Waystar Holding (WAY) Hisse Özeti
Waystar Holding Corp. sağlık ödemeleri için bulut tabanlı bir yazılım çözümü geliştirmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 4/6 |
| Gelecekteki Büyüme | 2/6 |
| Geçmiş Performans | 5/6 |
| Finansal Sağlık | 4/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
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WAY Community Fair Values
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Analyst Price Targets
Waystar Holding Corp. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$18.75 |
| 52 Haftanın En Yüksek Seviyesi | US$41.47 |
| 52 Haftanın En Düşük Seviyesi | US$17.89 |
| Beta | 0.097 |
| 1 Aylık Değişim | 0.32% |
| 3 Aylık Değişim | -22.39% |
| 1 Yıllık Değişim | -51.84% |
| 3 Yıllık Değişim | n/a |
| 5 Yıllık Değişim | n/a |
| Halka arzdan bu yana değişim | -9.42% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Recent updates
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).
Yeni Anlatı • 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?Anlatı Güncellemesi • 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).
Yeni Anlatı • 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 AlphaAnaliz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Yeni Anlatı • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaHissedar Getirileri
| WAY | US Healthcare Services | US Pazar | |
|---|---|---|---|
| 7D | -6.3% | -6.9% | -2.4% |
| 1Y | -51.8% | -47.0% | 21.5% |
Getiri vs. Endüstri: WAY geçen yıl % -47 oranında getiri sağlayan US Healthcare Services sektörünün gerisinde kaldı.
Getiri vs Piyasa: WAY geçen yıl % 21.5 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| WAY volatility | |
|---|---|
| WAY Average Weekly Movement | 8.7% |
| Healthcare Services Industry Average Movement | 10.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: WAY son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: WAY 'nin haftalık oynaklığı ( 9% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2017 | 1,700 | Matt Hawkins | www.waystar.com |
Waystar Holding Corp. sağlık hizmetleri ödemeleri için bulut tabanlı bir yazılım çözümü geliştirmektedir. Platformu, mali izin, hasta mali bakımı, talep ve ödeyici ödeme yönetimi, inkarları önleme ve kurtarma, klinik bütünlük ve gelir yakalama ve analitik ve raporlama çözümleri sunar. Öncelikle sağlık sektörüne hizmet vermektedir.
Waystar Holding Corp. Temel Bilgiler Özeti
| WAY temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$3.54b |
| Kazançlar(TTM) | US$126.10m |
| Gelir(TTM) | US$1.16b |
28.5x
F/K Oranı3.1x
P/S OranıWAY aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| WAY gelir tablosu (TTM) | |
|---|---|
| Gelir | US$1.16b |
| Gelir Maliyeti | US$361.85m |
| Brüt Kâr | US$794.87m |
| Diğer Giderler | US$668.76m |
| Kazançlar | US$126.10m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 0.66 |
| Brüt Marj | 68.72% |
| Net Kâr Marjı | 10.90% |
| Borç/Özkaynak Oranı | 37.3% |
WAY uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/12 22:07 |
| Gün Sonu Hisse Fiyatı | 2026/06/12 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Waystar Holding Corp. 28 Bu analistlerden 23, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Vikram Kesavabhotla | Baird |
| Glen Santangelo | Barclays |
| Saket Kalia | Barclays |