Waystar Holding (WAY) Aktievy
Waystar Holding Corp. utvecklar en molnbaserad mjukvarulösning för betalningar inom sjukvården. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 4/6 |
| Framtida tillväxt | 2/6 |
| Tidigare resultat | 5/6 |
| Finansiell hälsa | 4/6 |
| Utdelningar | 0/6 |
Belöningar
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WAY Community Fair Values
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Analyst Price Targets
Waystar Holding Corp. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$23.91 |
| 52 veckors högsta | US$41.47 |
| 52 veckors lägsta | US$17.26 |
| Beta | 0.070 |
| 1 månads förändring | 19.55% |
| 3 månaders förändring | 4.59% |
| 1 års förändring | -38.09% |
| 3 års förändring | n/a |
| 5 års förändring | n/a |
| Förändring sedan börsintroduktionen | 15.51% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Recent updates
Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).
Ny berättelse • 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?Uppdatering av berättelse • 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).
Ny berättelse • 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 AlphaAnalysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Ny berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Aktieägarnas avkastning
| WAY | US Healthcare Services | US Marknad | |
|---|---|---|---|
| 7D | 19.7% | 6.9% | 0.8% |
| 1Y | -38.1% | -35.6% | 20.2% |
Avkastning vs industri: WAY presterade sämre än US Healthcare Services branschen som gav -35.6 % under det senaste året.
Avkastning vs Marknaden: WAY presterade sämre än US marknaden som gav 20.2 % under det senaste året.
Prisvolatilitet
| WAY volatility | |
|---|---|
| WAY Average Weekly Movement | 9.6% |
| Healthcare Services Industry Average Movement | 9.9% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Stabil aktiekurs: WAY har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: WAY s veckovolatilitet ( 10% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2017 | 1,700 | Matt Hawkins | www.waystar.com |
Waystar Holding Corp. utvecklar en molnbaserad mjukvarulösning för betalningar inom sjukvården. Företagets plattform erbjuder lösningar för finansiell kontroll, ekonomisk patientvård, hantering av krav och betalningar, förebyggande och återvinning av avslag, klinisk integritet och intäktsgenerering samt analys- och rapporteringslösningar. Företaget vänder sig främst till sjukvårdsindustrin.
Waystar Holding Corp. Sammanfattning av grunderna
| WAY grundläggande statistik | |
|---|---|
| Börsvärde | US$4.50b |
| Vinst(TTM) | US$126.10m |
| Intäkter(TTM) | US$1.16b |
36.4x
P/E-förhållande4.0x
P/S-förhållandeÄr WAY övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| WAY resultaträkning (TTM) | |
|---|---|
| Intäkter | US$1.16b |
| Kostnad för intäkter | US$361.85m |
| Bruttovinst | US$794.87m |
| Övriga kostnader | US$668.76m |
| Intäkter | US$126.10m |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 0.66 |
| Bruttomarginal | 68.72% |
| Nettovinstmarginal | 10.90% |
| Skuld/egenkapitalförhållande | 37.3% |
Hur har WAY utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/06 07:57 |
| Aktiekurs vid dagens slut | 2026/07/06 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Waystar Holding Corp. bevakas av 29 analytiker. 23 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Vikram Kesavabhotla | Baird |
| Glen Santangelo | Barclays |
| Saket Kalia | Barclays |