Update shared on 09 Dec 2025
Fair value Decreased 0.86%Analysts have slightly lowered their price target on Waystar Holding, trimming fair value by approximately $0.42 per share as they incorporate a marginally higher discount rate while keeping long term growth and profitability assumptions largely unchanged.
What's in the News
- Raised full year 2025 revenue guidance to a range of $1.085 billion to $1.093 billion, signaling stronger than previously expected top line performance (corporate guidance)
- Announced and subsequently closed a private placement of common shares, including a planned issuance for gross proceeds of about $620.8 million under Regulation D (private placements)
- Completed a follow on equity offering of 18 million common shares, raising approximately $709.2 million at a price of $39.40 per share (follow on equity offering)
- Added to the S&P 1000 index, increasing the company profile among institutional investors and index tracking funds (index constituent add)
- Unveiled new AI powered AltitudeAI capabilities aimed at cutting denial related administrative time by over 90 percent and significantly improving patient payment collections for healthcare providers (product related announcement)
Valuation Changes
- Fair Value: decreased slightly from $49.16 to $48.74 per share, reflecting a modest reduction in intrinsic value.
- Discount Rate: risen slightly from 8.64 percent to 8.70 percent, modestly increasing the required return applied in the valuation model.
- Revenue Growth: essentially unchanged at about 13.76 percent, indicating stable long term top line growth assumptions.
- Net Profit Margin: effectively flat at roughly 21.91 percent, suggesting no material change to long run profitability expectations.
- Future P/E: edged down slightly from 43.98x to 43.67x, implying a marginally lower valuation multiple on forward earnings.
Have other thoughts on Waystar Holding?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
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.