WAY Initiates Coverage On Keybanc -- Rating Set to Overweight
Keybanc has initiated coverage on Waystar Holding (WAY) with an "Overweight" rating and a price target of $30.00. While this indicates a positive outlook from the analyst, Waystar's low GF Score™ of 14/100, moderate Financial Strength, and low Profitability rank suggest potential underlying financial challenges. Investors are advised to consider both the analyst's positive rating and the company's financial health indicators.
Strength Seen in Waystar (WAY): Can Its 9.5% Jump Turn into More Strength?
Waystar (WAY) shares surged 9.5% in the last trading session, closing at $23.46, driven by strong execution, AI adoption, and customer base expansion. The company is expected to report quarterly earnings of $0.40 per share, an 11.1% increase year-over-year, with revenues projected at $316.2 million. Despite the jump, the stock currently holds a Zacks Rank #3 (Hold) as the consensus EPS estimate for the quarter has remained unchanged, suggesting investors should monitor future earnings estimate revisions for sustained strength.
KeyBanc initiates Waystar Holding stock coverage with overweight rating
KeyBanc has initiated coverage on Waystar Holding (NASDAQ:WAY) with an overweight rating and a price target of $30.00, suggesting a 40% upside. The firm cited a valuation disconnect for the high-margin growth story, supported by strong fundamentals like 69% gross profit margins and 19% revenue growth. Despite market concerns regarding AI disruption and other healthcare trends, KeyBanc's analysis and InvestingPro data indicate Waystar stock is undervalued.
Waystar Holding (WAY) Receives Overweight Rating from KeyBanc, S
Waystar Holding (WAY) received an Overweight rating from KeyBanc Capital Markets with a $30 price target, causing its shares to surge. KeyBanc highlighted a valuation discrepancy, strong profit margins, and high satisfaction among hospital executives transitioning to Waystar from UnitedHealth’s Change Healthcare. Despite this positive outlook, Waystar's low GF Score™ of 14/100 and significant insider selling over the past year suggest mixed signals for potential investors, indicating challenges in financial health and profitability.
Waystar rises as KeyBanc initiates at Overweight on valuation disconnect
Waystar Holding shares rose after KeyBanc Capital Markets initiated coverage with an Overweight rating and a $30 price target. The firm cited a valuation disconnect between the health tech company and its strategic advantages as the reason for the positive outlook.
KeyBanc initiates Waystar Holding stock coverage with overweight rating By Investing.com
KeyBanc has initiated coverage on Waystar Holding (NASDAQ:WAY) with an overweight rating and a price target of $30.00, suggesting a 40% upside. The firm highlights Waystar's strong fundamentals, including 69% gross profit margins and 19% revenue growth, despite market concerns about AI disruption and healthcare utilization trends. This positive outlook is supported by InvestingPro data indicating the stock is undervalued.
KeyBanc initiates Waystar Holding stock coverage with overweight rating By Investing.com
KeyBanc has initiated coverage on Waystar Holding (NASDAQ:WAY) with an overweight rating and a price target of $30.00, suggesting a 40% upside. The firm highlights a significant valuation disconnect for the high-margin growth company, despite market concerns about AI disruption and slowing healthcare utilization trends. This initiation follows Waystar's strong Q1 fiscal 2026 earnings, exceeding revenue forecasts, and the authorization of a $200 million stock repurchase plan.
(WAY) Movement Within Algorithmic Entry Frameworks
This article from Stock Traders Daily analyzes Waystar Holding Corp. (WAY) using AI models to suggest trading strategies. It highlights a strong near and mid-term sentiment but a weak long-term outlook, identifying an exceptional risk-reward short setup. The analysis provides specific entry, target, and stop-loss levels for position, momentum breakout, and risk hedging strategies across multiple timeframes.
Waystar to host Investor Day on Aug 25, focusing on AI innovation and growth strategy
Waystar Holding Corp. will host an Investor Day on August 25, 2026, in San Antonio, Texas, coinciding with its annual client conference. CEO Matt Hawkins and other leaders will present the company's strategy, market position, AI-powered platform innovations, financial profile, and growth opportunities. Investors are encouraged to register by July 31 to attend in person or via webcast, highlighting Waystar's commitment to advancing healthcare payment technology and engaging with investors.
Waystar's August investor day will spotlight AI tools and growth plans
Waystar (Nasdaq: WAY) announced it will host an Investor Day on August 25, 2026, in San Antonio, Texas, alongside its annual client conference, Waystar True North. The event will feature presentations from CEO Matt Hawkins and other leaders, discussing the company's strategy, market position, AI-powered platform innovation, financial profile, and growth areas. Investors must register by July 31, 2026, and a live webcast will be available for remote viewing.
Waystar to Host Investor Day at Waystar True North™ Conference on August 25, 2026
Waystar Holding Corp. announced it will host an Investor Day on Tuesday, August 25, 2026, in San Antonio, Texas, in conjunction with its Waystar True North™ annual client conference. The event will feature presentations from CEO Matt Hawkins and other leadership team members, focusing on the company's strategy, market position, AI-powered platform innovation, financial profile, and growth areas. The company's mission is to simplify healthcare payments through its software, serving over 30,000 clients and processing significant healthcare payment transactions annually.
Waystar to Host Investor Day at Waystar True North™ Conference on August 25, 2026
Waystar (Nasdaq: WAY) announced it will host an Investor Day on August 25, 2026, in San Antonio, Texas, in conjunction with its annual client conference, Waystar True North™. The event will feature presentations from CEO Matt Hawkins and other leaders, discussing the company's strategy, market position, AI-powered innovations, and financial profile. Members of the investment community are invited to register in advance.
Waystar Holding Corp.(NasdaqGS: WAY) dropped from Russell 3000 Growth Benchmark
Waystar Holding Corp. (NasdaqGS:WAY) has been removed from the Russell 3000 Growth Benchmark, a decision published on June 28, 2026. This news follows several other index adjustments for Waystar, including being dropped from the Russell 2500 and 2000 Growth Benchmarks, but added to the Russell 2000 Value-Defensive and Defensive Indices on the same date. The company, which provides cloud software for healthcare payments, recently reported strong Q1 2026 adjusted earnings and revenue, and authorized a $200 million share repurchase program in May.
Does Waystar (WAY) Being Recast as Defensive Value Quietly Rewrite Its Long-Term Investment Story?
Waystar (WAY) was recently removed from Russell growth benchmarks and added to Russell 2000 Defensive and Value-Defensive indexes, suggesting a shift in perception towards the company's investment profile. This reclassification affects how funds might categorize the stock, but Waystar's investment narrative still relies on its AI-driven platform for healthcare billing, its integration of Iodine, and managing higher leverage. Investors are also considering Waystar's recent US$200 million share repurchase authorization amidst these changes.
Waystar Holding Corp.(NasdaqGS:WAY) added to Russell 2000 Value-Defensive Index
Waystar Holding Corp. (NasdaqGS: WAY) has been added to the Russell 2000 Value-Defensive Index. This announcement, published on June 28, 2026, highlights the company's inclusion in a significant market index. The article also provides recent news about Waystar, including a share repurchase program and its Q1 2026 earnings.
WAY Forecast — Price Target — Prediction for 2027
This article provides a forecast and price target for Waystar Holding Corp. (WAY) stock, drawing on analysts' opinions and detailed financial data. It covers current stock performance, historical highs and lows, market capitalization, volatility, and upcoming earnings information, along with revenue and net income figures. The article also addresses frequently asked questions about WAY stock, including whether it pays dividends and how to invest in it.
Waystar Holding Corp. Actuals & Estimates (NASDAQ:WAY)
This article provides an overview of Waystar Holding Corp. (NASDAQ: WAY) stock performance, financial actuals, and analyst estimates. It covers historical price data, future price forecasts, earnings information, and key financial metrics like market capitalization and EBITDA. The content is presented in a Q&A format, addressing common questions about the company's stock.
Transcript : Waystar Holding Corp. Presents at 46th Annual William Blair Growth Stock Conference, Jun-02-2026 10
This article provides a transcript of Waystar Holding Corp.'s presentation at the 46th Annual William Blair Growth Stock Conference held on June 2, 2026. The presentation includes an introduction by analyst Ryan Daniels. Access to the full transcript is reserved for subscribers.
Enterprise value to revenue forward of Waystar Holding Corp. – LS:A3EXMR
This article provides a financial snapshot of Waystar Holding Corp. (A3EXMR) focusing on its enterprise value to revenue forward metric. It appears to list this specific financial detail within a larger financial analysis platform. No detailed figures are provided, only the category and the company's ticker.
Waystar Holding Corp. (WAY) Presents at 46th Annual William Blair Growth Stock Conference - Slideshow
Waystar Holding Corp. (WAY) presented a slideshow at the 46th Annual William Blair Growth Stock Conference. The company published a slide deck for this event. SA Transcripts, Seeking Alpha's transcripts team, authored this article to share transcript-related developments with readers.
Why Has Waystar's Stock Fallen So Sharply, and What's Driving the Divergence
Waystar's stock has fallen 32% over the past year despite being a leader in the growing healthcare revenue cycle management (RCM) market, leveraging AI for efficiency. This underperformance contrasts with institutional buying, suggesting undervaluation. The company's strong financials and AI integration position it for significant growth, though leverage and competition pose risks.
Stronger Results and Institutional Buying Could Be A Game Changer For Waystar Holding (WAY)
Waystar Holding Corp (WAY) recently reported strong quarterly results with a 22.40% revenue increase and a 47.88% net profit increase. This financial performance is complemented by growing institutional ownership from firms like BlackRock and Fidelity, indicating increased confidence in Waystar's AI-enabled healthcare payments platform. While analysts debate the full impact of these positive developments and potential pricing pressures, the combination of robust financials and institutional backing suggests a positive outlook for the company.
Waystar (WAY) Q1 2026 earnings summary
Waystar (WAY) reported strong Q1 2026 earnings with revenue up 22% to $313.9 million and net income increasing 47.9% to $43.3 million. The growth was primarily driven by subscription revenue, AI innovation accounting for 40% of new bookings and revenue, and the successful integration of Iodine. The company provided a positive FY 2026 guidance, projecting revenue between $1.274 billion and $1.294 billion, with adjusted EBITDA remaining robust at 42-43% margin.
Waystar (WAY) Proxy filing Summary
Waystar (WAY) has filed its proxy materials for the upcoming annual meeting on June 1, 2026. Shareholders are invited to vote on the election of four Class II directors, the ratification of KPMG LLP as the independent registered public accounting firm, and the frequency of future say-on-pay votes for executive compensation, with the board recommending an annual frequency. The proxy materials and annual report are available online for review.
Waystar Holding (WAY) Stock Could Be 45.4% Undervalued After Institutional Buying And Growth
Recent institutional buying and strong revenue and profit growth suggest Waystar Holding (WAY) stock is undervalued despite a recent share price decline. The company's acquisition of Iodine Software is expected to boost its addressable market and margins, indicating a fair value significantly higher than its current trading price. Investors are encouraged to review the underlying data given the mixed market sentiment.
Waystar Holding Corp stock hits 52-week low at 17.87 USD
Waystar Holding Corp's stock has hit a new 52-week low, closing at $17.87, despite InvestingPro analysis suggesting it is undervalued with a "GREAT" financial health score and predicted profitability this year. The company's stock has decreased by 52.05% over the past year, reflecting economic conditions and company-specific factors. Despite the downturn, the healthcare payment software company recently surpassed revenue expectations in its Q1 fiscal 2026 earnings and authorized a $200 million stock repurchase plan.
Waystar Holding Corp (WAY) Institutional Confidence
Waystar Holding Corp (WAY) has an institutional shareholding score of 10.00, placing it first in the Software & IT Services industry. The institutional shareholding proportion increased by 4.95% quarter-over-quarter to 112.66%. Ron Baron is the largest institutional shareholder with 2.94 million shares, representing 1.21% of shares outstanding.
Waystar Holding Corp (WAY) Valuation: PE, PB & Fair Value Analysis
This article analyzes Waystar Holding Corp's (WAY) valuation, noting its current valuation score of 8.44, ranking it 210 out of 489 in its industry. The company's P/E ratio stands at 26.93, a significant deviation from its recent high and low. Data for other key valuation metrics like P/B, P/S, and P/CF have not yet been disclosed by Waystar Holding Corp.
Waystar Holding Corp (WAY) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for Waystar Holding Corp (WAY), highlighting its current earnings forecast score of 8.50, ranking 39th in the Software & IT Services industry. Analysts have set an average price target of $49.50, with a consensus "Buy" rating based on 24 analysts. The report also details expected revenue for the next quarter at $316.66M and an anticipated EPS of $0.40.
Waystar Holding Corp stock hits 52-week low at 17.87 USD
Waystar Holding Corp's stock has hit a new 52-week low of $17.87, despite an InvestingPro analysis suggesting the company is undervalued and analysts predicting profitability this year. The decline reflects broader economic conditions and company-specific challenges, even as the company reported a 18.6% revenue growth over the last year and strong Q1 results. Major analysts from UBS, Goldman Sachs, and TD Cowen have reiterated Buy ratings, though some have adjusted price targets downwards.
Waystar Holding Corp (WAY) Dividends & Stock Splits: Historical Payouts and Event Timeline
This article provides historical data on dividends and stock splits for Waystar Holding Corp (WAY). It indicates that the company has distributed $0.00 in dividends over the past five years and lists no historical stock split data. The current stock price for Waystar Holding Corp is reported as $18.250, with a market cap of $3.50 billion.
Waystar Holding Corp (WAY) Revenue Breakdown: Business Segments, Regional Revenue & Profit Contribution
This article provides a revenue breakdown for Waystar Holding Corp (WAY), detailing its business segments. As of the last update on April 6th, the company's revenue primarily comes from subscription revenue (50.80%) and volume-based revenue (48.65%), with a smaller portion from implementation services and other revenue (0.56%). The article notes that relevant regional data has not yet been disclosed by the company.
Waystar Holding Corp. (WAY) Stock Analysis: A Promising 80% Upside Potential In Healthcare Technology
Waystar Holding Corp. (WAY) shows significant investment potential in the healthcare technology sector, with analysts projecting an 80.41% upside. The company, which provides cloud-based software for healthcare payments, exhibits strong revenue growth and positive market sentiment, with 23 buy ratings and an average target price of $33.83 against a current trading price of $18.75. Despite not offering dividends, its reinvestment strategy and innovative solutions position it well to capitalize on increasing demand for efficient healthcare payment systems.
Waystar (WAY) executive has 12,212 shares withheld to cover vesting taxes
Waystar Holding Corp.'s Chief Transformation Officer, Bridge T. Craig, had 12,212 common shares withheld to cover taxes related to the vesting of Non-Qualified Stock Options. The shares were withheld at a price of $19.23 per share. Following this transaction, Craig directly holds 658,556 shares, which includes unvested RSUs.
Waystar (WAY) CMO Miller has 2,887 shares withheld to cover option vesting taxes
Waystar Holding Corp.'s Chief Marketing Officer Melissa F. (Missy) Miller reported a tax-related share disposition. Upon the vesting of Non-Qualified Stock Options, 2,887 shares of common stock were withheld at $19.23 per share to cover taxes. After this transaction, Miller directly held 252,077 shares, including unvested Restricted Stock Units (RSUs).
Waystar (NYSE: WAY) CFO faces 12,583-share tax withholding after option vesting
Waystar Holding Corp.'s CFO, Steven M. Oreskovich, had 12,583 shares of common stock withheld for tax purposes following the vesting of Non-Qualified Stock Options. This disposition, valued at $19.23 per share, is a routine tax-related event. After this transaction, Oreskovich directly owns 424,200 Waystar shares, which include unvested RSUs.
Waystar (WAY) CEO stock withheld to cover option tax bill
Waystar Holding Corp. CEO Matthew J. Hawkins had 47,754 shares of common stock withheld at $19.23 per share to cover tax obligations upon the vesting of Non-Qualified Stock Options granted on June 6, 2024. This transaction is classified as a routine tax-withholding disposition, not an open-market trade. After the withholding, Hawkins directly holds 926,816 shares of Waystar common stock, which includes unvested Restricted Stock Units (RSUs).
Waystar (WAY) CPO uses shares to cover taxes on option vesting
Waystar Holding Corp.'s Chief People Officer, Kimberly S. Wittman, reported a routine tax-related share disposition. On June 9, 2026, 2,731 shares were withheld to cover taxes upon the vesting of Non-Qualified Stock Options granted in June 2024, based on a sell-to-cover transaction. After this transaction, Wittman directly holds 270,233 shares, including unvested RSUs, indicating a tax-withholding event rather than an open-market sale.
Waystar (WAY) director Robert DeMichiei receives grant of 9,303 RSUs
Waystar (WAY) director Robert DeMichiei was granted 9,303 Restricted Stock Units (RSUs) at no cash cost, which will vest on the earlier of June 1, 2027, or the company's next annual stockholder meeting. Following this grant, DeMichiei's direct holdings, including unvested RSUs, total 46,199 shares of common stock. This transaction was reported in a Form 4 filing and represents a compensation-related equity award rather than an open-market purchase.
Waystar (NASDAQ: WAY) investors re-elect board, ratify KPMG and choose annual say-on-pay
Waystar (NASDAQ: WAY) stockholders re-elected four Class II directors to the board, ratified KPMG LLP as the independent registered public accounting firm for 2026, and opted for an annual frequency for future say-on-pay votes. The company will hold advisory votes on executive compensation annually until at least the 2032 meeting. These decisions were made during the 2026 annual meeting of stockholders.
Waystar (WAY) director Heidi Miller receives 9,303 restricted stock units award
Waystar Holding Corp. director Heidi Miller was awarded 9,303 restricted stock units (RSUs) at a price of $0.00 per share, as detailed in a Form 4 filing. These RSUs are scheduled to vest on the earlier of June 1, 2027, or the first annual stockholder meeting following the grant date. After this grant, Miller's direct holdings, including unvested RSUs, total 40,917 shares of Waystar Common Stock, further aligning her stake with the company's long-term performance.
Waystar Holding Corp. (WAY) awards 9,303 restricted stock units to director
Waystar Holding Corp. director Vivian E. Riefberg was granted 9,303 restricted stock units (RSUs) with a stated price of $0.00 per share, increasing her total holdings to 23,132 shares, including unvested RSUs. These RSUs will vest on the earlier of June 1, 2027, or the first regularly scheduled annual stockholder meeting following the grant date. This transaction was reported via an SEC Form 4 filing, indicating an equity award rather than a market purchase or sale.
Waystar Holding Corp. Hits Day High with 10.1% Surge in Stock Price
Waystar Holding Corp. saw its stock price surge by 10.1% to an intraday high of USD 21.94, significantly outperforming the S&P 500. The company reported impressive financial results, including a 116.54% net profit growth and strong operating cash flow. This positive performance is further supported by an increase in promoter stake, indicating growing confidence in the software products firm's future.
Waystar Holding (WAY) Is Up 12.0% After Strong Q1 Beat And $200M Buyback - What's Changed
Waystar Holding (WAY) saw its stock rise 12.0% following a strong Q1 earnings beat and the announcement of a $200 million share repurchase program. The company also reaffirmed its 2026 revenue guidance, reinforcing investor confidence in its AI-powered revenue cycle management platform's earnings power and competitive position. While these developments are positive, investors are still weighing the impact of higher post-acquisition leverage from the Iodine deal against Waystar’s cash generation and AI investment needs.
WAY Stock Price Prediction 2025-2026 | Waystar Holding Corp. Common Stock Forecast
24/7 Wall St. has set a "BUY" rating for Waystar Holding Corp. Common Stock (WAY), with a 12-month target price of $30.58, suggesting a 51.22% upside from the current price of $20.22. The forecast considers optimistic ($45.01) and conservative ($26.24) scenarios, and reflects a strong Wall Street consensus with 96% of analysts rating it a Buy. Long-term projections estimate WAY could reach an average of $50.20 by 2030, with potential catalysts including strong earnings and favorable market conditions.
Waystar Holding Corp. (WAY) Stock Analysis: Exploring a 72% Potential Upside in Healthcare Software
Waystar Holding Corp. (WAY) is a healthcare software company specializing in cloud-based payment solutions with a market capitalization of $3.82 billion. Despite stock fluctuations, analysts see a significant 72.08% potential upside from its current trading price of $19.91, with an average target of $34.26, driven by impressive revenue growth and strong analyst confidence. The company prioritizes growth over dividends, exhibiting a positive future outlook despite some modest financial metrics.
Wayfair (NASDAQ: WAY) director sells 200,000 shares; 160,000 exercised
A recent SEC Form 144 filing indicates that Eric L. Sinclair III, a director at Wayfair (NASDAQ: WAY), sold 200,000 common shares for $3,878,900 on May 28, 2026. Separately, the filing also reported two cash exercises under a registered plan on May 29, 2026, totaling 160,000 shares with proceeds of $3,175,248. This disclosure provides transparency on insider transactions, with further details on resulting ownership changes expected in subsequent filings.
Analysts Have Conflicting Sentiments on These Technology Companies: Waystar Holding Corp. (WAY) and Box (BOX)
Analysts have conflicting sentiments on Waystar Holding Corp. (WAY) and Box (BOX) in the Technology sector. Morgan Stanley maintained a Hold rating on Waystar, while D.A. Davidson reiterated a Buy rating on Box, despite the latter trading near its 52-week low. The articles highlights analyst consensus ratings and price targets for both companies.
WAY (NASDAQ: WAY) Form 144 lists 200,000-share sale on 05/28/2026
A Form 144 filing for Waystar Holding Corp. (NASDAQ: WAY) indicates a proposed sale of 200,000 shares of common stock. The transaction, dated May 28, 2026, results from the exercise of options under a registered plan, with cash specified as the payment method. Morgan Stanley Smith Barney LLC Executive Financial Services is listed as the broker/placement agent for the sale.
Analysts Have Conflicting Sentiments on These Technology Companies: Waystar Holding Corp. (WAY) and Box (BOX)
Analysts are presenting conflicting sentiments for technology companies Waystar Holding Corp. (WAY) and Box (BOX). Morgan Stanley maintained a Hold rating on Waystar, which has a Strong Buy consensus from other analysts with a 72.7% upside. For Box, D.A. Davidson reiterated a Buy rating, while the analyst consensus is Hold, with a 17.7% upside.
