Loading...
Back to narrative

WAY: Raised Fiscal 2025 Guidance Will Drive Upward Momentum

Update shared on 24 Nov 2025

Fair value Decreased 2.43%
Next
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
-7.7%
7D
-1.7%

Analysts have revised their price target for Waystar Holding downward from $50.38 to $49.16. They cited revised long-term assumptions including higher expected revenue growth and profit margins, along with a slightly higher discount rate and modestly lower forward price-to-earnings estimates.

What's in the News

  • Waystar Holding Corp. raised its earnings guidance for fiscal year 2025, expecting revenue between $1.085 billion and $1.093 billion (Corporate Guidance).
  • Waystar Holding completed a follow-on equity offering totaling $709.2 million, selling 18 million shares at $39.4 each with a $0.19 per share discount (Follow-on Equity Offerings).
  • The company will unveil major AI-powered innovations at its Fall Innovation Showcase, introducing solutions for denial prevention, reimbursement recovery, and enhanced patient payment processes (Product-Related Announcements).
  • Waystar Holding was added to several stock indices, including the S&P 1000, S&P 600 (Health Care sector), S&P 600, and S&P Composite 1500 (Index Constituent Adds).
  • Certain stock and options are subject to a lock-up agreement ending November 10, 2025. This affects restricted stock units, common stock, and stock options (End of Lock-Up Period).

Valuation Changes

  • Consensus Analyst Price Target has decreased slightly, moving from $50.38 to $49.16.
  • Discount Rate has risen moderately, from 8.30% to 8.64%.
  • Revenue Growth projections have increased significantly, moving from 9.30% to 13.76%.
  • Net Profit Margin estimates have improved, increasing from 18.80% to 21.91%.
  • Future P/E Ratio forecasts have declined modestly, shifting from 46.40x to 43.98x.

Have other thoughts on Waystar Holding?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.