Waystar Holding Crescita futura
Criteri Future verificati 2/6
Waystar Holding prevede che gli utili e i ricavi cresceranno rispettivamente di 19.9% e 9.9% all'anno. Si prevede che l'EPS crescerà di 18.9% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 9.1% in 3 anni.
Informazioni chiave
19.9%
Tasso di crescita degli utili
18.95%
Tasso di crescita dell'EPS
| Healthcare Services crescita degli utili | 22.3% |
| Tasso di crescita dei ricavi | 9.9% |
| Rendimento futuro del capitale proprio | 9.10% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 19 May 2026 |
Aggiornamenti recenti sulla crescita futura
Recent updates
Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).
Nuova narrazione • 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?Aggiornamento della narrazione • 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).
Nuova narrazione • 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 AlphaArticolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Nuova narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Seeking Alpha • Jun 14
Waystar: Healthcare Payment Provider Goes Public
Summary Waystar IPO is priced at the midpoint, as shares are trading flat. WAY stock simplifies healthcare payments through its cloud-based software. Valuations are demanding, while profitability is solid, as caution is warranted due to high earnings multiples and potential AI disruption. Read the full article on Seeking AlphaPrevisioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 12/31/2028 | 1,592 | 256 | 441 | 444 | 11 |
| 12/31/2027 | 1,422 | 234 | 412 | 413 | 23 |
| 12/31/2026 | 1,285 | 190 | 358 | 360 | 23 |
| 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 |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: La crescita prevista degli utili di WAY ( 19.9% all'anno) è superiore al tasso di risparmio ( 3.5% ).
Guadagni vs Mercato: Si prevede che gli utili di WAY ( 19.9% all'anno) cresceranno più rapidamente del mercato US ( 16.8% all'anno).
Guadagni ad alta crescita: Si prevede che gli utili di WAY cresceranno, ma non in modo significativo.
Ricavi vs Mercato: Si prevede che il fatturato di WAY ( 9.9% all'anno) crescerà più lentamente rispetto al mercato US ( 11.7% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di WAY ( 9.9% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di WAY sarà basso tra 3 anni ( 9.1 %).
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 09:02 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Waystar Holding Corp. è coperta da 29 analisti. 23 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Vikram Kesavabhotla | Baird |
| Glen Santangelo | Barclays |
| Saket Kalia | Barclays |