Waystar Holding Corp. $WAY is Capricorn Fund Managers Ltd's 2nd Largest Position
Capricorn Fund Managers Ltd significantly increased its stake in Waystar Holding Corp. (NASDAQ:WAY) by 46.2% in Q4, making it their second-largest holding. Despite missing Q4 EPS estimates, Waystar exceeded revenue expectations and provided optimistic FY2026 EPS guidance. While analysts have issued a "Moderate Buy" rating with an average price target of $36.58, an insider sold a substantial number of shares in January.
Precision Trading with Waystar Holding Corp. (WAY) Risk Zones
This article analyzes Waystar Holding Corp. (WAY) providing precision trading strategies based on AI models. It identifies a near-term weak sentiment, an exceptional risk-reward setup targeting an 18.5% gain, and outlines specific institutional trading strategies including long, momentum breakout, and risk hedging options. The analysis also includes multi-timeframe signal analysis for support and resistance levels.
BARON DISCOVERY FUND's Waystar Holding Corp(WAY) Holding History
This article details BARON DISCOVERY FUND's investment in Waystar Holding Corp (WAY), showing they hold 1.00 million shares valued at $32.91 million as of December 31, 2025. The investment represents 1.8% of their portfolio and 0.52% of Waystar's outstanding stock, with an estimated loss of $11.51 million reflecting a -32.16% gain to date. The fund made one purchase of WAY shares at an average price of $35.60, highlighting recent stock performance and related articles.
Morgan Stanley initiates coverage of Waystar Holding (WAY) with equal-weight recommendation
Morgan Stanley has initiated coverage of Waystar Holding (WAY) with an "equal-weight" recommendation. The firm's analysis of the company's prospects led to this neutral rating.
Analysts Have Conflicting Sentiments on These Technology Companies: Novanta (NOVT) and Waystar Holding Corp. (WAY)
This article analyzes recent analyst ratings for two technology companies: Novanta (NOVT) and Waystar Holding Corp. (WAY). Robert W. Baird upgraded Novanta to Buy with a $144 price target, while Morgan Stanley initiated coverage on Waystar with a Hold rating and a $28 price target. The article highlights the differing sentiments and price targets from various analysts for these companies.
Morgan Stanley Initiates Coverage on WAY: Equal-Weight, $28 PT
Morgan Stanley has initiated coverage on Waystar Holding (WAY) with an Equal-Weight rating and a price target of $28. This new analyst coverage adds to existing ratings, with other firms like Deutsche Bank and Wells Fargo having previously issued Buy or Overweight ratings with varying price targets. Waystar Holding is a cloud technology provider for healthcare organizations, and the average target price from 21 analysts is $36.52, implying a significant upside from its current price.
WAY Technical Analysis & Stock Price Forecast
This article provides a technical analysis for Waystar Holding Corp (WAY), indicating a "Strong Sell" consensus based on various technical indicators and moving averages. Key metrics like MACD, RSI, and moving averages all point towards a bearish outlook, with the stock trading below both its 60-day and 200-day moving averages. The analysis also highlights immediate support and resistance levels for the stock.
640,810 Shares in Waystar Holding Corp. $WAY Bought by Fort Washington Investment Advisors Inc. OH
Fort Washington Investment Advisors Inc. OH has purchased a significant new position of 640,810 shares in Waystar Holding Corp. (NASDAQ:WAY), valued at approximately $20.99 million. This acquisition makes Fort Washington Investment Advisors Inc. OH own about 0.33% of the company. Despite missing the EPS consensus, Waystar reported a revenue beat in its latest quarterly results, with analysts maintaining a "Buy" rating and an average price target of $37.06.
WAY Should I Buy
Waystar Holding Corp (WAY) is currently not considered a strong buy for long-term beginner investors due to a lack of immediate positive trading signals, insider selling, and bearish technical indicators. Despite strong revenue growth and analyst buy ratings, recent price target downgrades and significant insider selling suggest caution. The recommendation is to wait for a better entry point, as the stock has experienced a recent sell-off and displays bearish sentiment in options data and moving averages.
Vanguard disaggregation leaves Waystar (NYSE: WAY) beneficial ownership at 0
The Vanguard Group has filed an amended Schedule 13G/A, reporting zero beneficial ownership of Waystar Holding Corp. (NYSE: WAY) common stock. This change, effective March 27, 2026, is due to an internal realignment on January 12, 2026, where certain Vanguard subsidiaries and business divisions began reporting their beneficial ownership separately. The filing clarifies that this is a reporting classification change, not an indication of share selling activity.
Waystar Holding (Nasdaq:WAY) - Stock Analysis
This report provides a comprehensive stock analysis of Waystar Holding (Nasdaq: WAY), highlighting its cloud-based software solution for healthcare payments. The company is currently trading 46.6% below its estimated fair value, with earnings projected to grow by 20.98% annually. The analysis emphasizes Waystar's strong growth potential through AI-driven offerings and strategic acquisitions, positioning it well in the expanding healthcare data and revenue cycle management market.
Waystar Holding Corp. Experiences Revision in Its Stock Evaluation Amid Market Challenges
Waystar Holding Corp., a small-cap software company, has seen a revision in its stock evaluation, with a P/E ratio of 36 and a price-to-book value of 1.22. Despite these metrics, the company's market performance has been poor, with a year-to-date return of -26.29% and a one-year decline of 38.09%, significantly underperforming the S&P 500. This highlights challenges in its market trajectory compared to broader indices and industry peers.
Is Waystar Holding (WAY) Attractive After A 36% One Year Share Price Decline?
Waystar Holding (WAY) has seen a significant 35.8% decline in its share price over the past year, leading to questions about its attractiveness. While a Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 45.6% with an intrinsic value of $44.21 per share compared to its current price of US$24.07, its Price/Earnings (P/E) ratio of 41.16x is higher than both the industry average and Simply Wall St's "Fair Ratio" of 27.28x, indicating it might be overvalued on that measure. The article highlights the conflicting valuation results and encourages investors to consider different narratives for the company's future.
Waystar Holding Corp. (WAY) partners with Google Cloud to advance agentic AI
Waystar Holding Corp. (WAY) has announced a strategic partnership with Google Cloud to accelerate its agentic AI strategy. This collaboration aims to leverage Google Cloud's AI capabilities to enhance Waystar's offerings and drive innovation in the artificial intelligence space. The partnership signifies a significant step for Waystar in advancing its AI development and deployment.
Waystar Holding Corp. releases expert Q and A webinar for industry peers
Waystar Holding Corp. has released an on-demand expert Q&A webinar for industry professionals who missed the live session. The webinar offers expert answers to top questions in under an hour, supporting ongoing education in the field. This initiative aligns with Waystar's commitment to advancing industry knowledge, including its recent unveiling of agentic AI solutions for healthcare revenue cycle at HIMSS 2026.
Waystar Holding Corp. (WAY) Partners with Google Cloud to Advance Agentic AI
Waystar Holding Corp. (WAY) has expanded its partnership with Google Cloud to accelerate the development of agentic AI for its autonomous revenue cycle platform. This collaboration integrates Google Cloud’s Gemini models and data infrastructure more deeply into Waystar's system, aiming to optimize claims processing and patient interactions through proprietary AI agents. Since 2024, the partnership has already prevented over $15 billion in denied claims and reduced denial processing time by 90%.
Waystar Holding Corp. (WAY) Partners with Google Cloud to Advance Agentic AI
Waystar Holding Corp. (NASDAQ:WAY) has expanded its partnership with Google Cloud to advance agentic AI for an autonomous revenue cycle in healthcare. This collaboration leverages Google Cloud’s Gemini models to optimize claims processing and patient interactions, building on Waystar's prior success in preventing over $15 billion in denied claims using generative AI. While Deutsche Bank recently reduced its price target for WAY, the company continues to focus on enhancing its AI-driven platform for healthcare payment solutions.
Waystar (WAY) climbs 8.5% on swing to profits, double-digit outlook
Waystar (WAY), a revenue cycle management company, saw its shares increase by over 8% after reporting a swing to profitability in its fourth quarter and providing an optimistic double-digit revenue growth outlook for the upcoming fiscal year. The company's adjusted EBITDA also surged well past analyst estimates, indicating strong operational performance.
JPMorgan Chase & Co. Grows Position in Waystar Holding Corp. $WAY
JPMorgan Chase & Co. significantly increased its stake in Waystar Holding Corp. by 152.6% during the third quarter, now owning 2,489,572 shares valued at approximately $94.41 million. Other institutional investors also modified their holdings, while an insider sold over 40,000 shares. Waystar reported mixed quarterly earnings, missing EPS estimates but exceeding revenue expectations, and analysts currently have a "Buy" consensus rating on the stock.
Waystar Holding Corp. promotes advanced software to cut manual tasks at Florida event
Waystar Holding Corp. is showcasing its advanced automation and AI-powered software at eClinicalWorks Day in Fort Lauderdale, aiming to highlight how these solutions can help healthcare organizations reduce manual processes and prevent claim denials. The company will offer live demonstrations and personalized sessions to attendees. This initiative underscores Waystar's continued commitment to AI-driven transformation in healthcare administration, building on previous advancements in agentic AI for revenue cycle management.
Alliancebernstein L.P. Has $129.51 Million Stake in Waystar Holding Corp. $WAY
Alliancebernstein L.P. has increased its stake in Waystar Holding Corp. ($WAY) by 4.5% in the third quarter, now owning 3.4 million shares valued at $129.51 million. Other institutional investors have also adjusted their positions in Waystar, while the company reported mixed financial results, missing EPS estimates but exceeding revenue forecasts. Analyst ratings for Waystar are predominantly positive, with a consensus "Buy" rating.
A Look At Waystar Holding (WAY) Valuation As Google Cloud AI Partnership Gains Traction
Waystar Holding's stock is gaining investor attention following an expanded AI partnership with Google Cloud, focusing on Gemini AI models to automate healthcare payment workflows. Despite a recent 9.82% 1-month gain, the stock is down 21.55% year-to-date and 32.67% over the last year. Analysts suggest a fair value of $37.00, significantly higher than its current price of $24.61, but its high P/E ratio of 42.1x raises concerns about valuation risk.
Waystar Holding Corp. Experiences Revision in Stock Evaluation Amid Market Challenges
Waystar Holding Corp., a small-cap software company, is experiencing a significant stock decline of 26.23% year-to-date, with bearish technical indicators and high volatility. Despite a recent brief recovery, its performance continues to be concerning, especially when compared to the S&P 500's gains over the same period. The company's current stock price is $24.16, reflecting ongoing challenges in the market.
Waystar Holding Corp. $WAY is Fortress Investment Group LLC's 8th Largest Position
Fortress Investment Group LLC significantly increased its stake in Waystar Holding Corp. ($WAY) by 451.5% in Q3, making it their 8th largest holding. Despite Waystar missing EPS estimates but beating revenue, and several analysts cutting price targets, the sell-side consensus remains a "Buy" with an average target of $37.06. Insider selling was also reported, with Eric L. Sinclair III selling a substantial number of shares.
Waystar Holding Corp. $WAY Shares Sold by Cinctive Capital Management LP
Cinctive Capital Management LP significantly reduced its stake in Waystar Holding Corp. ($WAY) by 38.1% in the third quarter, selling 45,339 shares and decreasing its holdings to 73,674 shares valued at $2.79 million. Other institutional investors showed mixed activity, with some buying and others selling Waystar shares. The article also highlights an insider sale by Eric L. Sinclair III and recent analyst ratings, which largely recommend a "Buy" with a consensus price target of $37.06.
Capitolis Liquid Global Markets LLC Raises Stake in Waystar Holding Corp. $WAY
Capitolis Liquid Global Markets LLC significantly increased its stake in Waystar Holding Corp. (NASDAQ:WAY) by 168.3% in the third quarter, bringing its total holdings to 385,600 shares valued at approximately $14.62 million. This comes as an insider sold shares, Waystar reported mixed quarterly earnings (missing EPS but exceeding revenue expectations), and analysts adjusted price targets while maintaining a "Buy" consensus. The company provided a positive EPS guidance for FY 2026.
Boothbay Fund Management LLC Buys 77,714 Shares of Waystar Holding Corp. $WAY
Boothbay Fund Management LLC significantly increased its stake in Waystar Holding Corp. (NASDAQ:WAY) during the third quarter, adding 77,714 shares to reach a total of 232,658 shares valued at $8.82 million. Other institutional investors, including Vanguard Group Inc., Alliancebernstein L.P., Artisan Partners Limited Partnership, JPMorgan Chase & Co., and Invesco Ltd., also materially increased their positions in the company. Despite a recent EPS miss, Waystar reported 24% revenue growth and provided positive FY2026 guidance, with analysts holding a consensus "Buy" rating and an average price target of $37.06.
Waystar Holding Corp. $WAY Shares Sold by Bain Capital Investors LLC
Bain Capital Investors LLC reduced its stake in Waystar Holding Corp. (NASDAQ:WAY) by 26.6% in the third quarter, selling over 4.8 million shares. Despite this, Waystar remains its fourth-largest holding. Meanwhile, other institutional investors like Vanguard Group Inc. and William Blair Investment Management LLC either increased or maintained their positions, and analysts generally rate the stock a "Buy."
Ghisallo Capital Management LLC Has $18.96 Million Stock Holdings in Waystar Holding Corp. $WAY
Ghisallo Capital Management LLC reduced its stake in Waystar Holding Corp. (NASDAQ:WAY) by 28.6% in the third quarter, now owning 500,000 shares valued at $18.96 million. Other institutional investors also adjusted their positions, with some significantly increasing their holdings. Analysts currently have a "Buy" consensus rating for Waystar with a target price of $37.06, despite recent price target cuts from several firms.
Waystar Holding Stock (ISIN: US94419L1017) Eyes Growth Amid Healthcare Revenue Cycle Pressures
Waystar Holding (ISIN: US94419L1017) is a key player in healthcare revenue cycle management, offering cloud-based solutions to streamline billing and payments. The company is positioned for growth as healthcare providers face increasing reimbursement challenges and demand for efficient revenue cycle tools remains robust. Investors are watching Waystar's ability to maintain operating leverage, driven by its SaaS model and focus on analytics and automation in a market shifting towards value-based care.
WAY Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides an in-depth financial analysis of Waystar Holding Corp (WAY), detailing its revenue breakdown, profitability margins, and a comparison with competitors. WAY primarily generates revenue from subscriptions, accounting for 50% of total sales, and maintains a gross margin of 56.16%. The company's financial health is further evaluated through its operating margin, net margin, and Return on Equity (ROE), alongside a market capitalization of $4.63 billion and benchmarks against industry rivals like FROG and DOCN.
Analysts Conflicted on These Technology Names: UiPath (PATH), Waystar Holding Corp. (WAY) and Netskope, Inc. (NTSK)
Analysts are divided on several technology companies, including UiPath (PATH), Waystar Holding Corp. (WAY), and Netskope, Inc. (NTSK). While UiPath received a "Hold" rating from Morgan Stanley, with a consensus price target indicating moderate upside, Waystar Holding Corp. earned a "Buy" rating from Bank of America Securities and a "Strong Buy" consensus. Netskope, Inc. also received a "Buy" rating from BTIG, leading to a "Strong Buy" overall analyst consensus with significant upside potential.
WAY SEC Filings - Waystar Holding Corp. 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Waystar Holding Corp. (WAY) SEC filings, including annual 10-K, quarterly 10-Q, and material event 8-K reports, alongside insider trading forms. Stock Titan offers direct access to these regulatory documents and AI-powered summaries to help investors analyze the financial condition, capital structure, and significant corporate events of the healthcare payment software company. Recent filings detail insider transactions, credit agreement amendments, and institutional ownership stakes.
Waystar (WAY) CTO receives 87,413 RSUs, holdings rise to 509,784 shares
Waystar Holding Corp.'s Chief Technology Officer, Christopher L. Schremser, received a grant of 87,413 restricted stock units (RSUs). These RSUs will vest in four equal annual installments through March 1, 2030, increasing his total beneficial ownership to 509,784 shares of Common Stock, which includes unvested RSUs. This grant is part of his compensation package and not an open-market purchase.
Waystar (WAY) awards 82,271 RSUs to Chief Product & AI Officer
Waystar Holding Corp. (WAY) reported that its Chief Product & AI Officer, William Chan, was granted 82,271 Restricted Stock Units (RSUs) as a stock award, with no cash cost to him. These RSUs will vest in four equal annual installments through March 1, 2030. Following this grant, Chan now holds a total of 1,580,812 shares of Common Stock, including both vested and unvested RSUs, some of which are related to Waystar's acquisition of Iodine Software Holdings in October 2025 and are subject to a lock-up period.
Waystar (WAY) Chief Transformation Officer granted 87,413 restricted stock units
Waystar Holding Corp.'s Chief Transformation Officer, Bridge T. Craig, was granted 87,413 restricted stock units (RSUs) on March 9, 2026, at a price of $0.00 per share. These RSUs will vest in four equal annual installments through March 1, 2030, and represent a contingent right to one share of common stock upon settlement. Following this grant, Craig directly holds 670,768 shares of Waystar common stock, including unvested RSUs, as part of routine stock-based compensation.
Waystar Holding Corp. to unveil agentic AI for healthcare revenue cycle at HIMSS 2026
Waystar Holding Corp. is set to unveil new agentic and generative AI innovations for healthcare revenue cycle technology at HIMSS 2026. The company will host a session on March 12 to demonstrate how AI can be integrated into revenue cycle workflows, aiming to streamline and enhance efficiency in healthcare operations. This initiative builds on previous AI automation efforts presented by Waystar, underscoring their commitment to embedding advanced technologies in revenue cycle management.
Quantbot Technologies LP Sells 239,663 Shares of Waystar Holding Corp. $WAY
Quantbot Technologies LP significantly reduced its stake in Waystar Holding Corp. (NASDAQ:WAY) by selling 239,663 shares, leaving them with 21,991 shares worth approximately $834,000. Other institutional investors showed mixed activity, while Waystar reported a 24.3% revenue increase but missed EPS estimates for the quarter. Insider selling also occurred, with executives offloading shares, yet analysts maintain a consensus "Buy" rating with a target price of $37.06.
Waystar (WAY) climbs 8.5% on swing to profits, double-digit outlook
Waystar (WAY) saw its shares climb 8.5% after reporting a swing to profitability and issuing a double-digit revenue growth outlook for the upcoming fiscal year. The company achieved an adjusted profit of $0.15 per share for the fourth quarter, surpassing analyst estimates, and reported a 10.3% rise in adjusted revenue. Looking ahead, Waystar forecasts 2024 adjusted revenue growth between 10% and 12%, with full-year adjusted EPS expected to range from $0.62 to $0.67.
Waystar Holding Corp. Experiences Revision in Stock Evaluation Amid Market Challenges
Waystar Holding Corp., a small-cap software company, has seen a 39.16% decline over the past year despite recent weekly and monthly gains. The stock's technical indicators show mixed signals, with bearish MACD and daily moving averages but a bullish monthly RSI. The company is navigating a challenging market environment, with its stock currently priced at $26.58.
Waystar Deepens Google Cloud Alliance To Pursue Autonomous Revenue Cycle AI
Waystar Holding Corp. has expanded its partnership with Google Cloud to accelerate the development and deployment of agentic AI in healthcare revenue cycle management. This collaboration aims to automate tasks across patient encounters and claims workflows, helping healthcare providers manage administrative complexity more efficiently. The success of this alliance will depend on rapid adoption by existing customers and Waystar's ability to expand its market footprint while navigating potential risks like over-reliance on a single cloud partner.
AI tools prevent $15B in denied claims, cut denial work 90% for providers
Waystar has expanded its collaboration with Google Cloud to integrate Google's Gemini models and hyperscale infrastructure with Waystar AltitudeAI, aiming to accelerate agentic AI across healthcare revenue cycle workflows. This partnership leverages Waystar's proprietary financial and clinical data to automate prior authorization, coverage identification, and denial prevention. The company reports that AltitudeAI has already prevented over $15 billion in denied claims in less than a year and reduced the time spent on denial appeals and recovery by 90%.
Waystar Advances AI Innovation with Google Cloud to Accelerate the Autonomous Revenue Cycle
Waystar has expanded its collaboration with Google Cloud to enhance its AI-powered platform and accelerate the autonomous revenue cycle in healthcare. This partnership integrates Google Cloud's Gemini models and data infrastructure to deploy advanced automation, leveraging Waystar's extensive financial and clinical data. The initiative aims to reduce denied claims and optimize the entire claims lifecycle, moving toward a self-learning revenue cycle with minimal human intervention.
Waystar Advances AI Innovation with Google Cloud to Accelerate the Autonomous Revenue Cycle
Waystar has expanded its collaboration with Google Cloud to enhance its AI-powered platform, aiming to accelerate the development of an autonomous revenue cycle in healthcare. Leveraging Waystar's extensive financial and clinical data with Google Cloud's Gemini models and infrastructure, the partnership seeks to integrate generative and agentic AI directly into healthcare payment workflows. This initiative has already shown significant results, preventing over $15 billion in denied claims and reducing denial appeal time by 90% in less than a year.
WAY Stock Price, Quote & Chart | WAYSTAR HOLDING CORP (NASDAQ:WAY)
This article provides a comprehensive overview of WAYSTAR HOLDING CORP (NASDAQ: WAY) stock, including its current price, performance history, key financial statistics, and analyst forecasts. It details the company's financial health, recent earnings, technical and fundamental ratings from ChartMill, and its role as a healthcare technology provider specializing in simplifying payment processes through cloud software and AI.
Director Heidi Miller buys 7,200 Waystar (WAY) shares via family trusts
Waystar Holding Corp. director Heidi Miller reported an indirect purchase of 7,200 shares of common stock at a weighted average price of $26.248 per share through family trusts. This transaction increases her indirect ownership to 7,200 shares, in addition to her direct ownership of 31,614 shares, which includes unvested restricted stock units. The Form 4 filing details this insider trading activity and confirms her combined equity position in the company.
Roubaix Capital LLC Takes $4.48 Million Position in Waystar Holding Corp. $WAY
Roubaix Capital LLC recently acquired a new position in Waystar Holding Corp. (NASDAQ:WAY), purchasing 118,092 shares valued at approximately $4.48 million, making it their 21st largest holding. Despite this new institutional investment, Waystar has seen net insider selling totaling 58,549 shares worth about $1.79 million over the past three months. The company recently missed Q3 EPS estimates but exceeded revenue expectations, while analysts largely maintain a "Buy" rating with an average price target of $37.19.
Waystar Holding Corp. (WAY) Stock Analysis: Capitalize on a 44.25% Potential Upside in Healthcare Tech
Waystar Holding Corp. (WAY) offers a compelling investment opportunity in healthcare technology, specializing in cloud-based software to streamline healthcare payments. Despite recent stock volatility, analysts show unanimous confidence with buy ratings and an average target price suggesting a 44.25% upside. The company demonstrates strong fundamentals, including robust revenue growth and healthy free cash flow, positioning it well to capitalize on the growing demand for efficient healthcare solutions.
150,000 Shares in Waystar Holding Corp. $WAY Acquired by Monashee Investment Management LLC
Monashee Investment Management LLC recently acquired 150,000 shares of Waystar Holding Corp. (NASDAQ:WAY) for approximately $5.69 million, making it their 11th largest holding. While other major institutions like Vanguard and JPMorgan significantly increased their stakes in Waystar, company insiders have been net sellers, offloading 58,549 shares worth about $1.79 million. Despite a recent EPS miss, Waystar reported a 24.3% revenue growth and provided an optimistic FY2026 EPS guidance, leading analysts to maintain a "Buy" consensus rating for the company.
ETFs Investing in Waystar Holding Corp. Stocks
This article lists various Exchange Traded Funds (ETFs) that hold Waystar Holding Corp. stocks. It provides detailed financial data for each ETF, including market value, weight, issuer, management style, expense ratio, AUM, price, change percentage, relative volume, and 3-year NAV total return. The ETFs predominantly focus on small-cap investments, with several also targeting health care, mid-cap, or extended market segments.
