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Flywire initiated with a Buy at Truist

Truist initiated coverage of Flywire (FLYW) with a Buy rating and $12 price target Flywire is “certainly in a tough spot as the shifting geopolitical climate is adversely impacting its cross border education business,” but the firm believes expectations are sufficiently de-risked, noting that the Street’s 2026 net revenue forecast is down 20% since the first day of 2024 and the stock is down more than 50% over that same time. The firm argues “it is a good time to buy Flywire” as it believes the company’s offering is high-quality and expects the combination of merchant growth and cross-sell to help drive a high-teens compound annual revenue growth rate over the coming years.

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