Waystar (WAY) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Waystar Holding Corp. (NASDAQ:WAY ) Goldman Sachs Communacopia + Technology Conference 2025 September 10, 2025 6:05 PM EDT Company Participants Matthew Hawkins - CEO & Director Conference Call Participants Adam Hotchkiss - Goldman Sachs Group, Inc., Research Division Presentation Adam Hotchkiss Business Analyst Well, great. Thanks so much, everyone, for being here.
Waystar delivered a strong Q2 2025 with 15.4% revenue growth, EPS beat, and robust subscription expansion, justifying my continued buy rating. The $1.25B Iodine Software acquisition is a strategic leap, expanding TAM by 15%, accelerating AI development, and strengthening cross-selling opportunities. AI remains Waystar's core differentiator, driving claim denial prevention, productivity gains, and regulatory resilience, while subscription revenue and client growth remain strong.
Waystar Holding Corp. (NASDAQ:WAY ) Q2 2025 Earnings Conference Call July 30, 2025 4:30 PM ET Company Participants Matthew J. Hawkins - CEO & Director Steven M.
Although the revenue and EPS for Waystar (WAY) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Waystar Holding (WAY) came out with quarterly earnings of $0.36 per share, beating the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.04 per share a year ago.
Waystar Holding Corp. (NASDAQ:WAY ) Mergers & Aquisitions Conference Call July 23, 2025 5:30 PM ET Company Participants Matthew J. Hawkins - CEO & Director Steven M.
Healthcare software firm Waystar is nearing a deal to buy privately held Iodine Software in a deal worth over $1.2 billion including debt, the Wall Street Journal reported on Wednesday, citing people familiar with the matter.
The deal would value private-equity backed Iodine Software around $1.2 billion, including debt.
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.
Waystar's Q1 2025 revenue rose 14% YoY, driven by strong AI integration, high client retention, and expanding subscription revenues. Recent insider and private equity share sales may pressure the stock price, creating potential buying opportunities for long-term investors like myself. Waystar's AI-powered, integrated RCM platform is capitalizing on industry shifts and delivering superior net revenue retention and client upselling.
The average of price targets set by Wall Street analysts indicates a potential upside of 27.2% in Waystar (WAY). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.