Waystar (WAY) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Waystar Holding Corp. is rated buy, with an 85% upside to a $37 price target, as current share price reflects temporary private equity (PE) selling pressure, not business fundamentals. Waystar's revenue grew 22% YoY, profit margins remain above 40%, and a $200M buyback offsets PE overhang; 23 of 24 analysts rate it Buy/Strong Buy. The Iodine acquisition and AI-powered AltitudeAI suite expand WAY's end-to-end billing solutions, driving new client wins and high retention in a $100B+ addressable market.
Waystar remains a buy as Q1 results confirm robust demand, with provider solutions leading and AI integration strengthening the platform story. WAY's Q1 revenue grew 22% y/y to $313.9M, with subscription revenue up 38% and net revenue retention at 111%, highlighting strong customer engagement. Patient payment solution headwinds stem from a faster shift to digital, seen as a near-term timing issue rather than a structural demand problem.
Waystar Holding Corp. (WAY) Q1 2026 Earnings Call Transcript
The headline numbers for Waystar (WAY) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Waystar Holding (WAY) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.32 per share a year ago.
Investors with an interest in Internet - Software stocks have likely encountered both Waystar Holding (WAY) and F5 Networks (FFIV). But which of these two stocks presents investors with the better value opportunity right now?
Waystar (WAY) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Blue Door bought 322,600 shares of Waystar, an estimated $11.49 million trade based on quarterly average pricing. The quarter-end position value rose by $10.15 million, reflecting both share additions and price movement.
Waystar remains a buy as demand strengthens, bookings hit records, and backlog reaches historic highs. WAY's platform breadth expands with Iodine integration and robust AI adoption, driving cross-sell and tangible client ROI. Q4 delivered 24% revenue growth, 43% adj. EBITDA margin, and strong cost/revenue synergies from acquisitions.
Waystar Holding Corp. (WAY) Q4 2025 Earnings Call Transcript
The headline numbers for Waystar (WAY) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.