Waystar Holding Crecimiento futuro
Future controles de criterios 2/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Waystar Holding de 19.9% y 9.9% por año respectivamente. Se prevé que el BPA crezca en un 19.1% al año. Se espera que la rentabilidad financiera sea de 9.1% en 3 años.
Información clave
19.9%
Tasa de crecimiento de los beneficios
19.07%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Healthcare Services | 22.8% |
| Tasa de crecimiento de los ingresos | 9.9% |
| Rentabilidad financiera futura | 9.10% |
| Cobertura de analistas | Good |
| Última actualización | 30 Jun 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • Jun 23
WAY: AI-Driven Revenue Integration And Buybacks Will Support Future Rerating
Analysts kept their fair value estimate for Waystar Holding steady at $33.83 while making only marginal tweaks to underlying inputs, indicating fine-tuning of assumptions rather than a change in overall outlook. What’s in the News for Waystar Holding Waystar’s “The State of the Mid-Revenue Cycle” report highlights that 86% of healthcare organizations still rely on manual or disconnected systems.Artículo de análisis • Jun 19
Waystar Holding (WAY) Stock Could Be 45.4% Undervalued After Institutional Buying And Growth
Recent reports that major institutions have expanded positions in Waystar Holding (WAY), alongside strong year over year revenue and net profit growth, have put the stock in focus for investors watching healthcare software exposure. See our latest analysis for Waystar Holding. Despite the recent institutional interest, Waystar Holding’s 30 day share price return is down 5.8% and its year to date share price return is down 41.1%, while the 1 year total shareholder return has fallen 51.4%. This...Actualización de narrativa • Jun 06
WAY: AI Automation And Buybacks Will Support Future Earnings Rerating
Analysts have slightly reduced their price target for Waystar Holding to $33.83 from $34.26, indicating a modest adjustment in fair value and future P/E assumptions while keeping revenue growth and profit margin expectations broadly consistent with previous estimates. What's in the News Waystar reported strong Q1 2026 results that surpassed revenue and earnings estimates, and reaffirmed full year 2026 revenue guidance in the range of US$1.274b to US$1.294b, according to recent earnings coverage.Actualización de narrativa • May 20
WAY: AI Revenue Cycle Automation And Buybacks Will Support Future Earnings Power
Analysts have adjusted their price target for Waystar Holding from $36.00 to about $34.26. This reflects updated assumptions around slightly lower revenue growth, a higher profit margin, and a reduced future P/E multiple.Artículo de análisis • May 07
Impressive Earnings May Not Tell The Whole Story For Waystar Holding (NASDAQ:WAY)
Investors were disappointed with Waystar Holding Corp.'s ( NASDAQ:WAY ) earnings, despite the strong profit numbers...Actualización de narrativa • Apr 29
WAY: AI Recoupment Automation And Data Scale Will Support Future Earnings Power
Analysts have trimmed their fair value estimate for Waystar Holding slightly to $36.00, reflecting small adjustments to the discount rate, profit margin assumptions, and future P/E expectations while keeping revenue growth assumptions broadly in line. What's in the News Waystar is rolling out new AI-powered capabilities for what it describes as an autonomous revenue cycle, including AltitudeAI agentic tools and broader platform updates that will be showcased at the Spring 2026 Waystar Innovation Showcase at 1 p.m. ET (Key Developments).Actualización de narrativa • Apr 12
WAY: AI Revenue Cycle Automation And Data Scale Will Support Future Earnings Power
Analysts have nudged their price target for Waystar Holding slightly lower to about $36.09 from around $36.77, reflecting small tweaks to assumptions on discount rate, long term revenue, growth, profit margin, and future P/E expectations. What's in the News Waystar launched an AI-powered solution aimed at identifying provider revenue affected by post payment recoupments, supported by a proprietary dataset covering more than 7.5 billion healthcare payment transactions and over US$2.4b in annual gross claims (Key Developments).Actualización de narrativa • Mar 28
WAY: Expanded Google Cloud AI Partnership Will Support Future Earnings Power
Analysts have slightly adjusted their price target for Waystar Holding to about $36.77 from $37.00. This change reflects updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that remain broadly consistent with prior views.Actualización de narrativa • Mar 12
WAY: Agentic AI Partnership With Google Cloud Will Support Long Term Earnings Power
Analysts have maintained their $37.00 price target on Waystar Holding, citing largely unchanged assumptions around revenue growth, profit margins, and a future P/E near 43.8x as support for keeping their fair value view steady. What's in the News Waystar expanded its collaboration with Google Cloud to accelerate agentic AI capabilities, with deeper use of Gemini models and data infrastructure across its revenue cycle platform (Client Announcements).
Nueva narrativa • Mar 04
AI Automation And Healthcare Data Scale Will Shape A Fairly Valued Future
Catalysts About Waystar Holding Waystar Holding provides AI-enabled revenue cycle management and payment software that helps health care providers get paid accurately and efficiently. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Feb 26
WAY: Agentic AI Rollout Will Drive Long Term Earnings Power
Analysts have trimmed their price target on Waystar Holding from $46.36 to $37.00, citing updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Waystar Holding issued earnings guidance for full year 2026, with total revenue expected in a range of $1.274b to $1.294b (company guidance).
Nueva narrativa • Feb 18
AI-Powered Revenue Cycle Platform Will Benefit From Expanding Healthcare Data And Network Effects
Catalysts About Waystar Holding Waystar Holding provides AI driven software that helps health care providers manage the full revenue cycle and get paid accurately and efficiently. What are the underlying business or industry changes driving this perspective?Seeking Alpha • Feb 15
Waystar Holding Corp.: A Lot Of Market Share Yet To Convert, In An Ever-Growing Market.
Summary Baron Discovery Fund initiated a position in Waystar Holding Corp., which provides a full spectrum of revenue cycle management software to health care providers. Waystar Holding Corp. acquired its Clinical Visitation capabilities with the July 2025 acquisition of Iodine Software for $1.25 billion. Waystar's $1 billion-plus in estimated 2025 revenues are a 50/50 combination of subscription and volume-based revenue. Waystar Holding Corp. will grow revenues organically in the low teens through 2031, with about 45% EBITDA margins. Waystar Holding Corp. only trades at about 15 times its 2026 EBITDA – and only 6 times our 2031 EBITDA estimates. Read the full article on Seeking AlphaArtículo de análisis • Feb 13
Some Confidence Is Lacking In Waystar Holding Corp. (NASDAQ:WAY) As Shares Slide 27%
To the annoyance of some shareholders, Waystar Holding Corp. ( NASDAQ:WAY ) shares are down a considerable 27% in the...Actualización de narrativa • Feb 12
WAY: Agentic AI Rollout And 2025 Guidance Will Support Further Upside
Analysts have adjusted their price target on Waystar Holding slightly lower to reflect updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. This has resulted in a modest trim of the implied equity value in dollar terms.Actualización de narrativa • Jan 24
WAY: Raised 2025 Guidance And Agentic AI Progress Will Drive Upside
Analysts have modestly trimmed their price target for Waystar Holding to US$46.90 from US$48.10, reflecting small updates to fair value estimates, discount rate assumptions, revenue growth expectations, profit margin forecasts, and the future P/E multiple. What's in the News Waystar introduced agentic intelligence to its cloud-native platform through Waystar AltitudeAI, using a data network that combines clinical, financial, and administrative information at scale to support an autonomous revenue cycle approach.Actualización de narrativa • Jan 09
WAY: Raised 2025 Guidance And Solid Earnings Outlook Will Drive Upside
Analysts have trimmed their fair value estimate for Waystar Holding by about $0.25 to roughly $48.10, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Waystar Holding raised earnings guidance for full fiscal year 2025, with total revenue now expected to be between US$1.085b and US$1.093b (Key Developments).Actualización de narrativa • Dec 23
WAY: Raised 2025 Guidance And Strengthened Balance Sheet Will Drive Upside
Analysts have slightly reduced their price target on Waystar Holding to approximately $48.35 per share, down from about $48.74. They attribute this adjustment to a modestly higher discount rate and slightly softer long term margin assumptions, which more than offset marginally stronger projected revenue growth.Actualización de narrativa • Dec 09
WAY: Raised Fiscal 2025 Guidance Will Support Bullish Momentum
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.Actualización de narrativa • Nov 24
WAY: Raised Fiscal 2025 Guidance Will Drive Upward Momentum
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.Nueva narrativa • Jun 08
Advanced AI And Cloud RCM Will Transform Digital Healthcare
Advanced AI adoption and cloud-based solutions are enhancing operational efficiency, expanding market reach, and driving strong cross-sell activity and recurring revenue growth.Artículo de análisis • May 08
The Strong Earnings Posted By Waystar Holding (NASDAQ:WAY) Are A Good Indication Of The Strength Of The Business
Waystar Holding Corp.'s ( NASDAQ:WAY ) strong earnings report was rewarded with a positive stock price move. We have...Artículo de análisis • Jan 07
Calculating The Fair Value Of Waystar Holding Corp. (NASDAQ:WAY)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Waystar Holding fair value estimate is US$32.68 With US$37.50...Artículo de análisis • Dec 10
These 4 Measures Indicate That Waystar Holding (NASDAQ:WAY) Is Using Debt Extensively
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 1,594 | 256 | 438 | 452 | 10 |
| 12/31/2027 | 1,422 | 234 | 405 | 413 | 21 |
| 12/31/2026 | 1,284 | 190 | 347 | 360 | 22 |
| 3/31/2026 | 1,157 | 126 | 294 | 330 | N/A |
| 12/31/2025 | 1,099 | 112 | 283 | 310 | N/A |
| 9/30/2025 | 1,040 | 111 | 285 | 308 | N/A |
| 6/30/2025 | 1,011 | 86 | 279 | 305 | N/A |
| 3/31/2025 | 975 | 26 | 196 | 223 | N/A |
| 12/31/2024 | 944 | -19 | 143 | 170 | N/A |
| 9/30/2024 | 906 | -53 | 90 | 116 | N/A |
| 6/30/2024 | 863 | -74 | 3 | 27 | N/A |
| 3/31/2024 | 825 | -57 | 23 | 45 | N/A |
| 12/31/2023 | 791 | -51 | 30 | 51 | N/A |
| 9/30/2023 | 766 | -52 | 44 | 62 | N/A |
| 6/30/2023 | 747 | -47 | 90 | 107 | N/A |
| 3/31/2023 | 724 | -49 | 79 | 97 | N/A |
| 12/31/2022 | 705 | -51 | 85 | 103 | N/A |
| 12/31/2021 | 579 | -47 | 92 | 106 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (19.9% al año) de WAY es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (19.9% al año) de WAY crezcan más rápidamente que el mercado US (18.8% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de WAY crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (9.9% al año) de WAY crezcan más despacio que el mercado de US (12.9% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 9.9% al año) de WAY crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de WAY sea baja dentro de 3 años (9.1%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/01 12:54 |
| Precio de las acciones al final del día | 2026/07/01 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Waystar Holding Corp. está cubierta por 28 analistas. 22 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Vikram Kesavabhotla | Baird |
| Glen Santangelo | Barclays |
| Saket Kalia | Barclays |