still only at 8x ev/ebitda for next year and numbers continue to rise. It would be reasonable value even at 16x - ask AI what a company with near 20% organic gowth would fetch.

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  KC@TraderdoggyAug 5

  $FLYW Shorts will have to cover. 11.6% short interest and their thesis does not look smart. Revs and ebitda margins guided up once again, 3Q guide set very conservatively. The stock is trading at 8x '27 consensus ev/ebitda and those numbers are going up. Peer company $PAY, a good company - but I exited my entire position today, put some into FLYW, will add the rest tomorrow. PAY has similar LT growth, margins are a bit different but same trajectory - up. Using EV/gross profit or EV/EBITDA (2027), PAY is more than 3x the valuation of Flywire. That is pretty dumb. Shorts will have to cover as they didn't do enough detailed work on this name. FLYW did 19% organic this qtr - that's elite, yet the stock is valued like it doesn't grow. Stupid.

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  MarketBeat Earnings@EarningsInsiderAug 4

  https://www.marketbeat.com/earnings/reports/2026-8-4-flywire-co-voting-stock/ $FLYW Flywire Earnings Transcript

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  Stocktwits Earnings@StocktwitsEarningsAug 4

  $FLYW Q2 '26 Earnings Results & Recap • Reported GAAP EPS of -$0.07 up 30.00% YoY • Reported revenue of $167.74M up 27.18% YoY • Flywire anticipates fiscal year 2026 FX-Neutral Revenue Less Ancillary Services growth of 21-27% YoY and Adjusted EBITDA Margin growth of +200 to 400 bps YoY for the company.

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  sales@ReddyrobAug 4

  $FLYW bullish

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  KC@TraderdoggyAug 4

  $FLYW $PAY

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  KC@TraderdoggyAug 4

  I took profits on PAY today (lots of them :-) I'm being greedy here because I put the proceeds into my already largest holding $FLYW - it's another smaller cap fintech with real differentiation and a valuation that is pretty dumb when you do detailed work on it as I have. They report this evening and its another one where the shorts have piled on, much like they increased their PAY short. Fair chance that its the hedge fund ("Situational Awareness)" blow up that put these shorts on because it coincides with the ramp up in AI stocks in 2Q and now that Citadel bought the short book they will cover if it turns out that it was poor research. PAY has performed well and has produced the goods, FLYW has its momentum stage ahead of it ergo be greedy when others are fearful is the mantra. I'll be back into PAY at some point in the future is a fair bet - evidence says it swings around and offers up opportunity

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  KC@TraderdoggyJul 29

  $PAY Short interest doubled in this on in June-July (not sure if you can see this https://elite.finviz.com/stock?t=PAY&ta=1&p=d&ty=si and look what happened after. Same shit going on with my largest holding $FLYW and I also see it occurring in $TOST and $DLO. Surely pros can't be shorting the fintechs/payments at this stage and going long all things AI - I mean if that is what's going on here those guys are Toast! and they will PAY! And they will end up on the DownLO.

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  KC@TraderdoggyJul 29

  $FLYW AI reduced by more than half version of write up below - more manageable for most. https://kc007.substack.com/p/flywire-ai-55-condensed-version-of?r=1b5btc

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  KC@TraderdoggyJul 29

  $FLYW Detailed write up - the bear case is not well thought out - my numbers show why. Meanwhile I explain why its worth $38 today, not that I'm expecting that but the risk reward is extremely skewed to the upside https://kc007.substack.com/p/flywire-structurally-stronger-investors

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